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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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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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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 look...
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Last Updated: 03/26/2020
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 100 custom fields per record type. Unfortunately, we are not abl...
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Last Updated: 05/14/2020
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: 03/13/2020
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: 03/03/2020
in Marketing DeliverabilityProcess an action to remove contacts that have been disengaged for 6 months or more.
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Last Updated: 05/13/2020
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...
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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 interactions...
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Last Updated: 03/24/2020
in Getting Started New to Infusionsoft or looking to do something new? Check out our webinar series here . Sign in to Infusionsoft After you set up your Infusionsoft ID, go to signin.infusionsoft.com to sign in with your email address and password. Here is...