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 this week

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

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 over a week ago

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

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