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 [...]
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 [...]
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 [...]
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'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 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 [...]
Inserting an emoji into a FuseDesk chat can be done by clicking on the smiley face emoji icon. By default we'll show you your most recently used emojis but you can also page through to other categories of emojis. Your customers can always send you emojis regardless of what platform they're on, be it FuseDesk [...]
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'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 [...]
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 [...]
