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- Infusionsoft Dashboard Overview
- Navigating the Home Screen
- I Just Purchased Infusionsoft and Need to Set it Up for the First Time
- I'm New and Just Want to Learn the Basics
- Set up products, a merchant account, and billing automation
- Create Orders and Set Up Order Forms and the Shopping Cart
- Set Up and Manage Your Sales Team in Infusionsoft
- Lifecycle Marketing
- Small Business Success Method
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- How To Test Just About Anything
- Get Your API Key
- Store Files In Infusionsoft
- Automatically Email Reports
- Customize The Default Drop Down Menus
- Change Field Labels
- Fixing Common Error Messages
- Resolving 502 Bad Gateway and Other Error Messages
- Server Status Page
- Infusionsoft Email IP Range
- OAuth Authentication
- Increasing Email Open Rates with Emojis
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- Sign in to Infusionsoft by Keap
- System Requirements
- Navigating Infusionsoft
- Customize The Home Page Dashboard
- Upload Your Company Logo
- Configure Your Email Footer - CAN SPAM Address Block
- Customize my email signature
- Change your Infusionsoft email address and password
- Chat, Phone and Community Support
- How do I locate my application id?
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- Contact Record Overview
- Contact Record Quick View
- Create a contact record
- Delete a Contact Record
- Mass update a list of contacts
- Mass update a specific field for a list of contacts
- Update Contacts with a CSV
- Mass update contacts with a spreadsheet CSV File
- Contact Lead Scoring Overview
- Export Contacts From Infusionsoft
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- Store files on a contact record
- Add a Note to a Contact Record
- Contact Communication History
- Web Profile
- Restore deleted contacts and other data
- Mass opt-in or opt-out contacts
- Linked contacts
- Reassign contacts to another user
- Manually Opt-Out or Opt-In contacts in Infusionsoft
- Smart Lists - auto segment contacts
- Contact Record Accurate Email History
- Exporting Contact Notes
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- Create An Opportunity Record
- Assign Opportunities With A Round Robin
- Searching Opportunity Records
- Next Action Fields In An Opportunity Record
- Update The Opportunity Summary
- Track Product Interest In An Opportunity Record
- Send a Buy Now link from an opportunity record
- Create An Order From An Opportunity Record
- Assign A Referral Partner To An Opportunity
- Mass Update Multiple Opportunity Records
- Interactive View Vs. Grid View
- Batch Create Opportunity Records
- Quickly Edit Multiple Opportunity Records
- Opportunity Record Overview
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- Outlook Sync Features
- Install Infusionsoft Sync For Outlook
- Add A Contact To A Sequence Using Infusionsoft Sync For Outlook
- Tag A Contact In Infusionsoft Sync For Outlook
- Synchronize Tasks And Appointments Between Infusionsoft And Outlook
- Attach A File To A Contact In Infusionsoft Sync For Outlook
- Manage preferences In Infusionsoft Sync for Outlook
- Add Contacts In Infusionsoft Sync For Outlook
- Add A Task Or Appointment In Infusionsoft Sync For Outlook
- Add A Note To A Contact In Infusionsoft Sync For Outlook
- Infusionsoft Sync For Outlook Installer Help Page
- Record an Email in Infusionsoft Using the Outlook Plugin
- Uninstall Sync for Outlook
- Sandbox Accounts
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- How to install pre-built campaigns
- Republishing Campaigns FAQ
- Rename, Restore And Unpublish Campaigns
- How do I find my Queued contacts and what does it mean?
- How to build a looping campaign
- Copy campaign content
- How to create Action Sets and Rules
- Campaign links
- How to add someone to a campaign
- How to purchase a product or service for another guest Or attendee
- Testing Decision Diamonds
- Liquid syntax / dynamic content
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- A list of available Campaign Goals
- Create a web form
- Make better web forms
- Create a Tag Goal
- Create an Email Link clicked goal
- Create a Note Applied goal
- Create an Internal Form submitted Goal
- Create a Task completed goal
- Create a Product purchased goal
- Create an Opportunity stage moved goal
- Create a Lead Score achieved goal
- Create a Web Page automation goal
- Create an API Goal
- Create a Quote status goal
- Email Opened goal
- Creating a web form with Firefox
- Create a failed purchase goal
- Campaign Goal - Create an Order
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- Campaign sequence overview
- Connecting Objects In A Campaign Sequence
- Campaign Sequence - Email Confirmation Sequence
- Campaign Sequence - Delay Timers
- Campaign Sequence - Date Timers
- Campaign Sequence - Field Timers
- Campaign Sequence - Apply/Remove Tags
- Campaign Sequence - Apply Note
- Editing Campaign Timers
- Campaign Sequence - Create Opportunity
- Campaign Sequence - Set Field Value
- Campaign Sequence - HTTP Post
- Campaign Sequence - Voice Message
- Campaign Sequence - Fax
- Campaign Sequence - Letter
- Campaign Sequence - Fulfillment List
- Manually Start Or Stop A Campaign Sequence
- Make Sure Contacts Always Complete A Sequence
- Resend A Campaign Email To Someone
- Automatically assign an owner to a contact in a campaign
- Automatically Create a Task in a Sequence
- Campaign Sequence - Create Order
- Email Opened Goals
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- Landing Pages - Choosing a Template
- Landing Pages - Layout
- Landing Pages - Managing Color
- Landing Pages - Adding Anchors
- Create an Effective Landing Page
- Landing Pages - Applying Tags
- Landing Pages - Launching
- Landing Pages - Custom URL Parameters
- Landing Pages - Hidden Fields
- Landing Pages - Archive Templates
- Landing Pages - Mobile Editing
- Landing Pages - WordPress Plugin
- Landing Pages - FAQs
- Landing Pages - Publish to a Custom Domain
- Landing Pages - Facebook Sharing
- Landing Pages - Success Page
- Invisible reCAPTCHA Update in Infusionsoft by Keap
- Landing Pages - Supported Custom Fields
- Landing Pages vs. Web Forms
- Add a Custom Favicon to a Landing Page
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- Merge Field Defaults Explained
- Content Risk Services
- Add Links To Emails
- Change Email Preview Text
- How To Link To A Web Form In An Email
- Email status icons explained
- Html Support In Email Clients
- HTML Block
- Import Legacy Template
- Rotating Images
- View the web version of the email
- Adding URL parameters to links to pre-fill an external web form
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- Send an Email Broadcast
- How to use the Email Builder
- Stop an email broadcast
- Find Your Scheduled Broadcast Emails
- View The Current Status Of A Broadcast
- Send A Fax Broadcast
- Send A Voice Mail Broadcast
- Create A Physical Letter Broadcast
- Why Some Emails Skip During A Broadcast
- Prevent Someone From Receiving A Voice Broadcast
- A/B Test Broadcast Emails
- Email Broadcast - Best Send Time
- Content checking tool
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- Acceptable Use Policy Quick Reference Guide
- Auditing Imported Subscribers
- Automated List Management
- Configure your SPF records
- Delinquent Email Smart List
- Deterring Spam Bots
- DKIM
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Email bounces explained
- Explicit Permission
- Get started with your dedicated IP
- How to add a spam filter to Opt-In forms
- How to avoid content filters
- How to Fix Low Inbox Rates and Content Issues
- How to Locate And Remove Opt Outs from Email List
- How unengaged contacts reduce the effectiveness of your email deliverability
- How your from address affects email deliverability Updated
- List Hygiene
- Monitoring Email Complaints
- Protect your web forms from bot attacks
- Remove contacts unengaged more than 1 year from email marketing
- Send a re-engagement email to tagged, unengaged contacts
- Spam Complaints
- Spam Traps
- Tag contacts unengaged 6-12 months for a re-engagement campaign
- Unsubscribe Report
- URIBL Greylisting
- Why did my contact not receive an email
- Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
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- Legacy Template Library Email Builders
- Organize Legacy Templates With Template Categories
- Create A Legacy Email Template
- Clone A Legacy Email Template
- Add Images to a Legacy Email
- Personalize legacy email templates with merge fields
- Add an Attachment to a Legacy Email
- Insert YouTube Content Into Legacy Emails
- Create A Legacy Plain Text Email Template
- Create A Legacy Email Template With HTML
- Create A Legacy Letter Template
- Create a Legacy Task Template
- Create A Legacy Appointment Template
- Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
- How To Convert Existing Emails To The New Email Builder
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- Create A Manual Order
- Add A Payment To An Existing Order
- Manually create an order for a subscription
- Create A Quick Sale Order
- Add A Payment Plan To A Manual Order
- Create a quote
- Quotes statuses, notifications, and reporting
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- Cancel your customer's subscription
- Void A Payment
- Issue A Refund
- Issue A Credit (Write Off) Or Apply A Price Adjustment To An Order
- Issue A Credit For A Recurring Payment
- Manage Chargebacks
- Change the Next Bill Date for a subscription
- Balance A Customer's Account That Was Refunded Outside Of Infusionsoft
- Refunding Options In Infusionsoft by Keap
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- Available Shipping Options
- Configure shipping options
- UPS Integration
- Shipping Fees Per Product
- Shipping Fees Based On Product Weight
- Shipping Fees Based On The Order Total
- Shipping Fees Based On Order Quantity
- Add Product And Service Fulfillment Notes To Orders
- Flat rate shipping fees
- Automate Order Fulfillment With Fulfillment Reports
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- Create A Product In Infusionsoft
- Import Products
- Access And Manage Your Product List
- Create a recurring subscription product
- Import a list of subscription products into Infusionsoft
- Create And Organize Product Categories And Subcategories
- Product Options
- Manage Product Images
- Create Digital Products In Infusionsoft
- How To Create A Paid Trial Subscription
- Inventory Notifications And Sold Out Automation
- Product Interest Bundles
- Tag Purchases With Performance Of Contract
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- Merchant Accounts And Gateways Explained
- Payment Options (Merchant Accounts) In Infusionsoft
- Enable Merchant Account Error Notifications
- Supported Merchant Accounts
- Powerpay Merchant Account
- First Data Merchant Account
- Authorize.net Merchant Account
- Authorize.net Card Present Merchant Account
- eWAY Merchant Account
- Network Merchants (NMI) Merchant Account
- Nexus Merchants Integration
- How to locate your Merchant Account ID
- FlexPay Merchant Account
- What to know when changing your Default Merchant
- Delete a Merchant Account
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- Who Is WePay?
- Using Keap Payments FAQ
- Keap Payments UK FAQ
- Keap Payments Canada FAQ
- Set Up Keap Payments
- Keap Payments add/change payout
- Log in to Keap Payments Merchant Center
- Why do you need my social security number
- How does Keap Payments affect my taxes?
- Why isn't my balance fully available?
- Keap Payments email and password
- Issuing a refund within Keap Payments merchant center
- Verifying Customer Identify KYC
- Keap Payments UK Dashboard
- Keap Payments Migration Guide
- Why was my withdrawal cancelled or charged back
- Keap Payments Chargebacks
- Download payment and settlement reports In Keap Payments merchant center
- Multi Factor authentication for Keap Payments merchant center
- Keap Payments Merchant Error Codes
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- Billing Settings
- Sales Tax
- Change The Default Shipping And Billing Country For Online Orders
- Set up a payment plan
- Set up automation for an autocharge
- Set up automation for credit card expiration
- Create A Billing Reminder With Merged Credit Card Information
- How Your Customers Update Their Credit Cards
- Send Yourself An Order Notification Email
- When E-commerce Actions Run
- Automate follow-up on failed purchases
- Invoices and Receipts
- Setup Payment Collection Invoice
- Automate follow-up when a purchase is made
- Manually Send an Invoice
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- Gross Sales Reports
- Cash And Credits (Net Sales) Reports
- Money Owed To You (Accounts Receivable)
- View Income (Net Income)
- All Sales Report
- View Failed Credit Card Transactions
- How Can I Be Notified For Failed PayPal Orders
- Tax Reporting
- Subscription Revenue Summary
- Receivables Report
- Monthly Sales Totals
- Monthly Receivables Report
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- Global User Permissions
- Add a User to the Admin or Sales Rep Group
- User Permissions - Contact
- User Permissions - Company
- User Permissions - Opportunities
- User Permissions - Referral Partners
- User Permissions - Orders And Invoicing
- User Permissions - E-Commerce
- User Permissions - User
- User Permissions - Calendar
- User Permissions - Application
- User Permissions - Marketing
- Permission to access DKIM settings
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Release Notes
November Updates 2019 | Infusionsoft by Keap
11/14/2019Michael Indrelunas
Saved Search Criteria Search criteria now displays above the results for a saved search. Customers can add, remove, or edit the search criteria and will see updated results. The saved search will not be updated permanently until the user clicks t...
October Update 2019 | Infusionsoft by Keap
11/14/2019Michael Indrelunas
Social fields on web forms Social media links are available to be filled out by the client on a web form. Learn more. New Nav in Campaign Builder Campaign Builder is easier to use with enhanced canvas navigation. Updates include single-click ...
September Update 2019 | Infusionsoft by Keap
11/14/2019Michael Indrelunas
Our developers spent this month focusing on improving the stability and architecture of the Infusionsoft platform.
August update 2019 | Infusionsoft by Keap
08/01/2019Michael Indrelunas
Create A Failed Purchase Goal Don’t miss out on incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag , or...
July update 2019 | Infusionsoft by Keap
07/10/2019Brad Hartwig
Enhanced experience for email history You can now access email history from your email preview, and see your merge fields display as intended, giving you a better view of what your recipients will see. Also, enjoy email history visual improvement...
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