New Articles

  1. New Customer Webinars Registration New

  2. January Update 2020 | Infusionsoft by Keap

    Dynamic content: The next step in personalization Make your content feel personal and timely with the introduction of dynamic content. Accessible from anywhere you draft emails, dynamic content works based on conditions you set, like the date you...
  3. Add a partner

    When working with an Expert Coach or Keap Certified Partner, you will likely be asked to add that individual as a Partner to your app. Navigate to Admin > Users . Click Add Partner Enter the coach or Partner's Keap ID  (typica...
  4. New Customer Webinar - Contact Record in Infusionsoft

    Tuesday @ 8:00 am (Arizona): Contact Record in Infusionsoft This webinar is designed to help you manage the contact record, create custom fields, & track your communications. Register Now   Infusionsoft Looking for help now? W...
  5. New Customer Webinar - Adding Contacts in Infusionsoft

    Monday @ 2:00 pm (Arizona): Adding Contacts in Infusionsoft This webinar is designed to help you import contacts, create landing pages, add a contact, & utilize internal forms. . Register Now   Infusionsoft Looking for help no...
  6. December Update 2019 | Infusionsoft by Keap

    Update your PayPal to get new features Keap just launched a new version of our integration with PayPal that will enable you to accept Venmo and PayPal Credit payments from your customers! Update your login credentials today to get security enhancem...
  7. Monthly Receivables Report

    The Monthly Receivables Report is a summary of orders with payments due for each month. This report helps you monitor money owed to you by others. Note: This report has features which require the paging to be fixed to 1000 line items per page. ...
  8. Adding URL parameters to links to pre-fill an external web form

  9. Find your internal form ID

    Pro-Tip ! If you are using an integration that requests your "internal form id", you can find it by going to CRM > Contacts and click on the Add a Contact button Choose the form from the drop-down list View the form id in ...
  10. Keap Payments Merchant Error Codes

    Occasionally, you may experience a credit card payment failure with an order. A payment can be declined for various reasons. Below, is a list of the most common decline errors specific to the Keap Payments (WePay) merchant account. Click here for ...