-
Last Updated: 04/14/2023 in CRM Contacts Merge Contacts
Note that when you merge two contact records together, data like form submissions, notes, referral tracking
-
Last Updated: 05/14/2020 in Release Notes
The DateExpires column of the Referral Partners table did not appear in the results of a dataservice
-
Last Updated: 04/14/2021 in CRM Contacts Manage Contacts
For example, if you had 3 linked contacts under a linked contact type called "Partner", only the first
-
Last Updated: 08/12/2020 in CRM Contacts Custom Fields
You can add up to 150 custom fields per record type in Infusionsoft (contact, referral partner, company … These types of fields are not as useful for reporting; they are most commonly used as reference fields
-
Option 1 - Continue using your sunset processor through Nexus or Authorize.NET Nexus Keap has partnered … Option 2: - Migrate to a preferred or non-preferred payment processor You can connect to any of our … Will I be able to refund transactions from my non-preferred processor?
-
Guest Author: Jason Benedict Keap Certified Partner Automation Agency Let’s first start by … As a Keap Certified Partner, the Automation Agency also provides marketing conversion strategies and … Often referred to as an opt-in page or squeeze page – a landing page is typically used at the beginning
-
WePay is a US based online payment service provider that Keap partners with to offer an integrated payments
-
WePay is a US based online payment service provider that Keap partners with to offer an integrated payments … Please also refer to the WePay Help Center . … We do not have a set reserve amount for our customers, instead any possible reserves will be set automatically
-
Last Updated: 03/19/2021 in Bulletin
If the creator of the integration isn't reachable it is suggested to contact an Keap Developer Partner … For a list of ISO standard location regions, please reference https://en.wikipedia.org/wiki/ISO_3166-
-
Last Updated: 07/10/2023 in Bulletin
We will extensively test internally and work with select partners and customers before we push these … We will be testing our changes in early June with select partners and customers and are planning to roll
-
Last Updated: 02/05/2021 in CRM Contacts Custom Fields
You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, … These types of fields are not as useful for reporting; they are most commonly used as reference fields
-
Last Updated: 04/08/2021 in E-Commerce Billing Automation
This guide, prepared by Infusionsoft Partner, Christian Wiles, shows us the criteria necessary for an
-
Last Updated: 12/15/2022 in Play Blueprints Create Fans
You will also need to set up the means by which you will gather referrals, testimonials, or customer … Key visual elements Newsletter copy Any links you will need to capture referrals, testimonials, or … Prefer a simple “one and done” process 2. Generally produce your content “on demand” 3.
-
., mass update contacts, opportunities, referral partners, etc.)
-
Last Updated: 04/14/2021 in Marketing Lead Sources
The default lead source categories are Direct, Organic, Social, Referral, and Paid, however you can also … automatically created and assigned to one of the five standard lead source categories (Direct, Organic, Social, Referral
-
copy of a campaign to speed up the process of creating a new campaign for a different audience;, e.g. partners … Rename This simply changes the name of the campaign in Max Classic Revert Changes Undo work from your … The revert option restores the campaign to when you first opened it during the current work session.
-
Last Updated: 04/08/2021 in Administration User Management
You can add new users, deactivate users, add Partners, and edit permissions for your current user profiles
-
Last Updated: 02/12/2024 in CRM Contacts Manage Contacts
Partners Landing Pages Orders Order Forms Themes Subscriptions Shopping Cart Themes Products … Appointments/Notes Legacy Order Forms Company Records Legacy Shopping Cart Opportunities Web Forms Referral
-
Partners, Opportunities, Orders) in Infusionsoft. … contact search, but you are able to create a saved search from any record-type (Contacts, Companies, Referral
-
Last Updated: 03/19/2021 in Productivity Tools Other Apps
For Zapier support, refer to Zapier Help & Support resources . … For Zapier support Refer to Zapier Help & Support resources .