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So far FuseDesk has created 279 blog entries.

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 [...]


Snippets in FuseDesk allow you to quickly re-use pieces of text in chats, emails, and notes. While an Email Template or Note Template provides a complete email or note respectively, snippets are used for shorter pieces of text, for example, a commonly used URL/link, greeting, or email/chat sign off. Creating a New Snippet To create [...]

Setting Live Chat Availability Hours

FuseDesk's native Live Chat for Keap and Infusionsoft allows you to easily set live chat availability for when you want Live Chat to be online on your site. To set what hours you'd like Live Chat to be available on your site, head into your Chat Settings and create or edit a chat widget. Within [...]