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- How To Test Just About Anything
- Get Your API Key
- Remove The Infusionsoft Logo At The Bottom Of Your Emails
- Store Files In Infusionsoft
- Automatically Email Reports
- Customize The Default Drop Down Menus
- Change Field Labels
- Add a POP Email Account
- Fixing Common Error Messages
- Resolving 502 Bad Gateway and Other Error Messages
- Server Status Page
- Browser Time Zone Settings
- 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
- Chat, Phone and Community Support
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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 Stand Alone 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
- Opt-Out Contacts From Receiving Marketing
- 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
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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 to a List of Contacts
- Saved Search
- How to search by the Date Created
- 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 Knowledge Requirements
- Add Someone To A Campaign
- Connecting Objects In The Campaign Builder
- Publish A Campaign
- Decision Diamonds
- Install Pre-Built Campaigns
- Testing Decision Diamonds
- Campaign Walkthrough Part 1 - Capture Leads
- Campaign Walkthrough Part 2 - Nurture Prospects
- Campaign Walkthrough Part 3 - Convert Sales
- Copy Campaign Content
- Rename, Restore And Unpublish Campaigns
- Campaign Merge Fields
- Campaign Links
- Republishing Campaigns FAQ
- Why Are Contacts Queued In My Campaign
- How to Build a Looping Campaign
- How To Create Action Sets And Rules
- Purchase A Product Or Service For Another Guest Or Attendee
- Invisible reCAPTCHA Update In Infusionsoft
- Campaign Builder Checklist
- How To Link Web Forms Together
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- A List of Available Campaign Goals
- Create A Web Form
- Make Better Web Forms
- Create A Tag Goal
- Create a Link Click Goal
- Create A Note Template Goal
- Create An Internal Form Goal
- Create A Task Completion Goal
- Create a purchase goal
- Create An Opportunity Stage Move Goal
- Create A Reaches A Score Goal
- Create A Web Page Automation Goal
- Create An API Goal
- Creating a Web Form with Firefox
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- Campaign Sequence Overview
- Connecting Objects In A Campaign Sequence
- Email Confirmation Sequence
- Campaign Sequence How-To
- Delay Timers
- Personalized Email Confirmation
- Date Timers
- Field Timers
- Campaign Sequence Tags
- Campaign Sequence Note Template
- Campaign Sequence Opportunity Record
- 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
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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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- Landing Pages - Choosing a Template
- New Landing Pages Design And Configure
- New Landing Pages Managing Color
- Create an Effective Landing Page
- New Landing Pages - Adding Anchors
- New Landing Pages - Applying Tags
- New Landing Pages - Launching
- New Landing Pages - Custom URL Parameters
- New Landing Pages - Hidden Fields
- New Landing Pages - Archive Templates
- New Landing Pages - Mobile Editing
- New Landing Pages - WordPress Plugin
- Landing Pages FAQs
- Publish A Landing Page To A Custom Domain
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- Acceptable Use Policy Quick Reference Guide
- Automated List Management
- Cold Email Throttling
- Configure Your SPF Records
- DKIM
- DKIM and SPF Setup Example
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- 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
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- Default 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
- Keap Payments FAQ
- Keap Payments UK FAQ
- Keap Payments Canada FAQ
- Keap Payments - create login
- Keap Payments add/change payout
- Log in to Keap Payments merchant center
- Why do you need my social security number
- Will Using Keap Payments affect my taxes
- Why isn't my balance fully available
- Updating Keap Payments merchant center 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 - Handling a chargebacks
- Download payment and settlement reports In Keap Payments merchant center
- Multi Factor authentication for Keap Payments merchant center
- Completing Infusionsoft Payments Account Setup
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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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- Understand The Shopping Cart And Storefront
- Multi-Step Shopping Cart Option
- Set Up A Shopping Cart Theme And Thank You Page
- Integrating The Infusionsoft Storefront With Your Website
- Add Shopping Cart Purchase Links To Your Website
- Create A Product Bundle Link
- Shopping Cart SEO
- Shopping Cart URL Parameters
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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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- 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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- Gmail Sync Vs Outlook Sync
- 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
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- Install Infusionsoft Sync For Gmail
- Manage Tasks And Appointments In Infusionsoft Sync For Gmail
- Add A Note To A Contact In Infusionsoft Sync For Gmail
- Add An Opportunity With Infusionsoft Sync For Gmail
- Add Contacts To A Sequence In Infusionsoft Sync For Gmail
- Add A Tag In Infusionsoft Sync For Gmail
- Synchronize Gmail Emails And Appointments With Infusionsoft
- Add Contacts In Infusionsoft Sync For Gmail
- Trouble Signing In To Infusionsoft Sync For Gmail
- Manage Preferences In Infusionsoft Sync For Gmail
- Infusionsoft Sidebar
- Enable Email Gmail Sync
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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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New Articles
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Keap Payments add/change payout
Setting up a new settlement option Click on " Settings " in the menu on the left-hand side of the page Click on the " Settlement Details " tab To link a bank account for direct transfer or receive a paper check ... -
Engagement Days
'Engagement Days' measures your total contacts and the average amount of days since they have last engaged. It is an extremely important metric to monitor in order to maximize your email deliverability. Providers, like Gmail, want... -
How to Fix Low Inbox Rates and Content Issues
When email campaigns are sent out, it undergoes third party checkpoints that measure the ‘spamminess’ of your email. This measurement is used to help determine the probability of your mail ending up in your recipients’ inboxe... -
Smart Lists - Auto Segment Contacts
Infusionsoft uses Machine Learning to automatically group your contacts into actionable up-to-date lists, saving you time and offering you insights. With a simple search, you get list of contacts that may have email address typos, contacts tha... -
How to use the Email Builder
Choose your template You can choose from: Gallery : The Gallery contains several starter templates that you can use. Just hover over the template icon and click the "eye" icon to preview the template, or click Use Template to st... -
How to Avoid Content Filters
You’ve crafted the perfect email for your next email marketing campaign. Complete with an attention grabbing subject line, compelling copy, and irresistable call-to-action. You’re positive click rates will be through the roof! Unfortunat... -
What to know when changing your Default Merchant
Setting up a new merchant checklist Each merchant provider has specific terms of service, it is important to review these before deciding on a merchant. For additional information, click here and for our terms of se... -
October Update 2018 | Classic Infusionsoft
Created on: 10/18/2018 in Release NotesContact, Tags and Campaign Improvements It’s now easier to perform search and add functionality with campaigns, contacts and tags in Classic Infusionsoft. A number of enhancements have been made to make it easy to search contacts with a giv... -
Launch A Referral Partner Program
Publish Date: September 2016 ... -
Automatically Create a Task in a Sequence
The task object assigns a manual follow-up responsibility to an Infusionsoft user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user i...
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