Getting Started

Short Introduction to Keap: Long introduction: The Getting Started page is a dedicated resource to guide you on how to setup your application. Keap has created a video library and a checklist for ideas on how to get the most out o...

Your browser does not support HTML5 video. Set up your profiles Set up your Business Profile Set up your User Profile Add your leads and clients In the Mobile IOS application, you can add contacts manually, import fr...

Our onboarding checklists help new Keap customers choose what is most important to their business and provides a list of tasks to get started. You can access all the checklists from the Getting Started  section of your app. Depending on the an...

In order for a Keap employee to access your Keap application for troubleshooting, they will request permission to access the application from the user they are assisting via email.

Features Pro Max Max  Classic  Organize Leads Contact Management ✓ ✓ ✓ B2B Management ✓ ✓ ✓ Opportunity Records ✓ Contact Segmentation (tags) ✓ ✓ ✓ Saved searches/Filters/Contact lists ✓ ...

2-step authentication is a method to increase security of your account by confirming a your identity via two factors: your password and a security code generated by an authenticator app (such as Authy or Google Authenticator) on your phone that on...

Learn how to get the most out of Keap with these introductions to features like Appointments, Broadcasts, Invoices and Quotes, Pipeline, and more.

You can embed different features of Keap directly on your website.  Embed a public form Embed your public form onto your website to make it easier to capture new leads directly into your CRM. Click on your avatar and select Settings &...

Keap Max combines the ease-of-use and interface of Keap with many of the powerful features and benefits of Infusionsoft by Keap. Max includes all features and functionality of Pro, such as Appointments, our Keap Business Line, and mobile app, plus...

Keap requires a security question for each user which is set when creating a new account. If you have not logged in since we implemented this requirement, you will be prompted to create a security question after you enter your email and password. ...

Pro tip!  As you work in Keap, close tabs as you finish with them to avoid being timed out of your application. Create your Keap ID If  you have been invited to a Keap account, you will receive an  email with a link to the Kea...

Supported browser for using your Keap application Keap is a web-based application. You don’t need to download or install software on your computer to access Keap. Since you’ll be using a web browser, let’s review the options tha...

You can now sign in to your Keap account(s) using your Google account. Note that the email address that you currently use to sign in must be a Gmail address in order to sign in with Google. You can change your sign in credentials  here Choos...

Along with the Keap App for Android  and iOS , you can use your mobile device to access the web version of your Keap account. Just sign in as usual using your mobile device. Note that more intensive features, like the Email Builder, Landing P...

In order to troubleshoot certain complex issues, our support team may ask for you to provide us with a HAR file. This is a browser log which can contain error data that will allow us to continue to troubleshoot the issue. Typically, a HAR file is ne...

The Playbook widget allows immediate access to your Getting Started checklist tutorials anywhere in the product. Instead of going back and forth between various areas of the product and then back to the Getting Started checklist page, the floating...

Beginning March 11, we’ll be enforcing 2FA on all customer accounts. Two-factor authentication significantly enhances the security of your account by requiring two different forms of identification. This helps protect against common threats su...