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When you add a new user to Max Classic, the system automatically grants them global permissions. … Within a tab, there may be sub-headers that further segment the specific permissions. … However, you may need to edit user permissions based on the user's job responsibilities.
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Last Updated: 07/07/2023 in Bulletin
(applicable to Keap Max Classic only) To leverage the above triggers/actions or fix triggers based … On Monday, July 10, 2023, we're rolling out an update to the Keap Zapier integration. … As you build NEW Zaps , we ask that you use the version of Keap that’s labeled “Latest.”
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Last Updated: 08/10/2024 in CRM Companies
Classic are attached to contact records. … consolidated view of account activity through a company record, all of the communications triggered through Max … If you are not a B2B business or do not serve larger accounts, you may not need to create company records
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You may need to update merchant account settings in Max Classic, contact the customer, or work with the
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Last Updated: 06/28/2021 in E-Commerce Products & Services
Please Note : Max Classic does not have the option to set a recurring fixed billing date such as, "only … Use the arrows to re-arrange the order the subscription plans appear in the Max Classic storefront. … Inactive Subscription back to an Active one, it will try to catch up on any past billing cycles that it may
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Last Updated: 04/14/2021 in Marketing Lead Sources
If you are using the Max Classic web tracking code in all of your web properties, lead sources are also … Classic web tracking code. … the five standard lead source categories (Direct, Organic, Social, Referral, and Paid) through the Max
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Max Classic has the ability for you to view campaign email statistics, at a glance, from within the
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Last Updated: 08/09/2024 in Getting Started
CRM Settings Overview CRM settings in Max Classic allow for the configuration of tags, tag categories
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Last Updated: 08/16/2024 in E-Commerce Orders & Quotes
Max Classic will automatically charge the card on file as long as a merchant account is set up. … Max Charge Attempts : Enter the maximum number of times the system should try to auto-charge a credit … The remaining $700 may be broken into 2 payments of $350 each.
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Last Updated: 04/14/2021 in E-Commerce Billing Automation
Email Notifications Enter an email address if you want Max Classic to send a notification email for each … Tax and Referral Partner Settings Charge Sales Tax: Mark this checkbox to add sales tax to shopping cart
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Last Updated: 09/28/2021 in E-Commerce Financial Reporting
Classic for automation. … their PayPal account, remove their billing information, or have payments decline with no feedback into Max
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Max Classic allows you to create beautiful, stunning, mobile responsive landing pages.
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Last Updated: 09/22/2021 in CRM Contacts Manage Contacts
The web profile is automatically generated when: A contact is created through an Max Classic web form
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When you send a broadcast email through Max Classic, the system will skip certain email addresses because … Max Classic does not delete the record with the duplicate email address, it just skips it when sending … Duplicate Email Addresses You may have duplicate email addresses in your list if: Your web forms allow
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Remember, commissions apply to products and subscriptions that you sell through Max Classic. … Note: Referral partner tracking links require an Max Classic form submission, product link or order … Create referral tracking links in Max Classic and give your partners access to them via the Referral
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Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
The create an order method is essentially a streamlined way of creating a manual order in Max Classic … If it is a paid order, this may happen automatically, if your system is set up to Email Invoice Upon
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You can create your own page in Max Classic or link to an external web page. … To build your page in Max Classic, click the Thank-you Page to Display drop-down and select Thank-you … Referring Referral Partner : Choose this if you want Max Classic to automatically assign a parent partner
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Last Updated: 08/11/2024 in E-Commerce PayPal
FAQs I’ve already been using PayPal in my Max Classic app for years. What’s different? … The PayPal Max Classic Integration allows you to use Reference Transactions for Standard, Advanced, and … Customers who have been using PayPal as a processor in Max Classic prior to December 2019 need to update
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Last Updated: 04/14/2021 in E-Commerce Shopping Cart
The Product Bundle Links that you create are not saved in Max Classic for future reference. … Classic. … If you stop using one and forget the link URL, you'll need to rebuild the Product Bundle Link in Max
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Last Updated: 01/25/2023 in Bulletin
If you're a Max Classic user, check your Campaigns and any pending Text Broadcasts to ensure all existing … and either: Use the full URL, or Replace with your custom-branded shortener If you are a Pro or Max … Due to industry changes, the URL shortener for the Keap Marketing Number has been removed.