Marketplace
To enable the ability for Fuse to write activities to your HawkSoft, you must first turn on this functionality in your HawkSoft Marketplace.
Log into HawkSoft CMS
Click on the Setup Menu (gear icon)
Select ‘Marketplace’
Scroll down and locate the listing for “Fuse (W)” (which should be right below the listing for “Fuse” proper, which is already enabled)
Check the box confirming your agency’s consent to Fuse’s Terms and Conditions (this is a checkpoint to ensure you’re an active customer of the API Partner)
Click “Share Data”
Fuse
To Turn on in Fuse and How You Control What Writes to HawkSoft
To control what Fuse writes to Hawksoft, first, click on "Accounts" in the left navigation bar:
In the upper right corner of the Accounts page, click on the three-dot icon, and select "Activity Data Sync" in the drop-down menu:
The toggle at the top allows activities to write to HawkSoft. Each option below lets you customize which activities you want to be written to HawkSoft:
"Email Opened" will write an activity every time they open an email. If they open it ten times, there will be ten activities written to HawkSoft.
Additional Details:
Activities are written at the account level
Coming soon: If an email is sent about a specific policy, we will write the activity at the policy level
Activity Description = Fuse: Activity Type
Example = Fuse: Email Clicked
Activity Body = AR: Brief summary of who and what took place
Example = AR: Email with a subject of 'Welcome to the Agency' was sent to 'Jane Doe' via Sequence: 'Personal Welcome Message' in Campaign: 'Welcome Kit'