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Last Updated: 03/24/2020
in Getting Started Tips & Tricks Legacy Alert! This feature should only be used if a 3rd party developer asked for the encryption key. The encryption key is only needed for the Legacy authentication method. If you are unsure if you should use this please talk with the 3rd party d...
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Last Updated: 11/13/2020
in CRM Contacts Custom Fields If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. You are able to add up to 150 custom fields per record type. Custom fields Custom fie...
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A broadcast message is a single message that is sent to an entire list of people at the same time. It can be scheduled to go out on a specific date and time, but the schedule is the same for everyone. A broadcast is generally the best option when yo...
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Last Updated: 11/05/2020
in Marketing Campaign Builder Goals A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks ...
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Last Updated: 01/12/2021
in Marketing Deliverability DKIM (Domain Keys Identified Mail) is a complex email protocol that allows a sender's identity to be authenticated by the recipient to help combat email fraud. It's also a very important factor in your email deliverability. DKIM affords the ...
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Last Updated: 11/13/2020
in Administration Importing Data With Infusionsoft by Keap you can import contacts , companies , tags , products , and subscriptions . The most common import is contacts. The process for each type of import is almost identical. Contact Import Video Imp...
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Last Updated: 06/01/2020
in Marketing DeliverabilityProcess an action to remove contacts that have been disengaged for 6 months or more.
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Our new Email Sync connects Infusionsoft with your existing Microsoft 1 or Gmail email account. Incoming and outgoing emails exchanged with your IS contacts automatically sync to your client records, so you can quickly search and view your intera...
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Last Updated: 11/13/2020
in Marketing Deliverability "Email Whitelisting" is used to describe the act of allowing an email to reach your inbox. This is helpful if you want to make sure a certain business' email doesn't go to your spam folder. Whitelisting is typically accomplished by...
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Last Updated: 11/10/2020
in Marketing Deliverability A Sender Policy Framework (SPF) record is a type of Domain Name Service (DNS) record that identifies which mail servers are permitted to send email on behalf of your domain. Setting up your SPF with Keap is optional. Your primary email protocol is ...