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API Goals connect your app integrations to your automation sequences. Configure your API goal, then connect the goal to a sequence. For example, check out how to create custom API goals when using the BigCommerce integration.
Drag an API goa...
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Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered.
You can tr...
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Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a goal and be u...
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Tasks that you add to a sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the automation will continue. The task completion goal must be preceded by at least one sequence cont...
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A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate automation with ...
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Last Updated: 04/17/2024
in Reports Email Reports Each email address stored in Keap is assigned a status. These status are generally assigned automatically, but can also be managed manually with some limitations. You cannot double-opt in a person or single-opt in someone who has previously op...
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Last Updated: 04/15/2024
in Marketing New Landing Pages
You can have certain fields be pre-populated with specific info to help you track certain lead sources instead of needing to copy or duplicate landing pages. By following these steps, the info populates into the field when the landing page initial...
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With the Add to sequence option, you can drop a contact into a campaign, and let them skip the line. Instead of making a contact start from the beginning, you can now add them to a sequence further ahead in the campaign. Drag the Add to seq...
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A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional ...
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With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox. You have two options: Option 1: Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.&n...