Difference between revisions of "InfoTeamManual:Using Help Scout"

Revision as of 19:42, 6 April 2019

Help Scout Messages

Click on Unassigned to see open tickets.

Click on a message to open.

If you are able to answer the member's question, you can respond even if the previous response was provided by another member of the Member Support Team. Use your judgement here. If it's a pretty generic issue, go ahead and respond. If it's very specific and it seems like the other support team member is building on their previous responses, leave it for that member to complete.

Always check the status of the member's account before responding. In many cases, this information will help you decide which response to send.

1. Open ModTools:https://moderator.freecycle.org/home/ (this is the same page you use to moderate your local group). Click on your group's name.

2. Click on Members and then Invite Members in the left-hand menu

3.Copy/paste the member's email address or username into the Invite Members box and click Prepare Invitations. DO NOT CLICK SEND INVITATIONS. You are only doing this to determine whether or not an active account exists.

4. If the system responds with "Non-My Freecycle email addresses" or "Usernames not found", there is no active account with this information

5. If the system responds with "My Freecycle users to be invited", there is an active account with this information and will display both the username and the associated email address

6. If (No longer a user) is shown next to the username, it's an indication that the member has been "zapped" (account made unusable), most likely due to some inappropriate activity. When you see this, forward the message to Spamcontrol@freecycle.org and ask for details on the member account before responding to the message.

Note: sometimes members contact us from a different email address than the one they use for their Freecycle account. It's always a good idea to ask them if this is the case if you don't find an active account using the information originally provided.

Responding to a message

• We use Saved Replies to make responding faster and to ensure we are providing consistent and accurate information regardless of who handles the response.
  

• Click on the Reply icon (or just hit the "r" key on your keyboard)
  

• Then click on the Saved Replies icon (looks like a text bubble) beneath the Search Docs box.

• Search or scroll down, then select the Reply you want. It will be added to your message.
  

• You can add multiple Saved Replies to your message by searching and selecting again. Make sure your cursor is where you want the new reply to end up.
  
  

• From there, you can edit and customize the reply or just add your first name at the bottom and hit Send.
  
  

Helpful hint: If you accidentally hit the Reply icon when you meant to hit the Note icon, you can switch from one to the other BEFORE you save or send. Just click on the Note icon while the message is open and the screen will change from blue to orange, telling you that you are now creating a Note .

Please don't use the Save This Reply option. If there's a reply that needs to be updated or added, let the Team Lead know and we'll make the change.

Help Scout Saved Replies

The current list of Help Scout Saved Reply titles is here: Help Scout Saved Reply List, including some notes on when and how to use each one.

If you don't find a reply that you use repeatedly, or you feel existing ones could be worded more clearly or named more appropriately, send a request to the Team Lead at hslead@freecycle.org.

Merging Messages

Please don't merge messages until we agree that you have enough experience with the tool. Until then, leave the Team Lead a Note and she'll take care of it.
Only merge messages if the previous message is very recent and related to the same issue.

• With the current message open, click on the name of the other message on the right side of the screen.
• Click Merge in the message pop-up.
• Note that Merges cannot be un-done so please be careful.

Unsubscribing and deleting accounts

• Members have several options for "unsubscribing." If you are not sure which one is being requested, send the generic Unsubscribe saved reply.
• If the request is to completely delete the member's account or data, leave it for the Team Lead. Only the Team Lead and Info Team Coordinator have the ability to delete accounts.
• More information on Privacy and link to the Freecycle Privacy Policy.

Adding Notes

We can add notes to a message trail. They can only be seen by us. We can use to make notes about the ticket or member OR to communicate with each other.

• Click the Note icon at the top of the message (pencil with a +). The form will turn orange to signify you are creating an internal communication.
• Type your note and sign it. Click Add Note.
  

• To edit your note after you save it, click on the three dots next to the date/time and you can edit or delete your note.
  

Helpful hint: If you accidentally hit the Note icon when you meant to hit the Reply icon, you can switch from one to the other BEFORE you save or send. Just click on the Reply icon while the message is open and the screen will change from orange to blue, telling you that you are now creating a Reply.

Forwarding and escalating messages

You may need to forward a message to another team, such as GOA or Spamcontrol, or escalate a message to Freecycle Leadership. The forwarded message and any note to the other team will not be visible to the person who sent the original message.

Please see Guidelines for Forwarding and Escalating Messages for detailed information about who to forward messages to.

• Click on the More Actions icon a the top of the message (…) and select Forward.
  

• Enter the email address to forward the message to.
• Add a message or instructions for the person/group you are forwarding to and sign your name.
  

• Click Send.
  

Note that the original ticket will remain open unless you respond to it or close it. It is a good idea to let the original sender know what action you have taken and whether they should expect a response from someone else (like a GOA).

Moving a message to another Help Scout mailbox

We have three mailboxes that receive messages in Help Scout. Each of these mailboxes receives mail from a number of externally communicated email addresses and occasionally a message lands in the wrong mailbox. It's not usually necessary to include a note when you move messages between mailboxes.

• Public Help: All correspondence from Freecycle members and the general public. Managed by the Member Support Team.
• Mod Help: Requests from Group Moderators for help with using Mod Tools and the Freecycle.org website. Managed by the SiteModHelp volunteer member of the Support Team.
• Data Protection: Requests to delete member and account data from the Freecycle database. Managed by the Support Team Lead.
  

Click on the More Actions icon a the top of the message (…) and select Move, then select the mailbox to move the message to.

Help Scout Beacons and Chat in Freecycle 3.0

When a user clicks on the Help link at the bottom of any 3.0 page, a box opens with links to 5 knowledge base articles. Appropriate articles will display for the page of the Freecycle.org that the user is on when they click the Help link.
There are three thing the user can do:

1. Answers (the initially displayed list of articles). Click on a link to see the full article.
2. What can we help you with? (at the bottom of the box). Search for more articles.
3. Ask. Email or live chat
   

Ask

If the member has contacted us this way in the past, they will can click on the Previous Conversations link to see their conversation history.

Email

Live Chat

When the member types a question into the chat box, the chat opens in Help Scout

To start chatting, click on the top (oldest) chat message.

If no one is available to take the chat within xx amount of time