Marketing Templates

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Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates .  In Max Classic, there are three separate places where you may be creating emails: Template Library ...

Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates .  As you build your automated follow-up processes in Max Classic, the number of templates you create is ...

Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates .. The drag & drop email builder makes it easy for anyone to create branded, professional looking emails. ...

Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates .  Go to Marketing > Templates Click on the name of an existing email template to open it. S...

Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates . When you create an email template through the drag & drop builder, you can add images using snippets or ...

Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates . Merge Fields are used as placeholders in an email for content that will be personalized for each recipient. ...

Use the following information to choose the best option on a per-email basis. You are not able to customize attachments on a per-person basis when an Email Template is sent automatically. The same attachments will go to all of the people on a Broa...

You can integrate video with your Max Classic email and landing page marketing efforts through the YouTube Snippet. This snippet can be added to Drag & Drop Emails or Web Forms to increase open rates and encourage social sharing. The e...

When you create a legacy email template in the template library, you can choose to create a Plain Text only email or an HTML & Plain Text email. You are able to copy / paste an HTML email message into the Plain Text editor, but will need to make...

Be Careful! Campaign emails integrate closely with the link goals and campaign tracking. We recommend you use the standard Email Builder. If you must create campaign emails using the code editor, please consider the following. The system automatic...

A legacy letter template can be used to broadcast to a group of contacts, or from a single contact record. Infusionsoft will queue up a letter fulfillment job on the home page dashboard of the user the letter is assign to. When the letter job is pro...

You can automatically assign tasks to users to incorporate personal touches in your follow-up strategy. When a task template is triggered through a legacy follow-up sequence or an action set, the system will automatically generate a task on the assi...

Legacy Notice : This article refers to a legacy feature that is not compatible with the Campaign Builder. You can automatically assign appointments to Max Classic users to incorporate personal touches into your follow-up strategy. When an appoin...

Legacy Notice : This article refers to the legacy email builder. Click here for new articles Use case: If you are not using the new Email Builder when creating emails (which has this feature built-in) You want your recipient to click on a...

For long-time Infusionsoft users, the prospect of having new and updated features is both exciting and potentially daunting. Each new wrinkle brings the possibility of necessary changes to existing content in order to ensure its continued functional...