Popular Articles

  1.  Referral Partner Center Overview

    The Referral Partner Center is a password-protected portal that your referral partners use to access their referral reports, generate redirect links, and acquire marketing and help materials that you provide for them (banner ads, email copy, etc...)...
  2. Campaign builder - canvas tips and tricks

    Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accompl...
  3.  Apply or remove tags from a contact record

    You can apply and remove tags from contact records.  While viewing a contact record, click the Tag   tab. To apply a tag, select a tag from a drop-down and click Apply this Tag. If you want to create a new tag, click the &nb...
  4. Authorize.net Merchant Account

    Authorize.Net provides merchant account services in the United States. When you integrate with the Authorize.Net  merchant gateway, you are able to process payments through any method (order forms, shopping cart, or manual orders). It will also...
  5. Track referral activity via the API

    The Referral Partner component is integrated with Infusionsoft web forms, order forms, and shopping cart. If these Infusionsoft features are used, the referrals are tracked automatically based on clicks on the referral tracking link, opt-ins, and pu...
  6. Make better web forms

    Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean ...
  7. How to locate and remove opt outs from email list

    Removing opt-outs helps to: Maintain a current and active list Open up free space in your contact list Remove dead leads from your broadcast and campaign stats Finding the Report Go to Marketing>Reports and click on Email Status Searc...
  8. How do I find my Queued contacts and what does it mean?

    A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Active These contacts are indicated a...
  9. Setup Payment Collection Invoice

    Enable payment collection on Invoices The invoices will work with all order types: online orders, unpaid orders, or manual orders. To enable this feature: Go to E-Commerce > Settings Click on Orders Under the Invoice  section, yo...
  10. Set up products, a merchant account, and billing automation

    Pro-Tip! Click here to know what to do if you are changing an existing merchant account! Choose a merchant account Sign up now for WePay or choose from one of the alternative merchant account offerings . You can a...