How to Chat with Support
Sign in to your Infusionsoft app, hover over the question mark and click Chat Now
-
-
- How To Test Just About Anything
- Get Your API Key
- Store Files In Infusionsoft
- Automatically Email Reports
- Customize The Default Drop Down Menus
- Change Field Labels
- Fixing Common Error Messages
- Resolving 502 Bad Gateway and Other Error Messages
- Server Status Page
- Infusionsoft Email IP Range
- OAuth Authentication
- Increasing Email Open Rates with Emojis
-
- I Just Purchased Infusionsoft and Need to Set it Up for the First Time
- I'm New and Just Want to Learn the Basics
- Learn How Sales Reps Manage Leads in Infusionsoft
- Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
- Set Up Products, a Merchant Account and Billing Automation
- Create Orders and Set Up Order Forms and the Shopping Cart
- Set Up and Manage Your Sales Team in Infusionsoft
- Set Up and Manage Your Referral Partner Program in Infusionsoft
-
- Sign in to Infusionsoft by Keap
- System Requirements
- Learn how to navigate Infusionsoft by Keap
- Customize The Home Page Dashboard
- Upload Your Company Logo
- Configure Your Email Footer - CAN SPAM Address Block
- Customize Your Email Signature
- Change Your Infusionsoft Id Email Address and Password
- Chat, Phone and Community Support
- Infusionsoft by Keap vs Keap major feature comparison
-
-
-
-
- Contact Record Overview
- Create a Contact Record
- Delete a Contact Record
- Export Contacts From Infusionsoft
- Store files on a contact record
- Add a Note to a Contact Record
- Contact Communication History
- Web Profile
- Restore deleted contacts and other data
- Create and apply a standalone note template
- Submit an Internal Form for an existing contact
- Add a new contact with an internal form
- Why did my contact not receive an email
- Mass opt-in or opt-out contacts
- Email status icons explained
- Send a one-off fax to a contact
- Print a letter for a contact
- Hide your email communications on a contact record
- Linked contacts
- Reassign contacts to another user
- Manually Opt-Out or Opt-In contacts in Infusionsoft
- Send a one-off email to a contact
- Create a task or appointment while viewing the contact record
- Print mailing labels for contacts
- Email Status Search
- Smart Lists - auto segment contacts
- Contact Record Accurate Email History
-
- Advanced search techniques
- Use tags to create contact lists
- Tag categories
- Apply or remove tags from a contact record
- Apply or remove tags from a list of contacts
- How to search by the date a contact record is created
- Saved search
- Mass update a list of contacts
- View Custom Fields In Contact Searches
- Interactive View Vs. Grid View
- Create a Tag
-
-
-
- Campaign builder terminology
- Campaign builder - canvas tips and tricks
- Campaign Builder - Connecting elements
- Campaign Builder - Checklist
- Campaign builder - element statues explained
- Republishing Campaigns FAQ
- Rename, Restore And Unpublish Campaigns
- Campaign Dashboard Widget
- Copy campaign content
- Campaign Merge Fields
- Campaign links
- Decision Diamonds
- Testing Decision Diamonds
- Campaign Walkthrough Part 1 - Capture Leads
- Campaign Walkthrough Part 2 - Nurture Prospects
- Campaign Walkthrough Part 3 - Convert Sales
- Invisible reCAPTCHA Update in Infusionsoft by Keap
-
- A list of available Campaign Goals
- Create a web form
- Make better web forms
- Create a Tag Goal
- Create an Email Link clicked goal
- Create a Note Applied goal
- Create an Internal Form submitted Goal
- Create a Task completed goal
- Create a Product purchased goal
- Create an Opportunity stage moved goal
- Create a Lead Score achieved goal
- Create a Web Page automation goal
- Create an API Goal
- Create a Quote status goal
- Email Opened goal
- Creating a web form with Firefox
- Create A Failed Purchase Goal
-
- Campaign sequence overview
- Connecting Objects In A Campaign Sequence
- Campaign Sequence - Email Confirmation Sequence
- Campaign Sequence - Delay Timers
- Campaign Sequence - Date Timers
- Campaign Sequence - Field Timers
- Campaign Sequence - Apply/Remove Tags
- Campaign Sequence - Apply Note
- Campaign Sequence - Create Opportunity
- Campaign Sequence - Set Field Value
- Campaign Sequence - HTTP Post
- Campaign Sequence - Voice Message
- Campaign Sequence - Fax
- Campaign Sequence - Letter
- Campaign Sequence - Fulfillment List
- Manually Start Or Stop A Campaign Sequence
- Make Sure Contacts Always Complete A Sequence
- Resend A Campaign Email To Someone
- Automatically Assign An Owner To A Contact In A Campaign
- Automatically Create a Task in a Sequence
- Campaign Sequence - Create Order
-
- Landing Pages - Choosing a Template
- Landing Pages - Layout
- Landing Pages - Managing Color
- Landing Pages - Adding Anchors
- Create an Effective Landing Page
- Landing Pages - Applying Tags
- Landing Pages - Launching
- Landing Pages - Custom URL Parameters
- Landing Pages - Hidden Fields
- Landing Pages - Archive Templates
- Landing Pages - Mobile Editing
- Landing Pages - WordPress Plugin
- Landing Pages - FAQs
- Landing Pages - Publish to a Custom Domain
- Landing Pages - Facebook Sharing
- Landing Pages - Success Page
- Landing Pages - Supported Custom Fields
-
- Send an Email Broadcast
- How to use the Email Builder
- Stop an email broadcast
- Find Your Scheduled Broadcast Emails
- View The Current Status Of A Broadcast
- Send A Fax Broadcast
- Email Broadcast Reports
- Send A Voice Mail Broadcast
- Create A Physical Letter Broadcast
- Why Some Emails Skip During A Broadcast
- Prevent Someone From Receiving A Voice Broadcast
- A/B Test Broadcast Emails
- Email Broadcast - Best Send Time
- Content checking tool
-
- Acceptable Use Policy Quick Reference Guide
- Automated List Management
- Configure Your SPF Records
- DKIM
- DKIM and SPF Setup Example
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Deterring Spam Bots
- Email Bounces Explained
- Email Compliance Remediation Process
- Explicit Permission
- How to Add a Spam Filter to Opt-In Forms
- How to Avoid Content Filters
- How to Locate And Remove Opt Outs from Email List
- How Your From Address Affects Email Deliverability
- Auditing Imported Subscribers
- Invalid Hard Bounces
- List Hygiene
- Monitoring Email Complaints
- Protect Your Web Forms From Bot Attacks
- Spam Complaints
- Spam Traps
- URIBL Greylisting
- Unsubscribe Report
- How to Fix Low Inbox Rates and Content Issues
- Engagement Days
- Get started with your dedicated IP
-
-
-
- Billing Settings
- Sales Tax
- Change The Default Shipping And Billing Country For Online Orders
- Set Up A Payment Plan
- Set Up Automation When An Autocharge Fails Or Is Successful
- Set Up Automation Based On Credit Card Expiration Date
- Create A Billing Reminder With Merged Credit Card Information
- How Your Customers Update Their Credit Cards
- Send Yourself An Order Notification Email
- When E-commerce Actions Run
- Automate Follow Up on Failed and Error Purchases
- Invoices and Receipts
- Setup Payment Collection Invoice
- Automate Follow-Up When a Purchase is Made
- Manually Send an Invoice
-
- Merchant Accounts And Gateways Explained
- Payment Options In Infusionsoft
- Enable Merchant Account Error Notifications
- Supported Merchant Accounts
- Powerpay Merchant Account
- First Data Merchant Account
- Authorize.net Merchant Account
- Authorize.net Card Present Merchant Account
- eWAY Merchant Account
- Network Merchants (NMI) Merchant Account
- Nexus Merchants Integration
- How to locate your Merchant Account ID
- FlexPay Merchant Account
- What to know when changing your Default Merchant
-
- Who Is WePay?
- Using Keap Payments FAQ
- Keap Payments UK FAQ
- Keap Payments Canada FAQ
- Set Up Keap Payments
- Keap Payments add/change payout
- Log in to Keap Payments Merchant Center
- Why do you need my social security number
- How does Keap Payments affect my taxes?
- Why isn't my balance fully available?
- Keap Payments email and password
- Issuing a refund within Keap Payments merchant center
- Verifying Customer Identify KYC
- Keap Payments UK Dashboard
- Keap Payments Migration Guide
- Why was my withdrawal cancelled or charged back
- Keap Payments Chargebacks
- Download payment and settlement reports In Keap Payments merchant center
- Multi Factor authentication for Keap Payments merchant center
-
- Create A Product In Infusionsoft
- Import Products
- Access And Manage Your Product List
- Create a recurring subscription product
- Import A List Of Subscription Products Into Infusionsoft
- Create And Organize Product Categories And Subcategories
- Product Options
- Manage Product Images
- Create Digital Products In Infusionsoft
- How To Create A Paid Trial Subscription
- Inventory Notifications And Sold Out Automation
- Product Interest Bundles
-
- Canceling Your Customer's Subscription
- Void A Payment
- Issue A Refund
- Issue A Credit Or Apply A Price Adjustment To An Order
- Issue A Credit For A Recurring Payment
- Manage Chargebacks
- Change The Next Bill Date For A Subscription
- Balance A Customer's Account That Was Refunded Outside Of Infusionsoft
- Refunding Options In Infusionsoft by Keap
-
- Gross Sales Reports
- Cash And Credits (Net Sales) Reports
- Money Owed To You (Accounts Receivable)
- View Income (Net Income)
- All Sales Report
- View Failed Credit Card Transactions
- How Can I Be Notified For Failed PayPal Orders
- Tax Reporting
- Subscription Revenue Summary
- Receivables Report
- Monthly Sales Totals
-
-
-
- Global User Permissions
- Add a User to the Admin or Sales Rep Group
- User Permissions - Contact
- User Permissions - Company
- User Permissions - Opportunities
- User Permissions - Referral Partners
- User Permissions - Orders And Invoicing
- User Permissions - E-Commerce
- User Permissions - User
- User Permissions - Calendar
- User Permissions - Application
- User Permissions - Marketing
- Permission To Access DKIM Settings
- Task Note Report
-
-
- Create An Opportunity Record
- Opportunity Record Overview
- Assign Opportunities With A Round Robin
- Searching Opportunity Records
- Next Action Fields In An Opportunity Record
- Update The Opportunity Summary
- Track Product Interest In An Opportunity Record
- Send A Buy Now Link From An Opportunity Record
- Create An Order From An Opportunity Record
- Assign A Referral Partner To An Opportunity
- Mass Update Multiple Opportunity Records
- Batch Create Opportunity Records
- Quickly Edit Multiple Opportunity Records
-
-
-
- Outlook Sync Features
- Install Infusionsoft Sync For Outlook
- Add A Contact To A Sequence Using Infusionsoft Sync For Outlook
- Tag A Contact In Infusionsoft Sync For Outlook
- Synchronize Tasks And Appointments Between Infusionsoft And Outlook
- Attach A File To A Contact In Infusionsoft Sync For Outlook
- Manage Preferences In Infusionsoft Sync For Outlook
- Add Contacts In Infusionsoft Sync For Outlook
- Add A Task Or Appointment In Infusionsoft Sync For Outlook
- Add A Note To A Contact In Infusionsoft Sync For Outlook
- Infusionsoft Sync For Outlook Installer Help Page
- Record an Email in Infusionsoft Using the Outlook Plugin
- Uninstall Sync for Outlook
- Email sync (GMAIL and Microsoft)
- Sandbox Accounts
-
-
- Legacy Template Library Email Builders
- Organize Legacy Templates With Template Categories
- Create A Legacy Email Template
- Clone A Legacy Email Template
- Add Images to a Legacy Email
- Personalize legacy email templates with merge fields
- Add an Attachment to a Legacy Email
- Insert YouTube Content Into Legacy Emails
- Create A Legacy Plain Text Email Template
- Create A Legacy Email Template With HTML
- Create A Legacy Letter Template
- Create a Legacy Task Template
- Create A Legacy Appointment Template
- Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
- How To Convert Existing Emails To The New Email Builder
-
-
- Editing Campaign Timers
New Articles
-
Call Log Report
The call log report produces a detailed list of note records that an Individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes. Go to CRM > Re... -
Call History Summary Report
The call history summary report lists the number of phone call notes that an individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes, in addition... -
Shipping & Fulfillment
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 6; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a... -
Promotions
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 6; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a... -
Shopping Cart
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 7; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a... -
Order Forms
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 5; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a... -
Ecom Products
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 4; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a... -
July update 2019 | Infusionsoft by Keap
Created on: 07/10/2019 in Release NotesEnhanced experience for email history You can now access email history from your email preview, and see your merge fields display as intended, giving you a better view of what your recipients will see. Also, enjoy email history visual improvement... -
Opportunity Records
$(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 10; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('... -
Order form payment options
Payment Plan The payment plan will always offer the single payment option Subscription A subscription product can only have one subscription plan option on the order form. Meaning that there wouldn’t be payment options that the paym...
Copyright © 2019 Keap. All rights reserved.