Templates

//Templates

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 add Monthly Specials or Promos to Email replies using Universal Footers?

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 [...]

Can I Communicate with Vendors and Third Parties on Cases?

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 [...]

Which LoggedInUser fields are supported in Templates?

When you’re creating an Infusionsoft email template to use in FuseDesk, you can add in merg fields for the current rep, so the email can come from a rep, be signed by a rep and more. Currently, we support each rep’s name and signature. Specifically, ~LoggedInUser.FirstName~, ~LoggedInUser.LastName~, and ~LoggedInUser.Signature~. Where might you use these fields? [...]