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Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the contact...
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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 your browser's address...
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WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. Occasionally, you may experience a credit card payment failure with an order. A...
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Created On: 12/02/2019
in Getting Started You can grant temporary access to your account to a Keap employee from within your Infusionsoft application. This is done when working with a Support representative to resolve application issues. Once granted access, the representative will be able ...
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Created On: 12/02/2019
in CRM Contacts Manage Contacts
There are two types of Contact notes in Max Classic, Person Notes , which is simply a text box where you can add some quick information about a contact and Task Notes , which are actual date/time stamped notes on the contact record. Export Pe...
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A favicon is a small icon displayed in the address bar of a web browser that represents your website branding. Typically it is a simplified version of a company logo. You can add your own custom favicon to an Infusionsoft Landing Page. You'll just ...
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If you need to contact customer support, they will ask for your "application id" or "app id" in order to help verify your account and to access your application to assist.
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You may wonder if you should use a landing page or a web form for you particular lead capture activity. Generally speaking, a "Landing Page" or "Squeeze Page" is a single-page website with a very clear call to action. The page copy and page desi...
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Created On: 10/22/2019
in Marketing Marketing Reports If you have reviewed List hygiene , then you may want to see if you have unengaged contacts in your app. Navigate to Marketing and click Reports . Click on Email Status Search to open the report. If your app brings you to a list of ...
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Published On: 10/20/2019
in Administration Importing Data Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.