All About Fuse

Grammarly and Fuse

Be careful using Grammarly, it can corrupt your emails

Written by Lucas Jans
Updated over a week ago

NPS Landing Page

What happens when someone leaves a score.

Written by Lucas Jans
Updated over a week ago

Webinar: Quick Start Campaigns

Introducing Quick Start Campaigns Welcome to the newest, easy-to-use automated option from Fuse!

Written by Alina Reed
Updated over a week ago

Getting Started With Fuse

A brief rundown of your Fuse Implementation process.

Written by Scott Sims
Updated over a week ago

Why are my postcards smudged/scuffed?

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

Written by Lucas Jans
Updated over a week ago

All About the Engagement Score

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

Written by Lucas Jans
Updated over a week ago

Webinar: Merge Those Fields Webinar

Placing merge fields in emails gives your emails a personal touch which can increase your email open rates.

Written by Alina Reed
Updated over a week ago

Relaunching a Campaign

This article shows how to relaunch or apply edits to your campaign once changes are made.

Written by Michelle Ivie
Updated over a week ago

​Adding Social Media to your emails

Add Facebook, Instagram, Twitter, ect. to your emails

Written by Michelle Ivie
Updated over a week ago

Completed Subscriber Explanations

If you see the "Completed" status in the subscriber list, here's what it means

Written by Lucas Jans
Updated over a week ago

How to Launch A Campaign

In this article, you will find step-by-step instructions on how to launch a campaign.

Written by Andrew Mayhill
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

Hawksoft Policy Status and Sub Status Triggers

By responding to the Hawksoft Status and Sub Status an agency can automatically communicate throughout the policy sales process

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

Written by Lucas Jans
Updated over a week ago

Fuse Form Workshop Webinar

Reviewing best practices when creating forms, as well the different ways you can use forms to connect with your clients.

Written by Alina Reed
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

Fuse Data Security / Cyber Security

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

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

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

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

Using the BCC feature

BCC's in Fuse allow you to get a copy of all emails the system sends sent to you. This could be useful for archival purposes.

Written by Lucas Jans
Updated over a week ago

Add, Disable, or Delete Users in Fuse

How to create, restrict, or remove users (employees) in your Fuse account

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

Email Themes: Your brand your theme!

Email builder themes are an easy way to change the look and feel of your emails.

Written by Alina Reed
Updated over a week ago

Emails from Fuse are 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

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

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

How To Become An Expert at Fuse's New Campaign and Segment Builder

Guy Wilson reviews our newest Fuse campaign update

Written by Guy Wilson
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

How to setup a Website Form and Follow up Campaign

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

Written by Alina Reed
Updated over a week ago

Employees missing from mapping step

Why some employees may be missing from your Employee Mapping setup in Fuse

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

Can I upload a 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

What to do if a merge field is not available for your message

If you know a field exists and you want to merge it into a message but Fuse it isn't showing it in your merge field options, read this...

Written by Lucas Jans
Updated over a week ago

How do I change my password or my employees password?

Manually changing your password or an existing users password

Written by Alina Reed
Updated over a week ago

How to Stop Daily SMS (text message) Notifications from Fuse

If you chose to have Fuse send you daily SMS text messages about your account activity, but now you want to stop them, here's how...

Written by Lucas Jans
Updated over a week ago

Email Builder Themes

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

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

YouTube Video Component

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

Written by Lucas Jans
Updated over a week ago

Sending email from Policy Producers & CSRs

It's possible for some emails to come from the employees associated with your insurance policies.

Written by Lucas Jans
Updated over a week ago

Changing 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

Email Summary

Email summaries are used by some clients and can be helpful to get your messages opened.

Written by Lucas Jans
Updated over a week ago

Fallback Merge Fields in Email Builder

When there is no value for a merge field

Written by Lucas Jans
Updated over a week ago

How can I use policy specific merge fields?

Policy specific merge fields are available only in two scenarios

Written by Lucas Jans
Updated over a week ago

How to add a video into your email

Here's how you can 'embed' a video into an email in Fuse

Written by Alina Reed
Updated over a week ago

Explanation of Email Statistics

What does each email metric mean, exactly?

Written by Lucas Jans
Updated over a week ago

How do I 'Opt Out' a client from Fuse?

What if a client asks to be 'unsubscribed' or removed from any future email?

Written by Lucy Borne
Updated over a week ago

How do I remove someone from a Campaign?

How to manually remove someone from a campaign

Written by Lucy Borne
Updated over a week ago

What happens when clients click the 'unsubscribe' button?

What does it look like when clients click the 'unsubscribe' link at the bottom of an email?

Written by Lucy Borne
Updated over a week ago

Cloning Campaigns and Sequences

Learn how to copy/duplicate a campaign or a sequence

Written by Lucas Jans
Updated over a week ago

Cloning Segments

How to Duplicate a segment is Fuse

Written by Guy Wilson
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

Spam Filters and How To Avoid Them

Written by Lucas Jans
Updated over a week ago

Previewing & Testing Emails

Best practices for test emails

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

How to Send out an Email Blast (broadcast)

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

Written by Lucy Borne
Updated over a week ago

How do I get back to my set up tasks?

I need to remap an employee or check on my mapping

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

How to Map Employees

How to complete employee mapping or add employees to the mapping

Written by Lucy Borne
Updated over a week ago

How to create a campaign from scratch

I want to run an <insert name here> campaign - where do I start?

Written by Lucy Borne
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

Incorrect Events - How to report and how we identify and fix them

Sometimes our event engine makes a mistake. Sometimes we need to adapt to unique customer data. Here's how we communicate these changes.

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

Creating a Policy Renewal Campaign

Policy Renewal campaigns are slightly different than account reviews and can run once-per-policy

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

How to send an email to more than 1 email address within an account

Can I send a blast to more than one contact on a account?

Written by Lucy Borne
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

General Regulations for Sending Emails

Written by Lucas Jans
Updated over a week ago

Automating your Campaigns with Trigger Points (Events)

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

Written by Lucas Jans
Updated yesterday

How to return to the Mapping Page

Written by Lucas Jans
Updated over a week ago

Merge fields in subject lines

It is possible to add merge fields in subject lines

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

Agency Revolution Alerts

Written by Lucas Jans
Updated over a week ago

Optional Configuration - Email Blacklist

Written by Lucy Borne
Updated over a week ago

Optional Configuration - Mapping Policy Type

Written by Lucas Jans
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

What is the "Customer Since" Date and Where Does it Come From?

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

Written by Lucy Borne
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

Testing SMS without Sending Messages

You can setup a Test account with Twilio so that you can test your test messaging without real messages.

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

Segments: Creating Madlibs and Advanced Segments

Written by Lucas Jans
Updated over a week ago

Building Segments with Fuse

Did you know the number one asked question in support is "How Do I Build This Segment?"

Written by Guy Wilson
Updated over a week ago

Advanced Segment Building

Using segments uncovers huge power of Fuse. Read this article for best practices and some common examples, like Cross-Sell segmentation.

Written by Lucas Jans
Updated over a week ago

How to Create an Advanced Segment

Written by Lucas Jans
Updated over a week ago

How do I export a segment?

Can I export a segment so I can pass off a list to someone else in my office? Great for data clean up and more!

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

Advanced Segments: Building Segments with Relative Dates

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

Written by Lucas Jans
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

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

How To Create a Postcard

Written by Lucas Jans
Updated over a week ago

Postcard Frequently Asked Questions

Written by Lucas Jans
Updated over a week ago

Postcard Statistics

Written by Lucas Jans
Updated over a week ago

Postcard Design Guidelines

Written by Kevin Watkins
Updated over a week ago

Understanding Your Business Insights

Written by Lucas Jans
Updated over a week ago

All about your Marketing Dashboard

A quick overview of your Marketing Dashboard

Written by Lucy Borne
Updated over a week ago

I am missing Health or Financial from my Business Insights Dashboard

How to adjust your policy maps to accommodate these categories.

Written by Lucas Jans
Updated over a week ago

Business Insights Frequently Asked Questions

You've got Business Insights questions and we have answers!

Written by Lucas Jans
Updated over a week ago

My form completion is missing

Are you not seeing the result of filling out a form?

Written by Lucas Jans
Updated over a week ago

Do Contacts That Fill Out Fuse Forms Get Added to Fuse?

What happens to contacts and customers when they fill out your Fuse forms? Let's take a look.

Written by Patrick Daigle
Updated over a week ago

Help About This Page - Account Record

Written by Lucas Jans
Updated over a week ago

Help About This Page - Lists

Multiple agency management lists

Written by Lucy Borne
Updated over a week ago

Help About This Page - Setup

Written by Lucas Jans
Updated over a week ago

Help About This Page - Accounts

Written by Lucas Jans
Updated over a week ago

Help About This Page - All Settings

Written by Lucy Borne
Updated over a week ago

Help About This Page - I'm so sorry you are stuck!

Written by Lucas Jans
Updated over a week ago

Help About This Page - Setup Domains

Learn how to make emails come from your own domain

Written by Lucy Borne
Updated over a week ago