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WePay, a Chase company
Table of Contents
Table of Contents
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Advanced Automation Builder (Pro)
Easy Automations
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Broadcasts
Email Builder
Deliverability
Automations
Advanced Automation Builder (Pro)
Easy Automations
Landing Page
Reports (Pro)
Email Reports
Campaign Reports
Web Form Reports
Financial Reports
Other Reports
Analytics
Keap Mobile
Keap Mobile Business Line
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WePay, a Chase company
Home
Glossary
Getting Started
Getting Started
Keap Pro - Getting Started
Keap Grow - Getting Started
Onboarding checklists
Grant access to Keap Support
Keap Product Family Feature Comparison
Keap welcome videos
Embed Keap on your website
Keap Max
Dashboard
Keap Dashboard
Keyboard Shortcuts
Help panel and Learning and Support page
Tasks dashboard widget
Appointments dashboard widget
Customer Lifecycle Dashboard
Add Tasks
Notification center
Messages on web
Global Action Button
Google Reviews dashboard widget
Custom Dashboard
Contacts
Contacts
Contact overview
Add contacts
Creating and managing customer 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
Add or remove tags from contact list
Email Templates
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
Issue a Refund
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
Settings
Billing Policy and Account Settings
Business Profile
My Profile
Add User, Delete User, or Edit User Role
User Roles
Currency Settings
Manage Tags
HIPAA Security Controls
API Key
Authorize.Net
Update Your Billing Information & Make a Payment on Your Account
How to configure your Billing Settings
Add and Manage Products
Gmail Sync
Microsoft email sync
GDPR
GDPR FAQs
GDPR - Link to Your Privacy Policy
GDPR Tags
GDPR Pruning
GDPR - Apply GDPR Tags To Check boxes
GDPR - Tag Purchases with Performance of a Contract
GDPR Helper Campaign Instructions
GDPR Settings Privacy And Compliance
GDPR Anonymize a Contact
Messages
Send Picture Messages (MMS)
Send VCF Files
Text Message (SMS) Templates
Appointments
Money
Invoices
Invoices - Create and send an Invoice
Invoices - How to send from a contact record
Invoices - How to personalize your email message
Invoices auto reminders
Invoices - Payment History
Quotes
Create and send a Quote
Recurring Payments
Recurring payments
Checkout Forms
Checkout Forms
Pipeline (Pro)
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
Configure your SPF records
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
Infusionsoft 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
Automations
Advanced Automation Builder (Pro)
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
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
Create a failed purchase goal
Automation details
Keap Strategy Guide
Apply or Remove a Tag in a Sequence
Create a Web Form
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)
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
Analytics
Keap Mobile
Keap Mobile Business Line
Keap Mobile Business Line: Phone number and calls
Keap Mobile Business Line: Set up your phone number
Keap Mobile Business Line: Caller ID
Keap Mobile Business Line: Outbound Calls
Keap Mobile Business Line: Voicemail & Transcriptions
Keap Mobile Business Line: Blocked Numbers
Keap Mobile Business Line: Missed call auto-response
Keap Mobile Business Line: Call forwarding
Keap Mobile Business Line: Call ringtone
Keap Mobile Business Line: Change your registered number
Keap Mobile Business Line: Communication
Keap Mobile Business Line: Change your Keap Business Line number
Keap Mobile Business Line: Managing Messages
Keap Mobile Business Line: Delete Messages
Keap Mobile Business Line: Search Messages
Keap Mobile Business Line: Messages How-To Part 1
Keap Mobile Business Line: Messages How-To Part 2
Keap Mobile: Send a message with Siri (iOS)
Keap Mobile Business Line: Phone Number Porting
Keap Business Line: Port/transfer an existing phone number
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 your Keap Business Line 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 Infusionsoft 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
Cancel my Keap Application
How do I locate my application id?
Public forms
Lead scoring
Merchant Accounts
PayPal Merchant Account
QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
Internal forms
Stripe Merchant Account
Zapier integration
Strong Customer Authentication FAQ
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
Home
Money
Create quotes & invoices
Invoices
(5)
Invoices - Create and send an Invoice
Invoices - How to send from a contact record
Invoices - How to personalize your email message
Invoices - Auto Reminders
Invoices - Payment History
Quotes
(1)
Create and send a Quote
Recurring Payments
(1)
Recurring payments
Checkout Forms
(1)
Checkout Forms