Advanced Automations

Articles

Campaign builder - canvas tips and tricks
Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accomplis...
How to Build an Advanced Automation Part 1 - Capture Leads
We will capture prospects with a Landing Page, offering a free report titled, “ 7 Mistakes New Pool Owners Make That Cost Them Money ." In exchange for their email address, we will provide to them a free PDF document. Click on Automati...
How to build an Advanced Automation part 2 - Nurture Prospects
Now that we have a web form goal, let's connect it to an automated sequence. Drag an Email Confirmation  onto the canvas to the right of the landing page. Now, click and drag a Sequence to the right of the Email Confirmation. &nbs...
How to Build an Advanced Automation Part 3 - Convert Sales
Let's convert the prospect into a customer. Drag a Product purchased goal onto the canvas to the right of the Sequence and give it a name   Double-click the goal and set up the purchase goal. In this example, the goal is satisfied when...
Automation details
Advanced Automation performance Navigate to Automations  and select the Advanced  tab Select the desired campaign from the list to view the number of total contacts in the campaign (which includes contacts that have been removed fro...
GDPR Helper Campaign Instructions
These instructions will help you download and configure the GDPR Helper Campaign. The purpose of this campaign is to help you better manage the personal information that you store for persons residing in the European Union which is covered by GDPR l...
Keap Strategy Guide
Keap's Strategy Guide  hosts advanced automations in our Marketplace. You can access the Strategy Guide here . On the Strategy Guide, select the category that best describes what you do. Then select what you would like to do with Keap. ...
Apply or Remove a Tag in a Sequence
Tags applied at the beginning of a sequence usually define a specific lead magnet; e.g., Video Tips Series, a segment; e.g., Home Buyer, or a relationship stage; e.g., prospect. Tags applied in the middle of a sequence usually define a period of t...
Set Up an Email Confirmation Sequence
An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to receive marketing. This gives you the ability to focus your marketing efforts on people that have confirmed their ema...
Decision Diamonds
When you create an automation, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Keap needs to evaluate the information available and use it to choose...
Start an automation when a tag is applied
Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of an automation sequence or be manually updated by a Keap user. Tags can be applied to individual contact records or through a batch action on a...
Automatically apply a note in a sequence
The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone. Please note!  Each note object must be configured individually. They cannot be re-used in multiple...
How to Test Your Decision Diamonds
Keap offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confidence that your contac...
Do Something automatically when a link is clicked
The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automaticall...
Automatically create a task in a sequence
The task object assigns a manual follow-up responsibility to an Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user is respon...
Do something automatically when a task is complete
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...
Automatically Assign An Owner in a Sequence
The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a sequence. Double-click on the sequence you wish to edit or create a new sequence. Drag and drop an Assign an Owner  process ...
Automate something when the API is called
API Goals in advanced automations are ways to connect your app integrations to your sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce integrat...
How to build a looping automation
How to setup an advanced automation that will send and/or run an action continually. Create your automation Click on Automations  in the left-hand menu. Click the + button to create a new automation and choose Advanced Automation . ...
Send an HTTP Post in a Sequence
An HTTP Post is used to send information from Keap to a web page that runs a script (e.g., ASP, PHP, Javascript) which extracts data from the URL and processes it on your web server. Please Note!  Only standard port numbers are supported. Sup...
Republishing Advanced Automations FAQ
A common question customers ask is "What happens when I make a change to an existing automation and then re-publish it?" This article will answer specific questions that are commonly associated with re-publishing an advanced automation. ...
Set the value of a field in a sequence
You can automatically set the value of a standard or custom field on the contact record in an Advanced Automation sequence.  Use the Set Field Value process Click inside an automation sequence and drag and drop the Set Field Value object o...
Sequence Timers Overview
The Sequence is where the Automation happens. This can be as simple as sending an Email after a Web Form filled out or a complete process of creating assigning contact owners, tasks, follow up emails, and more. Timers If the timer between two c...
Advanced Automation sequence - create order
The Create Order sequence automates the order-to-invoice process, enabling you to automate yet another aspect of your business. You can add products, set up payment options, and preview and edit the invoice before it sends.  How to conf...
Delay Timers
Delay timers schedule the amount of time that elapses between sequence communications and/or processes. The delay timer is very flexible giving you a great deal of control over when a communication is sent to a contact. It allows you to simulate per...
Date Timers
Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro-Tip! You can override the default time zone with the time zone of the contact record so that your emails send at the most appropriat...
Field Timers
Field Timers allow you to schedule a marketing piece based on a date or date/time field in the contact record. There are two default date fields in every contact record: Anniversary Date and Birthday Date. You can also create your own custom date or...
Why are contacts queued in my campaign
A contact that is entered into an a advanced automation can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any an...
Campaign Merge Fields
Campaign merge fields are useful time-savers when information in your automation changes frequently. For example, if you have five emails in an automation that all reference a constantly changing date, a campaign merge field will save you from editi...
Advanced Automation Builder terminology
The advanced automation builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single auto...
Pipeline Stage Moved Automation
You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline. Drag a Pipeline Stage Moved goal onto the canvas Double-click to open it up and configure which stage you're either moving into or ou...
Form Submitted goal
Kick off automation when you submit an internal smart form or when someone fills out your public lead form with the Form submitted  goal. You can also use custom form fields and decision diamonds to build even more advanced automation. ...
Advanced Automation Sequence: Create a Deal
You can use the Create a Deal automation to trigger adding a deal card to your sales pipeline after a goal is achieved.  A good example of this use case is a web form or a internal form goal connected to a sequence that includes the Create ...
Editing automation timers
Editing Advanced Automation timers in which contacts are queued up can cause unintended consequences and result in unpredictable behavior. If you need to edit a timer that is in a launched automation, review our best practices for editing timers:&nb...
Adding URL parameters to links to pre-fill an external web form
Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the contact...
Create Dynamic Content with Liquid Syntax
Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)
Campaign SMS Automation with Twilio
Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...
Add to or remove from sequence
With the Add to sequence option, you can drop a contact into an automation 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 automation.  Add contacts to...