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  • Home
  • Glossary
  • Webinars
    • New Customer Webinars
  • Getting Started
    •  Infusionsoft Dashboard Overview
    •  Navigating the Home Screen
    • I Just Purchased Infusionsoft and Need to Set it Up for the First Time
    •  I'm New and Just Want to Learn the Basics
    • Set up products, a merchant account, and billing automation
    • Create Orders and Set Up Order Forms and the Shopping Cart
    • Set Up and Manage Your Sales Team in Infusionsoft
    •  Lifecycle Marketing
    •  Small Business Success Method
    • Tips & Tricks
      • How To Test Just About Anything
      • Get Your API Key
      • Store Files In Infusionsoft
      • Automatically Email Reports
      • Customize The Default Drop Down Menus
      • Change Field Labels
      • Fixing Common Error Messages
      • Resolving 502 Bad Gateway and Other Error Messages
      • Server Status Page
      • Infusionsoft Email IP Range
      • OAuth Authentication
      • Increasing Email Open Rates with Emojis
    • Essential Articles
      •  Sign in to Infusionsoft by Keap
      • System Requirements
      •  Navigating Infusionsoft
      •  Customize The Home Page Dashboard
      •  Upload Your Company Logo
      •  Configure Your Email Footer - CAN SPAM Address Block
      •  Customize my email signature
      • Change your Infusionsoft email address and password
      • Chat, Phone and Community Support
      • How do I locate my application id?
  • My Nav
    •  My Day Overview
    • Campaign Dashboard Widget
    • Calendar
    •  Manage tasks
    •  Manage tasks and appointments with My Day
    • Task Note Report
    • Grant access to Keap Support
  • CRM
    • Contacts
      • Manage Contacts
        •  Contact Record Overview
        •  Contact Record Quick View
        • Create a contact record
        • Delete a Contact Record
        • Mass update a list of contacts
        • Mass update a specific field for a list of contacts
        • Update Contacts with a CSV
        • Mass update contacts with a spreadsheet CSV File
        •  Contact Lead Scoring Overview
        •  Export Contacts From Infusionsoft
        • Contact Management - other
          • Store files on a contact record
          • Add a Note to a Contact Record
          • Contact Communication History
          • Web Profile
          • Restore deleted contacts and other data
          • Mass opt-in or opt-out contacts
          • Linked contacts
          • Reassign contacts to another user
          • Manually Opt-Out or Opt-In contacts in Infusionsoft
          • Smart Lists - auto segment contacts
          • Contact Record Accurate Email History
        • Internal Forms
          •  Create an Internal Form
          • Submit an Internal Form for an existing contact
          • Add a new contact with an internal form
          • Find your internal form ID
        • Communication from the Contact Record
          •  Email from a Contact Record
          • Hide your email communications on a contact record
          • Email Status Search
          • Create and apply a standalone note template
          • Send a one-off fax to a contact
          • Print a letter for a contact
          • Create a task or appointment while viewing the contact record
          • Print mailing labels for contacts
        • Exporting Contact Notes
      • Custom Fields
        •  Custom Fields Overview
        • Custom Fields Vs Tags
        • Create Custom Fields
        • Choose Custom Field Types
        • Backend Database Names For Custom Fields
      • Contact Search and Tagging
        • Contact Searching
          •  Advanced Search Techniques
          •  Saved search
          • How to search by the date a contact record is created
          • View Custom Fields In Contact Searches
        • Contact Tags
          •  Use tags to create contact lists
          • Create a Tag
          • Tag categories
          •  Apply or remove tags from a contact record
          • Apply or remove tags from a list of contacts
      • Merge Contacts
        • Identify duplicate contact records
        • Automatically merge duplicate contacts
        • Manually merge duplicate contacts
        • When does the system automatically merge contacts
      • Orders, Invoices and Quotes from the Contact Record
        •  Create orders and invoices from the contact record
        •  Create quotes from the Contact Record
    • Opportunities
      •  Create An Opportunity Record
      •  Assign Opportunities With A Round Robin
      •  Searching Opportunity Records
      • Next Action Fields In An Opportunity Record
      • Update The Opportunity Summary
      • Track Product Interest In An Opportunity Record
      • Send a Buy Now link from an opportunity record
      • Create An Order From An Opportunity Record
      • Assign A Referral Partner To An Opportunity
      • Mass Update Multiple Opportunity Records
      • Interactive View Vs. Grid View
      • Batch Create Opportunity Records
      • Quickly Edit Multiple Opportunity Records
      •  Opportunity Record Overview
    • Companies
      •  Create a company record
      •  Assign a contact to a company
    • Referral Partners
      • Referral Partner Program
        •  Introduction to Referral Partner Commission Programs
        •  Referral Partner Default Settings
        •  Set up a referral partner commission program
        • Merge Referral Partner Info Into Emails
        • Track Referral Activity Via The API
        • Customize a Referral Tracking Link URL
        • Pay if Unused
      • Referral Partners
        •  Create a Referral Partner Record (manually)
        • Search for Referral Partners
        •  Create a referral partner sign-up form
        • Mass update a list of referral partners
        • Assign A Referral Partner To Multiple Contacts
        • Add a commission program to referral partner record
      • Referral Partner Center
        •  Referral Partner Center Overview
        • How Referral Partners Generate Tracking Links
        •  Customize your Referral Partner Center
        • How Referral Partners Use Email Resources
        •  Create banners, pages, and emails for referral partners
        • How Referral Partners Use Resource Pages
        • How Referral Partners Use Banner Ads
      • Referral Partner Reports
        • How To Use Referral Program Reports
        • Monitor Referral Partner Activity
        • View Relationships Between Referral Partners
        • Generate Referral Partner Commission And Payment Reports
        •  Pay An Individual Referral Partner
        • Pay a group of referral partners at once
    • Visitors
      • View Your Website Visitors
    • Integrations
      • Gmail and Microsoft Sync
        • Gmail Sync
        • Microsoft Sync
        • Email Sync (Gmail and Microsoft)
      • Infusionsoft Mobile App
        • Infusionsoft Mobile
        • Infusionsoft Mobile Tasks
        • Infusionsoft Mobile Payments IOS
        • Infusionsoft Mobile Payments Android
        • Infusionsoft Payments Mobile Card Reader*
        • Infusionsoft Mobile Opportunities
        • Business Card Transcriber
        • How To Update Your Infusionsoft Mobile App
        • EMV Chip Card FAQ
      • Infusionsoft Sync for Outlook
        • Outlook Sync Features
        •  Install Infusionsoft Sync For Outlook
        • Add A Contact To A Sequence Using Infusionsoft Sync For Outlook
        • Tag A Contact In Infusionsoft Sync For Outlook
        • Synchronize Tasks And Appointments Between Infusionsoft And Outlook
        • Attach A File To A Contact In Infusionsoft Sync For Outlook
        • Manage preferences In Infusionsoft Sync for Outlook
        • Add Contacts In Infusionsoft Sync For Outlook
        • Add A Task Or Appointment In Infusionsoft Sync For Outlook
        • Add A Note To A Contact In Infusionsoft Sync For Outlook
        • Infusionsoft Sync For Outlook Installer Help Page
        • Record an Email in Infusionsoft Using the Outlook Plugin
        • Uninstall Sync for Outlook
      • Infusionsoft WordPress Plugin
        • WordPress Plugin Setup
        • Connect Your Infusionsoft Account To Your WordPress Website
        • Create a WordPress opt in form
        • Set Up A WordPress Opt-In Form Goal In Infusionsoft
        • Import And Export WordPress Opt-In Forms
        • View Your WordPress Opt-In Form Statistics
      • BigCommerce
        •  BigCommerce FAQs
        • BigCommerce API Goals
        • Add A BigCommerce Buy Now Button To A Campaign
      • Other Apps
        • Zapier
        • LeadPages
      • Sandbox Accounts
    • CRM Reports & Settings
      •  CRM Settings Overview
      •  CRM Reports Overview
  • Marketing
    • Campaign Builder
      • Campaign How To's
        • Campaign Builder Overviews
          • Campaign builder terminology
          • Campaign builder - canvas tips and tricks
          • Campaign Builder - Connecting elements
          • Campaign Builder - Checklist
          • Campaign builder - element statuses explained
          • Campaign Merge Fields
          • Decision Diamonds
          •  Campaign Builder - New Look
        • Campaign Walkthroughs
          •  Campaign Walkthrough Part 1 - Capture Leads
          •  Campaign Walkthrough Part 2 - Nurture Prospects
          • Campaign Walkthrough Part 3 - Convert Sales
        • How to install pre-built campaigns
        • Republishing Campaigns FAQ
        • Rename, Restore And Unpublish Campaigns
        • How do I find my Queued contacts and what does it mean?
        • How to build a looping campaign
        • Copy campaign content
        • How to create Action Sets and Rules
        • Campaign links
        • How to add someone to a campaign
        • How to purchase a product or service for another guest Or attendee
        • Testing Decision Diamonds
        • Liquid syntax / dynamic content
      • Goals & Sequences
        • Campaign Goals
          • A list of available Campaign Goals
          • Create a web form
          • Make better web forms
          •  Create a Tag Goal
          •  Create an Email Link clicked goal
          • Create a Note Applied goal
          •  Create an Internal Form submitted Goal
          •  Create a Task completed goal
          •  Create a Product purchased goal
          •  Create an Opportunity stage moved goal
          •  Create a Lead Score achieved goal
          • Create a Web Page automation goal
          • Create an API Goal
          • Create a Quote status goal
          • Email Opened goal
          • Creating a web form with Firefox
          • Create a failed purchase goal
          •  Campaign Goal - Create an Order
        • Campaign Sequences
          • Campaign sequence overview
          •  Connecting Objects In A Campaign Sequence
          • Campaign Sequence - Email Confirmation Sequence
          •  Campaign Sequence - Delay Timers
          •  Campaign Sequence - Date Timers
          • Campaign Sequence - Field Timers
          • Campaign Sequence - Apply/Remove Tags
          • Campaign Sequence - Apply Note
          • Editing Campaign Timers
          • Campaign Sequence - Create Opportunity
          • Campaign Sequence - Set Field Value
          • Campaign Sequence - HTTP Post
          • Campaign Sequence - Voice Message
          • Campaign Sequence - Fax
          • Campaign Sequence - Letter
          • Campaign Sequence - Fulfillment List
          • Manually Start Or Stop A Campaign Sequence
          • Make Sure Contacts Always Complete A Sequence
          • Resend A Campaign Email To Someone
          • Automatically assign an owner to a contact in a campaign
          • Automatically Create a Task in a Sequence
          • Campaign Sequence - Create Order
          •  Email Opened Goals
      • Sales Pipeline
        • Learn How Sales Reps Manage Leads in Infusionsoft
        •  Sales Pipeline And Opportunity Settings
        •  Create Sales Pipeline Stages
        •  Stage To Stage Pipeline Automation
        • Sales Pipeline Dashboard
        • Trigger Sales Automation Without Moving A Stage
        •  Set Up The Pipeline Checklist
        • Sales Team Reports
          • Track Sales Rep Activity
          • Evaluate Sales Rep Effectiveness
          • Sales Team Revenue Reports
          • Evaluate Lead Flow And Pipeline Effectiveness
          • Track Opportunity Win And Loss
          • Call History Summary Report
          • Call Log Report
      • Lead Scoring
        • Set Up Lead Scoring In Infusionsoft
        • Manually Change A Lead Score
      • Campaign Reports
        • Campaign Reporting tab
        •  Campaign Email Performance Visibility And Date Range Selector
        •  Campaign Full Sequence And Email Summary Report
      • Landing Pages
        • Landing Pages - Choosing a Template
        • Landing Pages - Layout
        • Landing Pages - Managing Color
        • Landing Pages - Adding Anchors
        • Create an Effective Landing Page
        • Landing Pages - Applying Tags
        • Landing Pages - Launching
        • Landing Pages - Custom URL Parameters
        • Landing Pages - Hidden Fields
        • Landing Pages - Archive Templates
        • Landing Pages - Mobile Editing
        • Landing Pages - WordPress Plugin
        • Landing Pages - FAQs
        • Landing Pages - Publish to a Custom Domain
        • Landing Pages - Facebook Sharing
        • Landing Pages - Success Page
        •  Invisible reCAPTCHA Update in Infusionsoft by Keap
        • Landing Pages - Supported Custom Fields
        • Landing Pages vs. Web Forms
        • Add a Custom Favicon to a Landing Page
    • Emails & Broadcasts
      • Email Builder
        • Merge Field Defaults Explained
        • Content Risk Services
        • Add Links To Emails
        • Change Email Preview Text
        • How To Link To A Web Form In An Email
        • Email status icons explained
        • Html Support In Email Clients
        • HTML Block
        • Import Legacy Template
        • Rotating Images
        • View the web version of the email
        • Adding URL parameters to links to pre-fill an external web form
      • Email Broadcasts
        •  Send an Email Broadcast
        • How to use the Email Builder
        • Stop an email broadcast
        • Find Your Scheduled Broadcast Emails
        • View The Current Status Of A Broadcast
        • Send A Fax Broadcast
        • Send A Voice Mail Broadcast
        • Create A Physical Letter Broadcast
        • Why Some Emails Skip During A Broadcast
        • Prevent Someone From Receiving A Voice Broadcast
        •  A/B Test Broadcast Emails
        • Email Broadcast - Best Send Time
        • Content checking tool
      • Fulfillment Jobs
        • Process a letter fulfillment job
        • Process a Queued Fulfillment Job
        • Process an order Fulfillment Job
      • Deliverability
        • Acceptable Use Policy Quick Reference Guide
        • Auditing Imported Subscribers
        • Automated List Management
        • Configure your SPF records
        • Delinquent Email Smart List
        • Deterring Spam Bots
        • DKIM
        •  DMARC May Impact Your Deliverability
        • Email Address Whitelisting
        • Email bounces explained
        • Explicit Permission
        • Get started with your dedicated IP
        • How to add a spam filter to Opt-In forms
        • How to avoid content filters
        • How to Fix Low Inbox Rates and Content Issues
        • How to Locate And Remove Opt Outs from Email List
        • How unengaged contacts reduce the effectiveness of your email deliverability
        • How your from address affects email deliverability Updated
        • List Hygiene
        • Monitoring Email Complaints
        • Protect your web forms from bot attacks
        • Remove contacts unengaged more than 1 year from email marketing
        • Send a re-engagement email to tagged, unengaged contacts
        • Spam Complaints
        • Spam Traps
        • Tag contacts unengaged 6-12 months for a re-engagement campaign
        • Unsubscribe Report
        • URIBL Greylisting
        • Why did my contact not receive an email
      • Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
    • Lead Generation
      • Create A Lead Source
      • Manually Assign A Lead Source To A Contact
      • Track Lead Source Expenses
      • Evaluate Lead Source Effectiveness
      • Embed The Infusionsoft Tracking Code Into Your Website
    • Legacy
      • Legacy Marketing Templates
        • Legacy Template Library Email Builders
        • Organize Legacy Templates With Template Categories
        • Create A Legacy Email Template
        • Clone A Legacy Email Template
        • Add Images to a Legacy Email
        • Personalize legacy email templates with merge fields
        • Add an Attachment to a Legacy Email
        • Insert YouTube Content Into Legacy Emails
        • Create A Legacy Plain Text Email Template
        • Create A Legacy Email Template With HTML
        • Create A Legacy Letter Template
        • Create a Legacy Task Template
        • Create A Legacy Appointment Template
        • Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
        • How To Convert Existing Emails To The New Email Builder
      • Legacy Link Automation
        • Link Automation Primer
        • Custom Unsubscribe And Opt Out Links
        • Custom confirmation (double-opt-in) link
        • Create An Automation Link
        • Pass Contact Information To A URL From An Automation Link
        • Apply action when customer opts out of all email marketing
      • Legacy - Other
        •  Remove The Infusionsoft Logo At The Bottom Of Your Emails
        • Set Up Third Party Fulfillment Notifications
        • Set up Legacy Invoice
        • Branding Center
        •  Legacy Landing Page Builder
    • Marketing Settings
      •  Marketing Settings
      • Configure the Automated List Management tool
    • Marketing Reports
      • Web Form Tracking Report
      • Email Broadcast Reports
      • How to search for unengaged contacts
  • E-Commerce
    • E-Commerce Order Management
      •  Create A Manual Order
      •  Add A Payment To An Existing Order
      • Manually create an order for a subscription
      • Create A Quick Sale Order
      • Add A Payment Plan To A Manual Order
      •  Create a quote
      • Quotes statuses, notifications, and reporting
      • Refunds
        • Cancel your customer's subscription
        • Void A Payment
        • Issue A Refund
        • Issue A Credit (Write Off) Or Apply A Price Adjustment To An Order
        • Issue A Credit For A Recurring Payment
        • Manage Chargebacks
        • Change the Next Bill Date for a subscription
        • Balance A Customer's Account That Was Refunded Outside Of Infusionsoft
        • Refunding Options In Infusionsoft by Keap
      • Order Forms
        •  Set Up An Order Form
        • Create An Order Form Theme
        • Accept Donations Of Varying Amounts
        • Checkout pages
        • Order form payment options
      • Shopping Cart
        •  Understand The Shopping Cart And Storefront
        • Multi-Step Shopping Cart Option
        •  Set Up A Shopping Cart Theme And Thank You Page
        • Integrating The Infusionsoft Storefront With Your Website
        •  Add Shopping Cart Purchase Links To Your Website
        • Create A Product Bundle Link
        • Shopping Cart URL Parameters
      • Shipping & Fulfillment
        •  Available Shipping Options
        •  Configure shipping options
        •  UPS Integration
        • Shipping Fees Per Product
        • Shipping Fees Based On Product Weight
        • Shipping Fees Based On The Order Total
        • Shipping Fees Based On Order Quantity
        • Add Product And Service Fulfillment Notes To Orders
        • Flat rate shipping fees
        •  Automate Order Fulfillment With Fulfillment Reports
    • E-Commerce Products & Services
      •  Create A Product In Infusionsoft
      • Import Products
      • Access And Manage Your Product List
      • Create a recurring subscription product
      • Import a list of subscription products into Infusionsoft
      • Create And Organize Product Categories And Subcategories
      • Product Options
      • Manage Product Images
      •  Create Digital Products In Infusionsoft
      • How To Create A Paid Trial Subscription
      • Inventory Notifications And Sold Out Automation
      • Product Interest Bundles
      • Tag Purchases With Performance Of Contract
    • E-Commerce Payment Setup
      • Merchant Accounts
        • Merchant Accounts And Gateways Explained
        •  Payment Options (Merchant Accounts) In Infusionsoft
        • Enable Merchant Account Error Notifications
        • Supported Merchant Accounts
        • Powerpay Merchant Account
        • First Data Merchant Account
        • Authorize.net Merchant Account
        • Authorize.net Card Present Merchant Account
        • eWAY Merchant Account
        • Network Merchants (NMI) Merchant Account
        • Nexus Merchants Integration
        • How to locate your Merchant Account ID
        • FlexPay Merchant Account
        • What to know when changing your Default Merchant
        • Delete a Merchant Account
      • Keap Payments
        • Who Is WePay?
        • Using Keap Payments FAQ
        • Keap Payments UK FAQ
        • Keap Payments Canada FAQ
        • Set Up Keap Payments
        • Keap Payments add/change payout
        • Log in to Keap Payments Merchant Center
        • Why do you need my social security number
        • How does Keap Payments affect my taxes?
        • Why isn't my balance fully available?
        • Keap Payments email and password
        • Issuing a refund within Keap Payments merchant center
        • Verifying Customer Identify KYC
        • Keap Payments UK Dashboard
        • Keap Payments Migration Guide
        • Why was my withdrawal cancelled or charged back
        • Keap Payments Chargebacks
        • Download payment and settlement reports In Keap Payments merchant center
        • Multi Factor authentication for Keap Payments merchant center
        • Keap Payments Merchant Error Codes
      • PayPal
        •  Accept PayPal Payments
        • PayPal Express Checkout Vs Payflow Pro
        • Enable PayPal Express Checkout
        • PayPal Payflow Pro Merchant Account
        • PayPal Express Recurring Billing Setup
      • Credit Cards
        • Add A New Credit Card To A Contact Record
        • Update the credit card on a subscription
        • Update The Credit Card Expiration Date
        • Make A Credit Card Inactive
        • Viewing a credit card number
        • Update Your Default Credit Card Settings
        • Update The Credit Card For An Order
      • QuickBooks
        • QuickBooks desktop integration setup
        • Export An IIF File To Update QuickBooks
        • Find A List Of Sales By Their QuickBooks Status
    • E-Commerce Actions
      • Billing Automation
        • Billing Settings
        • Sales Tax
        • Change The Default Shipping And Billing Country For Online Orders
        • Set up a payment plan
        • Set up automation for an autocharge
        • Set up automation for credit card expiration
        • Create A Billing Reminder With Merged Credit Card Information
        • How Your Customers Update Their Credit Cards
        • Send Yourself An Order Notification Email
        • When E-commerce Actions Run
        • Automate follow-up on failed purchases
        • Invoices and Receipts
        • Setup Payment Collection Invoice
        • Automate follow-up when a purchase is made
        • Manually Send an Invoice
    • E-Commerce Promotions
      •  Promo Codes and Other Discount Criteria
      •  Order Total Discount
      • Product Specific Discount
      • Shipping Discount
      •  Create a Free Trial Promotion
      • Product Category Discount
      •  Create an Upsell
      • Testing Your Promotions And Upsells
      • One Click Upsell After A Purchase
    • E-Commerce Reporting
      • Gross Sales Reports
      • Cash And Credits (Net Sales) Reports
      • Money Owed To You (Accounts Receivable)
      • View Income (Net Income)
      • All Sales Report
      • View Failed Credit Card Transactions
      • How Can I Be Notified For Failed PayPal Orders
      • Tax Reporting
      • Subscription Revenue Summary
      • Receivables Report
      • Monthly Sales Totals
      • Monthly Receivables Report
    • E-Commerce Settings
      • E-Commerce Settings
    • E-Commerce Legacy
      • E-Commerce Legacy
  • Administration
    • Branding Center
      •  Branding Center Overview
    • Billing and Accounts
      •  Billing and Accounts Overview
      • Update Your Billing Information & Make a Payment on Your Account
      • Upgrade Your Account - Increase Contact Limit, Add Users, or Find Additional Services
      • Cancel your Infusionsoft services
      • Additional Packages
      • How to view your Infusionsoft invoices
    • User Management
      •  Users Overview
      •  Add a user
      • New User Invite Process
      •  Editing User Permissions
      • Remove (Delete) a user in Infusionsoft
      • How to Reactivate a User
      • User Teams
    • Importing Data
      •  Importing Data
      •  Import your contacts
      •  Prepare your CSV import file
      • Export from your current system
      • Create company records during an import
      • View and rollback imports
      • Working with credit card numbers in excel
      • Populate multiple fields with a single field from your spreadsheet
    • User Permissions
      •  Global User Permissions
      • Add a User to the Admin or Sales Rep Group
      • User Permissions - Contact
      • User Permissions - Company
      • User Permissions - Opportunities
      • User Permissions - Referral Partners
      • User Permissions - Orders And Invoicing
      • User Permissions - E-Commerce
      • User Permissions - User
      • User Permissions - Calendar
      • User Permissions - Application
      • User Permissions - Marketing
      • Permission to access DKIM settings
    • Data Cleanup
      • Data Cleanup
    • Admin Settings
      •  Admin Settings Overview
      • HIPAA
        • HIPAA
        • HIPAA Security Controls
      • GDPR
        • GDPR Settings
        • GDPR FAQ
        • GDPR Anonymize a Contact
        • Apply GDPR Tags To Checkboxes
        • Create GDPR Tags
        • GDPR Pruning
        • GDPR - Linking To A Privacy Policy
        • GDPR Campaign Instructions
        • GDPR Summary
    • Admin Reports
      •  Admin Reports Overview
  • MasterMind Archive
  • Home
  • Administration

Admin Settings

Articles

 Admin Settings Overview
...

HIPAA (2)

  • HIPAA
  • HIPAA Security Controls

GDPR (9)

  • GDPR Settings
  • GDPR FAQ
  • GDPR Anonymize a Contact
  • Apply GDPR Tags To Checkboxes
  • Create GDPR Tags
  • See More
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