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All About Fuse
Look in here for help articles and support about Fuse
+9
128 articles in this collection
Written by
Lucas Jans,
Lucy Borne,
Alina Reed
and 9 others
How to Hide Names or Customer Since Dates on Embedded Testimonials
Learn how to customize the embedded testimonial feed on your website so the Names and/or Customer Since Dates are not shown.
Written by
Agency Revolution
Updated over a week ago
How Fuse Gets Name Values from NASA Eclipse
Where in NASA Eclipse does Fuse get the First Name, Last Name, and Company Name for its Primary Contact?
Written by
Agency Revolution
Updated over a week ago
The Basics
What’s New in Fuse
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Written by
Rachel Newton
Updated over a week ago
Suggest a New Feature
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Written by
Rachel Newton
Updated over a week ago
Getting Started With Fuse
An overview of the Fuse onboarding process
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Written by
Rachel Newton
Updated over a week ago
Setting up Reputation Management
Written by
Lucas Jans
Updated over a week ago
User Management
Managing users in Fuse
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
Dashboard
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
Email
Automatic Fuse Form Landing Pages
Written by
Cassie Dombrock
Updated over a week ago
How to Send a Holiday Email Broadcast
Written by
Cassie Dombrock
Updated over a week ago
How Fuse Helps Prevent Spam
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Written by
Rachel Newton
Updated over a week ago
Why is the account list larger than the targeted number on a sent broadcast message?
Written by
Melissa Monk
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
Agency Revolution
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, Buttons and Images
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
Agency Revolution
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
Website Forms
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
Campaigns
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
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
Agency Revolution
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
Text Messaging
Fuse Business Text
Written by
Cassie Dombrock
Updated over a week ago
Text Messaging Legal Requirements and 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
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
Business Texting
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Written by
Rachel Newton
Updated over a week ago
Postcards
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
In-App Page Overviews
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
Segmentation and Grouping Fuse Accounts
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
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
Where Data Fields Come From
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
Optional Configurations and Set Up
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
Beyond the Basics of Fuse
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
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