Popular Articles

  1. Configure Your SPF Records

    In an effort to protect you as a business owner and a sender of emails, your web host uses Sender Policy Framework (SPF) as a method to prevent unauthorized senders from forging your email address, or “spoofing”. In short, SPF protects y...
  2. Choose Custom Field Types

    You can add up to 100 custom fields per record type in Infusionsoft (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with type of data you want to store in a field that satisfi...
  3.  Install Infusionsoft Sync For Outlook

    Note that this is not compatible with Outlook for Mac Important! We strongly recommend using the new Email Sync tool that is built-in to Infusionsoft and automatically syncs either an Outlook or Gmail account with your Infusionsoft application...
  4. Email Address Whitelisting

    "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...
  5. Embed The Infusionsoft Tracking Code Into Your Website

    Infusionsoft automatically tracks online activity for Infusionsoft hosted pages: landing pages, web forms, order forms, storefront and shopping cart and thank-you pages. However, this only gives you a partial picture of online marketing interactions...
  6. Update Your Billing Information & Make a Payment on Your Account

    View your transactions, print statements, update your credit card, billing address, or make a payment on your account. Go to Admin > Billing & Account Info   Click View / update your billing info Click  Make a Paymen...
  7. Decision Diamonds

    When you create a campaign, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Infusionsoft evaluates the information available and chooses the appro...
  8. Invoices and Receipts

    Order Invoices serve two purposes in Infusionsoft: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for invoices and receipts: Enable Payment Collection Invoice & Receipt is th...
  9. Identify duplicate contact records

    After your initial data import, you should run a duplicate check to  consolidate data. The dup check tool identifies two matching records at a  time based on the criteria you select. You may need to run the dup  check and merge (dedup...
  10. Email sync (GMAIL and Microsoft)

    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 a...