Watch our training session to navigate accounts within Fuse to create segments and build audiences.
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Training Length
55 minutes
Learn How To
Use Fuse Accounts
Learn How to Use Accounts
Ready to turn your agency’s data into a powerful marketing tool? Watch this Fuse platform training recording, where we take a deep dive into the Accounts section to show you how to navigate contact cards, build targeted audiences, and use AI to make segmentation faster and easier than ever!
Our video guide is designed to empower you with the knowledge to make the most of your Fuse Marketing Automation platform. If you need further assistance, our Help Center has even more information.
What You’ll Learn:
????️ Understanding the Accounts Section: Learn how the Accounts tab acts as a centralized hub for all of your client and prospect data, pulled directly from your agency management system, and how to navigate individual contact cards to review email preferences, policy details, campaign activity, and more.
???? Build Segments with Sidekick AI: See how to use Sidekick, Fuse’s AI assistant, to create targeted audience segments using simple conversational language, no technical knowledge required. Just describe who you want to reach and let AI do the work.
???? Mad Libs Segmentation: Discover how to use the Mad Libs fill-in-the-blank approach to quickly build common audience types like active clients, specific policy holders, or contacts by email subscription status, in just a few clicks.
???? Advanced Segment Builder: Learn how to drill deeper into your data using the Advanced Search option, where you can layer multiple rules across account, policy, and claims data to build highly specific and customized audiences.
???? Organize and Manage Your Segments: Walk through best practices for keeping your segment library clean and easy to navigate, including how to color code segments by category, delete duplicates, and keep segment titles accurate so you can always find what you need.
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Agency Revolution is the leading provider of client engagement tools for the insurance industry. Forge, our cutting-edge website platform designed specifically for insurance agencies, provides a seamless online experience for both agents and clients. Fuse, our flagship marketing automation platform, streamlines communication with clients and prospects, allowing agencies to stay connected and engaged with their audience.
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