Setup

//Setup

What is the Best Way to Track and Master Customer Feedback?

Using the feedback in FuseDesk will allow you to find out how well your support teams are handling cases in real-time or over time. Let’s configure your feedback settings: In FuseDesk, go to Preferences, then Departments. Ratings and Feedback will be at the bottom Configure feedback settings by department. Feedback Delay - How long after [...]

How do I use the Template Editor?

You can create, modify, and save email templates right in FuseDesk! So, you can manage your templates without leaving FuseDesk.  Information pulls down from Infusionsoft making it a seamless and easy to use.  Moreover, merge fields and automation links can also be built in! To access: Go to Preferences. Templates, then Edit Template. Name it. [...]

What are some Best Practice uses for Email Templates?

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. [...]

How do I Customize the Ratings and Feedback System?

Find out how well you are taking care of your customers by asking them directly using the rating and feedback system within FuseDesk. Enable and customize the rating and feedback settings in your department editor in a few simple steps: Go to Preferences, then Departments. Ratings and Feedback will be located toward the bottom of [...]

How do I Create a New FuseDesk Case from Infusionsoft’s Campaign Builder?

Creating a case in FuseDesk is possible from right within Infusionsoft's Campaign Builder so you can automate the creation of cases in FuseDesk from Infusionsoft! To create a new FuseDesk case from within Infusionsoft's Campaign Builder: Setup (or use an existing) FuseDesk API Key In  Campaign Builder in Infusionsoft, go into the Sequence where you [...]

2015-06-08T16:06:26+00:00 Cases, Setup|0 Comments