Getting Started

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 Keap ID set up p...

Beginning June 26, 2024, 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 threa...

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 Choose ...

Keap Academy To assist onboarding with Keap, please sign up for the free, on-demand beginner courses at Keap Academy ! Intro Video           ...

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 ...

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 Max Ultimate Max  Classic  SOFTWARE CRM ✓ ✓ ✓ Contact Management ✓ ✓ ✓ Contact Segmentation (tags) ✓ ✓ ✓ Saved searches/filters/contact lists ...

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. Go to Marketing > Forms Make sure you a...

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 Page...

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...

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 that will...