When Triggers

There are many different When Triggers to choose from. Each When Trigger is briefly described below. Goals initiated automatically by the Contact... Form is submitted - Web forms are either hosted on your website or by Keap. When an in...

Forms collect information from potential customers who may visit your site, or they can be used as an entry form for you or staff to enter new contacts manually into Keap. Keap's public forms are mobile responsive, so your form looks profess...

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 by ...

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...

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...

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 automation with ...

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 sequence cont...

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 When will only be triggered for the products on the order when the firs...

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 goal and be u...

You can configure automation to take place when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the automation will continue. Drag the Lead Score is Achieved tr...

Please note that this feature is only available for Ultimate  and Classic  editions of Keap 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" e...

When an API calls is made... The API When connects your other business application integrations to your automation sequences. Configure your API when, then connect the API trigger to an action sequence or a series of action sequences. For example, ...

A Quote status trigger can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Accepted = quote is accepted  Click and Drag the Quote status trigger onto the canvas Select the Quote status Click ...

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 Purchas...