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Table of Contents
Table of Contents
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Analytics (Max)
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Getting Started
Dashboard
Contacts
Messages
Appointments
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Invoices
Quotes
Recurring Payments
Checkout Forms
Pipeline (Pro/Max)
Broadcasts
Email Builder
Deliverability
Automations
Advanced Automations
Easy Automations
Landing Page
Reports (Pro/Max)
Email Reports
Campaign Reports
Web Form Reports
Financial Reports
Other Reports
Analytics (Max)
Keap Mobile
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Payment processing and currency
Home
Glossary
Getting Started
Getting Started
Pro - Getting Started
Lite - Getting Started
Onboarding checklists
Grant access to Keap Support
Keap Product Family Feature Comparison
Keap welcome videos
Embed Keap on your website
Keap Max
Security questions
Sign in to Keap
Dashboard
Keyboard Shortcuts
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
Contacts
Contact overview
Add contacts
Creating and managing contact lists
Manage deals from the contact record
Prepare import
Import contacts
Custom field types
Create, edit, and delete custom fields
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 (QBO) 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
Messages
Send Picture Messages (MMS)
Send VCF Files
Text message templates
Send and receive text messages from Keap
Appointments
Money
Invoices
Invoices - Create and send an Invoice
Invoices - How to send from a contact record
Invoices auto reminders
Invoices - Payment History
Add recurring charges to an invoice
Issue a Refund
Quotes
Create and send a Quote
Recurring Payments
Recurring payments
Checkout Forms
Checkout Forms
Pipeline (Pro/Max)
Add a Stage
Add a Deal
Manage Deals
Deal Activity Feed
Deal Email
Pipeline automation
Pipeline: Multiple Pipelines
Pipeline: Moving deals to another pipeline
Broadcasts
Broadcast - create a broadcast
Broadcast - managing drafts
Broadcast - view the broadcast report
Email Builder
Advanced Builder - how to add contacts to a broadcast
Advanced Builder - how to design an email
Advanced Builder - A/B test broadcasts
Advanced Builder - best send time for broadcasts
Advanced Builder - check your email for spam
Advanced Builder - HTML Block
Rotating Images
Hosted Email Feature Sunset
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
How to Fix Low Inbox Rates and Content Issues
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
Automations
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
Goals - Email Opened
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
GDPR Helper Campaign Instructions
Keap Strategy Guide
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
Do Something automatically 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
Easy Automations
Easy Automations
Landing Page
Landing page - Choosing a template
Add a Custom Favicon to a Landing Page
Landing Pages - Design And Configure
Landing Pages - Managing Color
Landing Pages - Adding Anchors
Landing Pages - Applying Tags
Landing Pages - Publishing
Landing Pages - Custom URL Parameters
Landing Pages - Hidden Fields
Landing Pages - Archive Templates
Landing Pages - WordPress Plugin
Landing Pages - Supported custom fields
Landing Pages - Publish to a Custom Domain
Landing Pages - Revision manager
Landing Pages - Text editor toolbar
Landing Pages - Tracking
Landing Pages - Social share settings
Landing Pages - Font style
Reports (Pro/Max)
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
Web Form Reports
Web Form Tracker
Web Form Engagement Tracker Report
Financial Reports
All Sales Report
Other Reports
Tag Tracker
Analytics (Max)
Analytics
Keap Mobile
Keap Business Line
Calling and voicemail
Setting up your Keap Business Line
Changing 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 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
Porting
Port/transfer a phone number into Keap
Keap Business Line: Port an AT&T number
Keap Business Line: Port a Google Voice number
Keap Business Line: Port a Sprint number
Keap Business Line: Port a T-Mobile number
Keap Business Line: Port a Verizon number
Keap Business Line: Port a Grasshopper number
Keap Business Line: Port a Sideline number
Keap Business Line: Port a Smartline number
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
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
View Your WordPress Opt-In Form Statistics
Settings
Payment processing and currency
WePay, a Chase company
Who is WePay?
WePay - Setup guide
WePay - add/change payout
WePay - Log in to merchant center
WePay - issuing a refund within merchant center
WePay - updating merchant center email and password
WePay - Download payment and settlement reports In merchant center
WePay - why isn't my balance fully available
WePay - Verifying Customer Identify KYC
WePay - multi factor authentication for merchant center
WePay - why was my withdrawal cancelled or charged back?
WePay - handling chargebacks
WePay Merchant Error Codes
WePay - why do you need my social security number?
WePay - will using WePay affect my taxes
WePay - FAQs
WePay - Canada FAQs
WePay - UK FAQs
Merchant Accounts
PayPal Merchant Account
Stripe Merchant Account
Nexus Merchants Integration
Authorize.Net
My profile
Cancel my Keap Application
Business Profile
How do I locate my application Id?
Add, Delete or Edit User Role
Manage Tags
Public forms
Internal forms
Currency Settings
User Roles
Update Your Billing Information & Make a Payment on Your Account
Lead scoring
QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
Add and Manage Products
HIPAA Security Controls
Gmail Sync
Microsoft email sync
API Key
Zapier integration
Strong Customer Authentication FAQ
Home
Money
Create quotes & invoices
Invoices
(6)
Invoices - Create and send an Invoice
Invoices - How to send from a contact record
Invoices - Auto Reminders
Invoices - Payment History
Add recurring charges to an invoice
See More
Quotes
(1)
Create and send a Quote
Recurring Payments
(1)
Recurring payments
Checkout Forms
(1)
Checkout Forms