Manually Add a New Contact to Keap
- Click the Add button on the top navigation bar, Click Contact from the drop down, select the form you want to use to add your new contact
- Fill in the fields, select a contact category (Lead, Customer, Other), and click Save in the upper right hand corner.
- Choose your next action for your new contact Next Steps box. Click on the contact icon to open the new contact record.
4. Click Introduce yourself to send an introduction email from template.
5. Edit any fields or the body of the email and click Send now, or Send Later.
6. If Send Later is selected, you have the option to send Tomorrow, In 3 days, or In 7 days.
7. Click Invite to meet to send an email that includes an appointment booking link to your new contact.
If you haven't set up your Appointment Booking Links yet, Click Set up Appointments and follow the steps. This includes connecting your Google calendar to your Keap application and creating Appointment Booking Links that allow your contacts to self-schedule appointments onto your calendar.
Click Here for step-by-step instructions for connecting your Google calendar.
Click Here for step-by-step instructions for setting up your Appointment booking links.
8. Select the Appointment booking link you want to send to your new contact.
9. Edit the email template (if necessary) and click Send Now, or Send Later at the bottom of the page.
10. Click Add another contact to follow this process again to add another new contact to your Keap application.
Delete a Contact Record
- Check the box to the left of the contact record. You can check multiple boxes to delete multiple contacts at once.
- At the bottom of the you have:
- The number of contacts that have a check box
- Click Remove to delete the selected contacts from your database
- The number of contacts that have a check box
This will permanently remove the contact record from Infusionsoft. Also, please note that you will need the appropriate granted to you by your administrator to delete a contact in Infusionsoft.
Check for duplicate contacts on single contact add
This function exists at the Add a contact component in multiple locations across the app including:
- Email modal recipient field
- Sales pipeline
- Creating invoices
Duplicate contact error message
- Navigate to the Contacts page
- Click Add contact button
- Add a contact with an email address that already exists within your Keap app
Note: An error message will appear at the bottom of the screen stating that a contact already exists with that email address
- Click on the View contact link in the error message to navigate to the contact record that already has that email address
If there is more than one contact that has that email address, you will be taken to a filtered view of all contacts matching the given email address attempted to be added.
