FuseDesk

/FuseDesk

About FuseDesk

This author has not yet filled in any details.
So far FuseDesk has created 206 blog entries.

MasterMind Call: December, 2016

On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices [...]

How can I organize my Infusionsoft templates in FuseDesk?

Infusionsoft templates can be easily organized by category right from within FuseDesk's template editor. Template categories allow you and your team to more easily find the template you're looking for and pick from a smaller list when replying to a case. Since you can assign a default template category to each of your departments, each [...]

Templates|0 Comments

Do FuseDesk Reps Need to be Infusionsoft Users?

Every FuseDesk Rep needs to have an Infusionsoft login, specifically an InfusionsoftID with access to your Infusionsoft application. This allows the emails that you reps send in FuseDesk, the notes they add in FuseDesk, and the actions they apply to contacts in FuseDesk to all be linked back to their user account in Infusionsoft and allows for [...]

Reps|0 Comments

Creating New Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, to allow folks to open a new support case, use the [fusedesk_newcase] shortcode on a page. This will display a form to create a new case. [fusedesk_newcase] works perfectly by itself, but also supports the following optional parameters: department: The ID of the department to assign the case [...]

Cases, Setup|0 Comments

Notifying Slack from Infusionsoft Campaign Builder

Leverage the power of Infusionsoft automation and the collaboration of Slack by sending notifications from a Campaign Builder sequence in Infusionsoft to a channel or user in Slack with ease. No need for third party add-ons. No need for paid integrations. No need for a paid Slack account. Just connect the two up instantly using a simple HTTP [...]

How do the latest DMARC changes affecting Infusionsoft impact FuseDesk?

Gmail, Yahoo, Hotmail and many other email providers have recently changed their DMARC settings so that only they can send mail from their domain names. This change prevents Infusionsoft users from sending email through any of these domains: @gmail, @hotmail, @yahoo, @aol, @outlook, @live, @msn. You can no longer send FROM these addresses in Infusionsoft or [...]

Emailing, Help|0 Comments

Why does FuseDesk need my InfusionsoftID, Password and API Key?

Each time that you log into FuseDesk, we'll ask you to login using your InfusionsoftID and Infusionsoft Password. The first time that you log into FuseDesk, we'll also ask you for your Infusionsoft API Key which allows us to behind the scenes access your Infusionsoft app and save incoming emails on cases, notes on cases, [...]

Help, Setup|0 Comments

FuseDesk Departments for Your Brands and Product Lines

If you have multiple product lines or brands within your business, you can setup FuseDesk Departments to keep your cases organized, your team specialized, reporting separate, and branding intact. For product lines, you might have your departments setup as Product Support, Events, and Membership. For brands, you might have a department each for ABC Widgets, [...]

What permissions do my help desk reps need in Infusionsoft?

When you add a new user to Infusionsoft so they can log into FuseDesk and handle your help desk support tickets, you'll have the option of setting User level permissions in Infusionsoft. For the most part, the user level permissions in Infusionsoft don't impact FuseDesk. Everything FuseDesk does is via the Infusionsoft API which doesn't get restricted [...]

Help, Reps|0 Comments

Can I setup individual email addresses for my team members?

By default, emails from FuseDesk come from your team members' name but your support email address, for example "Alice Smith" <support@yourcompany.com> so that in your customers' inbox, they see Alice Smith, but the reply goes back to support and into FuseDesk. This setup allows you to centralize all support emails in FuseDesk while maintaining a [...]