Popular Articles

  1. Campaign Sequence - Email Confirmation Sequence

    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...
  2. Supported Merchant Accounts

    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...
  3.  Customize my email signature

    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 s...
  4. Goals - Tag Applied

    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...
  5. Sign in to Keap

    Pro tip!  As you work in Keap, close tabs as you finish with them to avoid being timed out of your application. Create your Keap ID If  you have been invited to a Keap account, you will receive an  email with a link to the Kea...
  6. Restore deleted contacts and other data

    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 Infusionsoft application. Please note:  Some data cannot be restored. There may be a fee associated...
  7. Campaign Merge Fields

    Campaign merge fields are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, a campaign merge field will save you from editing al...
  8.  Configure Your Email Footer - CAN SPAM Address Block

      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 info fields, or a user profile. ...
  9. How To Test Just About Anything

    Test a web form You can test web forms on-the-fly while you are creating them in the Campaign 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...
  10. Create A Lead Source

    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 ...