Tips & Tricks

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...

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 ...

  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. Allow 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 file that is un...

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 frequency for the ...

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...

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...

  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  Infusionsoft user. Repeat...

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 You...

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...

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...

Make sure your browser settings are set to the correct language.  Set up Chrome Language Default  Open Chrome, click the Customize and Control Google Chrome toolbar option in the upper right corner. Click Settings. Scroll to the bottom ...

With the migration to Google Cloud Services we no longer send a static IP address; meaning, the IP Address is subject to change. You should always look up our SPF record to get the latest IP Addresses using the MXToolBox   SPF Record Lookup Pa...

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  Step 2 Under S...

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 and makes it stand out. That being s...