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Last Updated: 08/10/2024
in CRM Contacts Manage ContactsA brief overview of the contact record in Infusionsoft.
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Last Updated: 08/16/2024
in E-Commerce PayPal
Recurring Billing, which PayPal refers to as a Reference Transaction, takes existing billing information already gathered from a previously authorized transaction and reuses it to charge the buyer in a subsequent transaction. Reference Transac...
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Last Updated: 08/09/2024
in Administration Importing Data
After you export data from your current system(s), clean it up before importing it into Infusionsoft. Data must be in a .CSV format which is the only acceptable file type. Here are a few recommendations that will help your import go smoothly. Y...
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Last Updated: 04/21/2026
in CRM Contacts Manage Contacts
Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are able to opt-out of all of your email marketing or ju...
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WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. WePay is a US based online payment service provider that Keap partners with t...
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Our web forms and landing pages utilize Google's Invisible reCAPTCHA . An icon will be visible in the lower right corner of the web page that includes a web form or a landing page that has Invisible reCAPTCHA support. This improves Keap's spa...
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You can apply tags to a list of contacts or remove them from a list of contacts. Apply or Remove Tags from a list of contacts Go to CRM > Contacts click New Search or choose a Saved search from the drop down options. Check th...
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Last Updated: 08/10/2024
in CRM Sales Teams Sales Pipeline Your browser does not support HTML5 video. Max Classic has predefined sales pipeline stages, based on a typical direct sales process. You can customize these stages to align with your direct sales process. Each stage can be integrated into a sa...
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Last Updated: 01/26/2026
in E-Commerce Order Forms
With checkout pages, small businesses using Max Classic’s E-Commerce platform can customize a web page with a product or service and let customers buy directly online, without ever having to get on the phone. Please Note: Checkout Pages does not w...
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Last Updated: 01/08/2025
in Getting Started Tips & Tricks
Developers use this OAuth process for API integrations. Jan 5, 2020 Update : Please note that we recently migrated our API Proxy provider from Mashery to Apigee. Please check out these API community posts for FAQs and to ask questions to our AP...