How to Chat with Support
Sign in to your Infusionsoft app, hover over the question mark and click Chat Now
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- Infusionsoft Dashboard Overview
- Navigating the Home Screen
- I Just Purchased Infusionsoft and Need to Set it Up for the First Time
- I'm New and Just Want to Learn the Basics
- 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
- Lifecycle Marketing
- Small Business Success Method
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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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- Sign in to Infusionsoft by Keap
- System Requirements
- Navigating Infusionsoft
- Customize The Home Page Dashboard
- Upload Your Company Logo
- Configure Your Email Footer - CAN SPAM Address Block
- Customize my email signature
- Change your Infusionsoft email address and password
- Chat, Phone and Community Support
- How do I locate my application id?
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- Contact Record Overview
- Contact Record Quick View
- Create a contact record
- Delete a Contact Record
- Mass update a list of contacts
- Mass update a specific field for a list of contacts
- Update Contacts with a CSV
- Mass update contacts with a spreadsheet CSV File
- Contact Lead Scoring Overview
- Export Contacts From Infusionsoft
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- Store files on a contact record
- Add a Note to a Contact Record
- Contact Communication History
- Web Profile
- Restore deleted contacts and other data
- Mass opt-in or opt-out contacts
- Linked contacts
- Reassign contacts to another user
- Manually Opt-Out or Opt-In contacts in Infusionsoft
- Smart Lists - auto segment contacts
- Contact Record Accurate Email History
- Exporting Contact Notes
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- Create An Opportunity Record
- 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
- Interactive View Vs. Grid View
- Batch Create Opportunity Records
- Quickly Edit Multiple Opportunity Records
- Opportunity Record Overview
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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
- Sandbox Accounts
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- How to install pre-built campaigns
- Republishing Campaigns FAQ
- Rename, Restore And Unpublish Campaigns
- How do I find my Queued contacts and what does it mean?
- How to build a looping campaign
- Copy campaign content
- How to create Action Sets and Rules
- Campaign links
- How to add someone to a campaign
- How to purchase a product or service for another guest Or attendee
- Testing Decision Diamonds
- Liquid syntax / dynamic content
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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
- Campaign Goal - Create an Order
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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
- Editing Campaign Timers
- 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
- Email Opened Goals
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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
- Invisible reCAPTCHA Update in Infusionsoft by Keap
- Landing Pages - Supported Custom Fields
- Landing Pages vs. Web Forms
- Add a Custom Favicon to a Landing Page
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- Merge Field Defaults Explained
- Content Risk Services
- Add Links To Emails
- Change Email Preview Text
- How To Link To A Web Form In An Email
- Email status icons explained
- Html Support In Email Clients
- HTML Block
- Import Legacy Template
- Rotating Images
- View the web version of the email
- Adding URL parameters to links to pre-fill an external web form
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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
- 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
- Auditing Imported Subscribers
- Automated List Management
- Configure your SPF records
- Delinquent Email Smart List
- Deterring Spam Bots
- DKIM
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Email bounces explained
- Explicit Permission
- Get started with your dedicated IP
- How to add a spam filter to Opt-In forms
- How to avoid content filters
- How to Fix Low Inbox Rates and Content Issues
- How to Locate And Remove Opt Outs from Email List
- How unengaged contacts reduce the effectiveness of your email deliverability
- How your from address affects email deliverability
- List Hygiene
- Monitoring Email Complaints
- Protect your web forms from bot attacks
- Remove contacts unengaged more than 1 year from email marketing
- Send a re-engagement email to tagged, unengaged contacts
- Spam Complaints
- Spam Traps
- Tag contacts unengaged 6-12 months for a re-engagement campaign
- Unsubscribe Report
- URIBL Greylisting
- Why did my contact not receive an email
- Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
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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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- Create A Manual Order
- Add A Payment To An Existing Order
- Manually create an order for a subscription
- Create A Quick Sale Order
- Add A Payment Plan To A Manual Order
- Create a quote
- Quotes statuses, notifications, and reporting
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- Cancel your customer's subscription
- Void A Payment
- Issue A Refund
- Issue A Credit (Write Off) 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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- Available Shipping Options
- Configure shipping options
- UPS Integration
- Shipping Fees Per Product
- Shipping Fees Based On Product Weight
- Shipping Fees Based On The Order Total
- Shipping Fees Based On Order Quantity
- Flat rate shipping fees
- Add Product And Service Fulfillment Notes To Orders
- Automate Order Fulfillment With Fulfillment Reports
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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
- Tag Purchases With Performance Of Contract
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- Merchant Accounts And Gateways Explained
- Payment Options (Merchant Accounts) 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
- Delete a Merchant Account
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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
- Keap Payments Merchant Error Codes
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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 for an autocharge
- Set up automation for credit card expiration
- 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 purchases
- Invoices and Receipts
- Setup Payment Collection Invoice
- Automate follow-up when a purchase is made
- Manually Send an Invoice
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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
- Monthly Receivables Report
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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
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Legacy
Legacy features are features that have been replaced with new functionality
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