Essential Articles

Need-to-know information for all Infusionsoft users

Articles

 Sign in to Infusionsoft by Keap
Create your Infusionsoft by Keap ID If  you have been invited to an Infusionsoft by Keap account, you will receive an  email with a link to the Infusionsoft by Keap ID set up page. Click the link in  the email to begin the process...
System Requirements
Supported browser for using your Infusionsoft by Keap application Infusionsoft by Keap is a web-based application. You don’t need to download or install software on your computer to access Infusionsoft by Keap. Since you’ll be accessi...
 Navigating Infusionsoft
Dashboard When you sign into Infusionsoft by Keap, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and prov...
 Customize The Home Page Dashboard
  Dashboard When you sign into Infusionsoft, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and provide dir...
 Upload Your Company Logo
Upload your company logo to customize your Infusionsoft invoices, opt-in pages, sign in screens, and more. Logo dimensions are controlled by the following parameters: External Pages Logo - This image will be constrained to a max height of 150px...
 Configure Your Email Footer - CAN SPAM Address Block
  Your company information is displayed in some emails and on all opt-in/ opt-out confirmation pages by default. This information pulls from one of three places: the CAN SPAM address block, the company info fields, or a user profile. CA...
 Customize my email signature
In infusionsoft, you can create either a plain text or HTML email signature.  Edit your signature Hover over the profile icon and click Edit My Profile . On the bottom-right side of the page, you'll see the Email Signature s...
Change your Infusionsoft email address and password
Change your Email Address Select Edit My Profile from the header navigation bar. Click Edit next to your email address. Change your email address and click Save .   Once you have successfully changed your login email addre...
Chat, Phone and Community Support
Ask the Community Click here to ask a question to the Infusionsoft Community.   Live Chat 24/7 Just hover over the Question icon on your toolbar and click the Chat Now button.   Call Tech Support Region Toll Free Num...
How do I locate my application id?
If you need to contact customer support, they will ask for your "application id" or "app id" in order to help verify your account and to access your application to assist.