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Merge fields are used to personalize follow-up communications on an individual basis. They pull information from a contact record and insert that information into emails and other templates. In the example below, the merge field ( ~Contact.FirstName...
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Last Updated: 07/27/2023
in CRM Contacts Custom Fields When do I use custom fields and when do I use tags? There has always been ambiguity surrounding this question, with vague definitions and unique use cases, and a long list of exceptions. I hope this helps. What do Fields and Tags have in common? ...
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Admin: Users added to this group can access all settings and features in your account with very few restrictions. Sales Rep: Users added to this group can own op portunity records . Users that are not in the Sales Rep group can view and edit ...
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A referral partner sign-up form allows people to sign-up as referral partners in your referral partner program. Before creating the sign-up form, set up the commission program they will be assigned to. When someone fills out the referral partn...
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Use tag categories to organize your tags. Example of some tag category names: Customers Prospects Members Events Add Tag Categories Go to CRM > Settings > Tag Categories. Click on the Add Tag Category button. Note: You can also cr...
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Last Updated: 03/19/2021
in E-Commerce Products & Services If you only have a few products or you're ready to add some new products to Keap, you can enter each one manually instead of using the import tool to upload a list. These instructions apply to adding any product that is not a digital product. Go t...
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Last Updated: 08/10/2024
in CRM Sales Teams Sales Pipeline Your browser does not support HTML5 video. A sales pipeline defines a typical step by step process that sales reps go through to convert a prospect into a paying customer. A sales stage is created for each step in the sales process. The sale...
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Last Updated: 08/09/2024
in Administration Importing Data
After you export data from your current system(s), clean it up before importing it into Infusionsoft. Data must be in a .CSV format which is the only acceptable file type. Here are a few recommendations that will help your import go smoothly. Y...
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The Health Insurance Portability and Accountability Act (HIPAA) applies to businesses required by federal law to align with privacy and security standards regarding personal medical information. Enable HIPAA Security Controls in Keap The Admin ...
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Last Updated: 11/20/2020
in CRM Contacts Manage Contacts Delete a Contact Record Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track cu...