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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 WordPress a...
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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: 04/14/2021
in Marketing Legacy Link Automation 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 the...
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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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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: Ch...
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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 Addr...
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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 basis. Y...
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In infusionsoft, you can create either a plain text or HTML email signature. Edit your signature Hover over the profile icon and click Edit My Profile . On the bottom-right side of the page, you'll see the Email Signature section. Y...
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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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An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to a campaign. This gives you the ability to focus your marketing efforts on people that have confirmed their email addr...