jeremyshapiro

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So far jeremyshapiro has created 27 blog entries.

MasterMind Call: May, 2014

On this month's call we covered: Mastering Inbound Email Automation; Leveraging the Power of Departments; Inbound HTML Only Emails; Forwarding Emails into FuseDesk; and Automating Appointment Scheduling. https://www.youtube.com/watch?v=STsO3kTqRgc * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose HD. Kick it up a notch [...]

MasterMind Call: March, 2014

On this month's call we covered: Tracking and mastering customer feedback; Leveraging FuseDesk from Campaign Builder; Email Automation with FuseDesk Email Rules; Preparing for a Product Launch; and, Using FuseDesk with your webinars! * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose [...]

How do I change the department that cases are assigned to when I take a case?

When you take a case, it's immediately assigned to you in your default department. You can adjust your default department by click on Preferences and then adjusting your default department there. If at any time you want to take a case to a different department than your default department, simply Assign the case to yourself [...]

How do I Create a New FuseDesk Case from Infusionsoft’s Campaign Builder?

Creating a case in FuseDesk is possible from right within Infusionsoft's Campaign Builder so you can automate the creation of cases in FuseDesk from Infusionsoft! To create a new FuseDesk case from within Infusionsoft's Campaign Builder: Setup (or use an existing) FuseDesk API Key In  Campaign Builder in Infusionsoft, go into the Sequence where you [...]

What are Case Tags?

In FuseDesk, individual cases can have Case Tags which allow you to track cases on a given topic. Case Tags in FuseDesk are different from Contact Tags in Infusionsoft as Case Tags are applied to individual cases whereas Infusionsoft Tags are applied to Contacts. Suppose a customer emails you with a glowing testimonial. You might [...]

Are Case Tags the Same as Infusionsoft Tags?

Case Tags in FuseDesk are different from Contact Tags in Infusionsoft as Case Tags are applied to individual cases whereas Infusionsoft Tags are applied to Contacts. If a customer has multiple cases open with you, one case could be tagged with one case tag, while another case could be tagged with a different case tag. [...]

2013-10-25T08:00:01-07:00Cases|0 Comments

How do I change my Email Signature?

Your email signature is set by the template you’re using. More than likely this is pulling in fields like your first and last name to put in the signature. If you’d prefer to use a more complex and personal signature, you can change your template to use the Infusionsoft User Signature you have on file. [...]

How do I refresh my App’s Cache?

To keep your app working super speedy, we have a two step caching system to minimize sending the same large data sets up and back again and again. As a first step, we store a local copy of the names of all of your action sets, tags and templates in your Infusionsoft App so we [...]

2015-10-29T13:17:05-07:00Setup|0 Comments