You can create cases in FuseDesk directly from within Infusionsoft's Campaign Builder. To do so you will first need to create an API key in FuseDesk. You can create your API key following these steps: In FuseDesk, go to Settings -> API Keys. Click + New Key. In the window that will open give [...]
You can invite anyone to be a rep in FuseDesk even if they don't have an Infusionsoft Seat when you're on a FuseDesk Enterprise plan. Simple head to Support Reps under Settings and click on Invite New User. Enter in your team member's name and email and click on Send Invitation!
Ready to integrate your third party app to FuseDesk? The first thing you'll need to do is setup an API Key. You'll need to be an Infusionsoft or FuseDesk admin to manage API Keys. In your FuseDesk app, click into API Keys under Settings. Click on + New Key Add any API Key Name you [...]
FuseDesk Supports clean HTML email both from your customers and back out to your customers. Email HTML is limited to basic formatting like bolding, italicizing, and coloring text; and using simple lists. You can even drag and drop or insert images! Rich HTML is available whether you're replying via email on a case view, from [...]
Authorize.net receipts (like PayPal receipts, order confirmations, and many other "notification" like emails) aren't support tickets and shouldn't be cluttering up your help desk. To send your authorize.net receipts somewhere besides FuseDesk: Log into your Authorize.net Merchant Interface at https://account.authorize.net Click User Profile in the main left side menu. Click Edit Profile Information. Change the [...]
To search for an unassigned email, head to Unassigned. To search for a trashed email, head to Trash. From either the Unassigned and Trash views, simply start typing the text you're looking for in the Search box to filter your emails and find just the one you're looking for. After you type enough characters, we'll even start to highlight [...]
To view your FuseDesk API Usage, head to the Billing Page under Settings. The Billing Page shows you how much your app has been using the FuseDesk API and provides one click access to richer reporting with more details on API Usage. Each new Seat that you add in FuseDesk increases the number of FuseDesk API [...]
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 [...]
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 [...]
Every FuseDesk Rep on a Lite or PRO plan needs to have an Infusionsoft login, specifically an InfusionsoftID with access to your Infusionsoft application. FuseDesk Enterprise Plans can invite any rep to login to FuseDesk even if they don't have an InfusionsoftID. Logging in with an InfusionsoftID allows the emails that you reps send in FuseDesk, [...]
