All About Fuse

Look in here for help articles and support about Fuse

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99 articles in this collection
Written by Lucas Jans, Lucy Borne, Alina Reed and 7 others
The Basics

Getting Started With Fuse

A brief rundown of your Fuse Implementation process.
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Written by Scott Sims
Updated over a week ago

Managing Users in Fuse

How to add, disable, delete, or restrict users.
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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
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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
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Written by Lucas Jans
Updated over a week ago

NPS Landing Page

What happens when someone leaves a Net Promoter Score?
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Written by Lucas Jans
Updated over a week ago

Adding Testimonials to Your Website

Learn how to add your Google Reviews to your website.
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Written by Cassie Dombrock
Updated over a week ago

Making the Most of Your NPS Score

Learn how to turn Detractors into Promoters
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Written by Bailey Sanz
Updated over a week ago

Completed Subscriber Explanations

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Written by Lucas Jans
Updated over a week ago

Using Grammarly with Fuse

Be careful using Grammarly, it can corrupt your emails
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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?
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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?
Lucas Jans avatar
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?
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Written by Lucy Borne
Updated over a week ago
Email

How to Verify Your Custom Domain for Email Delivery

How to verify your custom domain for email delivery
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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.
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Written by Lucy Borne
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.
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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?
Lucy Borne avatar
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.
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Written by Lucas Jans
Updated over a week ago

Email Summary

What are email summaries and how do I enter them?
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Written by Lucas Jans
Updated over a week ago

Email Builder Themes

Themes provide great way to control the look of your email.
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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
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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
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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.
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Written by Lucas Jans
Updated over a week ago

Video Component

The video component makes it easy to share videos in your email
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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
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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
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Written by Cassie Dombrock
Updated over a week ago

Merge Fields in Subject Lines

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Written by Lucas Jans
Updated over a week ago

Using Specific Merge Fields

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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!
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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.
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Written by Lucas Jans
Updated over a week ago

How to Preview and Test Emails

Best practices for test emails
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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.
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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?
Lucas Jans avatar
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
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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
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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.
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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.
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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.
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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.
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Written by Lucas Jans
Updated over a week ago

Spam Blacklists

You're on a spam blacklist - should you be worried?
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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.
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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.
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Written by Lucas Jans
Updated over a week ago

Explanation of Email Statistics

What does each email metric mean?
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Written by Lucas Jans
Updated over a week ago
Campaigns

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

How to configure and turn on the Net Promoter Score campaign
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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
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Written by Cassie Dombrock
Updated over a week ago

How to Create a New Campaign

How to create and launch a new campaign.
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Written by Lucy Borne
Updated over a week ago

How to Remove a Contact From a Campaign

How to manually remove someone from a campaign
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Written by Lucy Borne
Updated over a week ago

How to Clone Campaigns and Sequences

Learn how to copy/duplicate a campaign or a sequence
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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.
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Written by Lucas Jans
Updated over a week ago

How Pausing a Sequence Affects the Timing

Pausing date and normal sequences affects timing differently.
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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.
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Written by Michelle Ivie
Updated over a week ago

Campaign Life-Cycle

Understanding the campaign life-cycle so you can edit, collaborate, and publish your campaign.
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Written by Lucas Jans
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
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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.
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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.
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Written by Lucas Jans
Updated over a week ago
Segmentation and Grouping Fuse Accounts

Tagging Accounts in Fuse

Tagging is a useful way to add custom data to records to personalize marketing.
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Written by Lucas Jans
Updated over a week ago

Segments: Creating Madlibs

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Written by Lucas Jans
Updated over a week ago

Video Walkthrough: Madlibs 101

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Written by Alina Reed
Updated yesterday

Cloning Segments

Learn how to duplicate a segment is Fuse.
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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?
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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?
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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.
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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.
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Written by Lucas Jans
Updated over a week ago

How to Create an Advanced Segment

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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?
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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.
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Written by Lucas Jans
Updated over a week ago