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    • Tasks dashboard widget
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    • Add Tasks
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    • Custom Dashboard
  • Contacts
    • Contacts
      • Contact overview
      • Add contacts
      • Creating and managing contact lists
      • Manage deals from the contact record
      • Prepare import
      • Import contacts
      • Custom field types
      • Create, edit, and delete custom fields
      • Export contacts from Keap
      • Send a one-off email to a contact
      • Contact type field & associated lists
      • Apply a tag to a contact record
      • Add or remove tags from contact list
      • Email Templates
      • Add a contact to an automation from the contact record
      • Add contacts - follow up with customers
      • Adding personalization with Merge Fields
      • QuickBooks Online (QBO) Contact Import
      • Issue a Refund
      • Contacts Tab
      • Export from your current system
      • Add a Note to a Contact
      • Google Contact Import
      • Contact record and activity feed
      • View or update a contact's email marketability status
      • Companies list
      • Company records
      • Upload a file to a contact
    • Settings
      • Billing Policy and Account Settings
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      • Add User, Delete User, or Edit User Role
      • User Roles
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      • Manage Tags
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      • API Key
      • Authorize.Net
      • Update Your Billing Information & Make a Payment on Your Account
      • How to configure your Billing Settings
      • Add and Manage Products
      • Gmail Sync
      • Microsoft email sync
    • GDPR
      • GDPR FAQs
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      • GDPR Tags
      • GDPR Pruning
      • GDPR - Apply GDPR Tags To Check boxes
      • GDPR - Tag Purchases with Performance of a Contract
      • GDPR Helper Campaign Instructions
      • GDPR Settings Privacy And Compliance
      • GDPR Anonymize a Contact
  • Messages
    • Send Picture Messages (MMS)
    • Send VCF Files
    • Text Message (SMS) Templates
  • Appointments
  • Money
    • Invoices
      • Invoices - Create and send an Invoice
      • Invoices - How to send from a contact record
      • Invoices - How to personalize your email message
      • Invoices auto reminders
      • Invoices - Payment History
    • Quotes
      • Create and send a Quote
    • Recurring Payments
      • Recurring payments
    • Checkout Forms
      • Checkout Forms
  • Pipeline (Pro)
    • Add a Stage
    • Add a Deal
    • Manage Deals
    • Deal Activity Feed
    • Deal Email
    • Pipeline automation
    • Pipeline: Multiple Pipelines
    • Pipeline: Moving deals to another pipeline
  • Broadcasts
    • Broadcast - create a broadcast
    • Broadcast - managing drafts
    • Broadcast - view the broadcast report
    • Email Builder
      • Advanced Builder - how to add contacts to a broadcast
      • Advanced Builder - how to design an email
      •  Advanced Builder - A/B test broadcasts
      • Advanced Builder - best send time for broadcasts
      • Advanced Builder - check your email for spam
      • Advanced Builder - HTML Block
      • Rotating Images
      • Hosted Email Feature Sunset
    • Deliverability
      • List Hygiene
      • Acceptable Use Policy - Quick Reference Guide
      • Configure your SPF records
      • DMARC May Impact Your Deliverability
      • Email Address Whitelisting
      • Explicit Permission
      • How your from address affects email deliverability
      • Importing Subscribers
      • Invalid Hard Bounces
      • Protect Your Web Form From Bot Attacks
      • Spam Traps
      • Spam Complaints
      • URIBL Greylisting
      • DKIM
      • Email IP Range
      • How to Avoid Content Filters
      • How to Fix Low Inbox Rates and Content Issues
      • Engagement Days
      • DKIM and SPF Setup Example
      • Deterring Spam Bots
      • Unengaged Contacts
      • Deciphering Email Marketing Metrics: Delivery vs Open Rate
      • Roadrunner Addresses Disabled from Sending
  • Automations
    • Advanced Automation Builder (Pro)
      • Campaign builder - canvas tips and tricks
      • How to Build an Advanced Automation Part 1 - Capture Leads
      • How to build an Advanced Automation part 2 - Nurture Prospects
      • How to Build an Advanced Automation Part 3 - Convert Sales
      • Goals
        • A list of available Advanced Automation Goals
        •  Create a Web Form
        • Make better web forms
        • Goals - Appointments
        •  Goals - Tag Applied
        •  Goals - Email Link Clicked
        •  Goals - Note Applied
        •  Goals - Task Completed
        •  Goals - Product Purchased
        •  Goals - Opportunity Stage Moved
        •  Goals - Web Page Automation
        •  Goals - API
        •  Goals - Quote Status
        • Goals - Email Opened
        • Creating a web form with Firefox
        • Goals - Failed purchase
      • Automation details
      • Keap Strategy Guide
      • Apply or Remove a Tag in a Sequence
      • Create a Web Form
      • Set Up an Email Confirmation Sequence
      • Decision Diamonds
      • Start an automation when a tag is applied
      • Automatically apply a note in a sequence
      • How to Test Your Decision Diamonds
      • Do Something automatically when a link is clicked
      • Automatically create a task in a sequence
      • Do something automatically when a task is complete
      • Automatically Assign An Owner in a Sequence
      • Automate something when the API is called
      • How to build a looping automation
      • Send an HTTP Post in a Sequence
      • Republishing Advanced Automations FAQ
      • Set the value of a field in a sequence
      • Sequence Timers Overview
      • Advanced Automation sequence - create order
      • Delay Timers
      • Date Timers
      • Field Timers
      • Why are contacts queued in my campaign
      • Campaign Merge Fields
      • Advanced Automation Builder terminology
      • Pipeline Stage Moved Automation
      • Form Submitted goal
      • Advanced Automation Sequence: Create a Deal
      • Editing automation timers
      • Adding URL parameters to links to pre-fill an external web form
      • Create Dynamic Content with Liquid Syntax
      • Campaign SMS Automation with Twilio
      • Add to or remove from sequence
    • Easy Automations
      • Easy Automations
    • Landing Page
      • Landing page - Choosing a template
      • Add a Custom Favicon to a Landing Page
      • Landing Pages - Design And Configure
      • Landing Pages - Managing Color
      • Landing Pages - Adding Anchors
      • Landing Pages - Applying Tags
      • Landing Pages - Publishing
      • Landing Pages - Custom URL Parameters
      • Landing Pages - Hidden Fields
      • Landing Pages - Archive Templates
      • Landing Pages - WordPress Plugin
      • Landing Pages - Supported custom fields
      • Landing Pages - Publish to a Custom Domain
      • Landing Pages - Revision manager
      • Landing Pages - Text editor toolbar
      • Landing Pages - Tracking
      • Landing Pages - Social share settings
      • Landing Pages - Font style
  • Reports (Pro)
    • Email Reports
      • Sent Email Tracker
      • Unsubscribe tracker
      • Email statuses explained
      • Email bounces explained
      • Email engagement report - how to setup search
      • Email engagement report - manage status, tag open, and view reported spam
      • Bulk Opt-in Contacts
    • Campaign Reports
      • Campaign Engagement Tracker
      • Campaign Progression Tracker
      • Campaign Goal Tracker
      • Campaign Sequence Recipients
    • Web Form Reports
      • Web Form Tracker
      • Web Form Engagement Tracker Report
    • Financial Reports
      • All Sales Report
    • Other Reports
      • Tag Tracker
    • Analytics
      • Analytics
  • Keap Mobile
    • Keap Business Line
      • Calling and voicemail
        • Setting up your Keap Business Line
        • Changing your Keap Business Line Number
        • Incoming Caller ID Setup and Troubleshooting
        • Incoming Call Settings
        • Setting a Ringtone
        • Blocking Phone Numbers
        • Creating Automatic Replies for Missed Calls
        • Making a call with your Keap Business Line
        • Voicemail: Set Up and Troubleshooting
        • Changing Your Outbound Number | Keap Business Line
        • Keap Mobile Business Line: Communication
      • Messaging
        • Deleting Text Messages
        • Searching Messages
        • Sending picture messages
        • Sending appointment links through messages
        • Starring messages
        • Using Siri to send a message (iOS only)
      • Porting
        • Port/transfer a phone number into Keap
          • Port/transfer an existing phone number
          • Keap Business Line: Port an AT&T number
          • Keap Business Line: Port a Google Voice number
          • Keap Business Line: Port a Sprint number
          • Keap Business Line: Port a T-Mobile number
          • Keap Business Line: Port a Verizon number
          • Keap Business Line: Port a Grasshopper number
          • Keap Business Line: Port a Sideline number
          • Keap Business Line: Port a Smartline number
        • Port/transfer a phone number out of Keap
    • Keap Mobile: Installation
    • Keap Mobile: Adding contacts
    • Keap Mobile: Appointments
    • Keap Mobile: Managing contacts
    • Keap Mobile: Contacts add a task
    • Keap Mobile: Contact add to campaign
    • Keap Mobile: Quick Actions
    • Keap Mobile: Adding tasks
    • Keap Mobile: Contact notes
    • Keap Mobile: Contact email
    • Keap Mobile: Contacts emailing an appointment link
    • Keap Mobile: Contact reschedule or cancel appointments
    • Keap Mobile: Contact task activity
    • Keap Mobile: Contact call activity
    • Keap Mobile: Snooze
    • Keap Mobile: Message Templates
    • Keap Mobile: Android
    • Keap Mobile: Tags
    • Keap Mobile: Notification and Sound Preferences
    • Keap Mobile: Invoices
  • WordPress
    • Install the WordPress Plugin on your Website
    • Connect Keap To Your WordPress Website
    • Create a WordPress Opt-In Form
    • Automate something when someone fills out your WordPress form
    • View Your WordPress Opt-In Form Statistics
  • Settings
    • Payment processing and currency
      • Merchant Accounts
      • PayPal Merchant Account
      • Stripe Merchant Account
      • WePay, a Chase company
        • Who is WePay?
        • WePay - Setup guide
        • WePay - add/change payout
        • WePay - Log in to merchant center
        • WePay - issuing a refund within merchant center
        • WePay - updating merchant center email and password
        • WePay - Download payment and settlement reports In merchant center
        • WePay - why isn't my balance fully available
        • WePay - Verifying Customer Identify KYC
        • WePay - multi factor authentication for merchant center
        • WePay - why was my withdrawal cancelled or charged back?
        • WePay - handling chargebacks
        • WePay Merchant Error Codes
        • WePay - why do you need my social security number?
        • WePay - will using WePay affect my taxes
        • WePay - FAQs
        • WePay - Canada FAQs
        • WePay - UK FAQs
      • Nexus Merchants Integration
    • Cancel my Keap Application
    • How do I locate my application id?
    • Public forms
    • Internal forms
    • Lead scoring
    • QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
    • Zapier integration
    • Strong Customer Authentication FAQ
  • Home

Automations

Build marketing automation

Advanced Automation Builder (Pro) (54)

  • Goals (16)

  • Campaign builder - canvas tips and tricks
  • How to Build an Advanced Automation Part 1 - Capture Leads
  • How to build an Advanced Automation part 2 - Nurture Prospects
  • How to Build an Advanced Automation Part 3 - Convert Sales
  • See More

Easy Automations (1)

  • Easy Automations

Landing Page (18)

  • Landing page - Choosing a template
  • Add a Custom Favicon to a Landing Page
  • Landing Pages - Design And Configure
  • Landing Pages - Managing Color
  • Landing Pages - Adding Anchors
  • See More
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