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Last Updated: 08/12/2025
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...
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Last Updated: 10/10/2025
in CRM Contacts Manage Contacts
Keap performs regular backups and keeps them for 90 days. Keap may be able to restore deleted or altered contact records and other data in your Max Classic application. Please note: Some data cannot be restored. There may be a fee associated wit...
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Below, are the merchant accounts and gateways that we currently support. Research to determine which of these providers is best for your business. Note that qualification requirements, fees, order thresholds, and services vary. To help you choose t...
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Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individual contact records or through a batch action on a lis...
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Your browser does not support HTML5 video. Your company information is displayed in some emails and on all opt-in/ opt-out confirmation pages by default. This information pulls from one of three places: the CAN SPAM address block, the company i...
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Last Updated: 10/30/2024
in Getting Started Tips & Tricks Test a web form You can test web forms on-the-fly while you are creating them in the Automation Builder. Make sure to publish any changes you've made to the form before you test it. While viewing the web form, click the Test button at the to...
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Your browser does not support HTML5 video. Dashboard When you sign, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need...
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Pro-tip! In the referral partner's portal, your partners will be able to see reports on how effective their marketing efforts are by viewing link statistics. A "hit" is when someone clicks the referral partner link. An "opt-in" is when the ref...
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Last Updated: 04/14/2021
in Marketing Lead Sources Lead sources are specific methods or sources your company uses to attract qualified traffic to your website or location. Max Classic automatically generates lead sources through the Max Classic web tracking code you've embedded into all of your web ...