Once you've installed FuseDesk's free WordPress plugin, to allow folks to open a new support case, use the [fusedesk_newcase] shortcode on a page. This will display a form to create a new case. [fusedesk_newcase] works perfectly by itself, but also supports the following optional parameters: department: The ID of the department to assign the case [...]
Join us for a short walk down Kaizen Road where we'll explore a recent journey we had in rolling out new case queue stats... One of our core values is Kaizen, the practice of Continual, Never Ending, Improvement. When we train customer support teams and managers, we often talk about the reports that matter most being [...]
FuseDesk works beautifully with your WordPress site and helps your website visitors easily open new support tickets directly into FuseDesk. If you are using a supported Membership Site like iMember360, Wishlist, Memberium, or WisP, we'll even pre-fill in all the members information so they just have to write their question. And... logged in members can view [...]
When you snooze a case, it is no longer visible in your inbox, but you can easily find your snoozed cases using the Advanced Search. Head on over to the Advanced Case Search For Rep, choose yourself For Status, choose "Snoozing" Click Search!
With FuseDesk's outbound dialer, you and your team can one-click call customers right from within FuseDesk and a note about the call is automatically saved to the case and to the contact's record in Infusionsoft. Simply click on the contact's phone number in a case and we'll initiate an outbound call right in your browser. [...]
FuseDesk now supports more Bulk Actions than ever before when working with your help desk cases and support tickets. In addition to bulk changing case status, snoozing cases, and reassigning cases, you can now bulk Email Reply, run Infusionsoft Automation, apply Infusionsoft Tags, and bulk apply FuseDesk Case Tags - all right from your case queues! [...]
Last week we took a look at a case study involving Gavin and his attempt to secure new phone service. This week we'll break down the problems of the call and discuss solutions for each of them. The over eager representative Gavin’s first representative was kind and had a strong desire to be helpful. However, [...]
FuseDesk supports many leading voicemail and answering service providers in that when we get an email from your service, we’ll look in your Infusionsoft account for contacts with the phone number the call came from. If we find one contact (and only one), we’ll link the email up automatically. If not, the email will still [...]
Today let’s take a look at a case from real life and see what we can learn from it. Gavin recently tried to switch cell phone providers. He was very excited because the new provider he had chosen offered a better value for his money. However, when he went to activate his new service, he [...]
When you and your team are developing guidelines and parameters for solutions to customers’ needs, whose standards are you measuring by? It’s very easy to begin shaping these standards with the intention of keeping the customer happy, but it’s very easy to become distracted by other issues, like cost. While profitability is what will keep [...]
