Popular Articles

  1. Choose Custom Field Types

    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 of data you want to store in a field that...
  2.  I'm new and want to learn the basics

    New to Max Classic or looking to do something new? Check out our webinar series here . 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 &quo...
  3. Billing Policy, 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. You can contact our Accounts Receivable department by calling 1-866-800-0004 opt. 3 ...
  4.  Set up a referral partner commission program

    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 &quo...
  5. 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...
  6. Embed tracking code into your website

    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. ...
  7. Create a Tag

    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...
  8. Invoices and Receipts

    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...
  9. Landing Pages - Publish to a Custom Domain

    By default, all pages hosted by Keap have a URL that ends with infusionsoft.net . For example, https://29jfwi.landingpages.net/your-page-name , which are automatically secure by SSL. If you would like contacts to reach your landing pages through ...
  10. 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, Max Classic needs to evaluate the information available and use it to ch...