Glossary of terms

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Action Set

This is a legacy term that describes a series of events (adding a tag, sending an email, etc…) that happen automatically after being triggered by a link click or a product purchase. You may still hear this term from those that have not migrated over to the Campaign Builder.


A secure interface through which external systems can access and update data in an Infusionsoft application.

App Name

While signed into Infusionsoft, look at the URL in the address bar of your web browser. The first part of the URL before “” is commonly referred to as your App Name . For example, if the URL is “”, then “123abc” is your App Name.

Automation Link

A term used to describe a link in an email that initiates automation. For example, when someone clicks an automation link a tag can be applied to their contact record.


Billing Automation

Automation that occurs when a purchase is made, an autocharge occurs, or when a credit card is going to expire.


The status of an email that cannot be delivered due to a temporary or permanent issue with the recipient’s email address, or the recipient’s email service provider.


Campaign Canvas

The workspace you use to build a campaign in the campaign builder.

Campaign Sequence

A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved, or a business event takes place.

Confirmation Email

An email sent to a new subscriber asking them to confirm their email address. This process helps alleviate spam and bounce d emails and ultimately produces better deliverability. The term “ Double Opt-in Email” is synonymous with “ Confirmation Email .”


Cascading Style Sheets ( CSS ) is a style language used for describing the presentation (the look and formatting) of a document written in a markup language such as HTML .