Important Update for Current EZLynx Users!
Great news: we've released an improvement that allows Fuse to detect certain Trigger Points (Events) for your customers with even greater accuracy than before. Specifically, this update should eliminate the chance of any mistaken "Lost Policy", "Lost Customer", "New Policy" or "New Customer" events from occurring when a customer renews a policy.
What You Need to Do
Just set up one new report in EZLynx and schedule it to run daily along with your other reports. That's it! Fuse will take care of the rest.
When you're ready, simply follow the instructions below...
Policy Transaction Master Report Setup
Set up the Policy Transaction Master report with the following filter selections:
Save the report in EZLynx by clicking the save icon. When saving, add “Fuse” to the report name so you can easily find it in the future, and set the Date Range to “Rolling 12 Months”.
Under EZLynx’s “Saved Reports” section, locate the report, click the 3-dot menu in its upper-right corner, and click “Schedule.”
In the “Schedule Report” popup window, enter:
Scheduled Report Name: Copy the Saved Report Name
Recipient Email: Paste in the special integration email address provided to you in your Fuse account (How to find this email address)
Report Format: CSV
Run On: Today’s date, at a time of day shortly after your regular daily business hours.
Congratulations, you're done!
At your next scheduled sync time, Fuse will receive and incorporate the new data from this report, and you can rest assured that your important campaigns will continue to trigger the right communications to the right people at the right time!