Learn how to configure your Xanatek integration for a two-way sync between your management system and Fuse.
Fuse offers writeback capabilities between Xanatek and your Fuse account. To enable the ability for Fuse to write activities as Notes into Xanatek, you'll first need to gather your agency’s unique license key from Xanatek support.
Once you have that unique key, please proceed through the walkthrough below to enable the Activity Data Sync.
How Do I Turn on the Xanatek Activity Data Sync?
Ensure you have entered your Xanatek license key in the Xanatek list setup steps. If this step has a check mark next to it, you’re all set to proceed to the next step.
To access the Activity Data Sync page, you can either click the blue “Optional Configuration” link at the bottom of the Xanatek list setup page or find the “Activity Data Sync” option within the Accounts page of your workspace.
The Accounts page is found by navigating to “Accounts” on the left-hand sidebar. From here, navigate to the three-dot menu on the top right of your screen and select “Activity Data Sync.”
At the top of your screen, you’ll see a toggle for “Activity Data Sync.” Toggle this ON to enable writebacks into Xanatek from Fuse.
By default, the following activities will be enabled automatically to sync back into your management system:
- Text Messaging - Conversation Archived
- Text Messaging - Conversation Recorded
- Email Clicked
- Email Opened
- Email Sent
- Email Unsubscribed
- Form Submitted
- Email Sent to Invalid Address
- Lead > New Lead Created
- Lead > Send an Email
- Lead > Attach a File
- Lead > Conducted a Meeting
- Lead > New note logged
- Lead > Made a Phone Call
- Postcard Sent
You may toggle as many other activities as you like! The defaults are just a friendly suggestion. Toggling off any of the default-enabled activities is also fine.
What Is the Full List of Activities That Can Sync Into Xanatek?
- Account Created: When an account is created in Fuse from AMS data.
- Tag Added By Sequence: When a Tag addition step is satisfied in a sequence to add a tag.
- Tag Added By User: When a user manually adds a tag on the Fuse dashboard.
- Tag Removed By Sequence: When a Tag removal step is satisfied in a sequence to remove a tag.
- Tag Removed By User: When someone removes a tag from an account manually on the Fuse dashboard.
- Email Clicked: When any provided link is clicked on in the email.
- Email Dropped: The email is no longer being tried after numerous attempts to protect the sending reputation.
- Email Hard Bounce: A hard bounce can happen for many reasons, such as incorrect DNS settings or the email is no longer accepting mail.
- Email Opened: Whenever a sent email is opened. This will be logged each time the action is taken.
- Email Sent: An email was sent from Fuse to this customer.
- Email Soft Bounce: There was a seemingly temporary error, so Fuse will try to send the email again unless it ends in a hard-bounce.
- Email Spam Complaint: The customer marked the email as “spam.”
- Email Unsubscribed: The customer clicked the unsubscribe button on the email to unsubscribe from ALL emails sent from Fuse.
- Form Submitted: Whenever a form is submitted, the form answers will be logged in the account logs.
- Email Sent to Invalid Address: Fuse attempted to send an email to an email address that is no longer accepting mail.
- Lead > New lead created: A new lead has been added to one of the established Pipelines.
- Lead > Send an email: An email was logged for the Pipeline Lead.
- Lead > Attached a file: A file was added to the Lead in Pipeline.
- Lead > Conducted a meeting: A meeting was logged for the Lead in Pipeline.
- Lead > New note logged: A note was added to the Lead in Pipeline.
- Text Messaging - Conversation Archived: When a user manually clicks the "Archive Conversation" button while viewing a text conversation within Fuse, or after two weeks have passed, it is automatically archived.
- Text Messaging - Conversation Recorded: When a user manually clicks the "Sync Messages to AMS" button while viewing a text conversation linked to an AMS account within Fuse.
- Postcard Sent: The customer was sent a postcard.
- Postcard Skipped - Invalid Address: The customer was supposed to be targeted, but when we did our final check, we found that the address was not valid when we ran it through the USPS database.
- Sequence Subscribed: When the account is added to a sequence in Fuse.
- Sequence Unsubscribed: When the account is removed from a sequence in Fuse.