Fuse + Forge Knowledge Base
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Fuse
Fuse
Email
The Basics
Website Forms
Pipeline
Campaigns
Text Messaging
Postcards
In-App Page Overviews
Segmentation and Grouping Fuse Accounts
Where Data Fields Come From
Optional Configurations and Set Up
Beyond the Basics of Fuse
Advanced
AMS360
Epic
EZLynx
Hawksoft
NASA Eclipse
PowerBroker
TAM
Xanatek
Marketing Tips and Tricks
Dashboard
Forge
ADA Compliance
Getting Started
GMB/Google Analytics
Making Website Updates
SEO
Website Speed
Forge Features
Digital Marketing Tips
Advanced
General Support
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Fuse + Forge Knowledge Base
Fuse
Fuse
Email
The Basics
Website Forms
Pipeline
Campaigns
Text Messaging
Postcards
In-App Page Overviews
Segmentation and Grouping Fuse Accounts
Where Data Fields Come From
Optional Configurations and Set Up
Beyond the Basics of Fuse
Advanced
AMS360
Epic
EZLynx
Hawksoft
NASA Eclipse
PowerBroker
TAM
Xanatek
Marketing Tips and Tricks
Dashboard
Forge
ADA Compliance
Getting Started
GMB/Google Analytics
Making Website Updates
SEO
Website Speed
Forge Features
Digital Marketing Tips
Advanced
General Support
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
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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
Suggest a New Feature
User Management
How Do I Update My Password?
How Do I Return to My Set Up Tasks?
NPS Landing Page
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
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Website Forms
How to Set Up a Website Form and Follow-Up Campaign
What Happens to Contacts When They Fill Out My Fuse Forms?
Pipeline
Fuse Pipeline Overview
Getting Started with Pipeline
Pipeline Workflows
The Pipeline
Custom Pipelines
Pipeline Journeys
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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 Campaign
Behavior of Activating and Deactivating Quick Start Campaigns
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
Fuse 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
Fuse 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
See more
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
Optional Configuration - Customize Email Domains
See more
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
See more
AMS360
How to Set Up AMS360 Integration
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
See more
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
ASNOA Member Guide: Scheduling Your Epic Reports to Fuse
Epic BDE: How to Create a Policy Renewal Campaign
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EZLynx
EZLynx Integration Setup
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
See more
Hawksoft
HawkSoft Sync Error "Unhandled Exception - .Net Framework Does Not Enable CAS Policy"
How to Set up a Prospect Campaign for HawkSoft V2
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
How to Resync HawkSoft Data
Do Customers Deleted From Hawksoft Get Deleted From Fuse?
Connecting "Personal Profiles" to "Contact Info" in HawkSoft
Hawksoft Sync Error "Unable to Find Hawksoft CMS"
HawkSoft Policy Status and Sub Status Triggers
How Fuse Chooses a Primary Contact - for HawkSoft V1 (legacy) integration
Hawksoft - Sync Pipeline Attachments
HawkSoft: Transition to HawkSoft 6
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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
PowerBroker
PowerBroker EDI Tool for Fuse
Configuring PowerBroker and Agency Revolution Scheduler
Ensuring an Accurate New Business Metric for PowerBroker
Correcting Dates in PowerBroker
TAM
TAM File Review Step and Its Importance
All About Prospects for TAM Users
How to Set Up TAM Integration
TAM Name & Email Mapping
TAM Customer Since Date
TAM: How Fuse Chooses a Primary Contact
See more
Xanatek
Where Xanatek Data Comes From
Xanatek IMS Troubleshooting: Inaccurate Events when Policies Renew
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
My Business Insights Dashboard Is Missing Health or Financial Categories
Business Insights Frequently Asked Questions