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Before starting, complete WordPress Plugin set-up , and identify where and how you want the opt-in form to show up on your web page, and what type of information that you want to capture from your web site visitors. Log into your WordPres...
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Last Updated: 06/28/2021
in E-Commerce Products & Services A subscription plan is a purchase method that involves recurring billing intervals (e.g. monthly) as opposed to being a one-time purchase. They are often used in conjunction with a membership program, a recurring service, or a recurring product orde...
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Last Updated: 03/19/2021
in Administration User Management You can create user profiles for people who will be working in the app and send them a welcome email to get started. Navigate from the Keap menu to Admin and click Users. Click the Add Users button. Enter a First Name, Email...
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By default, referral tracking links use your Max Classic account app name as the base URL: https:// iuejl33 .isrefer.com/go/training/jordanh. You can override this default prefix with a custom prefix by following the steps below: Start by copying...
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Last Updated: 04/14/2023
in CRM Contacts Merge Contacts Pro-Tips! Manually merge (de-dupe) duplicate contacts if you want to maintain control over the merge process. When you do a manual merge, you are able to review duplicates and decide to merge or not to merge each record on an individual bas...
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Choose your template You can choose from: Gallery : The Gallery contains several starter templates that you can use. Just hover over the template icon and click the "eye" icon to preview the template, or click Use ...
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Change my name and email address Select Edit My Profile from the header navigation bar. Click Edit next to your email address. Change your name and/or email address and click Save . You will receive the following message: ...
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Last Updated: 04/08/2021
in E-Commerce Billing AutomationYou can offer payment plans as an option instead of paying for a good or service all at once. You can define the number of installments and number of days between payments.
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Legacy Notice : This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates. Custom Unsubscribe/Opt-Out links are not supported in the campaign builder or when sending an broadcast using ...
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Last Updated: 11/21/2022
in Marketing Deliverability The 'Engagement Days' metric measures the contacts that you have sent email marketing to in the last 30 days and the average amount of days since they have last engaged. Engagement is tracked when contacts open emails, click links in emails,...