The goal of this integration is to allow your membership customers to open and view their cases, while being easy to use. Here are the steps for installation: From WordPress site, go to Plugins, click Add New. In the search box type FuseDesk, and click Search Plugins. Find FuseDesk, click Install Now, and ok to Keep Reading...
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. 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...
We have several alerts and types of notifications you can customize within FuseDesk making it easier than ever to stay on top of cases and chats ensuring your support team is doing the same! Go to Preferences (the pencil icon by your name in the top left) and then Notifications will be located toward the Keep Reading...
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 Keep Reading...
Yes! Good news for those working mainly in Infusionsoft. This add-on will work in Firefox and Chrome. Download FuseDesk for Chrome or FuseDesk for FireFox. Open a Contact record In Infusionsoft On the bottom group of tabs, next to Tasks, click the new Cases tab! For your first use after downloading the plugin you will need to Keep Reading...
If you have a FuseDesk Enterprise plan, you have the ability to integrate FuseDesk into your Call Center phone system via screen pops. With this setup, when an incoming call comes into your floor, the rep answering the phone will receive the caller ID of the caller and using your existing screen pop system which Keep Reading...
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 KeyIn Campaign Builder in Infusionsoft, go into the Sequence where you want Keep Reading...
To keep your app working super speedy, we have a two step caching system to minimize sending the same large data sets up and back again and again. As a first step, we store a local copy of the names of all of your action sets, tags and templates in your Infusionsoft App so we Keep Reading...
If you're logging into FuseDesk directly and not authenticating with your CRM (like Infusionsoft), click on the Reset My Password link on the FuseDesk Login form to get a password reset link sent to you via email. Simply click the link in the password reset email and create a new password to login! You can Keep Reading...