Articles
Add a note to a contact
Navigate to the Contact Record and click the Tasks tab. Locate the Notes section. Note: The number of Notes displayed is limited to 10. You can click View All to view all notes for the contact, Which opens as a pop-up ...
Contact record overview
A brief overview of the contact record in Infusionsoft.
Create a contact record
There are several ways to create contact records in Keap. This is the quickest and simplest option for creating individual contact records. Manually add a new contact to Keap Click the ( + ) icon at the top right of any Keap page. Quick-Add is...
Create a task or appointment while viewing a contact
You can create tasks or appointments from a contact record or from My Day . When you use the My Day calendar, you'll be able to coordinate tasks or appointments with your overall schedule. When you create tasks or appointments on a contact record, ...
Create and apply a standalone note template
Create a standalone Note Template and apply it to a contact record. Use note templates to record personal interactions or events related to a contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note t...
Delete a contact record
Delete a Contact Record Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track cu...
Export data from Keap
If your user permissions allow, you can export information from Keap. For exports of 1,000* records or fewer you can chose to download them immediately in your browser, or send a link to download the file to the email address entered. For export...
Exporting Contact Notes
There are two types of Contact notes in Max Classic, Person Notes , which is simply a text box where you can add some quick information about a contact and Task Notes , which are actual date/time stamped notes on the contact record. Export Pe...
Hide your email communications on a contact record
Emails you receive through the Keap email client are automatically recorded in the communication history of the contact that sent you the message. Your reply is also recorded in the history by default. Most of the time this is desirable since it hel...
Interactive View Vs. Grid View
There are two ways to view a list of contact and opportunity record s: an interactive view and a grid view. You are able to choose the viewing format that best fits the work you are trying to accomplish at the time. While viewing search results, ...
Linked contacts
Alert ! The Linked Contact feature is only recommended for very specific situations. This feature is rarely an ideal way to group contacts together. Tags are the ideal way to group your contacts in Max Classic. Some businesses need to track non-...
Manually opt-out or opt-in contacts
Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are able to opt-out of all of your email marketing or just...
Mass opt-in or opt-out contacts
When you transition to Keap from another email system, you will export contacts from the old system so that you can import them into Keap. When you import a list, you must confirm that you have received prior permission to send email to those contac...
Mass update a list of contacts
There are two ways you can mass update a list of contacts in Max Classic: Using the Mass Update Contacts tool, or you can export the contacts that you want to update, make the changes yourself, then re-import the contacts back into Max Classic. This...
Mass update a specific field for a list of contacts
Go to CRM > Contacts and search for the contacts you want to update Select the desired contacts to be updated, by selecting all, or individually selecting eligible contacts Once you have your list, click on the Actions button and select...
Mass update contacts with a spreadsheet
You can use the Max Classic Modify Existing Records Import tool to mass update a specific list of contacts. This mass update option allows you to update a group of existing contacts. For example, you may need to add country information to all of y...
Print a letter for a contact
You can print a letter for one contact or create a letter broadcast to print one for a group of contacts. Max Classic will create a letter in Microsoft Word with the merge field s already filled in. You just need to print the letter and (if neede...
Print mailing labels for contacts
You can use Max Classic to print a mailing label for one contact or to print mailing labels for a group of contacts. Max Classic will create a label document in Microsoft Word with the merge field s already filled and ready to print. Go to CRM >...
Reassign contacts to another user
Note: You will need the proper permissions to change the owner drop-down menu Reassign an Individual Contact Record While viewing a contact record, select a user from the owner drop-down menu. Click on the Save button to apply the c...
Restore deleted contacts and other data
Keap performs regular backups and keeps them for 90 days. Keap may be able to restore deleted or altered contact records and other data in your Max Classic application. Please note: Some data cannot be restored. There may be a fee associated wit...
Send a one-off fax to a contact
You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Max Classic to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax . The system will email a...
Send an email from a contact record
A quick and convenient way to communicate with your contacts, is by sending them emails directly from their contact record Inside Max Classic
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Directions
While viewing the contact recor...
Update contacts with a CSV
You can use the import tool to mass update a list of contacts. For example, you may need to add different country information to all of your existing contacts. You can export a list, add each person's country information to it, and then import it b...
Upload files to a contact record
Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked so that you can retrieve them easily while viewing the...
View Your Website Visitors
The Visitors area gives you a view of all anonymous visitors to your sites where you have a Max Classic webform or tracking link, providing detailed information on that visitor before they opt into your marketing. It’s a good way to gauge activity...
Web Profile
The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a personal interaction. It provides details that help you ...
Social media contact fields
Keap includes fields for numerous social media sites and applications so you can keep track of your contact's accounts across the web. You can access these fields with merge fields to customize outgoing messages or text within Keap such as in a note...