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 [...]
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. [...]
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! Infusionsoft requires opt out link on all email templates for spam compliance. The following steps will show how to modify the default link for centralized universal control [...]
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 [...]
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 [...]
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 [...]
All of your outbound emails are sent through Infusionsoft for a few important reasons. Firstly, this allows us to attach the email to a contact’s record and keep the email in the contact record’s history. Secondly, for spam compliance reasons, we’re able to centralize and leverage Infusionsoft’s already built in system of managing your opt [...]