Fuse + Forge Knowledge Base

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Fuse + Forge Knowledge Base

Fuse

Fuse

How to Hide Names or Customer Since Dates on Embedded Testimonials

Creating a New Integration List

Email

How to Send a Holiday Email Broadcast

Why is the account list larger than the targeted number on a sent broadcast message?

How Fuse Helps Prevent Spam

Automatic Fuse Form Landing Pages

How to Turn on Desktop Notifications for Your Fuse Outbox

How to Verify Your Custom Domain for Email Delivery

How to Send Out an Email Broadcast

How to Send a Disaster Preparedness Email Broadcast

Sending Emails From Policy Producers, Policy Account Reps or Specific Employee

How to Choose Email Recipients Within an Account

Using the BCC Feature in Emails

Email Summary

Email Builder Themes

Customize Your Email Theme Colors

Active Policy List Component

User Photo Component

Video Component

How to Add a Video to Your Email

Adding Your Social Media Links to Emails

Merge Fields in Subject Lines, Buttons and Images

Using Specific Merge Fields

Why Is a Merge Field Not Available for My Message?

Email Fallback Values & Fallback Merge Fields

How to Preview and Test Emails

Fuse's Internal Email Sender

All About Fuse's Outbox

Analyzing Email for Spam & Deliverability

Preventing Duplicate Emails

My Customer Received an Email That Looks Like Code

Why Does My Email Have Strange Characters?

How Can Clients Unsubscribe From My Emails?

Finding Invalid Email Addresses

Spam Blacklists

Why Are Emails From Fuse Not Reaching My Inbox?

Whitelisting Fuse's Mail Server

Explanation of Email Statistics

How Fuse Categorizes Emails

Email Subscription Preferences

Selectively Emailing Secondary Contacts that Match Segment Rules

FirstDraft for Email: Your AI-Driven Content Creation Tool

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The Basics

NASA Eclipse: How Fuse Chooses a Primary Contact & Maps Important Data for All Contacts

What’s New in Fuse

How to Suggest a New Feature

User Management

How Do I Update My Password?

How Do I Return to My Set Up Tasks?

All About NPS in Fuse

Making the Most of Your NPS Score

Adding Testimonials to Your Website

Completed Subscriber Explanations

Using Grammarly with Fuse

All About the Engagement Score

Tagging Accounts from Statistics Views

Can I Upload a Contact List Directly Into Fuse?

How to Use the Workspace Switcher

Introducing the Unified AR Workspace

How to Set Up an Email

How to Export Your NPS Data

How to Check Supported AMS Fields Within Fuse

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Fuse Forms

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

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

How to Use the Fuse Form Center

Pipeline

Fuse Pipeline Overview

Getting Started with Pipeline

Pipeline Workflows

The Pipeline

Custom Pipelines

Pipeline Journeys

File Attachments for AMS360 and Fuse Pipeline

Quick Start Pipelines

Adding Leads to Pipeline Using a CSV File

Ensuring the Quality of Your Lead Lists

How to Use Fuse’s My Day Pipeline Tool to Manage Leads

How to Use Fuse’s Pipeline Reporting Feature

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Campaigns

How to Create a New Campaign

How to Set Up the Email Gathering Campaign

How to Set Up the Invalid Email Address Notification Campaign

How to Set Up the Cyber Liability Campaign

How to Set Up the Lost Customer Winback Campaign

How to Set Up the Commercial Welcome Kit Campaign

How to Set Up the Personal Welcome Kit Campaign

Automating Your Campaigns with Trigger Points (Events)

How to Set Up the Personal Account Review Campaign

How to Set Up the Commercial Account Review Campaign

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

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

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

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

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

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

How to Create a Secondary Contact Birthday Campaign

How to Remove a Contact From a Campaign

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

How to Set Up the Disaster Preparedness Campaign

How to Clone Campaigns and Sequences

Campaign Life-Cycle

Relaunching a Fuse Campaign

Behavior of Activating and Deactivating Quick Start Campaigns

Fuse Campaign Subscription Context

Understanding Date Sequences

How Pausing a Sequence Affects the Timing

How to Report Incorrect Events

Policy Premium Change Event

Optimizing Your Account Review: BOP campaign

How to Delete Net Promoter Scores (NPS)

Clickable Coverage® In Fuse Campaign Forms

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Text Messaging

Business Texting

Text Messaging Legal Requirements and Best Practices

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

Setting up Twilio for Text Messaging

Fuse Web Chat

When are text messages archived in Fuse?

Broadcasting Text Messages

Syncing Conversations to AMS

Business Texting Office Hours

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Postcards

Creating and Sending Postcards

Postcard Design Guidelines

Postcard Statistics

Postcard Frequently Asked Questions

Why Are My Postcards Smudged or Scuffed?

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In-App Page Overviews

Page Overview - All Settings

Page Overview - Setup

Page Overview - Accounts

Page Overview - Account Record

Segmentation and Grouping Fuse Accounts

Advanced Segment: Active Policies with No Cyber Liability

Tagging Accounts in Fuse

Segments: Creating Madlibs

Cloning Segments

How Do I Export a Segment?

What Fields Are Exported in the CSV File?

Automating Your Campaigns With Custom Segment Matches

How to Create an Advanced Segment

Advanced Segments: Building Segments with Relative Dates

Advanced Segment Building Best Practices

Segment by Multiple Zip Codes

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Where Data Fields Come From

Fuse Policy Fields

Where Does the "Customer Since" Date Come From?

Birthday Campaign Fields

Optional Configurations and Set Up

Customizing Emails and NPS with Multiple Locations or Brands

Mapping Policy Types

How to Map Employees

Optional Configuration - Email Blacklist

How to Verify Your Domain Within Fuse

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Beyond the Basics of Fuse

Agency Revolution Alerts

General Regulations for Sending Emails

How to Return to the Mapping Page

Managing Quotes & X-Dates From Your AMS

Advanced

Advanced Form Properties

Fuse Data Security & Cyber Security

Connecting to Zapier

New York Financial Services Cyber Security Compliance

CASL: What Is It and How Do I Comply?

Best Practices for Maintaining a Low Spam Complaint Rate

DMARC Overview

The Importance of a DMARC Record When Sending Emails

How to Use the Next Renewal Date Field in Fuse

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AMS360

How to Set Up Your AMS360 Integration With Fuse

Creating AMS360 Suspenses With Sequence Steps

Policy Rate Change Merge Fields for AMS360

Restricting WebServices API Permissions in AMS360

Whitelisting AMS 360 WSAPI Calls

Adding Emails to AMS360 Users

What Field Updates in AMS360 Trigger the Record to Sync With Fuse?

AMS360/QQ Catalyst Activity Data Synchronization

AMS360 Data Download Restrictions

Using Customer Notation from AMS360

Triggering AMS360 Notifications To Complete Setup

AMS360 Integration Troubleshooting

AMS360 Activity Does Not Post

Why Am I Missing an AMS360 Customer?

How Premium is Calculated for AMS360?

How to Change AMS360 Action Name in Fuse

AMS360 Primary Contact Data Mapping

AMS360: How to Create a Policy Renewal Campaign

Can Fuse Detect Which Policies Are in a Package Policy?

How Do Employee Names Sync Between Fuse and AMS360?

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Epic

Epic File Review Step and Its Importance

Epic Report Won't Upload to Fuse

Epic Name Mapping: What Comes From Where?

Epic Report Instructions

My Scheduled Daily Report Is Missing a Field From Epic

Epic Service Role Mapping

Error: Missing "Policy Entered Date" field

Epic: Automatic Email-Based Integration - Setup Steps for existing clients

Epic: Automatic Email-Based Integration - FAQ / Troubleshooting Guide

Sending email from your Epic Servicing Roles

Epic BDE: How to Create a Policy Renewal Campaign

Configuring Your Epic Domain Settings

How to Update Your Epic BDE Integration With Fuse

How to Troubleshoot Your Epic BDE Integration

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EZLynx

How to Set up Your EZLynx Integration With Fuse

EZLynx Update: Adding the Policy Transaction Master Report

How to Manually Send EZLynx Data to Fuse

EZLynx Referral Thank You Campaign

EZLynx Integration Troubleshooting

EZLynx Employee Mapping

How to Manually Upload EZLynx Reports to Fuse

EZLynx: How to Create a Policy Renewal Campaign

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Hawksoft

How to Set up a Prospect Campaign for HawkSoft

HawkSoft - Suspense Step Creation After Form Fill

How Fuse Chooses a Primary Contact for HawkSoft Accounts

HawkSoft - Activity Data Sync

HawkSoft Producer & Account Rep Mapping

Do Customers Deleted From Hawksoft Get Deleted From Fuse?

Connecting "Personal Profiles" to "Contact Info" in HawkSoft

HawkSoft Policy Status and Sub Status Triggers

Hawksoft - Sync Pipeline Attachments

How to Set Up Your Hawksoft Integration With Fuse

How Does the HawkSoft Preferred Name Field Work With Fuse?

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NASA Eclipse

NASA Eclipse Integration Overview

My Account Producers and Reps Are Not Mapping Correctly from NASA

How to Initiate a Full Resync of Your NASA Eclipse Data

TAM

TAM File Review Step and Its Importance

All About Prospects for TAM Users

How to Set Up Your TAM Integration With Fuse

TAM Name & Email Mapping

TAM Customer Since Date

TAM: How Fuse Chooses a Primary Contact

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Xanatek

Where Xanatek Data Comes From

Xanatek IMS Troubleshooting: Inaccurate Events when Policies Renew

Xanatek and Fuse Sync Troubleshooting

Marketing Tips and Tricks

Webinar: How To Build Engaging Emails with Fuse

How to Use Email Engagement to Boost Website Traffic

Using Social Media to Build Stronger Relationships

How Insurance Agents & Brokers Use Social Media Videos to Create Engagement

The Power of Videos on Your Website

Using Video to Drive Growth & Retention with Mike Demko

The Importance of Optimizing Your Insurance Website for Mobile Visitors

Google’s Knowledge Panel – Your Key to Local Search

Modifying Content to Improve Your SEO

The Importance of Long-Tail Keywords

Resizing Images Using Pixlr

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Dashboard

Understanding Your Business Insights

Business Insights Frequently Asked Questions