Christina Rodriguez

This article applies to: Max Classic  You generally issue a credit or apply a price adjustment against an unpaid order balance. If the customer already submitted a full or partial payment, then iss...

This article applies to: Max Classic  Here is a list of supported merchant accounts and whether or not you can refund and/or void payments within Keap. Yes means you can issue a void/refund from wi...

This article applies to: Max Classic  You generally void a transaction when a customer cancels an order right away, makes duplicate purchases in error, or asks to change their method of payment. Yo...

This article applies to: Max Classic  You are able to cancel and deactivate subscriptions manually when a customer contacts you by phone, email, or in person and asks to discontinue a service or up...

This article applies to: Max Classic  After publishing a campaign, you will have access to performance reporting. Performance Reporting allows you to evaluate the effectiveness of your campaign wit...

You can now merge custom fields into an Email Builder templateWarning! Using formatting tools on only a portion of a merge field will break the merge field value; instead of displaying the merge va...

You can create a link in the Email Builder that when clicked, adds a tag to the contact record. This helps you more easily find contacts by interest. You can apply up to 10 tags to the same link. Y...

This article applies to: Max Classic Getting StartedBlocksBodyImagesUploadsContentMobileSend a test emailCustomize text with the formatting toolbarAdd tagsAdd a text hyperlinkMerge FieldsMerge cust...

This article applies to: Max Classic  If a contact needs a campaign sequence email resent to them, follow the instructions belowFind and open the contact record that you would like to resend the em...

This article applies to: Max Classic  In most cases, campaign sequences start and stop automatically as contacts complete campaign goals and move through the strategic process you designed. If you ...