All About Fuse

Getting Started With Fuse

A brief rundown of your Fuse Implementation process.

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Written by Rachel Newton
Updated over a week ago

Managing Users in Fuse

How to add, disable, delete, or restrict users.

Written by Lucas Jans
Updated over a week ago

How Do I Update My Password?

How to change your password or another user's password

Written by Cassie Dombrock
Updated over a week ago

How Do I Return to My Set Up Tasks?

How to return to your Set Up Tasks and Mapping

Written by Lucas Jans
Updated over a week ago

NPS Landing Page

What happens when someone leaves a Net Promoter Score?

Written by Lucas Jans
Updated over a week ago

Adding Testimonials to Your Website

Learn how to add your NPS survey testimonials to your website

Written by Cassie Dombrock
Updated over a week ago

Making the Most of Your NPS Score

Learn how to turn Detractors into Promoters

Written by Bailey Sanz
Updated over a week ago

Completed Subscriber Explanations

Written by Lucas Jans
Updated over a week ago

Using Grammarly with Fuse

Be careful using Grammarly, it can corrupt your emails

Written by Lucas Jans
Updated over a week ago

All About the Engagement Score

What is the Engagement Score? How is the Engagement Score calculated? What is a good Engagement Score?

Written by Lucas Jans
Updated over a week ago

Tagging Accounts from Statistics Views

Need to respond to people who opened an email or share the results with others?

Written by Lucas Jans
Updated over a week ago

Can I Upload a Contact List Directly Into Fuse?

How do you upload a .csv, .xls or .xlsx into the system?

Written by Lucy Borne
Updated over a week ago

Understanding Your Business Insights

Written by Lucas Jans
Updated over a week ago

My Business Insights Dashboard Is Missing Health or Financial Categories

How to adjust your policy maps to accommodate these categories.

Written by Lucas Jans
Updated over a week ago

Business Insights Frequently Asked Questions

Answers to Business Insights Frequently Asked Questions!

Written by Lucas Jans
Updated over a week ago

How to Send a Holiday Email Broadcast

Written by Cassie Dombrock
Updated over a week ago

How to Turn on Desktop Notifications for Your Fuse Outbox

Written by Cassie Dombrock
Updated over a week ago

How to Verify Your Custom Domain for Email Delivery

How to verify your custom domain for email delivery

Written by Cassie Dombrock
Updated over a week ago

How to Send Out an Email Broadcast

Send out a quick manual message to a group of clients.

Written by Lucy Borne
Updated over a week ago

How to Send a Disaster Preparedness Email Broadcast

Learn how to send a Disaster Preparedness email broadcast

Written by Cassie Dombrock
Updated over a week ago

Sending Emails From Policy Producers, CSRs, or Specific Employees

It is possible for emails to come from specific employees associated with an account.

Written by Lucas Jans
Updated over a week ago

How to Choose Email Recipients Within an Account

Can I send an email to more than one contact on an account?

Written by Lucy Borne
Updated over a week ago

Using the BCC Feature in Emails

BCC's in Fuse allows you to get a copy of all emails the system sends sent to you.

Written by Lucas Jans
Updated over a week ago

Email Summary

What are email summaries and how do I enter them?

Written by Lucas Jans
Updated over a week ago

Email Builder Themes

Themes provide a great way to control the look of your email

Written by Lucas Jans
Updated over a week ago

Customize Your Email Theme Colors

Colors are a great way to add your brand's personality to your email communication

Written by Lucas Jans
Updated over a week ago

Active Policy List Component

Use this component in your emails to include a list of active insurance policies you have with a client

Written by Lucas Jans
Updated over a week ago

User Photo Component

The User Component makes it easy to apply a photo of the account's producer or CSR right in the email.

Written by Lucas Jans
Updated over a week ago

Video Component

The video component makes it easy to share videos in your email

Written by Lucas Jans
Updated over a week ago

How to Add a Video to Your Email

Learn how to link a video in your email

Written by Alina Reed
Updated over a week ago

Adding Your Social Media Links to Emails

Link your accounts for Facebook, Instagram, Twitter, etc. in your emails

Written by Cassie Dombrock
Updated over a week ago

Merge Fields in Subject Lines

Written by Lucas Jans
Updated over a week ago

Using Specific Merge Fields

Written by Lucas Jans
Updated over a week ago

Email Fallback Values & Fallback Merge Fields

When there is no value for a merge field, have a fallback field!

Written by Lucas Jans
Updated over a week ago

Why Is a Merge Field Not Available for My Message?

If you know a field exists and would like to use it, but Fuse isn't showing it, here are your options.

Written by Lucas Jans
Updated over a week ago

How to Preview and Test Emails

Best practices for test emails

Written by Lucas Jans
Updated over a week ago

Fuse's Internal Email Sender

Who do internal emails send from? Who is system@notify.agencyrevolution.com? Why is this address used? Can I change it?

Written by Lucas Jans
Updated over a week ago

All About Fuse's Outbox

You can enable the Outbox to manually monitor and approve all outbound emails.

Written by Lucas Jans
Updated over a week ago

Analyzing Email for Spam & Deliverability

We have a detailed 6 category report to analyze each message to help you with deliverability

Written by Lucas Jans
Updated over a week ago

Preventing Duplicate Emails

How to clean up your contact list — without cleaning up your contact list

Written by Lucas Jans
Updated over a week ago

Why Does My Email Have Strange Characters?

Sometimes emails may have strange characters if they are forwarded from one person to another.

Written by Lucas Jans
Updated over a week ago

My Customer Received an Email That Looks Like Code

This rare issue may occur with emails at optonline.net, optimum.net, and some other very old email systems. Read more here.

Written by Lucas Jans
Updated over a week ago

How Can Clients Unsubscribe From My Emails?

Clients can hit the "unsubscribe" button in your emails, or they may ask you to unsubscribe them.

Written by Lucy Borne
Updated over a week ago

Finding Invalid Email Addresses

Sometimes emails go bad for various reasons. We make it easy to identify these.

Written by Lucas Jans
Updated over a week ago

Spam Blacklists

You're on a spam blacklist - should you be worried?

Written by Lucas Jans
Updated over a week ago

Why Are Emails From Fuse Not Reaching My Inbox?

What to do if emails from Fuse are not reaching your team's inboxes.

Written by Lucas Jans
Updated over a week ago

Whitelisting Fuse's Mail Server

Whitelisting Fuse's mail server helps to ensure emails from Fuse are delivered to your inbox.

Written by Lucas Jans
Updated over a week ago

Explanation of Email Statistics

What does each email metric mean?

Written by Lucas Jans
Updated over a week ago

How to Set Up a Website Form and Follow-Up Campaign

This article outlines how to launch a website form and a follow-up sequence in Fuse.

Written by Alina Reed
Updated over a week ago

What Happens to Contacts When They Fill Out My Fuse Forms?

Written by Patrick Daigle
Updated over a week ago

How to Create a New Campaign

How to create and launch a new campaign

Written by Lucy Borne
Updated over a week ago

How to Set Up the Email Gathering Campaign

Learn how to set up the Email Gathering Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Invalid Email Address Notification Campaign

Learn how to set up the Invalid Email Address Notification Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cyber Liability Campaign

Learn how to set up the Cyber Liability Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Lost Customer Winback Campaign

Learn how to set up the Lost Customer Winback Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Commercial Welcome Kit Campaign

Learn how to set up the Commercial Welcome Kit Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Personal Welcome Kit Campaign

Learn how to set up the Personal Welcome Kit Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Personal Account Review Campaign

Learn how to set up the Personal Account Review Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Commercial Account Review Campaign

Learn how to set up the Commercial Account Review Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Auto to Home

Learn how to set up the Cross-Sell Campaign: Auto to Home

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Home to Auto

Learn how to set up the Cross-Sell Campaign: Home to Auto

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Personal to Umbrella

Learn how to set up the Cross-Sell Campaign: Personal to Umbrella

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Commercial to Personal

Learn how to set up the Cross-Sell Campaign: Commercial to Personal

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Commercial to Workers Comp

Learn how to set up the Cross-Sell Campaign: Commercial to Workers Comp

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Cross-Sell Campaign: Personal to Life

Learn how to set up the Cross-Sell Campaign: Personal to Life

Written by Cassie Dombrock
Updated over a week ago

How to Create a Secondary Contact Birthday Campaign

Learn how to launch a campaign birthday campaign to send to secondary contacts

Written by Cassie Dombrock
Updated over a week ago

How to Remove a Contact From a Campaign

How to manually remove someone from a campaign

Written by Lucy Borne
Updated over a week ago

How to Set Up the Net Promoter Score (NPS) Campaign

How to configure and turn on the Net Promoter Score campaign

Written by Cassie Dombrock
Updated over a week ago

How to Set Up the Disaster Preparedness Campaign

Learn how to set up the Disaster Preparedness Campaign

Written by Cassie Dombrock
Updated over a week ago

How to Clone Campaigns and Sequences

Learn how to copy/duplicate a campaign or a sequence

Written by Lucas Jans
Updated over a week ago

Campaign Life-Cycle

Understanding the campaign life-cycle so you can edit, collaborate, and publish your campaign.

Written by Lucas Jans
Updated over a week ago

Relaunching a Campaign

This article shows you how to relaunch your campaign once changes are made.

Written by Michelle Ivie
Updated over a week ago

Behavior of Activating and Deactivating Quick Start Campaigns

What happens when you re-activate a Quick Start campaign that was previously active

Written by Lucas Jans
Updated over a week ago

Campaign Subscription Context

You can have one subscriber per account or other related entities.

Written by Lucas Jans
Updated over a week ago

Understanding Date Sequences

Learn about the different types of date-based sequences and how they affect your sequence timing.

Written by Lucas Jans
Updated over a week ago

How Pausing a Sequence Affects the Timing

Pausing date and normal sequences affects timing differently.

Written by Lucas Jans
Updated over a week ago

How to Report Incorrect Events

Sometimes our event engine makes a mistake, and sometimes we need to adapt to unique customer data. Learn how to report an incorrect event.

Written by Lucas Jans
Updated over a week ago

Policy Premium Rate Change Event

Learn how to trigger a sequence when a Policy's Premium Rate changes by a percentage that you define.

Written by Lucas Jans
Updated over a week ago

Setting up Twilio for Text Messaging

Getting started takes only a few steps. Using Twilio gives you ownership of your phone number that extends beyond our relationship.

Written by Lucas Jans
Updated over a week ago

Text Messaging Best Practices

Written by Lucas Jans
Updated over a week ago

How to Opt-Out of Daily SMS (Text Messages) Notifications from Fuse

If you opted to have Fuse send you daily SMS text messages about your account activity and would like to opt-out - here's how!

Written by Lucas Jans
Updated over a week ago

Creating and Sending Postcards

Written by Cassie Dombrock
Updated over a week ago

Postcard Design Guidelines

Written by Kevin Watkins
Updated over a week ago

Postcard Statistics

Written by Lucas Jans
Updated over a week ago

Postcard Frequently Asked Questions

Written by Lucas Jans
Updated over a week ago

Why Are My Postcards Smudged or Scuffed?

Why postcards sometimes arrive with scuffs or smudges on them, and what to do.

Written by Lucas Jans
Updated over a week ago

Page Overview - All Settings

Here is an overview of the All Settings Page.

Written by Lucy Borne
Updated over a week ago

Page Overview - Setup

Overview of the Setup Page and some other helpful information.

Written by Lucas Jans
Updated over a week ago

Page Overview - Accounts

Want to learn more about the Accounts Page? Here is an overview!

Written by Lucas Jans
Updated over a week ago

Page Overview - Account Record

Want to learn more about the Account Record Page? Here is an overview!

Written by Lucas Jans
Updated over a week ago

Advanced Segment: Active Policies with No Cyber Liability

How to Create an Active Policies with No Cyber Liability segment

Written by Cassie Dombrock
Updated over a week ago

Tagging Accounts in Fuse

Tagging is a useful way to add custom data to records to personalize marketing.

Written by Lucas Jans
Updated over a week ago

Segments: Creating Madlibs

Madlibs 101 - Learn how to segment like a pro

Written by Lucas Jans
Updated over a week ago

Cloning Segments

Learn how to duplicate a segment is Fuse.

Written by Guy Wilson
Updated over a week ago

How Do I Export a Segment?

Can I export a segment from Fuse, and what is it useful for?

Written by Lucy Borne
Updated over a week ago

What Fields Are Exported in the CSV File?

When I export my segment, what fields will Fuse export into the CSV?

Written by Lucy Borne
Updated over a week ago

Automating Your Campaigns With Custom Segment Matches

Create customized list segments based on your own criteria, and use the segments you define to add and remove people from campaigns.

Written by Lucas Jans
Updated over a week ago

Automating Your Campaigns with Trigger Points (Events)

Learn to utilize pre-defined "Trigger Points" (events) in the customer relationship cycle to add and remove people from your campaigns.

Written by Lucas Jans
Updated over a week ago

How to Create an Advanced Segment

Written by Lucas Jans
Updated over a week ago

Advanced Segments: Building Segments with Relative Dates

Want to target senior citizens, customers on their 5th year anniversary, or anyone based on a time since date?

Written by Lucas Jans
Updated over a week ago

Advanced Segment Building Best Practices

Using segments uncovers the huge power of Fuse. Read this article for best practices and some common examples.

Written by Lucas Jans
Updated over a week ago

Fuse Policy Fields

A brief overview of all Policy fields in Fuse

Written by Lucas Jans
Updated over a week ago

Where Does the "Customer Since" Date Come From?

"Customer Since" date is the default date field for our Account Review Campaign

Written by Lucy Borne
Updated over a week ago

Birthday Campaign Fields

Where does the birthdate field come from for the Birthday Campaign and can I run it?

Written by Lucas Jans
Updated over a week ago

Customizing Emails and NPS with Multiple Locations or Brands

Written by Cassie Dombrock
Updated over a week ago

Mapping Policy Types

Written by Lucas Jans
Updated over a week ago

How to Map Employees

How to complete employee mapping or add employees to the mapping.

Written by Lucy Borne
Updated over a week ago

Optional Configuration - Email Blacklist

Written by Lucy Borne
Updated over a week ago

Optional Configuration - Customize Email Domains

Learn how to make emails come from your own domain.

Written by Lucy Borne
Updated over a week ago

Agency Revolution Alerts

Written by Lucas Jans
Updated over a week ago

General Regulations for Sending Emails

Written by Lucas Jans
Updated over a week ago

How to Return to the Mapping Page

Written by Lucas Jans
Updated over a week ago

Managing Quotes & X-Dates From Your AMS

You can use a new quote trigger to react to quotes from your AMS.

Written by Lucas Jans
Updated over a week ago

Advanced Form Properties

We've tucked some properties into the embed code for the advanced webmaster

Written by Lucas Jans
Updated over a week ago

Fuse Data Security & Cyber Security

Overview of the security of your data transfers and data storage on Fuse, customer information privacy, and legal compliance, etc.

Written by Lucas Jans
Updated over a week ago

Connecting to Zapier

If you're using a Zapier step, read this to learn how to setup the connection correctly

Written by Lucas Jans
Updated over a week ago

New York Financial Services Cyber Security Compliance

Is Agency Revolution compliant with New York State's Cyber Security laws & regulations for Financial Services companies? Find out here.

Written by Lucas Jans
Updated over a week ago

CASL: What Is It and How Do I Comply?

CASL is a law that applies to anyone emailing to Canadian addresses. It is in full effect July 1, 2017

Written by Lucas Jans
Updated over a week ago