Getting Started Articles

Articles

System Requirements
Supported browsers for using your Infusionsoft application Infusionsoft is a web-based application. You don’t need to download or install software on your computer to access Infusionsoft. Since you’ll be accessing Infusionsoft using a...
 Sign in to Infusionsoft
  Create your Infusionsoft ID If  you have been invited to an Infusionsoft account, you will receive an  email with a link to the Infusionsoft ID set up page. Click the link in  the email to begin the process. ...
Change Your Infusionsoft Id Email Address
Select Edit My Profile from the header navigation bar   Select Edit next to your email address under "Your Infusionsoft ID" Change your email address from in the "Infusionsoft ID" field.  Click Save ...
 Learn How To Navigate Infusionsoft
  Dashboard When you sign into Infusionsoft, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and provide direc...
 Customize The Home Page Dashboard
  Dashboard When you sign into Infusionsoft, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and provide direc...
 Upload Your Company Logo
  Upload your company logo to customize your Infusionsoft invoices, opt-in pages, sign in screens, and more. Logo dimensions are controlled by the following parameters: External Pages Logo - This image will be constrained to a max hei...
 Configure Your Email Footer
  Your company information is displayed in some emails and on all opt-in/ opt-out confirmation pages by default. This information pulls from one of three places: the CAN SPAM address block, the company info fields, or a user profile. CA...
 Customize Your Email Signature
  Edit Your Email Signature Click on Edit My Profile in the user toolbar to customize or update your profile. On the right side of the page, you'll see the Email Signature section. This shows you what your signature wil...
Branding Center
The Branding Center consolidates all your default templates, giving you an easy way to create and edit design styles from one place. Default templates include emails, forms, landing page s, thank you pages and direct mail pieces. You can also manage...
Chat, Phone and Community Support
Ask the Community Click here to ask a question to the Infusionsoft Community.   Live Chat 24/7 Just hover over the Question icon on your toolbar and click the Chat Now button.   Call Tech Support Region Toll Free Num...