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Created on: 06/01/2023
in Release Notes Lead source attribution (Max) Lead attribution can help you understand which marketing channels are most effective at generating leads, so you can focus your resources on those channels. Learn more . Charge customers with card on file (Pro/Max) ...
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Created on: 05/24/2023
in Bulletin The legacy email builders available in Pro, Max, and Max Classic were built using an older framework that is no longer being actively developed or supported by the development community. Browser support for this framework will eventually go a...
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Created on: 05/12/2023
in Contacts Keap is now automatically capturing any utm_parameters you have on your links to Public Forms, Checkout Forms, and the New Landing Pages. They are being recorded on the contact record, AND you can even start searching through your contacts by utm_pa...
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Created on: 05/10/2023
in Sales Invoices You now have the ability to store and use a customer's card on file for failed payments or future purchases as long as your customer has given you permission to do so. This means you no longer have to reach out and have an awkward conversations ...
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Created on: 05/05/2023
in Bulletin Check out the table below to see the features included in the new builder and what’s coming soon! Features New Builder Legacy Builder Editor Tools Content Y Y Custom Blocks/Groups Y N Static Group N Y ...
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Created on: 03/28/2023
in Bulletin Email fields are currently not labeled the same on the contact import and send a broadcast field matching areas. This may cause confusion of you are trying to map to other email address fields. There are three email address fields in Keap: "Wo...
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Created on: 03/24/2023
in Release Notes Merge Duplicate Contacts (Pro/Max) You can now regularly check for and merge duplicate contact records. First, you will need to check for duplicate records. The dup check tool identifies two matching records at a time based on the criteria you sele...
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Created on: 03/21/2023
in Reports View the Max Classic version of this article You now have a single place where you can see and search all of the available reports in Keap Max. You can also pin your top 10 most relevant reports and saved searches to the top of the page for easy ...
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Created on: 03/21/2023
in Contacts Warning! Currently, the merge duplicate contacts function does not merge Appointments or Deals. Contacts will have to be manually added back to any deals, and any upcoming appointments will need to be cancelled and rescheduled. You can now regu...
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Created on: 03/16/2023
in Automations Easy Automations After setting up an easy automation, you'll probably want to run yourself through it to make sure it is working properly. In this example, we have a very basic easy automation that sends an immediate email and adds a tag to our record whe...