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Last Updated: 10/29/2024
in CRM Contacts Merge Contacts
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 (dedupe) several ti...
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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: 10/17/2022
in Marketing Deliverability Most emails bounce because of a permanent issue with the receiving email account, a temporary issue with the receiving email account, or because the email is blocked by the receiving server. When an email bounces, the recipient's server sends a mess...