Mastermind Calls

//Mastermind Calls

MasterMind Call: December, 2016

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 [...]

Notifying Slack from Infusionsoft Campaign Builder

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 [...]

MasterMind Call: January, 2016

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) [...]

MasterMind Call: May, 2014

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 [...]

MasterMind Call: March, 2014

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 [...]

MasterMind Call: October, 2013

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 [...]

MasterMind Call: April, 2013

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 [...]

MasterMind Call: July, 2012

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! [...]

MasterMind Call: May, 2012

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