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...
 Learn how to navigate Infusionsoft by Keap
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 provide direc...
 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 direc...
 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 Your Email Signature
  Edit Your Email Signature Click on Edit My Profile in the user toolbar to customize or update your profile. On the right side of the page, you'll see the Email Signature section. This shows you what your signature wil...
Change Your Infusionsoft Id Email Address and Password
Change your Email Address Select Edit My Profile from the header navigation bar Select Edit next to your email address under "Your Infusionsoft ID" Change your email address from in the "Infusionsoft ID" field. ...
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...
Infusionsoft by Keap vs Keap major feature comparison
Major Feature Comparison Feature Keap Infusionsoft by Keap Mobile Responsive X Visual Sales Pipeline X Appointments X Affiliate Tracking ...