Freshdesk
177 articles in Freshdesk
Back to blog homeHow to Configure Email in Freshdesk
A step-by-step guide to configuring Freshdesk email: add a support mailbox, set a forwarding rule, connect a custom mail server, configure DKIM/SPF, and understand the email-to-tic
How to Set Up Freshdesk Email Signatures
Set up Freshdesk email signatures the right way: personal agent signatures, a global Agent Reply Template, dynamic placeholders, HTML tips, and where the native feature runs out.
How to Set Up Email Notifications in Freshdesk
Configure Freshdesk agent and requester email notifications: enable the right templates, edit subject and body, insert dynamic placeholders, and see where the native feature stops.
How to Add, Deactivate & Manage Agents in Freshdesk
A step-by-step guide to adding agents in Freshdesk: invite by email, assign role/group/scope, choose full-time vs occasional (day-pass) seats, and deactivate — not delete — to free
How to Change Your Freshdesk Portal URL (Custom Domain)
A step-by-step guide to changing your Freshdesk portal URL to a custom domain: the Admin path, the CNAME record, the SSL certificate wait, and the SEO/redirect gotchas that break l
How to Set Up & Customize the Freshdesk Customer Portal
A step-by-step guide to customizing the Freshdesk customer portal: brand colors and logo, themes, a custom domain with CNAME, advanced CSS/layout, and a before/after — plus where t
How to Set Up Round-Robin Auto-Assignment in Freshdesk
A step-by-step guide to Freshdesk automatic ticket assignment: enable round-robin under Group Properties, compare it to load-based and skill-based routing, and see where each lives
Freshdesk Notifications Not Working: Fixes
Why Freshdesk email notifications silently drop — agent vs requester rules, the 'Notify agents' trap, automation conflicts, and deliverability. A step-by-step fix guide with a deci
How to Export Tickets & Data from Freshdesk
A practical guide to exporting Freshdesk data: CSV/Excel ticket exports, scheduled Analytics exports, the daily ticket-activities JSON feed, and the REST API — plus where each one
How to Merge & Unmerge Tickets in Freshdesk
A step-by-step guide to merging tickets in Freshdesk: choosing the primary ticket, what happens to secondaries, why you can't truly unmerge, and how the Auto Ticket Merger app hand
How to Create Custom Ticket Fields & Forms in Freshdesk
A step-by-step guide to building custom ticket fields and forms in Freshdesk: every field type, dependent fields, dynamic sections, agent-only vs customer-facing settings, plan lim
How to Set Up Canned Responses in Freshdesk
A step-by-step guide to Freshdesk canned responses: build folders, add dynamic placeholders, insert them in a reply, and share them across agents — plus where the native feature st
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