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Created on: 09/22/2020
in Release Notes Custom date interval options are now available for four more reports: Task Note Report, Revenue Forecast Report, Email Status Search, and Receivables Report
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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 ...
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Created on: 09/17/2020
in Marketing Marketing Reports 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...
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Created on: 09/15/2020
in Release Notes 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
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Created on: 09/15/2020
in Release Notes 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.
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Created on: 09/14/2020
in CRM Contacts Manage Contacts 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...
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Created on: 09/08/2020
in Release Notes 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
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Created on: 09/01/2020
in Release Notes New this week: create different automation paths depending on task outcomes and remove contacts from automation with ease thanks to an updated campaign process.
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Created on: 08/27/2020
in Marketing Marketing Reports 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.
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Created on: 08/25/2020
in Release Notes 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