To search for an unassigned email, head to Unassigned. To search for a trashed email, head to Trash. From either the Unassigned and Trash views, simply start typing the text you're looking for in the Search box to filter your emails and find just the one you're looking for. After you type enough characters, we'll even start to highlight Keep Reading...
Gmail, Yahoo, Hotmail and many other email providers have recently changed their DMARC settings so that only they can send mail from their domain names. This change prevents Infusionsoft users from sending email through any of these domains: @gmail, @hotmail, @yahoo, @aol, @outlook, @live, @msn. You can no longer send FROM these addresses in Infusionsoft or Keep Reading...
If you ever receive emails from clients on your personal email and want to forward it to FuseDesk so it can be set up as a case, there is now an easy way to go about doing that! In the past, forwarding emails from your personal account would create a case under your name instead of the Keep Reading...
Email Rules are now Automations Email Automations are now Unassigned Email Automations. These instructions are depreciated. Please see Automations! With Email Automation, you are able to take your unassigned e-mails that are coming in and run them through some different rules to determine what to do. For example, if you want to filter non-cases (order notifications, Keep Reading...
One of the most powerful automations in FuseDesk is the ability to run automation on inbound emails. Let’s review how to set up email rules: In Preferences, go to Email Rules. Click Add New Rule at the bottom. Select Conditions as desired. Ie: Subject – subject line contains Refund Select Actions as desired. Ie: Assign Keep Reading...
Best practice sharing is an important part of capitalizing on better customer care while creating efficient support staff. It is likely that 80% of support questions you receive are repeat or commonly asked questions. First, generate a list of the top 10-20 frequently asked questions. Then, create a well written template to address each question. Keep Reading...
Would it be cool if you could promote an upcoming event, provide social media links, customer support hours while having one place to manage footer? Well, you can! To change the footer added to all emails sent from a department, click to edit your department from Departments under Settings. Scroll down to Email Footer and 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 your emailing capabilities have been shut down by Infusionsoft that means that while we can still attach notes and inbound emails to a contact’s record, we will no longer be able to send outbound emails via your Infusionsoft account. The Infusionsoft system will tell your FuseDesk app that the mail has been sent, when in fact, it Keep Reading...