Articles
Easy Automations
Automating your repetitive tasks just got as simple as “when” and “then”. For example, when someone fills out your public form, then Keap can send them a welcome email. Or assign you a task. Or both. Or… Well, let’s just say there’s a lot more.
Automated text messages in Easy Automations
Use Keap's automated text messaging in Easy Automations to send critical communication through text messages via a toll-free 1-800 number. Text messages have an open rate of 94%, much higher than email's ~21% open rate. This feature will initially o...
Search and sort Easy automations
We've added a new search and sort feature to help you quickly find your Easy automations. While viewing your Easy automations, you can use the search box to search for the title of the automation You can clear the search by clicking on the "x" ...
Test an Easy Automation
After setting up an easy automation, you'll probably want to run yourself through it to make sure it is working properly. In this example, we have a very basic easy automation that sends an immediate email and adds a tag to our record when a form ...
Automation Templates
You will now be able to access our twelve free proven automation templates in your app under the side navigation titled “Automation Templates” as seen below. These templates encompass the four key small business automation areas; marketing, sales,...