Articles
CRM overview
The Customer Relationship Management, or CRM area, contains all the customer related items including contacts, companies, opportunities, referral partners, visitors, and Zapier Integrations. This is where you can see your promoters, raving fans, a...
Keap Product Family Feature Comparison
Features Pro Max Max Classic Organize Leads Contact Management ✓ ✓ ✓ B2B Management ✓ ✓ ✓ Opportunity Records ✓ Contact Segmentation (tags) ✓ ✓ ✓ Saved searches/Filters/Contact lists ✓ ✓ ✓ T...
I just purchased Max Classic and need to set it up for the first time
Review the Basic Getting Started Guide First, review the basic getting started guide for all new Max Classic users in order to learn the basic concepts in Keap. Please note! Most of features described in this article require you to have Adm...
I'm new and want to learn the basics
New to Max Classic or looking to do something new? Check out our webinar series here .
Sign in to Keap
After you set up your Keap ID , go to signin.infusionsoft.com to sign in with your email address and password.
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Set up products, a merchant account, and billing automation
Pro-Tip!
Click here to know what to do if you are changing an existing merchant account!
Choose a merchant account
Sign up now for WePay or choose from one of the alternative merchant account offerings . You can a...
Create Orders and Set Up Order Forms and the Shopping Cart
Create Manual Orders
There are several ways orders can be created in Max Classic:
(Manually) Creating an order by hand in the contact record
(Automatically) Using order forms, the shopping cart, or with a 3rd party integratio...
Set Up and Manage Your Sales Team
Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group!
Watch the Opportunity Management Overview Video Your browser does not support HTML5 video. Watch the Planning ...
Lifecycle Marketing
Customize your sales and marketing strategy based on three stages of Lifecycle Marketing - Keap's proven framework for capturing leads, increasing sales and creating lifetime value for your customers. While these videos are a few years old, the m...
Grant access to Keap Support
You can grant temporary access to your account to a Keap employee from within your Infusionsoft application. This is done when working with a Support representative to resolve application issues. Once granted access, the representative will be able ...
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggested th...
Marketing Overview
The Marketing area includes Campaign Builder, Email & Broadcasts, Lead Generation, templates and more. This is where the heart of your marketing lives! Your browser does not support HTML5 video. ...
Campaign Builder Overview
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Email Builder Video Overview
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2-step authentication
2-step authentication is a method to increase security of your account by confirming a your identity via two factors: your password and a security code generated by an authenticator app (such as Authy or Google Authenticator) on your phone that ...
Providing Feedback
Our team thrives on feedback. You can easily provide us your feedback while using your Max Classic app. Just click on the question mark icon at the top of the page and select, Give us feedback in the drop-down menu. Fill out the feedback form...
Email Health Widget
The Email Health dashboard widget gives you insightful and actionable feedback to help you get your emails into your contact's inbox. Set it up To get started, click on the more ellipsis on any dashboard widget and click, Manage widgets To...
Two-factor Authentication
Beginning June 26, 2024, we’ll be enforcing 2FA on all customer accounts. Two-factor authentication significantly enhances the security of your account by requiring two different forms of identification. This helps protect against common threa...