Madsen, Amanda

By default, purchase actions trigger when someone purchases through the shopping cart and order forms. Purchase actions also trigger for legacy order form purchases and manual orders if you have a ...

Enable payment collection on InvoicesInvoice - Default FieldsInvoice - Tax SettingsReceipts  Enable payment collection on InvoicesThe invoices will work with all order types: online orders, unpaid ...

An upsell offer is used to encourage a customer to add more products before they check out. The upsell may highlight a companion product to one the customer has already selected, or draw attention ...

A subscription free trial delays the first charge of a recurring billing program so you can use a free trial period to eliminate the purchase barrier by providing a "try before you buy" offer. The ...

Order total discounts deduct a percentage of the purchase total (e.g. 20% off) or a fixed dollar amount (e.g. $10.00 off). Order total discounts apply to all products in the cart excluding tax and ...

So you have a new product dropping next week or maybe you want to fill seats at a seminar, or maybe you just want to discount inventory to move it quicker. Max Classic makes it easy for you to offe...

It’s awesome to be able to sell your products online, through your shopping cart, or through your order forms, but the money needs to get to your bank. That’s where your Keap merchant account comes...

 Important! Nexus Merchants is in the process of being sunset, which means it will no longer be offered as a merchant you will be able to connect your Keap account to. Emails have been sent out to ...

Legacy Notice: This article refers to a legacy feature that is not compatible with the Campaign Builder.You can automatically assign appointments to Max Classic users to incorporate personal touche...

You can automatically assign tasks to users to incorporate personal touches in your follow-up strategy. When a task template is triggered through a legacy follow-up sequence or an action set, the s...