If you load a template and the body comes up empty, it can be for one of two reasons. First, if it is an HTML Only template, and you don't have a plain text version, we can't read the template. Please change your format to either just Plain Text or to HTML and Plain Text Keep Reading...
To attach files to your reply email, click on the button in the attachments line of the reply template. You can select multiple files at one time to attach. Due to the way Infusionsoft is setup, we can not actually attach the files to the email you send, but instead include a link at the Keep Reading...
When you close a case, it is no longer visible in your inbox, but you can easily find your closed cases using the Advanced Search. Head on over to the Advanced Case Search For Rep, choose yourself For Status, choose "Closed" Ideally, for Date Closed, choose an appropriate date range Click Search!
There are many reports available in FuseDesk to help you better track your customer support response time, case load, cast distribution and more. Until you have a few days of cases that have been assigned to different reps, responded to and closed, the reports won’t mean a whole lot. Here’s a sample of what’s in Keep Reading...
Wondering what kind of templates you should create? For starers, go into Infusionsoft and edit your default reply template. Once that’s setup correctly, simply click the Clone button at the bottom to create a fresh copy that you can edit as a new template! With a fresh template ready to go, try out some of Keep Reading...
Webforms, by default, send from [email protected], don’t have a text body, and all have the same boring subject line which doesn’t make it easy for you to respond to and help out customers! To really get your FuseDesk system humming with Infusionsoft WebForms, you’ll want to turn off the “Send me an email when someone Keep Reading...
In FuseDesk, inbound emails that aren’t part of an existing case will go into your Unassigned queue so you can decide how you want to handle them. Emails with a green icon mean that FuseDesk found a matching contact with that email address in your Infusionsoft app. Emails with a red icon mean that FuseDesk Keep Reading...
When creating a template to use in FuseDesk from within Infusionsoft, keep in mind that you’ll want the sender to be the rep responding, but you’ll want the reply email to go back into FuseDesk. To accomplish this, set the “From” to “Other” and then enter ~LoggedInUser.FirstName~ ~LoggedInUser.LastName~ for the name and make the from Keep Reading...