Advanced strategies & automation

Take your site to the next level with these ninja strategies

11 articles in this collection
Written by Kyle and Mike

API Campaign Goal Triggers

Run automation when a member logs in, updates a credit card, and more...

Written by Mike
Updated over a week ago

Sequential content delivery

Learn how to set up and control sequential content delivery

Written by Kyle
Updated over a week ago

Action links

Utilize action links to automate actions in your CustomerHub site

Written by Kyle
Updated over a week ago

Add an action link to a page or partial

Utilizing action links in your CustomerHub site

Written by Kyle
Updated over a week ago

Add members to your site using an HTTP post

Use an HTTP post to add members from an Infusionsoft campaign

Written by Mike
Updated over a week ago

Run automation for Public Registration

Learn how to run automation when a member registers via your Public Registration page.

Written by Mike
Updated over a week ago

Run automation for successful or failed Payments

Automate billing management in CustomerHub and Keap/Infusionsoft

Written by Mike
Updated over a week ago

Auto-login feature

How to use auto-login to allow members to sign in via a hyperlink

Written by Kyle
Updated over a week ago

Sell products to free members

Learn how to use CustomerHub to upgrade free members to paid members

Written by Kyle
Updated over a week ago

Embed a Keap / Infusionsoft Webform

Follow these steps to add a webform to a customerhub page.

Written by Mike
Updated over a week ago

Adding Web Analytics Tracking Code to CustomerHub

A 'How-To" guide to adding the Infusionsoft by Keap tracking code.

Written by Mike
Updated over a week ago