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
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,...
Contact activity feed
Every contact record displays an "activity stream" that shows all of the communication events that have taken place recently.  The activity stream includes: Emails tasks notes campaign history ...
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 ...
Contact deal card display
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 mult...
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. The "field type" you choose should correspond with type of data you want to store in a way that satisfies your end-goal for the data (i.e. reporting, merge field, etc.) Below, is a c...
Create custom fields
One size rarely fits all - and that’s why your contact records are customizable. Add up to 100 custom fields, edit or hide existing fields, and create sections to organize the record in a way that makes sense for your business How to add Cu...
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 Search for a contact From the email tab click New e...
Contact type field & associated lists
You can label your contacts as "Customer" "Lead" or "Other" by using the "Contact type" drop down. Easily see your Customers vs Leads with the Default Customer List and Default Lead list. Default lists C...
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 ...
Manually start sequence from contacts
Contact Record On the contact record (or from the list view)  Click "Add (contact's name) to campaign" Select the campaign to which you want to add the contact If there is only  one sequence in th...
Add contacts - 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. Send Follow-up, Introductio...
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,       1. Cl...
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 ...