On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices Keep Reading...
Leverage the power of Infusionsoft automation and the collaboration of Slack by sending notifications from a Campaign Builder sequence in Infusionsoft to a channel or user in Slack with ease. No need for third party add-ons. No need for paid integrations. No need for a paid Slack account. Just connect the two up instantly using a simple HTTP Keep Reading...
On this month's call we covered: Searching like a Pro, Advanced Case Search, WordPress Plugin Updates, Case Review Best Practices, FuseDesk LIVE, and Your LIVE Q&A! https://youtu.be/VyfCGC4vcKA?rel=0&showinfo=0 Basic Searches Mentioned during the call were these great examples of searches that you can try from the sidebar: Bob (name starts with Bob) B S (first name starts with B, last with S) Keep Reading...
On this month's call we covered: Outbound Dialing from FuseDesk, Live Presence and Team Collaboration, Membership Site Best Practices, Reporting Magic, and Managing Support Like a Boss https://youtu.be/GcmvKctbEv8
On this month's call we covered: Mastering Inbound Email Automation; Leveraging the Power of Departments; Inbound HTML Only Emails; Forwarding Emails into FuseDesk; and Automating Appointment Scheduling. https://www.youtube.com/watch?v=STsO3kTqRgc * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose HD. Kick it up a notch Keep Reading...
On this month's call we covered: Tracking and mastering customer feedback; Leveraging FuseDesk from Campaign Builder; Email Automation with FuseDesk Email Rules; Preparing for a Product Launch; and, Using FuseDesk with your webinars! * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose Keep Reading...
On this month's call we'll cover: Communicating with vendors and third parties on cases; Integrating FuseDesk with Campaign Builder; Using Legacy Webforms with FuseDesk; Merging Existing Cases (New!); Splitting Cases (New!); Working with FuseDesk cases IN Infusionsoft; Your live questions, best practices and more! * This is available in HD. After you click play, click the gear icon at the bottom Keep Reading...
On this month's call we'll cover: Linking FuseDesk with your WordPress Membership site; The recently released template editor; Email Reply Template best practices; How to add monthly specials or promos to ALL of your email replies; The new and improved notification system (including desktop notifications!); Our "in the works" ratings and feedback system (we want Keep Reading...
On this month's call, we cover the newly improved case and contact search; two new reports; how to reduce case assignment times, first response times and case resolution times; the visual new report picker; data caching and what you need to know; how to "unopen" a case; the upcoming rules and auto-assignment system; your questions; and more! Keep Reading...
On this month's call, we cover using interactive video surveys with Infusionsoft and FuseDesk, opening support tickets from voicemails, and integrating BaseCamp with Infusionsoft and FuseDesk. Helpful Links: QuiestionMine Interactive Video Surveys Basecamp for Project Management
