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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 [...]

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 [...]

Adding FuseDesk Live Chat to a CustomerHub Membership Site

Adding FuseDesk's Live Chat for Keap and Infusionsoft to your CustomerHub Membership Site can be done in a few ways. 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 [...]

How can I reply to text messages sent into PlusThis?

When a prospect or customer replies to an SMS text message sent through your PlusThis app, you can have that reply come directly into FuseDesk so your team can chat one-on-one. To get started, connect FuseDesk to PlusThis. Then, send a text message into a PlusThis number you linked to FuseDesk. The text messages will [...]