Email Rules are now Automations Email Automations are now Unassigned Email Automations. These instructions are depreciated. Please see Automations! With Email Automation, you are able to take your unassigned e-mails that are coming in and run them through some different rules to determine what to do. For example, if you want to filter non-cases (order notifications, Keep Reading...
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...
One of the most powerful automations in FuseDesk is the ability to run automation on inbound emails. Let’s review how to set up email rules: In Preferences, go to Email Rules. Click Add New Rule at the bottom. Select Conditions as desired. Ie: Subject – subject line contains Refund Select Actions as desired. Ie: Assign Keep Reading...
Using the feedback in FuseDesk will allow you to find out how well your support teams are handling cases in real-time or over time. Let’s configure your feedback settings: In FuseDesk, go to Preferences, then Departments. Ratings and Feedback will be at the bottom Configure feedback settings by department. Feedback Delay - How long after Keep Reading...
When preparing for a product launch you want to plan strategically for how to prepare to handle this new product. If not adequately prepared this may lead to cancellations or refund requests. Luckily, we have several proved steps to take prior to a launch for enhanced success: Utilize a One Sheet – A one page Keep Reading...
It is likely that you received similar questions regarding the webinar each time. So, create and use email templates to address these questions via the Template Editor. If you are using Stealth Seminar or Evergreen Business System, great news! When a participant asks a question in chat this will actually spawn an email to your Keep Reading...
You can create, modify, and save email templates right in FuseDesk! So, you can manage your templates without leaving FuseDesk. Information pulls down from Infusionsoft making it a seamless and easy to use. Moreover, merge fields and automation links can also be built in! To access: Go to Preferences. Templates, then Edit Template. Name it. Keep Reading...
Best practice sharing is an important part of capitalizing on better customer care while creating efficient support staff. It is likely that 80% of support questions you receive are repeat or commonly asked questions. First, generate a list of the top 10-20 frequently asked questions. Then, create a well written template to address each question. Keep Reading...
Many times questions come in from customers that require another question to the vendor or third party. Good news! You can communicate right from FuseDesk, while keeping all contact coordinated and aligned under one case. First, you will want to create a new template for communication to the vendor: In Infusionsoft (manage email templates) or Keep Reading...