Manage Contacts

A brief overview of the contact record in Infusionsoft.

Manually Add a New Contact to Infusionsoft Click on the ( + )  icon at the top right of any page inside of Infusionsoft. This  "Quick-Add" feature is the fastest and most convenient way to manually create a contact in Infusionsoft. ...

Delete a Contact Record Pro-Tip ! If you do not see a Delete button, you don't have permission to delete the contact asdf dd d dd d d df d fd fd fd fd fdf df df dfdf asdfasdfWarning ! You cannot "undo" this action. If you inadverten...

  If your user permissions allow, you can export contacts and other types of data from Infusionsoft. The data exports to CSV   file format. The example below shows how to export a contact list. You can use the same steps to export referral ...

Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked so that you can retrieve them easily while viewing the...

Navigate to the Contact Record Go to the " Notes " section Note: The number of " Notes " displayed is limited to 10. You can click the " View All " to view all notes for the contact.  Which opens as a pop-up window. Click on...

Infusionsoft keeps a consolidated record of user and system communications like emails, notes, tasks, appointments, and follow-up sequences. These interactions are date stamped and archived within the contact record. Communication history is accessi...

The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a personal interaction. It provides details that help you ...

Keap may be able to restore deleted or altered contact records or other data in your Infusionsoft application. Keap performs regular backups and keeps them for 90 days. The items listed below that are deleted or altered within the last 90 days may b...

An internal form gives you the ability to submit a form on behalf of an existing contact. Internal forms help automate internal workflows. Pro-Tip!  Click here if you are looking to learn how to set up an internal form in the campaign builder....

Set default internal form for quick adding contacts Go to CRM > Settings in the main navigation menu Scroll down to " Adding contacts " at the bottom of the page Select the form you want to set as the default from " Default Quick-...

A common troubleshooting question that many Infusionsoft customers experience is "Why didn't a contact/user receive an email that I sent?" In this article, we'll dive into how you can troubleshoot this question just like our Support Team. Here is t...

When you transition to Infusionsoft from another email system, you will export contacts from the old system so that you can import them into Infusionsoft. When you import a list, you must confirm that you have received prior permission to send email...

Understand what the different email statuses mean in Infusionsoft

You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Infusionsoft to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax . The system will email ...

You can print a letter for one contact or create a letter broadcast to  print one for a group of contacts. Infusionsoft will create a letter in  Microsoft Word with the merge field s already filled in. You just need to print the letter and (if need...

Emails you receive through the Infusionsoft email client are automatically recorded in the communication history of the contact that sent you the message. Your reply is also recorded in the history by default. Most of the time this is desirable sinc...

Alert ! The Linked Contact feature is only recommended for very specific situations. This feature is rarely an ideal way to group contacts together. Tags are the ideal way to group your contacts in Infusionsoft. Some businesses need to track non...

Note: You will need the proper permissions to change the owner drop-down menu Reassign an Individual Contact Record While viewing a contact record, select a user from the owner  drop-down menu. Click on the Save  button to apply the c...

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 just...

While viewing the contact record, click the email icon next to their email address. Create your email now, or select a different starting template by clicking on the Template  button. Click Send Note : Forwarding an email fr...

You can create tasks or appointments from a contact record or from My Day . When you use the My Day calendar, you'll be able to coordinate tasks or appointments with your overall schedule. When you create tasks or appointments on a contact record, ...

You can use Infusionsoft to print a mailing label for one contact or to print mailing labels for a group of contacts. Infusionsoft will create a label document in Microsoft Word with the merge field s already filled and ready to print. Go to CRM...

The email status search report displays a list of people based on the status of their email address (i.e. bounce , opt-in , opt-out , etc.). You may use this search to clean up your database or to follow up with people who have bad email addresses i...

Infusionsoft uses Machine Learning to automatically group your contacts into actionable up-to-date lists, saving you time and offering you insights.  With a simple search, you get list of contacts that may have email address typos, contacts that are...

You can view your accurate email history including a copy of the exact email sent from a contact record. The contact email history contains emails attributed to a contact record via the Gmail sync or Microsoft email sync.   1. Locate a contact r...