- In Infusionsoft, navigate to Admin > Billing & Account Info.
- Click Upgrade to Infusionsoft by Keap XXXX Edition for the email/contact option you wish to purchase.
- You also have the option to purchase additional User Licenses, or View Services for Plug-ins, and Additional Products.
- Upgrading your edition or purchasing User Licenses takes you to the online cart. Review your purchase details, which include a prorated amount for the time remaining in your billing cycle and the new monthly amount beginning with your next billing cycle. Be sure to verify your Card on File and your Billing address on file before you click Continue.
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- How To Test Just About Anything
- Get Your API Key
- Store Files In Infusionsoft
- Automatically Email Reports
- Customize The Default Drop Down Menus
- Change Field Labels
- Fixing Common Error Messages
- Resolving 502 Bad Gateway and Other Error Messages
- Server Status Page
- Infusionsoft Email IP Range
- OAuth Authentication
- Increasing Email Open Rates with Emojis
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- I Just Purchased Infusionsoft and Need to Set it Up for the First Time
- I'm New and Just Want to Learn the Basics
- Learn How Sales Reps Manage Leads in Infusionsoft
- Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
- Set Up Products, a Merchant Account and Billing Automation
- Create Orders and Set Up Order Forms and the Shopping Cart
- Set Up and Manage Your Sales Team in Infusionsoft
- Set Up and Manage Your Referral Partner Program in Infusionsoft
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- Sign in to Infusionsoft by Keap
- System Requirements
- Learn how to navigate Infusionsoft by Keap
- Customize The Home Page Dashboard
- Upload Your Company Logo
- Configure Your Email Footer - CAN SPAM Address Block
- Customize Your Email Signature
- Change Your Infusionsoft Id Email Address and Password
- Chat, Phone and Community Support
- Infusionsoft by Keap vs Keap major feature comparison
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- Contact Record Overview
- Create a Contact Record
- Delete a Contact Record
- Export Contacts From Infusionsoft
- Store files on a contact record
- Add a Note to a Contact Record
- Contact Communication History
- Web Profile
- Restore deleted contacts and other data
- Create and apply a standalone note template
- Submit an Internal Form for an existing contact
- Add a new contact with an internal form
- Why did my contact not receive an email
- Mass opt-in or opt-out contacts
- Email status icons explained
- Send a one-off fax to a contact
- Print a letter for a contact
- Hide your email communications on a contact record
- Linked contacts
- Reassign contacts to another user
- Manually Opt-Out or Opt-In contacts in Infusionsoft
- Send a one-off email to a contact
- Create a task or appointment while viewing the contact record
- Print mailing labels for contacts
- Email Status Search
- Smart Lists - auto segment contacts
- Contact Record Accurate Email History
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- Advanced search techniques
- Use tags to create contact lists
- Tag categories
- Apply or remove tags from a contact record
- Apply or remove tags from a list of contacts
- How to search by the date a contact record is created
- Saved search
- Mass update a list of contacts
- View Custom Fields In Contact Searches
- Interactive View Vs. Grid View
- Create a Tag
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- Campaign builder terminology
- Campaign builder - canvas tips and tricks
- Campaign Builder - Connecting elements
- Campaign Builder - Checklist
- Campaign builder - element statues explained
- Republishing Campaigns FAQ
- Rename, Restore And Unpublish Campaigns
- Campaign Dashboard Widget
- Copy campaign content
- Campaign Merge Fields
- Campaign links
- Decision Diamonds
- Testing Decision Diamonds
- Campaign Walkthrough Part 1 - Capture Leads
- Campaign Walkthrough Part 2 - Nurture Prospects
- Campaign Walkthrough Part 3 - Convert Sales
- Invisible reCAPTCHA Update in Infusionsoft by Keap
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- A list of available Campaign Goals
- Create a web form
- Make better web forms
- Create a Tag Goal
- Create an Email Link clicked goal
- Create a Note Applied goal
- Create an Internal Form submitted Goal
- Create a Task completed goal
- Create a Product purchased goal
- Create an Opportunity stage moved goal
- Create a Lead Score achieved goal
- Create a Web Page automation goal
- Create an API Goal
- Create a Quote status goal
- Email Opened goal
- Creating a web form with Firefox
- Create A Failed Purchase Goal
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- Campaign sequence overview
- Connecting Objects In A Campaign Sequence
- Campaign Sequence - Email Confirmation Sequence
- Campaign Sequence - Delay Timers
- Campaign Sequence - Date Timers
- Campaign Sequence - Field Timers
- Campaign Sequence - Apply/Remove Tags
- Campaign Sequence - Apply Note
- Campaign Sequence - Create Opportunity
- Campaign Sequence - Set Field Value
- Campaign Sequence - HTTP Post
- Campaign Sequence - Voice Message
- Campaign Sequence - Fax
- Campaign Sequence - Letter
- Campaign Sequence - Fulfillment List
- Manually Start Or Stop A Campaign Sequence
- Make Sure Contacts Always Complete A Sequence
- Resend A Campaign Email To Someone
- Automatically Assign An Owner To A Contact In A Campaign
- Automatically Create a Task in a Sequence
- Campaign Sequence - Create Order
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- Landing Pages - Choosing a Template
- Landing Pages - Layout
- Landing Pages - Managing Color
- Landing Pages - Adding Anchors
- Create an Effective Landing Page
- Landing Pages - Applying Tags
- Landing Pages - Launching
- Landing Pages - Custom URL Parameters
- Landing Pages - Hidden Fields
- Landing Pages - Archive Templates
- Landing Pages - Mobile Editing
- Landing Pages - WordPress Plugin
- Landing Pages - FAQs
- Landing Pages - Publish to a Custom Domain
- Landing Pages - Facebook Sharing
- Landing Pages - Success Page
- Landing Pages - Supported Custom Fields
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- Send an Email Broadcast
- How to use the Email Builder
- Stop an email broadcast
- Find Your Scheduled Broadcast Emails
- View The Current Status Of A Broadcast
- Send A Fax Broadcast
- Email Broadcast Reports
- Send A Voice Mail Broadcast
- Create A Physical Letter Broadcast
- Why Some Emails Skip During A Broadcast
- Prevent Someone From Receiving A Voice Broadcast
- A/B Test Broadcast Emails
- Email Broadcast - Best Send Time
- Content checking tool
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- Acceptable Use Policy Quick Reference Guide
- Automated List Management
- Configure Your SPF Records
- DKIM
- DKIM and SPF Setup Example
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Deterring Spam Bots
- Email Bounces Explained
- Email Compliance Remediation Process
- Explicit Permission
- How to Add a Spam Filter to Opt-In Forms
- How to Avoid Content Filters
- How to Locate And Remove Opt Outs from Email List
- How Your From Address Affects Email Deliverability
- Auditing Imported Subscribers
- Invalid Hard Bounces
- List Hygiene
- Monitoring Email Complaints
- Protect Your Web Forms From Bot Attacks
- Spam Complaints
- Spam Traps
- URIBL Greylisting
- Unsubscribe Report
- How to Fix Low Inbox Rates and Content Issues
- Engagement Days
- Get started with your dedicated IP
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- Billing Settings
- Sales Tax
- Change The Default Shipping And Billing Country For Online Orders
- Set Up A Payment Plan
- Set Up Automation When An Autocharge Fails Or Is Successful
- Set Up Automation Based On Credit Card Expiration Date
- Create A Billing Reminder With Merged Credit Card Information
- How Your Customers Update Their Credit Cards
- Send Yourself An Order Notification Email
- When E-commerce Actions Run
- Automate Follow Up on Failed and Error Purchases
- Invoices and Receipts
- Setup Payment Collection Invoice
- Automate Follow-Up When a Purchase is Made
- Manually Send an Invoice
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- Merchant Accounts And Gateways Explained
- Payment Options In Infusionsoft
- Enable Merchant Account Error Notifications
- Supported Merchant Accounts
- Powerpay Merchant Account
- First Data Merchant Account
- Authorize.net Merchant Account
- Authorize.net Card Present Merchant Account
- eWAY Merchant Account
- Network Merchants (NMI) Merchant Account
- Nexus Merchants Integration
- How to locate your Merchant Account ID
- FlexPay Merchant Account
- What to know when changing your Default Merchant
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- Who Is WePay?
- Using Keap Payments FAQ
- Keap Payments UK FAQ
- Keap Payments Canada FAQ
- Set Up Keap Payments
- Keap Payments add/change payout
- Log in to Keap Payments Merchant Center
- Why do you need my social security number
- How does Keap Payments affect my taxes?
- Why isn't my balance fully available?
- Keap Payments email and password
- Issuing a refund within Keap Payments merchant center
- Verifying Customer Identify KYC
- Keap Payments UK Dashboard
- Keap Payments Migration Guide
- Why was my withdrawal cancelled or charged back
- Keap Payments Chargebacks
- Download payment and settlement reports In Keap Payments merchant center
- Multi Factor authentication for Keap Payments merchant center
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- Create A Product In Infusionsoft
- Import Products
- Access And Manage Your Product List
- Create a recurring subscription product
- Import A List Of Subscription Products Into Infusionsoft
- Create And Organize Product Categories And Subcategories
- Product Options
- Manage Product Images
- Create Digital Products In Infusionsoft
- How To Create A Paid Trial Subscription
- Inventory Notifications And Sold Out Automation
- Product Interest Bundles
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- Canceling Your Customer's Subscription
- Void A Payment
- Issue A Refund
- Issue A Credit Or Apply A Price Adjustment To An Order
- Issue A Credit For A Recurring Payment
- Manage Chargebacks
- Change The Next Bill Date For A Subscription
- Balance A Customer's Account That Was Refunded Outside Of Infusionsoft
- Refunding Options In Infusionsoft by Keap
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- Gross Sales Reports
- Cash And Credits (Net Sales) Reports
- Money Owed To You (Accounts Receivable)
- View Income (Net Income)
- All Sales Report
- View Failed Credit Card Transactions
- How Can I Be Notified For Failed PayPal Orders
- Tax Reporting
- Subscription Revenue Summary
- Receivables Report
- Monthly Sales Totals
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- Global User Permissions
- Add a User to the Admin or Sales Rep Group
- User Permissions - Contact
- User Permissions - Company
- User Permissions - Opportunities
- User Permissions - Referral Partners
- User Permissions - Orders And Invoicing
- User Permissions - E-Commerce
- User Permissions - User
- User Permissions - Calendar
- User Permissions - Application
- User Permissions - Marketing
- Permission To Access DKIM Settings
- Task Note Report
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- Create An Opportunity Record
- Opportunity Record Overview
- Assign Opportunities With A Round Robin
- Searching Opportunity Records
- Next Action Fields In An Opportunity Record
- Update The Opportunity Summary
- Track Product Interest In An Opportunity Record
- Send A Buy Now Link From An Opportunity Record
- Create An Order From An Opportunity Record
- Assign A Referral Partner To An Opportunity
- Mass Update Multiple Opportunity Records
- Batch Create Opportunity Records
- Quickly Edit Multiple Opportunity Records
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- Outlook Sync Features
- Install Infusionsoft Sync For Outlook
- Add A Contact To A Sequence Using Infusionsoft Sync For Outlook
- Tag A Contact In Infusionsoft Sync For Outlook
- Synchronize Tasks And Appointments Between Infusionsoft And Outlook
- Attach A File To A Contact In Infusionsoft Sync For Outlook
- Manage Preferences In Infusionsoft Sync For Outlook
- Add Contacts In Infusionsoft Sync For Outlook
- Add A Task Or Appointment In Infusionsoft Sync For Outlook
- Add A Note To A Contact In Infusionsoft Sync For Outlook
- Infusionsoft Sync For Outlook Installer Help Page
- Record an Email in Infusionsoft Using the Outlook Plugin
- Uninstall Sync for Outlook
- Email sync (GMAIL and Microsoft)
- Sandbox Accounts
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- Legacy Template Library Email Builders
- Organize Legacy Templates With Template Categories
- Create A Legacy Email Template
- Clone A Legacy Email Template
- Add Images to a Legacy Email
- Personalize legacy email templates with merge fields
- Add an Attachment to a Legacy Email
- Insert YouTube Content Into Legacy Emails
- Create A Legacy Plain Text Email Template
- Create A Legacy Email Template With HTML
- Create A Legacy Letter Template
- Create a Legacy Task Template
- Create A Legacy Appointment Template
- Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
- How To Convert Existing Emails To The New Email Builder
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- Editing Campaign Timers
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Last Modified on 08/22/2019 1:43 pm MST
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