Essential Articles

Pro tip!  As you work in Keap, close tabs as you finish with them to avoid being timed out of your application. Create your Keap ID If  you have been invited to a Keap account, you will receive an  email with a link to the Kea...

Supported browser for using your Max Classic application Max Classic is a web-based application. You don’t need to download or install software on your computer to access Max Classic. Since you’ll be using a web browser, let’s r...

Dashboard When you sign into 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 provide direct navigation lin...

  Dashboard When you sign, 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 direct navigation links...

Upload your company logo to customize your Max Classic 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....

  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. ...

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 my name and email address Select Edit My Profile from the header navigation bar. Click Edit next to your email address. Change your name and/or email address and click Save .   You will receive the following message: ...

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...

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.

Keap requires a security question for each user which is set when creating a new account. If you have not logged in since we implemented this requirement, you will be prompted to create a security question after you enter your email and password. ...