CX and Customer Support
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We'd like to create a dropdown input on a "Custom Installation Page" populated by "ticket type" options. This is a system field, but the options for it can be customized by admins. So rather than assuming they're the default "ticket type" options, we'd like to look up the values using the REST API and populate it with those. That way the options are always up-to-date and accurate. The problem we're running into is there doesn't appear to be an easy way to make this API call. When using `client.request`, it doesn't matter whether you're calling Freshdesk or some random third-party domain. You still need the complete URL and a way to authenticate with it. And it seems the only way to get that is by making the user manually enter it. I guess I'm having a hard time believing that if you want to make a call from a Freshdesk app to the Freshdesk API, using the Freshdesk client library, it requires a human to manually enter a bunch of info that the system should already have. What am I missin
We're looking to migrate from HelpScout into FreshDesk and would love to speak with other customers who have done this. In particular, have you succeeded in getting CSV file exports of your data from them and how? Any tips or tricks you'd be willing to share would be very much appreciated! Thanks!
Hello everyone,I'm stuck with an issue. I made a script that will export emails from an Outlook folder then for each conversation it will create a ticket.I'm using Powershell and the following code : # Outlook Variables $outlook = new-object -com outlook.application; $ns = $outlook.GetNameSpace("MAPI"); $inbox = $ns.GetDefaultFolder(6) # Get the emails that are in the folder named "folder_name" $targetfolder = $inbox.Folders | where-object { $_.name -eq "folder_name" } $items_list = $targetfolder.items | Select-Object ConversationID, sentOn, SenderName, To, TaskSubject, htmlbody, Attachments | sort-object -Property ConversationID, @{Expression = { $_.sentOn }; Ascending = $false } | select -First 1 foreach($item in $items_list){ $item.Body } # Fresh's Part [System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12 $APIKey = 'API_KEY' $EncodedCredentials = [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes(("{0}:{1}" -f $APIKey, $nul
Hello Guys,We have launched "Apollo Theme" which is fully compatible with Freshdesk & Freshservice.It is a good looking, professional and easy to use Freshdesk and Freshservice support portal theme.We provide below free services in our themes:Theme Shortcodes(Additional Formatting Components)Colors and images as per your needs(No need to pay extra)60 days technical support in our themesOur theme features:Fully responsive themeIncluded “Font Awesome” and “Line” iconsInner pages solution category list pluginSticky header includedFully customizable and clean codeOne of our client using this theme - Smaply SupportFor more info see here - https://ariesthemes.com/downloads/apollo-freshdesk-theme/
Before making a final decision between free and paid Freshdesk themes, it’s better to assess the advantages and disadvantages of both. The main question is – how can you use your budget wisely without paying double or triple the price by the end of the day? For the majority of people, the first look determines the level of trustworthiness of the business. And what’s even worse, it takes approximately a second to judge a website and leave it, if it doesn’t look trustworthy or professional enough.Advantages of free Freshdesk themes If you are launching a new business and have not collected enough data about your target audience and their needs yet, then you can go ahead and start testing a free Freshdesk theme. This way, you can win time to analyze the market along with the leading competitors, common customer requests and their secret wishes. Paying nothing in the beginning sounds very appealing, considering the number of other expenses you may have. However, this free start does not gu
Hi all.I'm trying to list up solution categories as menu in header by following codes.{% for category in portal.solution_categories %} {% if category.folders_count > 0 %} <a href="{{category.url}}" class="{% if category.url == ????? %}active{% endif %}">{{ category.name }}</a> {% endif %}{% endfor %}What I want to ask is the part of '????'. How can I add 'active' class when the page is the category page.
I'm in the early stages of setting up a Freshdesk system for my company, currently on the sprout plan.Last week we resolved some tickets. I expected them to automatically close after 48 hours. The reason I expected this is because Freshdesk had the following email notification already set up for me:Dear {{ticket.requester.name}},Our team has indicated that your ticket - {{ticket.subject}} - has been resolved. If you believe that the ticket has not been resolved, please reply to this email to automatically reopen the ticket.If there is no response from you, we will assume that the ticket has been resolved and the ticket will be automatically closed after 48 hours.But a week later, the resolved tickets have not automatically closed. Am I missing something here?
Our support agents use Outlook and frequently get requests sent directly to their emails. When they forward to our support@ email address, Outlook doesn't include the original senders email when the original sender is an internal Exchange user (it only shows their display name). This appears to be by design and difficult to work around in Outlook. Our agents manually type the email next to the display name so it creates the ticket with the correct requester. This is annoyingly manual and we would like to automate.Has anyone else using Outlook found a workaround for this issue? We notice that if we send the email To the requester and copy the support@ address, the requester's email address shows up in the ticket. Is there any type of automation we can apply in this scenario to create a ticket with the proper requester?
If we have the Email Notification to email the requester when their ticket is created enabled, is there a way to say not to send the email. Here is the scenario-customer calls in, we resolve their issue with them on the phone. We still want to track the ticket, but we don't want to email the customer, since the ticket was opened and closed at the same time. Options?
Is it possible to link to a closed tracker or is the closed tracker reopened automatically when linked to?I cannot try this because my trial has expired.Thanks,Sarah
Mint compatible. It's a professional-looking and easy-to-use Freshdesk support portal. It's based on the Frio template which was customized according to the customer's goals. The following customizations to the Freshdesk template were made:branding (logo, colors, fonts, icons, background image)header and footer are the same as on the main websitehover effect on categoriesdifferent colors for different blocks8 category boxes with iconsdifferent wordingsAbout the Frio template for Freshdesk support portalEasily customizable. You can make changes in future or customize the template on your own.Universal design. The Frio theme fits many industries and businesses without major customizations. Mint compatible. Tell us about your needs and we'll create a bespoke look of Frio or any other theme for your Freshdesk support portal. Or get a template and customize it on your own.
Hello Team,Is it feasible to have department segregation in one Fresh desk instance so the right queries can be channeled to the right users?Many thanksEsther
I need to trigger auto replies to emails by parsing key words out of the body. Example, one workflow goes like this:Order is placed, customer gets auto reply email generated by ordering system (that's already in place). But, our products are drop shipped from the supplier. They need to get a copy of the order automatically forwarded to them. I supposed we could integrate their email as a CC in the order auto reply, but we have more than one supplier.Once the supplier ships he will email us, This is where we need to parse the customer info to be used in an auto reply informing the customer the product has been shipped.My boss wants as much email automation as possible in the ordering process but there's just too many apps and I don't have a clue which ones will do the jobThanksCraig
Hello,Im looking for a solution to copy a part of the value from a ticket property to another ticket property to overcome the huge data correction activities. I know this can be done through API's but we would like to do it through available automation like dispatcher / observer.For example, i populate a group field, then i want to pick the last updated time of the ticket and populate it as a tag to arrive at some metrics, any ideas on this?RegardsSatya
Hello there,I'm trying Freshdesk in order to decide whether or not our company is going to move from JSD to another tool.I have added a custom dropdown field to my ticket form called "privacy" in which there are three options: "share ticket with my company only", "public" and "private".I need to know how to do the following things, if they're possible:have one of the option selected by default (I worked around that with an automation to set the field by default if it is empty, but I found it ugly)allow all other customers in my company to see this ticket if this option has been selected AND notify them by emailallow all customers to see this ticket if "public" is selectedIs this remotely possible?Thanks in advance !
When updating a ticket to 'resolved', the customer receives an email notification 'Ticket Resolved' which includes the text of the last note on the ticket, even if it's a private note.
i am trying to set a rule for web hook observer but i cant find Observer in the Admin > Helpdesk Productivity > Observer. section, Right now i have the trail account for the integration, Please guide me how can i set the rules for web hook integration
Moose is a high-tech and professional-looking Freshdesk support center theme. It features a light wavy design and easy navigation. Moose is 100% compatible with all Freshdesk functions and it will give your customers a user-friendly, engaging experience. This Freshdesk support center theme has several layout variants and color options. Additional formatting components and Font Awesome make Moose very easy on the eyes. The theme will fit those sites that want to attract traffic through the Freshdesk support center. Like all our templates Moose looks perfect on all devices because it is responsive and Retina ready.Additionally, our Freshdesk support center themes allow you to use your corporate colors and other elements to leave a professional impression on your users. You can either order Branding service from us or make changes on your own as our themes have advanced tools to let you make changes even without coding.Freshdesk support center templates from Breezy Themes:100% compatible
Hi, we deleted all our contacts in Freshdesk in order to start with a better organized situation again.While testing, I noticed that my emails did not go through to Freshdesk. After a long search, I restored the email address I used in contacts again.After this, I send another email, and now it went straight into Freshdesk!Does this mean, that once you delete a contact, and this person sends an email to the email address that is connected to Freshdesk, won't be able to get a ticket?(so, not creating a ticket via "New Ticket", but via the email address).Thanks for the info.
Hi,BackgroundI am planning to perform some automation around tickets on freshdesk. The natural way to achieve this is by tracking sub-tasks or sub-tickets for a ticket that was submitted by a user.The list of sub-tasks can be dynamic and require additional data source to create. So I would like an automatic process to generate the sub-tickets via an Api call.The questions- how can I create child tickets via the Api? I cannot find documentation for this. - how can I list child tickets for a particular parent?- is it possible to view or update custom ticket status via the api. if so - how can I know what value matches which custom status.With kind regards,Ofer
Due to the number of tickets we have, when I use the API to run customized reports I was running out of requests. So I build a cache systems to get information once so I do not have to call it multiple times. This worked great except now I am only getting 30 companies per request. It is like the filter features was applied to the "All Companies" request. How do we get around this limitation. Calling each page and then joining the JSON to a single stream is mess load of code and unnecessary development.
Users report getting many multiple email notices that their ticket is closed.Reports coming from different users that after their ticket has been closed they get repeated emails that say:Subject: Ticket Closed - (subject of original ticket)Dear User,Your ticket has been closed.We hope that this ticket was resolved to your satisfaction, etc.....Has anyone seen this before or have any suggestions?
Greetings fellow users,I apologize in advance for this crazy long post but I though giving every a full picture, entertaining suggestions, would end up being a helpful read for the next person in my situation. A sincere and humble thanks to all of you reading/posting your thoughts.The basics:I'm running a pilot project here in India with a very contained environment. FD is one tool under evaluation as part of that pilot.I'm using this as a level 1 with 3 agents, then one additional/different person as Level 2, then 3 people as level 3 one from each of my three external ISVs. There's a real business reason Level 2 is separate from the agents getting the inbounds Here is the flow:We have a single helpdesk/call center for both sales person support and end customers.An inbound call/email will be triaged as either sales person (SEC) or end customer issue.Level 1 always open a ticket. Always. Once determining SEC or customer, the agent will use the available internal FAQs and tools to try
In portal customisation, in ticket details page using liquid code able to get only few ticket details but some of the information are not available. Working: {{ticket.created_on}} Not Working: {{ticket.resolved_on}} Need to way to print or get, what are the available properties for the ticket details page. https://support.freshdesk.com/support/solutions/71599 doesn't provide details about ticket properties.
Hello we wanted to integrate to twitter and show the twitter handles on specific tweets in our forums on customer portal, did any one come across the scenario and implemented, any insight would be helpful
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