Release Notes

Hosted Contact Us Form Easily capture leads with a contact form. Create a contact form in just a couple of minutes using Keap’s guided template. Share the form wherever you wish you capture contact information, such as your website, Faceboo...

Payment History Display completed payments or processed refunds on an invoice so your clients can see their payment history. For more information, click here Email Sync with Gmail Sync with your Gmail account. Every time you send or receiv...

Guided quick setup Preview your message before launching a campaign with Guided Quick Setup, and return to edit the campaign even after it has launched. For more information, click here Google maps address in contact records Save time an...

Access contacts anywhere Click on a contact from any other place in the app and see that the contact record opens and you remain on the same page in the app, this includes the top Search field.  Click to view larger Appointme...

Help panel includes relevant help articles The help you need, available at your fingertips. See relevant articles or start a live chat on any page within Infusionsoft. Simply click the life preserver icon in the upper right corner of your screen....

Navigation update We have tidied up our navigation! Easily access your profile and settings and switch between your accounts in the top right side of your window. You can also collapse the navigation on the left and still have the ability to sear...

Invoicing Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice. For detailed instructions, click here . Enriched contact email Send customized em...

Export contacts Easily export contacts from Infusionsoft. From the contact page, select the desired contact(s), click export, then download the .csv file. Birthday field The birthday field of the contact record has been updated. In ad...

Open rate calculation improvement Infusionsoft’s email open rate calculation has been improved for accuracy. Previously, emails that were sent but not successfully delivered were included in the calculation, potentially resulting in a lower...

Optimal send time for email broadcasts By harnessing behavioral data from your contact's email engagement activities and "big data" collected from our email sending servers, we have created a service which calculates the best time t...