The new navigation and information architecture for Keap Lite, Pro, and Max improves ease-of-use and helps you achieve specific outcomes. Additionally, a new visual navigation component has been created to help improve the overall appearance and experience of Keap.
How is this different?
Currently, the navigation and structure of Keap has been built around individual features. In the new navigation, features have been grouped by specific outcomes and items have been moved in some cases or renamed in others to increase clarity and ease-of-use.
Navigation has been condensed from 2 components (top and side navigation) into 1 (side navigation), adding vertical space to the app.
Main Navigation
Primary | Home |
Secondary | Dashboard and Getting started |
Related shortcuts | None |
Primary | Contacts |
Secondary | People (formerly All contacts), Companies and Groups (formerly Contact lists) |
Related shortcuts | Tags, Custom fields, Forms |
Primary | My day |
Secondary | Appointments, Tasks |
Related Shortcuts | None |
Primary | Comms |
Secondary | Calls and texts (formerly Messages), Email broadcasts, Text message broadcasts* |
Related shortcuts | Business profile, Domains |
Primary | Sales (formerly Money) |
Secondary | Pipeline*, Quotes, Invoices, Recurring payments, Checkout forms* |
Related shortcuts | Products and service, Payment processing |
Primary | Marketing |
Secondary | Forms, Landing Pages* |
Related shortcuts | Email broadcasts, Text message broadcasts*, Checkout Forms*, Domains |
Primary | Automation |
Secondary | Easy, Advanced* |
Related shortcut | None |
Primary | Reports* |
Secondary | None |
Related shortcuts | None |
* Only available in Keap Pro and Keap Max
Additional navigation elements
Search: Contact search results appear in the left panel
New (+ button)
- Contacts
- Messages
- Appointments
- Tasks
- Emails
Help: Opens help panel
Avatar
- Account information
- Notifications
- Play Blueprints
- Settings
- Switch account
- Sign out
Removed navigation items
The following items have been absorbed into other areas and no longer have their own primary navigation item:
Messages (Now in Comms)
Tasks (Now in My day)
Appointments (Now in My day)
Broadcasts (Now in Comms)
- Pipeline (Now in Sales)
.
Additional notes
Clicking on a primary navigation section will expand the side panel and open the top item in the secondary navigation by default (i.e. Clicking on Contacts will default to People)
Removed keyboard shortcuts
Open or close the secondary navigation panel by clicking on the expand/collapse icon at the top of the navigation bar