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Last Updated: 04/14/2021
in Marketing Deliverability What is a spam bot? A Spam Bot is a computer program designed to assist in the sending of spam. It is often a submission to a database that is created autonomously from a third party. The more sophisticated the spam bot, the more difficult it is ...
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Last Updated: 05/14/2024
in CRM Sales Teams Lead Scoring
Lead Scoring Overview Scoring is most often used by businesses with direct sales teams. Automatic lead scoring is an objective way of assessing a prospect's level of interest based on their engagement level. Lead scoring allows sales reps t...
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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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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 a...
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When you create a Saved Search , you save a set of criteria that determine which contacts show up in search results. The contacts listed in the results will change automatically as the people in your database respond to your marketing messages, mak...
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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...
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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...
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Last Updated: 12/10/2020
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. ...
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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 ...
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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. ...