How to Create and Use Freshdesk Ticket Templates?

Here’s a step by step tutorial on how to create and use Freshdesk ticket templates:

1. Open Freshdesk. Click on "Admin" icon in the left navigation pane.

2. Select "Agent Productivity" from the menu.

3. Under Agent Productivity, click on "Ticket Templates".

4. In the Ticket Templates section, click on "New Template".

5. Enter all the required information for the template you are creating. Give an understandable name, choose the priority levels, and choose if this template can be seen by all agents or only by agents in particular groups.

6. Fill in the "Description" field with the necessary details.

7. Type in the Tags related to this template.

8. Click on "Save" to save the ticket template.

How to use Freshdesk Ticket Templates in a New Ticket

1. Create a New Ticket.

2. Inside the new ticket form, click on "Pick a template dropdown". Select the "Delivery feedback" template.

3. In the form, observe the fields pre-filled with the relevant information.

Congratulations! You have successfully learnt to create and use a Freshdesk ticket template.