To configure your departments, click on Preferences on the left hand side and then Departments. Note: You must be an admin to modify your department settings. If you have multiple departments, you’ll be able to choose the default department for new reps up top. Next, you’ll see a list of your departments and who is Keep Reading...
If an email address isn’t deliverable according to Infusionsoft, we’ll let you know in FuseDesk before you waste time writing an email that will never be delivered. Often an address is marked as undeliverable because the contact never opted in, opted out of emails from you, flagged your emails as spam, or had too many 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 and templates in your Infusionsoft App so we don't Keep Reading...
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? Keep Reading...
No. FuseDesk uses the subject line of the CASE and ignores the subject you have setup in your template. Generally, since Infusionsoft requires a subject line in the templates, you can just enter something like "re:" knowing full well that FuseDesk will use the correct subject line for the case.
Each of your departments can have it's own reply template so that, for example, your billing department can have a different email signature than your sales department. To setup the templates: Go to your Department Settings Choose the reply template for each of your departments Click Save.
If you load a template and the body comes up empty, it can be for one of two reasons. First, if it is an HTML Only template, and you don't have a plain text version, we can't read the template. Please change your format to either just Plain Text or to HTML and Plain Text Keep Reading...
Wondering what kind of templates you should create? For starers, go into Infusionsoft and edit your default reply template. Once that’s setup correctly, simply click the Clone button at the bottom to create a fresh copy that you can edit as a new template! With a fresh template ready to go, try out some of Keep Reading...
When creating a template to use in FuseDesk from within Infusionsoft, keep in mind that you’ll want the sender to be the rep responding, but you’ll want the reply email to go back into FuseDesk. To accomplish this, set the “From” to “Other” and then enter ~LoggedInUser.FirstName~ ~LoggedInUser.LastName~ for the name and make the from Keep Reading...