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Last Updated: 02/03/2022
in Sales Invoices Display completed payments or processed refunds on an invoice so your clients can see their payment history. Add a Payment Navigate to an invoice from the Sales > Invoice section Or from within the contact record activity history Cl...
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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. If you utilize WePay to process payments in Keap, you will have access to the W...
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Last Updated: 04/06/2022
in Comms Broadcasts Email broadcast Follow the steps below to manage your sent, scheduled, and drafted broadcast emails. Pro-Tips! Currently, there is no way to bulk delete broadcast drafts. This will be addressed in a future update A sent email cannot be deleted as the data is...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability The IP Address is subject to change. You should always look up our SPF record, which will be included our current IP Addresses. To search our SPF record use MXToolBox and search infusionmail.com. Protip: Click any image to view larger ...
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Last Updated: 06/25/2024
in Pipeline
Create a new pipeline Start by going to My Day > Pipelines Click the ellipses and choose Manage pipelines Click Add new pipeline Decide if you want to use a template or create a custom pipeline and click Get started...
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Set which phones (up to 5) should ring when you get a call to your Keap Business Line. Allow your team to answer your business phone so you never miss a lead.
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API Goals in advanced automations are ways to connect your app integrations to your sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce integrat...
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Last Updated: 02/23/2021
in Comms Broadcasts Deliverability You’ve crafted the perfect email for your next email marketing automation. Complete with an attention grabbing subject line, compelling copy, and irresistable call-to-action. You’re positive click rates will be through the roof! Unfortun...
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Last Updated: 03/15/2024
in Settings
Use the billing currency setting to select the currency format and symbol that your customers see. When your customer makes a payment, the currency format and symbol will match the currency they are being charged in. Click on your user avatar a...
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The advanced email builder has built-in functionality to help you avoid triggering spam filters. Certain keywords can trigger these filters, which send your email straight to your contact’s junk folder, where it sits unread. You can check your...