FuseDesk

Home/FuseDesk

About FuseDesk

This author has not yet filled in any details.
So far FuseDesk has created 272 blog entries.

Attaching Files to New Cases Created from WordPress

When you're using the fusedesk_newcase shortcode on your WordPress site, you can optionally enable file uploads. To do so, in your short code, set the attribute fileupload="yes" Files will be uploaded and stored on your WordPress install and a link to the files will be included in the FuseDesk case. You should likely not enable [...]

2019-11-12T15:01:10-08:00FuseDesk WordPress Plugin|Comments Off on Attaching Files to New Cases Created from WordPress

Viewing Team Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, your logged in users/members can view their team's cases using the [fusedesk_teamcases] shortcode. This will display a table of cases. You'll typically use this when your CRM or Membership Site supports parent / child logins or linked users / teams. The fusedesk_teamcases shortcode currently supports: Memberium iMember360 Wisp [...]

2019-11-12T10:54:37-08:00Cases, FuseDesk WordPress Plugin, Membership Sites|Comments Off on Viewing Team Cases with the FuseDesk WordPress Plugin

Viewing Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, you can enable your logged in users/members to view their cases using the [fusedesk_mycases] shortcode on a page. This will display a table of cases. [fusedesk_mycases] works perfectly by itself, but also supports the following optional parameters: columns: A comma delimited list of which columns to show. Choose [...]

2019-11-12T09:57:12-08:00Cases, FuseDesk WordPress Plugin, Membership Sites|Comments Off on Viewing Cases with the FuseDesk WordPress Plugin

Importing Email Templates into FuseDesk

If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM [...]

Net Promoter Score (NPS) – Personal Follow Up

So you're following up with your customers using Net Promoter Score (NPS). Fantastic! But what are you doing with the data aside from just dashboarding your number? Automation is fantastic for repetitive tasks like sending a follow up email to obtain your NPS, but... at a certain point you want to actually get a real [...]

Membership VIP Support

You have a membership site and want to handle your members differently based on their membership level, for example providing VIP support to your VIP members. In FuseDesk, there are a number of great ways you can accomplish this and see how well your team is doing. To start with, let's make sure your customers [...]

Membership Retention Automation

You run a membership / subscription based business and one of your members wants to cancel. It happens, but what can you and your team do to improve retention and keep more members with you longer? First, it helps to understand WHY your members are cancelling. When you understand that, you can empower your team [...]

Convert Feedback to Testimonials

Imagine if you could turn your customer feedback and case ratings into a testimonial machine... Your team delights your customers. Your customers leave great feedback. Make sure your whole team knows about it and turn that feedback into a Testimonial. For this FuseDesk Automation, we're going to get a few things setup first. Email Reply [...]

Adding FuseDesk Live Chat to a Shopify

Adding FuseDesk's Live Chat for Keap and Infusionsoft to your Shopify Site can be done easily right in your theme. Configuring Your Live Chat The first step is getting your Live Chat setup. Login to your FuseDesk App and click Chat Settings under Settings Click the green Live Chat + button Configure your chat widget [...]