Getting Started

Understand basic principles and how to implement

18 articles in this collection
Written by Kyle and Mike

CustomerHub overview

Learn the basics of CustomerHub and how to best utilize it

Written by Kyle
Updated over a week ago

Your CustomerHub Login

Follow these steps to log in to your CustomerHub admin account

Written by Mike
Updated over a week ago

1/23/19 Update: Required Actions

Steps to update your Infusionsoft API connection and log-in credentials for CustomerHub

Written by Mike
Updated over a week ago

CustomerHub Basic - Setup Guide

Learn how to setup your CustomerHub account

Written by Mike
Updated over a week ago

The basics

Getting around in CustomerHub

Discover how to navigate the CustomerHub interface

Written by Kyle
Updated over a week ago

Site navigation

Instructions on how to organize the member site navigation

Written by Kyle
Updated over a week ago

Content types

Understand the difference between pages and partials

Written by Kyle
Updated over a week ago

How do I integrate CustomerHub with Infusionsoft or Keap?

Follow these steps to integrate Customerhub to Infusionsoft / Keap.

Written by Mike
Updated over a week ago

Inviting a new admin User to CustomerHub

Learn how to invite a new admin user to your CustomerHub account

Written by Mike
Updated over a week ago

Application settings

This article details each of the available application settings

Written by Kyle
Updated over a week ago

Manage CustomerHub Account info

Manage Credit Card details, view and download invoices, and more...

Written by Mike
Updated this week

Connect to your Infusionsoft/Keap API

Learn how to connect your CustomerHub to Infusionsoft.

Written by Mike
Updated over a week ago

Reconnect the API to your Infusionsoft/Keap application

Written by Mike
Updated over a week ago

More stuff

Roadmap to success

The step-by-step process of being successful with CustomerHub

Written by Kyle
Updated over a week ago

Add New Members to CustomerHub

A quick overview on how to setup and launch this campaign.

Written by Mike
Updated over a week ago

Add Paid Members to CustomerHub Campaign

Get a quick overview of how to setup and launch this campaign.

Written by Mike
Updated over a week ago

Add to CustomerHub (Sequence Process Only)

Use this campaign to add the CustomerHub process to an existing campaign.

Written by Mike
Updated over a week ago

Convert Free Trials to Membership with CustomerHub

Increase membership conversions with a Free trial.

Written by Mike
Updated over a week ago