Goals

Campaign goals initiate the automation contained in the Campaign Sequence it is connected to

Articles

A list of available Advanced Automation Goals
There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Web Form Submitted - Web forms are either hosted on your website or by Keap. When a web form is submitte...
Create a Web Form
A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional ...
Make better web forms
Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean ...
Goals - Appointments
Keap's Advanced Automation Builder includes an Appointments goal to trigger or end automation when an appointment is booked, canceled, or rescheduled. With the Appointments goal, you can save time with automation. Increase your attendance rate b...
Goals - Tag Applied
Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individual contact records or through a batch action on a lis...
 Goals - Email Link Clicked
The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automaticall...
 Goals - Note Applied
  A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate autom...
 Goals - Task Completed
  Tasks that you add to a sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the automation will continue. The task completion goal must be preceded by at least one s...
Goals - Product Purchased
Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . This goal will only be triggered for the products on the order when the firs...
 Goals - Opportunity Stage Moved
  Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a g...
 Goals - Web Page Automation
  Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered. You can ...
 Goals - API
  API Goals connect your app integrations to your automation sequences. Configure your API goal, then connect the goal to a sequence. For example, check out how to create custom API goals when using the BigCommerce integration. Drag an A...
Goals - Quote Status
A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Accepted = quote is accepted  Click and Drag a   goal onto the canvas Optional: Double-click the name below the ic...
Creating a web form with Firefox
With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.&n...
Goals - Failed purchase
Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag, or run other automation. The Failed Purchase ...