The goal of this integration is to allow your membership customers to open and view their cases, while being easy to use. Here are the steps for installation: From WordPress site, go to Plugins, click Add New. In the search box type FuseDesk, and click Search Plugins. Find FuseDesk, click Install Now, and ok to Keep Reading...
We have several alerts and types of notifications you can customize within FuseDesk making it easier than ever to stay on top of cases and chats ensuring your support team is doing the same! Go to Preferences (the pencil icon by your name in the top left) and then Notifications will be located toward the Keep Reading...
Yes! Good news for those working mainly in Infusionsoft. This add-on will work in Firefox and Chrome. Download FuseDesk for Chrome or FuseDesk for FireFox. Open a Contact record In Infusionsoft On the bottom group of tabs, next to Tasks, click the new Cases tab! For your first use after downloading the plugin you will need to Keep Reading...
Many times questions come in from customers that require another question to the vendor or third party. Good news! You can communicate right from FuseDesk, while keeping all contact coordinated and aligned under one case. First, you will want to create a new template for communication to the vendor: In Infusionsoft (manage email templates) or Keep Reading...
If you want to send an email acknowledgment, automated email reply, or a autoresponse to incoming emails, there are a few ways you can set this up. In general, it’s best that your team takes the case and simply replies to the customer to help resolve the issue, but in some cases, for example during Keep Reading...
If you have a FuseDesk Enterprise plan, you have the ability to integrate FuseDesk into your Call Center phone system via screen pops. With this setup, when an incoming call comes into your floor, the rep answering the phone will receive the caller ID of the caller and using your existing screen pop system which Keep Reading...
When you take a case, it's immediately assigned to you in your default department. You can adjust your default department by click on Preferences and then adjusting your default department there. If at any time you want to take a case to a different department than your default department, simply Assign the case to yourself Keep Reading...
Creating a case in FuseDesk is possible from right within Infusionsoft's Campaign Builder so you can automate the creation of cases in FuseDesk from Infusionsoft! To create a new FuseDesk case from within Infusionsoft's Campaign Builder: Setup (or use an existing) FuseDesk API KeyIn Campaign Builder in Infusionsoft, go into the Sequence where you want Keep Reading...
Case Tags in FuseDesk are different from Contact Tags in Infusionsoft as Case Tags are applied to individual cases whereas Infusionsoft Tags are applied to Contacts. If a customer has multiple cases open with you, one case could be tagged with one case tag, while another case could be tagged with a different case tag. Keep Reading...
From time to time, you may need to merge two cases together into one case. Fortunately, merging cases is easy! View one case that you'd like to merge so it's a recently viewed case View the other case you'd like to merge From the bottom of the case viewer, click on the Merge tab Select Keep Reading...