On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices Keep Reading...
On this month's call we covered: Searching like a Pro, Advanced Case Search, WordPress Plugin Updates, Case Review Best Practices, FuseDesk LIVE, and Your LIVE Q&A! https://youtu.be/VyfCGC4vcKA?rel=0&showinfo=0 Basic Searches Mentioned during the call were these great examples of searches that you can try from the sidebar: Bob (name starts with Bob) B S (first name starts with B, last with S) Keep Reading...
On this month's call we covered: Outbound Dialing from FuseDesk, Live Presence and Team Collaboration, Membership Site Best Practices, Reporting Magic, and Managing Support Like a Boss https://youtu.be/GcmvKctbEv8
With Campaign Builder you can create and open cases via an HTTP post that will feed right into FuseDesk. Just follow these steps: In Campaign Builder, create a new campaign, name and save it. You can add a Welcome email, Apply tags, etc. Then, grab HTTP Post under Process. In Post URL enter https://YOURAPPNAME.fusedesk.com/api/v1/cases Under Keep Reading...
On this month's call we covered: Mastering Inbound Email Automation; Leveraging the Power of Departments; Inbound HTML Only Emails; Forwarding Emails into FuseDesk; and Automating Appointment Scheduling. https://www.youtube.com/watch?v=STsO3kTqRgc * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose HD. Kick it up a notch Keep Reading...
On this month's call we covered: Tracking and mastering customer feedback; Leveraging FuseDesk from Campaign Builder; Email Automation with FuseDesk Email Rules; Preparing for a Product Launch; and, Using FuseDesk with your webinars! * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose Keep Reading...
On this month's call we'll cover: Communicating with vendors and third parties on cases; Integrating FuseDesk with Campaign Builder; Using Legacy Webforms with FuseDesk; Merging Existing Cases (New!); Splitting Cases (New!); Working with FuseDesk cases IN Infusionsoft; Your live questions, best practices and more! * This is available in HD. After you click play, click the gear icon at the bottom Keep Reading...
On this month's call we'll cover: Linking FuseDesk with your WordPress Membership site; The recently released template editor; Email Reply Template best practices; How to add monthly specials or promos to ALL of your email replies; The new and improved notification system (including desktop notifications!); Our "in the works" ratings and feedback system (we want Keep Reading...
We’re live here at InfusionCon 2013 in Socttsdale, AZ and excited to announce the public release of the FuseDesk API which allows you to integrate FuseDesk with third party systems to view live data such as cases, unassigned emails, support reps and more as well as create new cases. With the newly released FuseDesk API, Keep Reading...
Officially as of this morning, Infusionsoft Action Sets are fully online in all FuseDesk accounts. This powerful new feature allows you to run automation on a contact right from inside of FuseDesk and automatically attach the results of the actions to the case history. Now, as you and your support team are providing World Class Keep Reading...