Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Infinity3 Platform
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Affiliate Management
- Create an affiliate campaign in Infinity3
- Add and onboard affiliates in Infinity3
- Find and use affiliate referral links in Infinity3
- Review commissions and pay affiliates in Infinity3
- Troubleshoot affiliate tracking and access in Infinity3
- Set up pay-per-lead affiliate rewards in Infinity3
- Configure your Affiliate Portal in Infinity3
- Review affiliate performance in Infinity3
- Pause or end an affiliate’s participation in Infinity3
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AI Assistants
- Understand the AI tools available in Infinity3
- Add knowledge sources to your AI assistant in Infinity3
- Set your AI assistant’s instructions and tone in Infinity3
- Test your AI assistant before going live in Infinity3
- Hand AI conversations over to your team in Infinity3
- Pause Conversation AI for one contact in Infinity3
- Set up a Voice AI assistant in Infinity3
- Test your Voice AI assistant in Infinity3
- Review Voice AI call logs in Infinity3
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Automations & Workflows
- Create your first workflow in Infinity3
- Choose workflow triggers and actions in Infinity3
- Test a workflow before using it in Infinity3
- Publish and manage a workflow in Infinity3
- Troubleshoot a workflow that isn’t running in Infinity3
- Control whether contacts can re-enter a workflow in Infinity3
- Stop automated follow-up when a customer replies in Infinity3
- Investigate duplicate workflow messages and tasks in Infinity3
- Investigate a failed workflow action in Infinity3
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Calendars & Appointments
- Connect your Google or Microsoft 365 calendar to Infinity3
- Set your availability and booking hours in Infinity3
- Create and share an appointment booking link in Infinity3
- Book, reschedule and cancel appointments in Infinity3
- Set up appointment confirmations and reminders in Infinity3
- Connect your Google Calendar to Infinity3
- Connect your Microsoft 365 calendar to Infinity3
- Configure linked and conflict calendars in Infinity3
- Troubleshoot appointment availability and time zones in Infinity3
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Client Portal
- Set up your Client Portal in Infinity3
- Brand your Client Portal in Infinity3
- Invite customers to your Client Portal in Infinity3
- Access and use your Client Portal
- Troubleshoot Client Portal access in Infinity3
- Connect a custom domain to your Client Portal in Infinity3
- Share a file with a customer through the Client Portal in Infinity3
- Receive customer files through the Client Portal in Infinity3
- Configure Client Portal document email alerts in Infinity3
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Communities
- Create a community group in Infinity3
- Invite and manage community members in Infinity3
- Create channels and publish posts in Infinity3
- Moderate community content in Infinity3
- Troubleshoot community access and notifications in Infinity3
- Add membership questions to an Infinity3 community
- Create an event in your Infinity3 community
- Add a free course to your Infinity3 community
- Use points and leaderboards in your Infinity3 community
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Courses & Memberships
- Create your first course in Infinity3
- Add and organise course lessons in Infinity3
- Grant access to a course in Infinity3
- Test the learner experience in Infinity3
- Troubleshoot course access in Infinity3
- Set course access dates and duration in Infinity3
- Review learner progress in Infinity3
- Add a quiz to a course in Infinity3
- Configure a course completion certificate in Infinity3
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Documents & Contracts
- Create a proposal or contract in Infinity3
- Send a document for signature in Infinity3
- Create a reusable document template in Infinity3
- Track and download documents in Infinity3
- Troubleshoot document delivery and signing in Infinity3
- Set an expiry date for a document in Infinity3
- Configure document email notifications in Infinity3
- Start follow-up when a document is completed in Infinity3
- Review a declined proposal or contract in Infinity3
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Email Marketing
- Create an email marketing campaign in Infinity3
- Choose recipients for an email campaign in Infinity3
- Personalise campaign emails in Infinity3
- Test and schedule an email campaign in Infinity3
- Review email campaign results in Infinity3
- Set up an email sending domain in Infinity3
- Check sending-domain verification in Infinity3
- Troubleshoot marketing email delivery in Infinity3
- Manage email unsubscribes and suppression in Infinity3
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Events & Ticketing
- Create and publish an event in Infinity3
- Set up tickets and RSVP registration in Infinity3
- Customise your event page in Infinity3
- Manage attendees and check-in in Infinity3
- Troubleshoot event registration and ticket access in Infinity3
- Refund or cancel an event registration in Infinity3
- Automate event reminders and follow-ups in Infinity3
- Collect details for group event bookings in Infinity3
- Help attendees save event tickets to their phone wallet
- Getting Started & Account Settings
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Integrations & Connections
- Connect an external service to Infinity3
- Check a connected service in Infinity3
- Manage connection permissions in Infinity3
- Reconnect an existing service in Infinity3
- Troubleshoot an integration in Infinity3
- Connect Facebook Lead Ads to Infinity3
- Map Facebook Lead Form fields in Infinity3
- Find a missing Facebook Page when connecting Infinity3
- Connect Infinity3 to Zapier
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Media & File Management
- Upload files to Media Storage in Infinity3
- Organise files and folders in Infinity3
- Find and preview media files in Infinity3
- Reuse media files in Infinity3 content
- Replace, delete and restore media files in Infinity3
- Crop and edit images in Infinity3
- Import a file from a link into Infinity3
- Upload and manage media from your phone in Infinity3
- Troubleshoot file uploads and previews in Infinity3
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Online Store & Products
- Create a product in Infinity3
- Set up your online store in Infinity3
- Configure and test store checkout in Infinity3
- Manage store orders and delivery in Infinity3
- Troubleshoot products and store purchases in Infinity3
- Track product and variant stock in Infinity3
- Create a store discount code in Infinity3
- Set shipping zones and delivery rates in Infinity3
- Deliver digital store products in Infinity3
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Opportunities & Pipelines
- Create a sales pipeline in Infinity3
- Add an opportunity to your pipeline in Infinity3
- Move opportunities through pipeline stages in Infinity3
- Record won and lost deals in Infinity3
- Review and organise your sales pipeline in Infinity3
- Track multiple deals for one contact in Infinity3
- Update opportunities in bulk in Infinity3
- Import opportunities into Infinity3
- Restore a deleted opportunity in Infinity3
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Phone & SMS
- Set up a phone number in Infinity3
- Send and reply to text messages in Infinity3
- Make and receive phone calls in Infinity3
- Set up voicemail and missed-call text replies in Infinity3
- Troubleshoot calls and text messages in Infinity3
- Understand UK phone regulatory bundles in Infinity3
- Submit a UK phone regulatory bundle and address in Infinity3
- Check UK regulatory bundle approval in Infinity3
- Use an approved bundle for a UK phone number in Infinity3
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Reporting & Dashboards
- Find your way around dashboards in Infinity3
- Choose reporting date ranges and filters in Infinity3
- Review sales performance in Infinity3
- Review appointment activity in Infinity3
- Export reports and records from Infinity3
- Create a custom dashboard in Infinity3
- Manage dashboard access in Infinity3
- Schedule email reports in Infinity3
- Investigate missing or unexpected dashboard figures in Infinity3
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Tasks & Team Collaboration
- Create a task in Infinity3
- Assign tasks and hand over work in Infinity3
- Manage task due dates and reminders in Infinity3
- Create recurring tasks in Infinity3
- Review and complete team tasks in Infinity3
- Start a private team chat in Infinity3
- Create follow-up tasks automatically in Infinity3
- Give colleagues access using followers in Infinity3
- Find missing tasks in Infinity3
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Websites & Funnels
- Edit a website or funnel page in Infinity3
- Publish website and funnel changes in Infinity3
- Connect a domain to your Infinity3 website or funnel
- Add forms and booking calendars to an Infinity3 page
- Check enquiries from your website or funnel in Infinity3
- Troubleshoot a website or funnel domain in Infinity3
- Check and improve a page’s mobile layout in Infinity3
- Publish an earlier page version in Infinity3
- Redirect an old page URL in Infinity3
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Contacts & CRM
- Add and update contacts in Infinity3
- Import contacts into Infinity3
- Organise contacts with tags in Infinity3
- Add notes and follow-up tasks to contacts in Infinity3
- Find and group contacts with Smart Lists in Infinity3
- Troubleshoot a contact import in Infinity3
- Merge duplicate contacts in Infinity3
- Export contacts from Infinity3
- Restore accidentally deleted contacts in Infinity3
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Email & Conversations
- Connect your Microsoft 365 email to Infinity3
- Connect your Gmail email to Infinity3
- Send and reply to emails in Infinity3
- Find your way around the Conversations inbox
- Keep your Conversations inbox organised
- Troubleshoot missing emails in Infinity3
- Create and use saved email replies in Infinity3
- Add internal comments to customer conversations in Infinity3
- Create saved conversation views in Infinity3
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Social Media
- Connect your social media accounts to Infinity3
- Create a social media post in Infinity3
- Schedule social media posts in Infinity3
- Review and update your social media calendar in Infinity3
- Troubleshoot social media posts that won’t publish
- Request approval for a social media post in Infinity3
- Set up Social Planner email alerts in Infinity3
- Import social media posts in bulk in Infinity3
- Schedule recurring social media posts in Infinity3
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Forms & Surveys
- Create an enquiry form in Infinity3
- Create a customer survey in Infinity3
- Add an Infinity3 form to your website
- Review form and survey submissions in Infinity3
- Connect form and survey submissions to workflows in Infinity3
- Show relevant questions with conditional logic in Infinity3
- Manage Sticky Contact in Infinity3 forms and surveys
- Troubleshoot missing form and survey email alerts in Infinity3
- Set a form or survey confirmation message in Infinity3
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Reputation & Reviews
- Set up customer review requests in Infinity3
- Send a customer a review request in Infinity3
- Read and reply to customer reviews in Infinity3
- Display customer reviews on your website with Infinity3
- Troubleshoot review requests and missing reviews in Infinity3
- Manage review request timing and retries in Infinity3
- Choose how review requests are distributed in Infinity3
- Manage AI-assisted review replies in Infinity3
- Collect customer video testimonials in Infinity3
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Payments & Invoicing
- Connect Stripe to accept payments in Infinity3
- Create products and prices in Infinity3
- Create and send an invoice in Infinity3
- Create and share a payment link in Infinity3
- Track invoices and record received payments in Infinity3
- Test a payment checkout before sharing it in Infinity3
- Refund a customer payment in Infinity3
- Manage a failed customer subscription payment in Infinity3
- Create and manage recurring invoices in Infinity3