Upstox.Freshdesk/Support/Home – Delight your customers

So we are talking about…Upstox.Freshdesk/Support/Home…you can utilize freshdesk for client service so let’s get going to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you sign up you’re gon na start which will fill your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can confirm your e-mail and below that you can see you can include your language whatever kind of language you want on your website change the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na select your support channel so how you can be gotten in touch with through phone e-mail social networks chat or kinds and below that you can add your client assistance email so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our dashboard reveals our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a good pattern and listed below that you have your consumer complete satisfaction and you can see the portion of positive responses or negative responses even neutral responses and the total reactions that you have actually received on the ideal side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na offer you a great little pointer on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply state let’s sort them by their status and now you can see high and urgent ones will be on the top nevertheless the other ones will be on the bottom now next up on the best side you can see over here you can filter out what kind of tickets you wish to view if you want to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and business so you can view those whichever way that you have called people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your options tab so your service tab is a basic kind of information tab which permits you to view your email marketing your legal requirements

Get Upstox.Freshdesk/Support/Home support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will find it in your solutions tab and below the services tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Upstox.Freshdesk/Support/Home

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent efficiency assistance operation and your general account settings over here you can view the development or the information of a particular employee or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what type of progress you have actually made what milestones that you have actually reached and just how much performance each representative has you can see that from over here returning into tickets i’m going to show you how you can deal with a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a specific classification what sort of ticket this is you can change its status you can set its top priority and you can also set what kind of question it is so what kind of concern it is you can likewise appoint a specific representative to this inquiry so you can just add a note generally respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the client so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m just going to send out that and now i have responded to this consumer you can also erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you need to offer to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have actually basic getting started with us orders and refunds details presents and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is typically asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket obviously the question is various but i’m simply selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to respond to it and you can see when you’re responding to a client on the bottom left you can see suggested services and canned types so you’re going to click on suggested services and you can see various articles that are a pre-written answer to a consumer concern and you can simply place that pre-written info into your reaction and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk actually offers is producing groups so if you click groups in the admin section you can create various groups for various purposes so if a concern and a ticket is related to billing you can assign a group member so over here i have actually designated myself in this group which person could specify their function and make them the leader of this type of billing ticket other than that you can likewise assign various in the group section you can likewise designate different tickets to different groups and when you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the consumer escalations where consumers might have elevated a specific scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men found this easy to understand and helpful and i’ll capture you men in the next video Upstox.Freshdesk/Support/Home

 

 

Upstox.Freshdesk/Support/Home – Delight your customers

So we are talking about…Upstox.Freshdesk/Support/Home…you can use freshdesk for customer care so let’s get going first of all you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na get started which will fill your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever type of language you want on your site change the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can also change your menu color so i’m also gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na select your support channel so how you can be called by means of phone e-mail social media chat or types and listed below that you can include your client support e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome somebody to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer you a graph that reveals you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of favorable actions or unfavorable actions even neutral reactions and the overall reactions that you have received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na add it over here and it’s gon na provide you a nice little reminder on your basic control panel and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply state let’s sort them by their status and now you can see immediate and high ones will be on the leading however the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what type of tickets you want to see if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive below that you have your basic contact and business so you can see those whichever manner in which you have gotten in touch with people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your solution tab is a basic sort of information tab which enables you to see your e-mail marketing your legal requirements

Get Upstox.Freshdesk/Support/Home support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will find it in your services tab and below the options tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Upstox.Freshdesk/Support/Home

see on the right side you have your today’s ticket inside so how many tickets you may have offered or so what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative productivity assistance operation and your general account settings over here you can view the development or the details of a particular team member or a group member and below that you can see your different channels of interaction you can also view your workflow and what type of development you have made what milestones that you have reached and how much performance each representative has you can view that from over here going back into tickets i’m going to reveal you how you can resolve a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a particular category what kind of ticket this is you can alter its status you can set its priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise designate a particular agent to this inquiry so you can simply add a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the customer so it’s immediately going to type in hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m just going to send out that and now i have actually responded to this consumer you can likewise erase your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a comparable kind of action you need to provide to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have general getting going with us refunds and orders details presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see the length of time will delivery take that’s a concern that is typically asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is various however i’m just choosing this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a consumer on the bottom left you can see recommended services and canned forms so you’re going to click on suggested options and you can see various short articles that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your reaction and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same kind of answers again and again so this is an extremely easy formula for your agents to follow so they can easily react to emails so another excellent feature that freshdesk really offers is creating groups so if you click groups in the admin section you can create different groups for different purposes so if a ticket and a problem is associated with billing you can assign a group member so over here i have actually designated myself in this group and that person might specify their role and make them the leader of this sort of billing ticket aside from that you can also designate different in the group area you can likewise assign different tickets to various groups and when you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the consumer escalations where consumers might have elevated a certain situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and handy and i’ll catch you people in the next video Upstox.Freshdesk/Support/Home