Contacts

Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track customers projects, sales, notes, emails sent, and content engagement. Because each customer engages in different ways, it's important to tag customers so you can identify their preferred communication method and connect with them in a way that works best for them! This also helps keep your email list clean as you only be sending emails to customers who expect them and interact with them.

Add contacts

Click "Add a contact" button to enter your contacts details, including First Name, Last Name, email, phone, and "Contact Type".

  • For more information for adding a contact click here
  • For more information regarding the "Contact Type" click here

Follow up with customers

Promptly follow up with your new contacts with an email sent directly from their contact record. Select an email template, customize it if you’d like, and schedule it to send immediately or the next business day. For more information, click here

Filter contacts

You can filter your contacts based on specific criteria or create a Contact List with that specific criteria, which will allow you to quickly take action  (i.e. "Potential leads" - follow up , sending email, etc.) For more information, click here

Import contacts

Import multiple contacts and contact fields using a Excel CVS file. For more information, click here

Bulk updates

Click the top check box to select all contacts or individual check boxes for specific contacts to run any of these actions.

Contact sections

Click on the icons located in the contact card to navigate to the various sections of the contact record. 

  • Contact activity
    Every contact record displays an "activity stream" that shows all of the communication events that have taken place recently. The activity stream includes history of, tasks, notes, emails and appointments. You can keep scrolling down on the page to reveal the complete activity history of the contact.
  • Details
    Click the Details button to view all of the contact record information and to add or change values in the contact record.
  • Email
    Send customized emails directly from your contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email
  • Meet
    Invite your client to meet by sending an appointment request link directly from the contact record. Note:  You must connect your Google Calendar first.
  • Money
    If you are processing payments, this tab will house the purchase history. You can also manually add payments,  create and track invoices, and create and track Quotes. To learn more click here
  • More
    • Tasks
      Track to do's by creating task on the contact record, which will show up in your task list on the dashboard
    • Note
      This is simply a text area for jotting down a quick note on the contact record
    • Campaigns
      The Campaigns section lets you see what campaign the contact is active
    • Files
      Upload files to a contact record as long as they don't exceed 10MB in size
    • Tags
      Segment your contacts into very specific lists so that you can send more targeted marketing messages to those contacts.

Articles

Contact overview
Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track customers projects, sales, no...
Add contacts
Add a new contact Click the  New  button on the top navigation bar Click Contact from the drop down (Optional) Select a Smart form to use to add the new contact Complete the form with the contact's information Cli...
Creating and managing customer lists
You can filter your contacts based on specific criteria or create a Contact List with that specific criteria, which will allow you to quickly take action  (i.e. "Potential leads" - follow up , sending email, etc.) Filter Contacts ...
Manage deals from the contact record
The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format. Search for a contact that is associated with a deal The Contact record will display a deal card. If multip...
Prepare import
After you export data from your current system(s), you should take time to clean it up before importing it into Keap. Data must be in a .CSV format; it’s the only acceptable file type. Here are a few recommendations that will help your import ...
Import contacts
Download this sample .csv file Import your csv, xlsx, and xls files Before you import, make sure that your data is in csv, xlsx, or xls file format and that they have been properly prepared . Click Contacts  from the left-hand panel...
Custom field types
You can add up to 100 custom fields for contact records in Grow and Pro. Infusonsoft: The Keap Experience customers have access to 150 custom fields. The "field type" you choose should correspond with type of data you want to store in a wa...
Create, edit, and delete custom fields
How to add Custom Fields Go to a contact record and click on their avatar Click Edit  at the top right of the page Scroll to the Additional info section at the bottom of the record and click Add custom field Click Create a...
Export contacts from Keap
Easily export all of your contact data, including custom fields.  Pro-Tip! Tags cannot be exported at this time. Click Contacts in the left navigation. Click here to learn how to filter contacts. Select the contacts that you wan...
Send a one-off email to a contact
Send customized emails directly from your contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. Send a one-off email Click the Email  icon on the contact record Draf...
Contact type field & associated lists
You can label your contacts as "Client", "Lead" or "Other" by using the contact label at the top of each contact. Then, easily see your customers vs leads with the Keap's default lists. You can also create your own...
Apply a tag to a contact record
Use Tags to organize and group your contact records. With Tags you can filter your contacts, create customized segmentation and lists, and track the metrics of your custom segments over time. Create a Tag  From your user icon in the top righ...
Add or remove tags from contact list
Add and remove tags from a list of contacts From the left navigation click  Contacts. From the Contacts page select all or filter to find the contacts you want to edit. Once you have selected the contacts to edit, click Add  or ...
Email Templates
Spending too much time finding, copying, and pasting the same email over and over? Now, you can edit, save, and easily insert your preferred templates every time you send an email.
Add a contact to a campaign from the contact record
Add a contact to a campaign Navigate to a contact record and click More Click Add to a campaign Select a campaign Click Add Add multiple contacts to a campaign Navigate to Contacts Select multiple contacts from y...
Add contacts - follow up with customers
Promptly follow up with your new contacts with an email sent directly from their contact record.  Send Follow-up, Introduction, or Invite to set appointment email Navigate to Contacts located on the left navigation Click Add a Contac...
Adding personalization with Merge Fields
Research has shown that emails with personalized content in the subject line or in the email body have higher open and engagement rates.  Many small business owners have seen personalized emails, and would love to have this in their business, b...
QuickBooks Online (QBO) Contact Import
Integrating your business tools just got easier with QuickBooks Online (QBO) import. Once you connect, any new QBO contacts will automatically be tagged and added to Keap. Click Contacts  in the left-hand navigation panel Click Import ...
Issue a Refund
To issue a refund from within your Keap app: Find the contact record Click on the Money  button Click on the Credit card payment made link next to the payment that you want to refund Click the Refund  button Click the...
Contacts Tab
Overview The Contacts tab is where you manage your total list of contacts in your Keap application. You can filter your contacts and create custom lists of contacts based on commonalities in field data and tags,  Click Contacts from th...
Export from your current system
Click on the link below to navigate to the "how to export" documentation of the particular vendor.  Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) format. If your system exports to a ...
Add a Note to a Contact
Adding a note to a contact record is a helpful way to remember an important detail about the person. Notes automatically include a date and time when you save them. Find your contact and click on the Note button Enter your note and click the ...
Google Contact Import
Save time importing your new contacts. Just connect your Google account and import your contacts into Keap. Go to the Contacts tab in your navigation to find your import options.
Contact record and activity feed
The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work.  See your activity grouped by type, and quickl...