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Last Updated: 04/14/2021
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 you...
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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: 01/12/2022
in Marketing Campaign Builder Goals A task completed goal allows you to require specific tasks be completed before the campaign will continue. Because tasks can have varied outcomes, this goal can be used to create different automation paths depending on the outcome, such ...
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Last Updated: 06/16/2022
in Marketing Marketing Reports There are several marketing reports that will help you evaluate email marketing effectiveness. To see all of these reports, go to Marketing > Reports in the main navigation menu. Email Broadcasts Report The Email Broadcasts report shows you...
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Guest Author: Jason Benedict Keap Certified Partner Automation Agency Let’s first start by defining what a landing page is. A landing page is a web page that is published online and should be used to serve a single pu...
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A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved, or a business event takes place. Campaign sequences are integrated into a larger campaign strategy. Like a campaign...
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Last Updated: 09/07/2023
in E-Commerce Billing Automation Pro-Tip! Follow the steps below, to automate the credit card update process. If you don't have all of this set up previously to a card failing, you could simply create an order form with a $0 product and have them fill it out to capture their...
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Last Updated: 03/24/2020
in Getting Started Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggeste...
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Last Updated: 11/18/2022
in CRM Contacts Manage ContactsA brief overview of the contact record in Infusionsoft.
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Last Updated: 01/16/2024
in Marketing Deliverability Changes at Gmail, Yahoo and others may impact your deliverability - are you prepared for DMARC? In an effort to reduce spam and spoofing, email providers are moving to a policy that will reject mail sent from outside of their respective servers. T...