Let's go over the functions available in the All Settings page within Fuse.
All Settings Page Overview
The All Settings page is where you'll set company information, set your time zone, manage your users, set up billing for your postcards, and more. To access the All Settings page, click on the gear icon in the top right of your workspace, next to your agency's name. Select "All Settings" to get started.
My Profile
This area allows you to set your individual profile information. Simply fill out the fields with your name and contact information, and save.
Subscription Details
This page outlines all of the products you currently have with Agency Revolution. If you have proper user permissions, this is also where you would access the billing portal.
Agency and Locations
Here, you're able to enter and update your company information for each of the locations associated with your account. You can change this information at any time.
Time Zone
Once chosen, the system will reschedule all communications to the appropriate time zone selected. Simply click on the down arrow on the right side of the time zone box. Please keep changes to a minimum as any change does require the system to reschedule any messages already in queue and waiting to go out.
Email Theme and Colors
You're able to customize the look of your Fuse emails from this page. Check out this article to learn more.
Email Sender and Signature
Here, you'll be able to configure the default email sender and email signature for each of your locations when sending Fuse emails.
NPS Configurations
Configure your NPS settings for your Fuse campaigns. You'll want to enable the toggle on this page to successfully run NPS campaigns out of Fuse. Check out this article to learn more.
Location Logo
Add your agency's logo in this area.
Users
This area allows you to add new users to your system. Simply click on the add person icon and add their user name and email.
There is no limit to the number of users you can have. You should keep your employee maps (in the setup screen) up-to-date so your Account Rep and Producer information is mapped to these users. For example, if you have an Account Rep or Producer leave, make sure to adjust their user settings in the employee mapping area (under list set up) as well as here.
For security purposes, it is your responsibility to remove users who are no longer with your company. Keep in mind that when you change user details, it will often require the data to remap and that can take several hours.
Need more information on managing users? Click here.
System Integration
This area will show your integration with your agency management system and allow you to modify your setup information, such as policy mapping, data file uploads, and employee mapping.
Postcard Billing
The billing screen allows you to set up your automatic postcard credit billing, see your postcard credits, and give you a view of recent invoices and transaction logs:
Need more information on setting up your postcard billing? Click here.