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

Coaching Support Reps with Slack

Coach your customer support, sales, or success team using FuseDesk's powerful Slack integration. With this automation, your coaches, mentors, and managers can keep an eye on select cases to provide live feedback to your team as needed. For example, as you onboard a new team member, you can have each of their replies shared directly [...]

2020-02-19T08:27:50-08:00Automation Recipes|Comments Off on Coaching Support Reps with Slack

Workflow Automation in FuseDesk

In FuseDesk, you can easily automate multi-step workflows by leveraging FuseDesk Automations. Your FuseDesk Automations for Workflows will typically be triggered by your team applying a FuseDesk Case Tag, replying with a specific Email Template, or using a specific Note Template. Let's say that your team gets work orders for website change orders. A new [...]

Post-Purchase Welcome Calls

One great way to reduce refunds, returns, and chargebacks - and delight your customers - is to have your team reach out and call your new customers after they buy from you. Not only does a welcome call delight your customer, but it can solve many of the biggest challenges with onboarding a new customer. [...]

Net Promoter Score (NPS) – Personal Follow Up

So you're following up with your customers using Net Promoter Score (NPS). Fantastic! But what are you doing with the data aside from just dashboarding your number? Automation is fantastic for repetitive tasks like sending a follow up email to obtain your NPS, but... at a certain point you want to actually get a real [...]

Membership VIP Support

You have a membership site and want to handle your members differently based on their membership level, for example providing VIP support to your VIP members. In FuseDesk, there are a number of great ways you can accomplish this and see how well your team is doing. To start with, let's make sure your customers [...]

Membership Retention Automation

You run a membership / subscription based business and one of your members wants to cancel. It happens, but what can you and your team do to improve retention and keep more members with you longer? First, it helps to understand WHY your members are cancelling. When you understand that, you can empower your team [...]

Convert Feedback to Testimonials

Imagine if you could turn your customer feedback and case ratings into a testimonial machine... Your team delights your customers. Your customers leave great feedback. Make sure your whole team knows about it and turn that feedback into a Testimonial. For this FuseDesk Automation, we're going to get a few things setup first. Email Reply [...]

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 [...]