Popular Articles

  1.  Infusionsoft University Content (Archive)

    Last Updated: 08/02/2019 in Video Library
    Download the Infusionsoft University On-Demand workbook Introduction to Infusionsoft 51:56 Be sure to download the Infusionsoft University On-Demand workbook which will enable you to complete exercises and follow along with...

  2.  Send an Email Broadcast

    Last Updated: 09/20/2019 in Marketing Emails & Broadcasts Email Broadcasts
    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...

  3. Get Your API Key

    Last Updated: 08/21/2019 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...

  4. Create Custom Fields

    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...

  5.  Create a web form

    Last Updated: 07/22/2019 in Marketing Campaign Builder Goals & Sequences Campaign Goals
    Click and drag a web form goal onto the campaign canvas. Type the Goal Name where the text is highlighted . Now, double-click the goal to configure the web form.   To access all of the available fields for a form, click the Field Snip...

  6. List Hygiene

    Last Updated: 08/27/2019 in Marketing Emails & Broadcasts Deliverability
    List hygiene is the practice of continuously cleaning an email list to ensure all addresses are active and deliverable. Regularly implementing this process removes disengaged addresses from your marketing list, which decreases your risk for spam tra...

  7.  Import your contacts

    Last Updated: 09/16/2019 in Administration Importing Data
      Infusionsoft by Keap allows you to import contacts , companies , tags , products , and subscriptions . The most common import type is a contact import. The process for each type of import is almost identical. Before you import, make...

  8. DKIM

    Last Updated: 06/11/2019 in Marketing Emails & Broadcasts Deliverability
    What is DKIM? 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. How does it work? A public key is used to create a DNS  re...

  9.  Export Contacts From Infusionsoft

    Last Updated: 08/21/2019 in CRM Contacts Manage Contacts Contact Management Create, Delete and 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 expo...

  10. Email status icons explained

    Last Updated: 08/22/2019 in Marketing Emails & Broadcasts
    Understand what the different email statuses mean in Infusionsoft
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