New Articles

  1. March update 2019 | Infusionsoft by Keap

    Subscription details View your contacts’ subscription details from the Contacts page, on the Orders tab. For more information, click here ...
  2. Add commission program to referral partner record

    To create a commission program review this article, " Create a commission program " Add a commissions program to your referral partner Go to CRM > Referral Partners in the main navigation menu Click " New search " ...
  3. Quotes statuses, notifications, and reporting

    Notification Emails A notification email is sent to the contacts owner (or default owner) when a quote is:  Declined  Accepted   or Paid Quote statuses If your customer declines the quote, their page is ref...
  4. Create a quote goal

    When a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = accepted with no payment required Accepted (Payment options available, will pay later) = accepted...
  5. 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 ...
  6. Infusionsoft by Keap vs Keap major feature comparison

    Major Feature Comparison Feature Keap Infusionsoft by Keap Mobile Responsive X Visual Sales Pipeline X Appointments X Affiliate Tracking ...
  7. Infusionsoft University Content (Archive)

    Download the Infusionsoft University On-Demand workbook Introduction to Infusionsoft 51:56 Be sure to download the Infusionsoft University On-Demand workbook which will enable you to complete exercises and follow along with...
  8. 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 to...
  9. 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...
  10. 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...