Popular Articles

  1. Configure your SPF records

    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 ...
  2. Email status icons explained

    Understand what the different email statuses mean in Infusionsoft
  3. 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...
  4. 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 tha...
  5.  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...
  6. Landing Pages - Publish to a Custom Domain

    By default, all pages hosted by Infusionsoft have a URL that shows infusionsoft.net in the address. For example, https://29jfwi.landingpages.net/your-page-name , which are automatically secure by SSL. If you would like contacts to reach your lan...
  7. 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...
  8. 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 by Keap needs to evaluate the information available and use...
  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. Billing Policy and how to update your information and make a payment on your account

    Our Billing Policy can be found  here 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 ...