Help

Home/Help

Connecting Facebook Messenger to FuseDesk

Ready to connect Facebook Messenger to your FuseDesk App? FuseDesk's native Facebook Messenger integration allows your customers and prospects to message your Facebook Pages and get the support they deserve right from your team in FuseDesk. When a new message comes in to a connected Facebook Page, a Chat will be created in FuseDesk. Your [...]

2020-02-13T16:33:04-08:00Chat, Chat Settings, Facebook Messenger, FuseDesk Chat|Comments Off on Connecting Facebook Messenger to FuseDesk

Live Chat Automation in FuseDesk

If you'd like to automatically greet visitors on your website with custom live chat messages, you can create a FuseDesk Automation to do just that! Head on over to Automations under Settings and click to Add New. Select "A visitor is on your site" as the When, enter a Name for your Automation and then click [...]

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 [...]

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

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 [...]