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September updates 2019 | Keap

Created on: 09/12/2019 in Release Notes

Campaign Builder update: Create a Pipeline Deal Pipeline deals and Campaign Builder (CB) are now integrated with the new "Create a deal" sequence process. You can configure it to bring in the deal name, starting stage, amount, and assig...
Contacts Tab

Created on: 09/10/2019 in Contact Records Contacts

Overview The Contacts tab is where you manage your total list of contacts in your Keap application. You can filter your contacts and create custom lists of contacts based on commonalities in field data and tags, 1. Cl...
Dashboard- Global Actions Button

Created on: 09/10/2019 in Reporting & Insights Dashboard

Overview The Global Actions Button on the Dashboard allows access to key actions from anywhere in the Keap application. Use the Global Actions Button to add contacts, send text messages, create a task, send an email, or add a note to a contact re...
Campaign Sequence- Create a Deal

Created on: 09/05/2019 in Campaigns

You can use the Create a Deal automation in the Campaign builder to trigger adding a deal card to your sales pipeline after a goal is achieved. A good example of this is a web form or a Smart Form goal, followed by a sequence that inc...
Appointments: Booking from calendar

Created on: 09/03/2019 in Appointments

Book Now- Book Appointment from Calendar 1. Click anywhere on the day view of the calendar in the Appointments tab 2. Click Who are you meeting with in the New Appointment box 3. Select a contact from the drop down, or click + Add ...
Keap Mobile iOS: Quick Actions

Created on: 08/27/2019 in Integrations Keap Mobile iOS

You no longer need to open the Keap Mobile app on your iOS device to add a contact, scan a business card, add a task, or send a message. If your iOS device supports Force touch/3D Touch, you can simply press firmly and hold on the Keap icon and choo...
Keap Mobile Business Line: Blocked Numbers

Created on: 08/27/2019 in Integrations Keap Mobile iOS Keap Mobile Business Line Keap Mobile Business Line: Phone Calls

When you block a number, you will not receive calls or messages from that number. If a contact calls or messages you, the call or the message simply wont go through. Some carriers will notify the caller that their call could not be completed. ...
Smart Form Campaign Automation

Created on: 08/23/2019 in Campaigns

You can trigger campaign automation when a smart form is submitted. Smart Forms can trigger and route automation giving you more flexibility and power when building campaigns. Drag Smart Form submitted goal from the sidebar menu onto the canvas ...
Send VCF Files

Created on: 08/16/2019 in Messages

Please Note! This feature requires the free mobile app, Keap Business Line that you can install on your iPhone (iOS only at the moment) You can share your contact information with one click by sending a contact your VCF file A VCF file is a co...
Send Picture Messages (MMS)

Created on: 08/16/2019 in Messages

Please Note! This feature requires the free mobile app, Keap Business Line that you can install on your iPhone (iOS only at the moment) Follow these instructions to send an MMS text message from your Keap app: To select a picture to send to a...