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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...
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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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Our web forms and landing pages utilize Google's Invisible reCAPTCHA . An icon will be visible in the lower right corner of the web page that includes a web form or a landing page that has Invisible reCAPTCHA support. This improves Keap's spa...
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Last Updated: 08/16/2024
in E-Commerce PayPal
Recurring Billing, which PayPal refers to as a Reference Transaction, takes existing billing information already gathered from a previously authorized transaction and reuses it to charge the buyer in a subsequent transaction. Reference Transac...
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Last Updated: 08/16/2024
in E-Commerce Order Forms
With checkout pages, small businesses using Max Classic’s E-Commerce platform can customize a web page with a product or service and let customers buy directly online, without ever having to get on the phone. Please Note: Checkout Pages does not w...
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WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. WePay is a US based online payment service provider that Keap partners with t...
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Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)
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Last Updated: 08/10/2024
in CRM Sales Teams Sales Pipeline Your browser does not support HTML5 video. Max Classic has predefined sales pipeline stages, based on a typical direct sales process. You can customize these stages to align with your direct sales process. Each stage can be integrated into a sa...
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Last Updated: 03/11/2020
in CRM Contacts Manage Contacts Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are able to opt-out of all of your email marketing or just...
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Last Updated: 08/01/2024
in CRM Contacts Manage Contacts
You can use the Max Classic Modify Existing Records Import tool to mass update a specific list of contacts. This mass update option allows you to update a group of existing contacts. For example, you may need to add country information to all of y...