Infusionsoft
Table of Contents
Table of Contents
Toggle navigation
Video Library
Ask the Community
Contact Support
Known Issues
Release Notes
API Docs
Home
Glossary
Getting Started
Tips & Tricks
How To Test Just About Anything
Get Your API Key
Remove The Infusionsoft Logo At The Bottom Of Your Emails
Store Files In Infusionsoft
Automatically Email Reports
Customize The Default Drop Down Menus
Change Field Labels
Add a POP Email Account
Fixing Common Error Messages
Resolving 502 Bad Gateway and Other Error Messages
Server Status Page
Browser Time Zone Settings
Infusionsoft Email IP Range
OAuth Authentication
Increasing Email Open Rates with Emojis
Setup Guides
I Just Purchased Infusionsoft and Need to Set it Up for the First Time
I'm New and Just Want to Learn the Basics
Learn How Sales Reps Manage Leads in Infusionsoft
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
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
Set Up and Manage Your Referral Partner Program in Infusionsoft
Infusionsoft University Content (Archive)
Essential Articles
Sign in to Infusionsoft by Keap
System Requirements
Learn how to navigate Infusionsoft by Keap
Customize The Home Page Dashboard
Upload Your Company Logo
Configure Your Email Footer - CAN SPAM Address Block
Customize Your Email Signature
Change Your Infusionsoft Id Email Address
Chat, Phone and Community Support
Infusionsoft by Keap vs Keap major feature comparison
Articles
CRM
Manage Contacts
Contact Record Overview
Create a Contact Record
Delete a Contact Record
Export Contacts From Infusionsoft
Store files on a contact record
Add a Note to a Contact Record
Contact Communication History
Web Profile
Restore deleted contacts and other data
Create and apply a stand alone note template
Submit an Internal Form for an existing contact
Add a new contact with an internal form
Why did my contact not receive an email
Mass opt in or opt out contacts
Email status icons explained
Send a one-off fax to a contact
Print a letter for a contact
Hide your email communications on a contact record
Linked contacts
Reassign contacts to another user
Opt-Out contacts from receiving marketing
Send a one-off email to a contact
Create a task or appointment while viewing the contact record
Print mailing labels for contacts
Email Status Search
Smart Lists - auto segment contacts
Import Contacts
Import contacts FAQs
Export from your current system
Prepare your CSV import file
Import your contacts
Create company records during an import
View and rollback imports
Working with credit card numbers in excel
Populate multiple fields with a single field from your spreadsheet
Segment Contacts
Advanced search techniques
Use tags to create contact lists
Tag categories
Apply or remove tags from a contact record
Apply or remove tags to a list of contacts
How to search by the date a contact record is created
Saved search
Mass update a list of contacts
View Custom Fields In Contact Searches
Interactive View Vs. Grid View
Create a Tag
Merge Contacts
Identify duplicate contact records
Automatically merge duplicate contacts
Manually merge duplicate contacts
When does the system automatically merge contacts
Update Contacts
Mass update contacts with a spreadsheet CSV File
Mass update a specific field for a list of contacts
Companies
Create a company record
Company record overview
Assign a contact to a company
Appointments & Tasks
Calendar
Manage tasks
Manage tasks and appointments with My Day
Fulfillment Jobs
Process a letter fulfillment job
Process a Queued Fulfillment Job
Process an order Fulfillment Job
Redemption Page for Zapier 90 Days Free Offer
Marketing
Campaign Builder
Campaign builder terminology
Campaign builder knowledge requirements
Add someone to a campaign
Connecting objects in the Campaign Builder
Publish a campaign
Decision Diamonds
Install pre-built campaigns
Testing decision diamonds
Campaign Walkthrough Part 1 - Capture Leads
Campaign Walkthrough Part 2 - Nurture Prospects
Campaign Walkthrough Part 3 - Convert Sales
Copy campaign content
Rename, Restore And Unpublish Campaigns
Campaign Merge Fields
Campaign links
Republishing Campaigns FAQ
Why are contacts Queued In my campaign
How to build a looping campaign
How to create Action Sets and Rules
Purchase a product or service for another guest Or attendee
Invisible reCAPTCHA Update in Infusionsoft by Keap
Campaign Builder Checklist
How to link web forms together
Campaign Goals
A list of available Campaign Goals
Create a web form
Make better web forms
Create a Tag Goal
Create a Link Click Goal
Create a Note Template Goal
Create an Internal Form Goal
Create a Task Completion Goal
Create a purchase goal
Create an Opportunity Stage Move Goal
Create a reaches a Score Goal
Create a web page Automation Goal
Create an API Goal
Creating a web form with Firefox
Create a quote goal
Campaign Sequences
Campaign sequence overview
Connecting Objects In A Campaign Sequence
Email Confirmation Sequence
Campaign Sequence How-To
Delay Timers
Personalized Email Confirmation
Date Timers
Field Timers
Campaign Sequence Tags
Campaign Sequence Note Template
Campaign Sequence Opportunity Record
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 Reports
Campaign Reporting tab
Campaign Email Performance Visibility And Date Range Selector
Campaign Full Sequence And Email Summary Report
Web Form Tracking Report
Email Builder
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
Html Support In Email Clients
HTML Block
Import Legacy Template
Email Broadcasts
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
Email Broadcast Reports
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
Landing Pages
Landing Pages - choosing a template
New Landing Pages design and configure
New Landing Pages managing color
Create an Effective Landing Page
New Landing Pages - Adding Anchors
New Landing Pages - Applying Tags
New Landing Pages - Launching
New Landing Pages - Custom URL Parameters
New Landing Pages - Hidden Fields
New Landing Pages - Archive Templates
New Landing Pages - Mobile Editing
New Landing Pages - WordPress Plugin
Landing Pages FAQs
Publish a Landing Page to a custom domain
Deliverability
Acceptable Use Policy Quick Reference Guide
Automated List Management
Cold Email Throttling
Configure Your SPF Records
DKIM
DKIM and SPF Setup Example
DMARC May Impact Your Deliverability
Email Address Whitelisting
Email Bounces Explained
Email Compliance Remediation Process
Explicit Permission
How to Add a Spam Filter to Opt-In Forms
How to Avoid Content Filters
How to Locate And Remove Opt Outs from Email List
How Your From Address Affects Email Deliverability
Auditing Imported Subscribers
Invalid Hard Bounces
List Hygiene
Monitoring Email Complaints
Protect Your Web Forms From Bot Attacks
Spam Complaints
Spam Traps
URIBL Greylisting
Unsubscribe Report
How to Fix Low Inbox Rates and Content Issues
Engagement Days
Lead Sources
Create A Lead Source
Manually Assign A Lead Source To A Contact
Track Lead Source Expenses
Evaluate Lead Source Effectiveness
View Your Website Visitors
Embed The Infusionsoft Tracking Code Into Your Website
E-Commerce
Billing Automation
Default Billing Settings
Sales Tax
Change The Default Shipping And Billing Country For Online Orders
Set Up A Payment Plan
Set Up Automation When An Autocharge Fails Or Is Successful
Set Up Automation Based On Credit Card Expiration Date
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 and Error Purchases
Invoices and Receipts
Setup Payment Collection Invoice
Automate Follow-Up When a Purchase is Made
Manually Send an Invoice
Merchant Accounts
Merchant Accounts And Gateways Explained
Payment Options 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
Keap Payments
Who Is WePay
Keap Payments FAQ
Keap Payments UK FAQ
Keap Payments Canada FAQ
Keap Payments - create login
Keap Payments add/change payout
Log in to Keap Payments merchant center
Why do you need my social security number
Will Using Keap Payments affect my taxes
Why isn't my balance fully available
Updating Keap Payments merchant center 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 - Handling a chargebacks
Download payment and settlement reports In Keap Payments merchant center
Multi Factor authentication for Keap Payments merchant center
PayPal
Accept PayPal Payments
PayPal Express Checkout Vs Payflow Pro
Enable PayPal Express Checkout
PayPal Payflow Pro Merchant Account
PayPal Express Recurring Billing Setup
Products & Services
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
Order Management
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
Add Product And Service Fulfillment Notes To Orders
Credit Cards
Add A New Credit Card To A Contact Record
Update The Credit Card On A Subscription
Update The Credit Card Expiration Date
Make A Credit Card Inactive
Viewing A Credit Card Number
Update Your Default Credit Card Settings
Update The Credit Card For An Order
Refunds
Canceling Your Customer's Subscription
Void A Payment
Issue A Refund
Issue A Credit 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
Order Forms
Set Up An Order Form
Create An Order Form Theme
Accept Donations Of Varying Amounts
Checkout Pages
Shopping Cart
Understand The Shopping Cart And Storefront
Multi-Step Shopping Cart Option
Set Up A Shopping Cart Theme And Thank You Page
Integrating The Infusionsoft Storefront With Your Website
Add Shopping Cart Purchase Links To Your Website
Create A Product Bundle Link
Shopping Cart SEO
Shopping Cart URL Parameters
Upsells & Promotions
Promo Codes and Other Discount Criteria
Order Total Discount
Product Specific Discount
Shipping Discount
Create a Free Trial Promotion
Product Category Discount
Create an Upsell
Testing Your Promotions And Upsells
One Click Upsell After A Purchase
Shipping & Fulfillment
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
Flat Rate Shipping Fees
Automate Order Fulfillment With Fulfillment Reports
QuickBooks
QuickBooks desktop integration overview
QuickBooks desktop integration setup
Export An IIF File To Update QuickBooks
Find A List Of Sales By Their QuickBooks Status
Financial Reporting
Gross Sales Reports
Cash And Credits (Net Sales) Reports
Money Owed To You (Accounts Receivable)
View Income (Net Income)
View Failed Credit Card Transactions
How Can I Be Notified For Failed PayPal Orders
Tax Reporting
Administration
Custom Fields
Custom Fields Vs Tags
Choose Custom Field Types
Create Custom Fields
Backend Database Names For Custom Fields
Update Contacts with a CSV
User Management
Add a User, Create User Account, or Deactivate a User
New User Invite Process
How to Reactivate a User
Billing Services
Update Your Billing Information & Make a Payment on Your Account
Cancel Your Infusionsoft Services
Upgrade Your Account, Users, Or Contact And Email Levels
Additional Packages
User Permissions
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
Privacy & Compliance
GDPR Settings
GDPR FAQ
GDPR Anonymize a Contact
Apply GDPR Tags To Checkboxes
Create GDPR Tags
GDPR Pruning
Tag Purchases With Performance Of Contract
HIPAA
GDPR - Linking To A Privacy Policy
GDPR Campaign Instructions
GDPR Summary
HIPAA Security Controls
Sales Teams
Sales Pipeline
Sales Pipeline Overview
Sales Pipeline And Opportunity Settings
Create Sales Pipeline Stages
Set Up The Pipeline Checklist
Stage To Stage Pipeline Automation
Sales Pipeline Dashboard
Trigger Sales Automation Without Moving A Stage
Opportunities
Create An Opportunity Record
Opportunity Record Overview
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
Batch Create Opportunity Records
Quickly Edit Multiple Opportunity Records
Lead Scoring
Set Up Lead Scoring In Infusionsoft
Manually Change A Lead Score
Sales Team Reports
Track Sales Rep Activity
Evaluate Sales Rep Effectiveness
Sales Team Revenue Reports
Evaluate Lead Flow And Pipeline Effectiveness
Track Opportunity Win And Loss
Referral Partners
Partner Program
An Introduction to Referral Partner Management
Referral Partner Tracking & Payout Options
Create a commission program
Referral Tracking Links
Merge Referral Partner Info Into Emails
Track Referral Activity Via The API
Customize The URL Of A Referral Tracking Link
Pay if Unused
Referral Partners
Create a new referral partner record
Search for Referral Partners
Referral Partner Sign Up Form
Mass Update A List Of Referral Partners
Assign A Referral Partner To Multiple Contacts
Add commission program to referral partner record
Partner Center
Referral Partner Center Overview
Customize The Referral Partner Center
Create And Manage Promotional Banners For Referral Partners
Create And Manage Promotional Emails For Referral Partners
Create And Manage Promotional Pages For Referral Partners
Preview The Referral Partner Center
How Referral Partners Use the Referral Partner Center
Sign In And Navigate The Referral Partner Center
How Referral Partners Generate Tracking Links
How Referral Partners Use Email Resources
How Referral Partners Use Resource Pages
How Referral Partners Use Banner Ads
Referral Partner Reports
How To Use Referral Program Reports
Monitor Referral Partner Activity
View Relationships Between Referral Partners
Generate Referral Partner Commission And Payment Reports
Pay An Individual Referral Partner
Pay A Group Of Referral Partners At Once
Integrations
Infusionsoft Mobile App
Infusionsoft Mobile
Infusionsoft Mobile Tasks
Infusionsoft Mobile Payments IOS
Infusionsoft Mobile Payments Android
Infusionsoft Payments Mobile Card Reader
Infusionsoft Mobile Opportunities
Business Card Transcriber
How To Update Your Infusionsoft Mobile App
EMV Chip Card FAQ
Infusionsoft Sync for Outlook
Gmail Sync Vs Outlook Sync
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
Infusionsoft Sync for Gmail
Install Infusionsoft Sync For Gmail
Manage Tasks And Appointments In Infusionsoft Sync For Gmail
Add A Note To A Contact In Infusionsoft Sync For Gmail
Add An Opportunity With Infusionsoft Sync For Gmail
Add Contacts To A Sequence In Infusionsoft Sync For Gmail
Add A Tag In Infusionsoft Sync For Gmail
Synchronize Gmail Emails And Appointments With Infusionsoft
Add Contacts In Infusionsoft Sync For Gmail
Trouble Signing In To Infusionsoft Sync For Gmail
Manage Preferences In Infusionsoft Sync For Gmail
Infusionsoft Sidebar
Enable Email Gmail Sync
BigCommerce
BigCommerce FAQs
BigCommerce API Goals
Add A BigCommerce Buy Now Button To A Campaign
Infusionsoft WordPress Plugin
WordPress Plugin Setup
Connect Your Infusionsoft Account To Your WordPress Website
Create a WordPress opt in form
Set Up A WordPress Opt-In Form Goal In Infusionsoft
Import And Export WordPress Opt-In Forms
View Your WordPress Opt-In Form Statistics
Other Apps
Zapier
LeadPages
Email sync (GMAIL and Microsoft)
Legacy
Legacy Marketing Templates
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
Legacy Link Automation
Link Automation Primer
Custom Unsubscribe And Opt Out Links
Custom Double Opt-In Link
Create An Automation Link
Pass Contact Information To A URL From An Automation Link
Legacy - Other
Set Up Third Party Fulfillment Notifications
Set up Legacy Invoice
Branding Center
Legacy Landing Page Builder
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Last Modified on 08/02/2018 4:04 pm MST
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