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

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...