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Last Updated: 02/05/2021
in Marketing Deliverability "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 adding the sender...
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Last Updated: 01/06/2025
in CRM Contacts Custom Fields
Your browser does not support HTML5 video. You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with type ...
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A referral partner commission program defines the payment structure for a specific group of referral partners. You can create multiple programs, each with its own set of commissions and products. If you haven't already, review the checklist "Is yo...
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Last Updated: 10/03/2024
in Getting Started
Sign in to Keap
After you set up your Keap ID , go to signin.infusionsoft.com to sign in with your email address and password.
Your App Name or "App ID"
If you ever need to contact Keap Support, you will be asked t...
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Last Updated: 03/16/2023
in E-Commerce Billing Automation Order Invoices serve two purposes in Max Classic: 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 the mos...
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There are several ways to create tags in Max Classic. Often, you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc. You can also go to CRM > Settings > Tags and create new tags or manage existing tags....
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Last Updated: 04/14/2023
in CRM Contacts Merge Contacts Pro-Tip ! Max Classic can automatically merge (de-dupe) duplicate contacts once they've been identified. This is the most common option for a large database of contacts. When you automatically merge duplicates, you do not have a chance to review t...
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Last Updated: 02/05/2021
in Marketing Lead Sources Max Classic automatically tracks online activity for Max Classic 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. ...
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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, Max Classic needs to evaluate the information available and use it to ch...
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Last Updated: 07/09/2025
in Marketing Deliverability
What is SPF? Sender Policy Framework (SPF) is a type of DNS (Domain Name System) TXT record that helps prevent email spoofing by specifying which mail servers are authorized to send emails on behalf of your domain. While SPF setup is opti...