-
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...
-
Last Updated: 12/19/2019
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...
-
Last Updated: 08/06/2019
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 100 custom fields per record type. Unfortunately, we are not abl...
-
Pro-Tip! Whenever you make changes to a web form (or any other item) in a published campaign, you need to re-publish the campaign for your changes to go into effect. Click and drag a Web Form Submitted goal onto the campaign canvas....
-
Last Updated: 10/29/2019
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...
-
Process an action to remove contacts that have been disengaged for 6 months or more.
-
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 ...
-
Last Updated: 01/08/2020
in CRM Contacts Manage Contacts If your user permissions allow, you can export contacts and other types of data from Infusionsoft. The data exports to CSV file format. The example below shows how to export a contact list. You can use the same steps to export referral pa...
-
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 ...
-
Understand what the different email statuses mean in Infusionsoft