Tips & Tricks

Helpful hints! A must read for new customers

Articles

How To Test Just About Anything
Test a web form You can test web forms on-the-fly while you are creating them in the Campaign Builder. Make sure to publish any changes you've made to the form before you test it. While viewing the web form, click the Test  button ...
Get Your API Key
Legacy Alert! This feature should only be used if a 3rd party developer asked for the encryption key. The encryption key is only needed for the Legacy authentication method. If you are unsure if you should use this or not please talk with the 3rd ...
 Remove The Infusionsoft Logo At The Bottom Of Your Emails
  Go to Admin > Branding Center   Click the Infusionsoft Footer tab.   Scroll to the bottom of the page to change your settings. Allow Infusionsoft Footer in emails : Choose No to hide the Infusionsoft logo. A...
Store Files In Infusionsoft
Infusionsoft includes digital document storage that enables you to  centralize files and make them more accessible to users. Typically,  users store images and pdfs that they can reuse in various marketing  pieces. You can store any ...
Automatically Email Reports
Once you create a saved search or report, Infusionsoft can automatically email you an updated list on a recurring basis. Pull up a Saved Search or Report   Click on Options , and select Email Saved Search   Select the frequenc...
Customize The Default Drop Down Menus
You can customize drop-down field options in contact, task, opportunity, and order records. You can easily add or remove options that do not apply to your company. Customizing the drop-down fields can speed up data entry, improve accuracy, and minim...
Change Field Labels
You can customize the standard labels displayed within your Infusionsoft application. This allows you to re-purpose a standard field or use names that are more familiar to you and your Infusionsoft users. When you change the label for a record or fi...
 Add a POP Email Account
  You can connect an existing email accounts to Infusionsoft so you can  send and receive their email through Infusionsoft. Email accounts are  linked to individual users. You can add multiple mail accounts for each  Infus...
Fixing Common Error Messages
There are several problems that you can remedy by simply clearing your browser cache & cookies. Here is a great website dedicated to helping you do this on the most popular web browsers. Drop-down fields are missing or not working on a page ...
Resolving 502 Bad Gateway and Other Error Messages
If you are experiencing 501 Bad Gateway errors in Infusionsoft, it is due to poor communication between our servers and your computer network. There are a few things you can try to resolve the issue: Clear your browser cache completely. Many times...
Server Status Page
Go to status.infusionsoft.com to learn the current status of Infusionsoft and Partner edition servers. The status page will be kept up to date with any known incidents or scheduled maintenance windows that would disrupt the normal operation of our...
Browser Time Zone Settings
The format of an application is currently based on an Infusionsoft setting or a browser setting. Here are the steps to make sure your browser settings are set to your correct Time Zone.  Set up the Chrome Time Zone Browser Setting Clic...
Infusionsoft Email IP Range
The IP Address is subject to change. You should always look up our SPF record to get the latest IP Addresses. To search our SPF record use MXToolBox to search infusionmail.com. Paste infusionmail.com into the search field. From the "...
OAuth Authentication
Pro tip! Click images to view larger Create an account on developer.infusionsoft.com Login to the developer account Click on " Get Started " Scroll down and click on " OAuth  Guide " under OAuth 2.0 ...
Increasing Email Open Rates with Emojis
Emojis can be a nifty choice when there is a word in your subject line that you can replaced with an image. For example, instead of “love” use  “❤️” for a Valentine’s Day promotion. This helps shorten the subject a...