Contacts

Add, delete, and manage 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 because you can use Keap to track p...
Add contacts
Add a new contact Click the  New  button on the top navigation bar Click Contact from the drop down Click Show all fields  to access additional contact fields (Optional) Select a Smart form to use to add the...
Creating and managing contact 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 naviga...
Custom field types
You can create custom fields for your contact and company records. Keap Lite and Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to...
Create, edit, and delete custom fields on a contact record
You can create custom fields for your contact and company records. Keap Lite and Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to...
Export contacts from Keap
Easily export all of your contact data, including custom fields.  Pro-Tip!  Tags cannot be exported at this time, however Keap Pro and Keap Max users can utilize the Tag Tracker report to match exported Contact IDs with applied tags. ...
Send a one-off email to a contact
Send customized emails directly from a contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. You can send emails from any email address associated with one of your Keap users. T...
Contact type field & associated lists
You can label your contacts as "Client", "Lead" or "Other" by using the contact type label at the top of each contact record. Setting a contact type will also automatically update Keap's default "Lead" and "Contact" lists.
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. There is no limit to the amount of ...
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 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 ...
Add a contact to an automation from the contact record
Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation Select an automation  Click Add Add multiple contacts to an advanced automation Navigate to a contact list Selec...
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 Contact Import
Integrating your business tools just got easier with QuickBooks Online import. Once you connect, any new QuickBooks Online contacts will automatically be tagged and added to Keap. Click Contacts  in the left-hand navigation panel Click I...
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...
View or update a contact's email marketability status
It is important to be aware of your contact's email marketability status. Sending to unengaged contacts can negatively impact the delivery of email to engaged contacts who want to receive your email.  Keap includes tools to help you re-e...
Companies list
Now you can organize your contacts by company, making it easier to view and interact with them. See all of your companies in one simplified view, complete with a search bar for quick access. Access your Companies list Navigate to your Contacts...
Company records
Organize your relationships and keep important details about your companies front and center on the new Company record. You can use our default fields (phone, email, etc.) or add up to 100 of your own custom company fields for information that&rsquo...
Upload a file to a contact
Upload files to a contact record so you never lose track of important information. You can store any file that is under 10 MB in size and download it from a contact record.  Upload a file Navigate to a contact record Click More Cli...
Delete contacts
If necessary, you can delete contacts in Keap individually or in bulk.
GDPR FAQs
Overview What is the General Data Protection Regulation (GDPR)? The GDPR is the European Union’s new, comprehensive privacy and data protection law that will take effect on May 25, 2018. The primary aim of the GDPR is to regulate how the...
Reassign contacts in bulk
Please note that the method described below is considered a "work-around" as currently, there is no other way to accomplish this directly. Click on Reports  in the left-hand menu Click on the Email engagement tracker report ...