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My Account
The My Account page allows you to upgrade your existing package, add additional users and manage various billing-related activities. Click the Settings icon Click the My Account Panel Scroll down and click the " View/update...
Business Profile
Your Business Profile consists of four sections, which is located under Settings > Business Profile Business Type Specify your business type to help us recommend relevant marketing campaigns for you. When you go to the Campaigns &...
My Profile
Personalize your signature under My Profile , which is located by going to the top right drop down under " Profile " Your profile Photo Upload an image of yourself to personalize your email signature. Your Contact Informati...
Add User, Delete User, or Edit User Role
Add User and/or a Partner Go to " Settings " Click " Users " Click " Add a user " Type the name and email of the user or partner you'd like to add Select whether the user is an Admin ,  ...
Currency 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. Navigate to " Settings &...
Default User Roles
Go to "Settings"   Click " Users " Click " Add a User " Type the name and email of the user or partner you'd like to add Select whether the user is an "admin", "manager", or ...
Manage Tags
Go to  Settings > Tags Click on an existing tag or click the Add Tag button at the top of the page to create a new one. Enter the tag name and (optional) select a tag category. It's recommended to categorize your various tags...
HIPAA Security Controls
Introduction The HIPAA Security Controls toggle button is used to indicate to Infusionsoft that your business is regulated by HIPAA and that your Infusionsoft app contains Protected Health Information (also known as "PHI".) It should on...
API Key
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, please talk with the 3rd party developer to fin...
Authorize.Net
Navigate to Settings Click " Billing settings " under " Products, Payment and Invoicing " Click the Add another Payment Processors link to enter your Authorize.Net credentials. Click the Connect  button...
Update Your Billing Information & Make a Payment on Your Account
View your transactions, print statements, update your credit card, billing address, or make a payment on your account. Navigate to Settings Click the My Account Panel Scroll down and click the " View/update your billing info &q...
How to configure your Billing Settings
From Billing Settings  you can configure your currency settings, setup a merchant account, and create, edit, or delete products. Navigate to Settings Once there, click " Billing Settings " Currency Settings&nb...
Add and Manage Products
Go to Settings Then Billing Settings Click " Add a product or service " to create a product Click " Edit " to make changes or delete an existing product.  ...
Gmail Sync
Gmail sync captures the email communications that occurs in Gmail into your contact record. There are two ways that you can initiate the gmail sync feature. How it works Every correspondence you send  or received from your Gmail account wi...
Microsoft email sync
Which email products are supported? Exchange Online  Office 365  Hotmail.com  Live.com  MSN.com  Outlook.com  Passport.com How it works Every correspondence you send  or received from your Micro...