Home » CXCS – Fuse Campaign Questionnaire

Getting started on your campaign.

Complete the questionnaire below and we’ll work on making the updates.

Check Out This Video to Learn About Our Form!

General Overview: Beginning – 5 Minutes | Updating Campaign: 5 – 9:20 Minutes | Starting a New Campaign: 9:20 – 19:20 Minutes

Before we get started…

We’re excited to assist you in building or updating a campaign in Fuse! Depending on the complexity of your campaign, this form may take anywhere from 10 minutes to an hour to complete. It’s important because it gathers all the essential information our team needs to get started. We truly appreciate you taking the time to fill it out!

Please note the following before proceeding:

Make sure you or a team member who has access to both Fuse and your management system is involved. This will help us gather all the necessary details to efficiently update or create your campaign.
If any of your requests fall outside our usual process or best practices, we’ll need to chat further to explore options. Also, please be aware that more complex requests might involve an additional fee, depending on the scope of work and resources required.
Please note, we will not launch this campaign without your explicit permission and confirmation that you’ve reviewed everything in question. This step is crucial to ensure the campaign aligns with your needs!

Step 1 of 4 - Main Contact Information

This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.
General Information
Your Name
First Name Last Name
Email Address
Email Address
Phone
Phone
Company Name
Company Name
Agency Website URL/Domain
Agency Website URL/Domain
Are you updating an existing campaign or starting a new one?
- Updating Existing
- Starting a New One

Updating an Existing Campaign
Let us know what existing campaign or communication you're looking to update and how.
Campaign Name
Campaign Name
Please include the name of the campaign or any details you know about the communication you're looking to update, i.e. subject line, type of email, etc.
Specific Sequence We're Updating
Specific Sequence We're Updating
Link to Campaign/Sequence
Link to Campaign/Sequence
What are you looking to update?
- Timing
- Audience
- Addition Behavior (Triggers)
- Content
- Other/ I'm unsure.
Select all that apply.
Would like to learn more about triggers/events? Click here for our Automating Your Campaigns with Trigger Points (Events) Help Center article!
Include details on how you'd like to adjust the timing of the campaign.
Include details on how you'd like to adjust the timing of the campaign.
i.e. Send the email 30 days before policy renewal instead of 40 days.
How would you like to update the audience?
How would you like to update the audience?
Consider providing examples of accounts who should and shouldn't be targeted after we make this update. The more details you can provide the better so we can most accurately make the updates.
What triggers were you looking to use instead or how did you want to update this campaign to send out?
What triggers were you looking to use instead or how did you want to update this campaign to send out?
The more details you can provide the better so we can most accurately make the updates.
Please provide the updated content or upload below.
Please provide the updated content or upload below.
Type of Communication (i.e. Email, Text, Postcard) - Subject Line (if email) - Then type or copy in the content for that communication.
Upload Content:
Drop files here or

Max. file size: 2 GB.
Please upload each email, postcard, or text as a separate document.
If you're looking for a different update or you're not sure what you're looking to update, please explain.
If you're looking for a different update or you're not sure what you're looking to update, please explain.