New Articles

  1. September 24, 2020 | Infusionsoft

    Custom date interval options are now available for four more reports: Task Note Report, Revenue Forecast Report, Email Status Search, and Receivables Report
  2. Payments Report

    The Payments Report enables you to find specific transactions based on criteria you choose or can be used to view a list of all your transactions for a given period. Go to E-Commerce > Reports in the main navigation menu Click on Payments ...
  3. Sequence Step Recipients report

    The Marketing Sequence Step Recipients report shows contacts that have received an item from an automated sequnce in one of your campaigns. This report includes all existing contacts who have received the selected step (e-mail, voice broadcast, et...
  4. September 17, 2020 | Infusionsoft

    Access social media information via merge fields (plus new fields), more contact options in decision diamonds, take upfront payments with Payment Plans, and date interval options for two more reports
  5. August 2020 Product Recap

    In August, we introduced Easy Automations in Keap and new functionality for campaigns to help you step up your automation game. Plus, improvements to Infusionsoft's data exports and Keap's lead forms.
  6. Social media contact fields

    Infusionsoft includes fields for numerous social media sites and applications so you can keep track of your contact's accounts across the web. You can access these fields with merge fields to customize outgoing messages or text within Infusionso...
  7. September 10, 2020 | Infusionsoft

    Delay timers can account for weekdays, date filters for the All Sales report gives you insight into your sales performance, and easily identify which merchant account is processing a payment
  8. September 3, 2020 | Infusionsoft

    New this week: create different automation paths depending on task outcomes and remove contacts from automation with ease thanks to an updated campaign process.
  9. Web Form Origin Report

    The Web Form Origin Report provides a list of your web forms along with the campaign they’re created within. You may be a marketing wizard, but that doesn’t mean you can remember everything, so go to Marketing > Reports and use this as a reminder.
  10. August 27, 2020 | Infusionsoft

    It’s easier than ever to remove contacts from sequences Become the master of your web forms with the Web Form Origin Report Date filters for the Email Broadcasts and Tag Applications reports and access the right mail by naming your data exports