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Last Updated: 04/14/2021 in Marketing Legacy Link Automation
The Max Classic system tracks clicks on the automation link s you insert into drag & drop email templates … If you are linking them to one of your Max Classic web forms or landing pages, the fields will automatically … This requires some basic knowledge of website code - you may need to contact your website administrator
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Last Updated: 08/10/2024 in CRM Contacts Manage Contacts
Classic
Your browser does not support HTML5 video. … communicate with your contacts, is by sending them emails directly from their contact record Inside Max
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Last Updated: 08/14/2024 in E-Commerce Billing Automation
There are a lot of automation options when working with the E-Commerce portion of Max Classic. … Transaction > Payment Process Type Max Classic Automation Trigger Product/Sub Credit Card Autocharge … Guest Author: Christian Wiles Keap Certified Consultant and Developer Automate Today, LLC
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Last Updated: 04/14/2021 in CRM Contacts Manage Contacts
The pop-up reminder displays when the user is logged into Max Classic. … When you create tasks or appointments on a contact record, Max Classic will not alert you to existing
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Max Classic provides the ability to view your campaign's email performance. … Depending on the length of date range, you may see a loading screen as the data is being pulled. … entered the campaign during the time frame and will only count each contact once, even though they may
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Can un-merge This setting does not apply to Max Classic users. … Can add This permission controls the ability to add a new contact to Max Classic. … These permissions determine how a user can interact with contact records inside of Max Classic.
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Last Updated: 08/16/2024 in E-Commerce QuickBooks
Review your QuickBooks settings in Max Classic and correct the errors first. … Export Sales and Payment IIF Files from Max Classic Go to E-Commerce > Reports Click on All Sales Report … Note: You may need to click on the Start Over button to clear past search criteria.
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Max Classic does not include automated order fulfillment tracking.
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Assign To - Choose the Max Classic User that will be responsible for fulfilling. … The user will then look at their Max Classic dashboard to process the fulfillment job. … Classic.
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The other user groups in Max Classic are Legacy groups and no longer serve a purpose in Keap. … The other user groups in Max Classic are Legacy (retired functionality) groups and no longer serve a … purpose in Keap.
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Last Updated: 08/12/2021 in Getting Started Tips & Tricks
Find your contact record in Max Classic, scroll down to the Form Submission section to get details on … Go to the contact record in Max Classic and make sure the items were added correctly to the order. … Go to the contact record in Max Classic and make sure the items were added correctly to the order.
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Tags are one of the most powerful segmentation tools in Max Classic. … For these situations, you will notice that there are two tag search fields in Max Classic. … Sometimes you may need a combination of logic shown above.
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You will use this key in Max Classic. … Get the following information to use in Max Classic. … Access Key
Shipping Account Number
Enter a weight for each shippable product in Max Classic
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Last Updated: 08/15/2024 in CRM Contacts Custom Fields
User : Lists the names of your Max Classic users. … You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company … Classic.
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Last Updated: 04/14/2021 in Marketing Deliverability
You can remain confident that Max Classic is a trustworthy network to send permission-based email marketing … Classic network. … CAN-SPAM email marketing practices in order to maintain and improve the reputation of email sent from the Max
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Last Updated: 08/16/2024 in CRM Contacts Manage Contacts
There are two types of Contact notes in Max Classic, Person Notes , which is simply a text box where
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Last Updated: 08/10/2024 in CRM Sales Teams Opportunities
If you sell products in Max Classic, you can go to the Products/Subscription Plans tab and start adding … Classic application as a contact record. … opportunity record manually, you must make sure a contact record for the prospective buyer exists in your Max
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Last Updated: 04/14/2021 in Marketing Deliverability
Remember, while Max Classic does not require the use of CAPTCHA or COI, we do require that you obtain … Classic, but you will need to setup CAPTCHA on your own if you use 3rd party web forms. … : CAPTCHA and COI Use CAPTCHA - Google’s ReCAPTCHA is enabled by default on web forms created with Max
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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: 08/11/2024 in E-Commerce Orders & Quotes
Selecting this option will process the credit card payment immediately through Max Classic. … Note: Select credit card (charge now) to process the credit card payment through Max Classic when you … When someone pays you offline, you may need to manually record and /or process a payment for an existing