Recipes

/Recipes

Infusionsoft and FuseDesk Automation Recipes for Infusionsoft Campaign Builder and FuseDesk Automation Rules

Automation Recipe: Upgrade Membership

When a member reaches out and wants to upgrade their membership or subscription with you, your team can easily handle this with FuseDesk automation by simply applying a FuseDesk Case Tag. This works beautifully for membership sites like Memberium, CustomerHub, or AccessAlly, and plays wonderfully with Infusionsoft's native e-commerce subscriptions. Getting Ready Let's put a [...]

Automation Recipe: Cancelling a Membership or Subscription

When a member emails in and wants to cancel their membership or subscription with you, your team can easily handle this with FuseDesk automation by simply applying the right FuseDesk Case Tag. This works beautifully for membership sites like Memberium, CustomerHub, or AccessAlly, and plays wonderfully with Infusionsoft's native e-commerce subscriptions. Getting Ready Let's put [...]