New Articles

  1. 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 ...
  2. 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...
  3. 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...
  4. 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...
  5. 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...
  6. 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...
  7. 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...
  8. October Update 2018 | Classic Infusionsoft

    Contact, 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...
  9. Launch A Referral Partner Program

    Publish Date: September 2016 ...
  10. 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...