Pro and Max
Refine
Getting Started
Dashboard
Contacts
Appointments
Comms
Broadcasts
Business Line
Text Marketing
Sales
Invoices
Quotes
Recurring Payments
Checkout Forms
Marketing
Forms
New Landing Pages
Automations
Easy Automations
Advanced Automations
Legacy Landing Pages
Pipeline
Reports
Email Reports
Campaign Reports
Keap Mobile
Web Form Reports
Financial Reports
Other Reports
Analytics (Max)
Play Blueprints
Collect Leads
Convert Clients
Create Fans
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
WordPress
Settings
Payment processing and currency
Integrations
Table of Contents
Table of Contents
Toggle navigation
Refine
Getting Started
Dashboard
Contacts
Appointments
Comms
Broadcasts
Business Line
Text Marketing
Sales
Invoices
Quotes
Recurring Payments
Checkout Forms
Marketing
Forms
New Landing Pages
Automations
Easy Automations
Advanced Automations
Legacy Landing Pages
Pipeline
Reports
Email Reports
Campaign Reports
Keap Mobile
Web Form Reports
Financial Reports
Other Reports
Analytics (Max)
Play Blueprints
Collect Leads
Convert Clients
Create Fans
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
WordPress
Settings
Payment processing and currency
Integrations
More Resources
Professional Services
Community
Known Issues
API Docs
Keap Facebook Page
Keap Ultimate Help Center
Release Notes
Contact Support
Refine
Getting Started
Dashboard
Contacts
Appointments
Comms
Broadcasts
Business Line
Text Marketing
Sales
Invoices
Quotes
Recurring Payments
Checkout Forms
Marketing
Forms
New Landing Pages
Automations
Easy Automations
Advanced Automations
Legacy Landing Pages
Pipeline
Reports
Email Reports
Campaign Reports
Keap Mobile
Web Form Reports
Financial Reports
Other Reports
Analytics (Max)
Play Blueprints
Collect Leads
Convert Clients
Create Fans
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
WordPress
Settings
Payment processing and currency
Integrations
Home
Glossary
Getting Started
Getting Started
Pro - Getting Started
Onboarding checklists
Grant access to Keap Support
Keap Product Family Feature Comparison
2-step authentication
Keap welcome videos
Embed Keap on your website
Keap Max
Security questions
Sign in to Keap
System Requirements
Social login with Google
Access Keap from your mobile device
Generating a HAR file for Troubleshooting
Playbook checklist
Dashboard
Growth dashboard widgets
Help panel and Learning and Support page
Tasks dashboard widget
Appointments dashboard widget
Add Tasks
Notification center
Global Action Button
Google Reviews dashboard widget
Custom Dashboard
Rearrange Dashboard widgets
Groups widget
Contacts
Contact overview
Add or edit a contact record
Creating and managing groups
Manage deals from the contact record
Prepare import
Import contacts
Custom field types
Create, edit, and delete custom fields on a contact record
Export contacts from Keap
Send a one-off email to a contact
Contact type field & associated lists
Apply a tag to a contact record
Email Templates
Add or remove tags from contact list
Add a contact to an automation from the contact record
Add contacts - follow up with customers
Adding personalization with Merge Fields
QuickBooks Online Contact Import
Contacts Tab
Export from your current system
Add a Note to a Contact
Google Contact Import
Contact record and activity feed
View or update a contact's email marketability status
Companies list
Company records
Upload a file to a contact
Delete contacts
GDPR FAQs
Reassign contacts in bulk
Make phone calls from within Keap
Recommended Actions for New Leads
Time zone and language setting on the contact record
Sorting contacts by last updated
Add and edit a Deal from the Contact area
Identify and Merge Duplicate Contacts
Lead Attribution
Viewing Advanced Automation in Contact History
Appointments
Comms
Broadcasts
Email broadcast
Broadcast - create a broadcast (New Email Builder)
New email builder
Broadcast - managing drafts
Broadcast - view the broadcast report
Text message broadcasts
Send an email broadcast from the Contacts page
Validate a custom domain
New Email Builder
How to create a new email
How to add contacts to a broadcast email
Add a tag when a link is clicked
Send a test email
Add a file download link
Merge custom fields into the Email Builder
emojis
Deliverability
List Hygiene
Acceptable Use Policy - Quick Reference Guide
DMARC May Impact Your Deliverability
Email Address Whitelisting
Explicit Permission
How your from address affects email deliverability
Importing Subscribers
Invalid Hard Bounces
Protect Your Web Form From Bot Attacks
Spam Traps
Spam Complaints
URIBL Greylisting
DKIM
Email IP Range
How to Avoid Content Filters
Engagement Days
DKIM and SPF Setup Example
Deterring Spam Bots
Unengaged Contacts
Deciphering Email Marketing Metrics: Delivery vs Open Rate
Roadrunner Addresses Disabled from Sending
Legacy email broadcast
Broadcast - create a broadcast (Legacy Email Builder)
Legacy Email Builder - how to add contacts to a broadcast
Legacy Email Builder - how to design an email
Legacy Email Builder - A/B test broadcasts
Legacy Email Builder - best send time for broadcasts
Legacy Email Builder - check your email for spam
Legacy Email Builder - HTML Block
Legacy Email Builder - Rotating Images
Hosted Email Feature Sunset
Business Line
Send Picture Messages (MMS)
Send VCF Files
Keap Business Line text message templates
Send and receive text messages with Keap Business Line
KBL SMS Verification Status
Text Marketing
Text Message Broadcast & Automation FAQs
Link shortening for marketing texts
Marketing text message templates
Keap Marketing Number Settings
Text Marketing Reply Management
Toll-free message verification
Sales
Invoices
Invoices - Create and send an Invoice
Invoices - How to send from a contact record
Invoice reminders
Invoices - Payment History
Add recurring charges to an invoice
Issue a Refund
Add sales tax
Charge Customers with Card on File
Quotes
Create and send a Quote
Send a quote or invoice to a company
Recurring Payments
Recurring payments
Checkout Forms
Checkout Forms
Promo codes on Checkout Forms
Upsells on Checkout Forms
Checkout Forms Automation
Apple Pay and Google Pay
Marketing
Forms
Public forms
Internal forms
Forms automation
Adding Text Opt-in on Public Forms
New Landing Pages
New Landing Pages - Create and manage landing pages
New Landing Pages - Design a landing page
New Landing Pages - Automate follow-up
New Landing Pages - Add an anchor link
New Landing Pages - Text marketing opt-in
New Landing Pages - Facebook & Google Analytics
New Landing Pages - Automatically pre-fill landing page from link
New Landing Pages - Add a form to a landing page
URL Parameters
Automations
Easy Automations
Easy Automations
Automated text messages in Easy Automations
Search and sort Easy automations
Test an Easy Automation
Advanced Automations
Goals
A list of available Advanced Automation Goals
Create a Web Form
Make better web forms
Goals - Appointments
Goals - Tag Applied
Goals - Email Link Clicked
Goals - Note Applied
Goals - Task Completed
Goals - Product Purchased
Goals - Opportunity Stage Moved
Goals - Web Page Automation
Goals - API
Goals - Quote Status
Creating a web form with Firefox
Goals - Failed purchase
Campaign builder - canvas tips and tricks
How to Build an Advanced Automation Part 1 - Capture Leads
How to build an Advanced Automation part 2 - Nurture Prospects
How to Build an Advanced Automation Part 3 - Convert Sales
Automation details
Keap Strategy Guide
GDPR Helper Campaign Instructions
Apply or Remove a Tag in a Sequence
Set Up an Email Confirmation Sequence
Decision Diamonds
Start an automation when a tag is applied
Automatically apply a note in a sequence
How to Test Your Decision Diamonds
Automate when a link is clicked
Automatically create a task in a sequence
Do something automatically when a task is complete
Automatically Assign An Owner in a Sequence
Automate something when the API is called
How to build a looping automation
Send an HTTP Post in a Sequence
Republishing Advanced Automations FAQ
Set the value of a field in a sequence
Sequence Timers Overview
Advanced Automation sequence - create order
Delay Timers
Date Timers
Field Timers
Why are contacts queued in my campaign
Campaign Merge Fields
Advanced Automation Builder terminology
Pipeline Stage Moved Automation
Form Submitted goal
Advanced Automation Sequence: Create a Deal
Editing automation timers
Adding URL parameters to links to pre-fill an external web form
Create Dynamic Content with Liquid Syntax
Campaign SMS Automation with Twilio
Add to or remove from sequence
Automated text messages in Advanced Automations
BigCommerce FAQs
Campaign links
Send HTTP Request in a Sequence
Legacy Landing Pages
Legacy Landing Pages - How-To Video
Legacy Landing Pages - Choosing a template
Legacy Landing Pages - Design And Configure
Legacy Landing Pages - Add a Custom Favicon to a Landing Page
Legacy Landing Pages - Managing Color
Legacy Landing Pages - Adding Anchors
Legacy Landing Pages - Applying Tags
Legacy Landing Pages - Publishing
Legacy Landing Pages - Custom URL Parameters
Legacy Landing Pages - Hidden Fields
Legacy Landing Pages - Archive Templates
Legacy Landing Pages - WordPress Plugin
Legacy Landing Pages - Supported custom fields
Legacy Landing Pages - Publish to a Custom Domain
Legacy Landing Pages - Revision manager
Legacy Landing Pages - Text editor toolbar
Legacy Landing Pages - Tracking
Legacy Landing Pages - Social share settings
Legacy Landing Pages - Font style
Pipeline
Add a Stage
Add a Deal
Manage Deals
Deal Activity Feed
Deal Email
Pipeline automation
Deal move automation
Pipeline: Multiple Pipelines
Pipeline: Moving deals to another pipeline
Change deal status while viewing a contact record
Send invoice or quote from a pipeline deal
Change the ordering of Deals
Reports
Email Reports
Sent Email Tracker
Unsubscribe tracker
Email statuses explained
Email bounces explained
Email engagement report - how to setup search
Email engagement report - manage status, tag open, and view reported spam
Bulk Opt-in Contacts
Campaign Reports
Campaign Engagement Tracker
Campaign Progression Tracker
Campaign Goal Tracker
Campaign Sequence Recipients
Keap Mobile
Keap Business Line
Calling and voicemail
Setting up your Keap Business Line
Change or delete your Keap Business Line Number
Incoming Caller ID Setup and Troubleshooting
Incoming Call Settings
Setting a Ringtone
Blocking Phone Numbers
Creating Automatic Replies for Missed Calls
Voicemail: Set Up and Troubleshooting
Make outbound calls with Keap | Keap Business Line
Keap Mobile Business Line: Communication
Messaging
Deleting Keap Business Line text messages
Searching Messages
Sending picture messages
Sending appointment links through messages
Starring messages
Using Siri to send a message (iOS only)
Send a text message with Keap Business Line
Message Actions
Text an invoice from Keap Business Line
Porting
Port/transfer a phone number into Keap
Port/transfer a phone number out of Keap
Keap Mobile: Installation
Keap Mobile: Adding contacts
Keap Mobile: Appointments
Keap Mobile: Managing contacts
Keap Mobile: Contacts add a task
Keap Mobile: Contact add to campaign
Keap Mobile: Quick Actions
Keap Mobile: Adding tasks
Keap Mobile: Contact notes
Keap Mobile: Contact email
Keap Mobile: Contacts emailing an appointment link
Keap Mobile: Contact reschedule or cancel appointments
Keap Mobile: Contact task activity
Keap Mobile: Contact call activity
Keap Mobile: Snooze
Keap Mobile: Message Templates
Keap Mobile: Android
Keap Mobile: Tags
Keap Mobile: Notification and Sound Preferences
Keap Mobile: Invoices
Keap Mobile: Share contact information
Keap Mobile: Settings
Web Form Reports
Web Form Tracker
Web Form Engagement Tracker Report
Financial Reports
All Sales Report
Other Reports
Tag Tracker
Analytics (Max)
Centralized reporting hub
Play Blueprints
Collect Leads
Play Blueprint: Lead Magnet Download
Play Blueprint: Schedule a Free Consult
Play Blueprint: Lead Intake Form
Play Blueprint: Contact Us
Play Blueprint: Free Guide Download
Play Blueprint: Schedule Appointment Online
Convert Clients
Play Blueprint: Sales Offer Broadcast
Play Blueprint: Re-Engagement Offer
Play Blueprint: Sales Pipeline
Play Blueprint: Guide Follow Up + Offer
Play Blueprint: Personalized Check In
Create Fans
Play Blueprint: Email Newsletter Broadcast
Play Blueprint: Nurture Sequence
Play Blueprint: Post-Consult Follow Up
Play Blueprint: Customer Survey
Play Blueprint: Testimonial Request
Play Blueprint: Refer a Friend
Play Blueprint: Surprise Gift
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
WordPress
Install the WordPress Plugin on your Website
Connect Keap To Your WordPress Website
Create a WordPress Opt-In Form
Automate something when someone fills out your WordPress form
Settings
Payment processing and currency
Merchant Accounts
PayPal Merchant Account
Stripe Merchant Account
Eway Merchant Account
Nexus Merchants Integration
Authorize.Net
Creating a sub-Stripe account
Integrations
Email sync
QuickBooks Online Integration: Contact, Product & Invoice Sync
Zapier integration
Cancel my Keap application
My profile & password
Business Details
How do I locate my application name and edition
Add, Delete or Edit User Role
View and Manage Tags
Currency Settings
User Roles
Update Your Billing Information & Make a Payment on Your Account
Lead scoring
Add and Manage Products
HIPAA Security Controls
API Key
Strong Customer Authentication FAQ
Custom fields management
Change your edition, contact limit, or user licenses
Tag automation
View your text message usage
UK/AUS Tax Compliant Invoices
KBL Text Verification Information Center
Home
Getting Started
Keap welcome videos
Last Modified on 02/17/2021 9:54 am MST
Tags:
Keap-Max
Keap-Lite
Keap-Pro
This article applies to: