Keap/Infusionsoft

Zero dollar invoice workaround
https://www.loom.com/share/95e28a4543154e4d962a8c4c41060f3f
Tue, 29 Jun, 2021 at 10:17 AM
Adjusting the price in an order.
I will list the instructions for adjusting the product price. See below. That is because the product amount has not been changed in the invoice. You nee...
Tue, 27 Jul, 2021 at 2:51 PM
yahoo email issues
An email should be coming down from Maite on how to handle these folks with Yahoo accounts. We either need to email them the details from Outlook or get a d...
Tue, 9 Nov, 2021 at 4:15 PM
Veteran Voucher (VV) process
The Vet Voucher (VV) cannot be added to the account until the order the voucher is to be applied to has been invoiced. You also have to wait for the voucher...
Mon, 20 Dec, 2021 at 10:50 AM
Order - Subscription - invoice issues / Adding Back to Back memberships
If you add subscriptions back to back on the same contact record within a short period of time it was cause weird things like this. it takes about 10 mins f...
Fri, 27 May, 2022 at 12:34 PM
HH Memberships - How they work and how to add one
HH Memberships  It all starts with 5 items  First, always check for these 5 items before starting any new or renewed HH accounts:  In the Linked ...
Mon, 6 Jun, 2022 at 9:22 PM
Processing a subscription - changing the price and date
These steps can be applied to any and all subscriptions used in Keap. (*) indicates something to be mindful of. Add the order from the internal form. Ch...
Wed, 15 Jun, 2022 at 12:44 PM
Keap - email is opted out by system Restricted Email address - Email opt-in requirement
Email opt-in requirement This was a rare occurrence but is starting to show up more now. It will help speed up the turnaround time on support ticket...
Wed, 31 Aug, 2022 at 3:52 PM
Keap - email is opted out by system Restricted domain - hush and hushmail
This email opt-out is a little different from the normal opted-out by the system. Since it is a restricted domain, we will need a different email address f...
Wed, 31 Aug, 2022 at 3:39 PM
Keap - Email issues - getting some emails but not others - Outlook
This sounds like a spam filter that is catching some of the emails sent through Keap. The fact that they are receiving most emails tells me that they can g...
Thu, 9 Feb, 2023 at 10:56 AM