Getting Started

Beginner Guides · Videos · Tips & Tricks

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CRM overview
The Customer Relationship Management, or CRM area, contains all the customer related items including contacts, companies, opportunities, referral partners, visitors, and Zapier Integrations. This is where you can see your promoters, raving fans, and...
 Infusionsoft Dashboard Overview
Learn more about our customizable dashboard.
 Navigating Infusionsoft
Learn more about basic navigation in the Infusionsoft application.
Keap Product Family Feature Comparison
Keap Grow Keap Pro Infusionsoft Organize Leads Tags ✓ ✓ ✓ Tasks ✓ ✓ ✓ Web Forms ✓(one pre-built form) ✓ ✓ Landing Pages ✓ ✓ Internal Forms ✓ ✓ ✓ Company Records ✓ Get Mor...
I Just Purchased Infusionsoft and Need to Set it Up for the First Time
Review the Basic Getting Started Guide First, review the basic getting started guide for all new Infusionsoft users in order to learn the basic concepts in Infusionsoft. Please note! Most of features described in this article require you to...
 I'm New and Just Want to Learn the Basics
New to Infusionsoft or looking to do something new? Check out our webinar series here . Sign in to Infusionsoft After you set up your Infusionsoft ID, go to signin.infusionsoft.com to sign in with your email address and password. Here is...
Set up products, a merchant account, and billing automation
Pro-Tip! Click here to know what to do if you are changing an existing merchant account! Choose a merchant account Sign up now for Infusionsoft Payments or choose from one of the alternative merchant account offerings . You can also us...
Create Orders and Set Up Order Forms and the Shopping Cart
Create Manual Orders There are several ways orders can be created in Infusionsoft: (Manually) Creating an order by hand in the contact record (Automatically) Using order forms, the shopping cart, or with a 3rd party integration. The video be...
Set Up and Manage Your Sales Team in Infusionsoft
Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group! Watch the Opportunity Management Overview Video Watch the Plan Your Sales Stages Video Edit the...
 Lifecycle Marketing
Customize your sales and marketing strategy based on three stages of Lifecycle Marketing - Keap's proven framework for capturing leads, increasing sales and creating lifetime value for your customers.  While these videos are a few years old...
Grant access to Keap Support
You can grant temporary access to your account to a Keap employee from within your Infusionsoft application. This is done when working with a Support representative to resolve application issues. Hover over the Help  icon at the top of your ...
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggeste...
Marketing Overview
The Marketing area includes Campaign Builder, Email & Broadcasts, Lead Generation, templates and more. This is where the heart of your marketing lives! ...
Campaign Builder Overview
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Email Builder Video Overview
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