In FuseDesk, you can easily automate multi-step workflows by leveraging FuseDesk Automations. Your FuseDesk Automations for Workflows will typically be triggered by your team applying a FuseDesk Case Tag, replying with a specific Email Template, or using a specific Note Template. Let's say that your team gets work orders for website change orders. A new Keep Reading...
One great way to reduce refunds, returns, and chargebacks - and delight your customers - is to have your team reach out and call your new customers after they buy from you. Not only does a welcome call delight your customer, but it can solve many of the biggest challenges with onboarding a new customer. Keep Reading...
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 Keep Reading...
Once you've installed FuseDesk's free WordPress plugin, your logged in users/members can view their team's cases using the 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: MemberiumiMember360WispAccessAlly All Keep Reading...
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 Keep Reading...
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 Keep Reading...
Finding, adding, editing, and deleting Contacts in FuseDesk is a breeze! Finding and Editing Contacts From the Contacts page, simply search for the contact you'd like to find using the search bar up top. The search results will show you matching contacts. As you mouse over each row you'll see three action icons on the Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 Keep Reading...
