New Articles

  1. Manage contact records on a deal card

    There is now a pane called "Deal Info" on the deal record in Keap Pro/Max. This makes it possible for you to view and manage any associated contact records on the deal without having to leave the deal or pipeline. This allows you to work...
  2. Guide to Updating Your Email Automations for Authenticated Domain Sending (Ultimate - formerly Max Classic)

    In alignment with domain authentication requirements from Google, Yahoo, and other email providers, Keap will begin enforcing email to be sent only from authenticated domains (domains that show as “Connected” in your app).  ...
  3. Guide to Updating Your Email Automations for Authenticated Domain Sending (Pro/Max)

    In alignment with domain authentication requirements from Google, Yahoo, and other email providers, Keap will begin enforcing email to be sent only from authenticated domains (domains that show as “Connected” in your app).  For a...
  4. Keap Pay Best Practices

    How to minimize payment disruption after a payment migration Any time you change processors, there is a risk that some recurring credit card transactions will fail the next time they run. This should not occur with the majority of you...
  5. Account verification during Keap Pay underwriting

    When onboarding with Keap Pay, we ask for information that is essential to the onboarding and underwriting process. Some of the information is legally required and other information is for operational purposes. Here are two of these verification...
  6. Transition to Tokenized Payment Methods

    Keap is changing how we store your client’s credit card data and how you will be able to interact with it. We don’t want to alarm you, as this should be a fairly minor or non adjustment to your business processes, however it is a neede...
  7. Two-Factor Authentication

    Beginning March 11, we’ll be enforcing 2FA on all customer accounts. Two-factor authentication significantly enhances the security of your account by requiring two different forms of identification. This helps protect against common threats su...
  8. Keap Pay Prohibited Businesses List

    The following business types are not eligible for card or ACH processing due to card brand limitation or other applicable laws or regulations: Drugs E-Cigarettes Illegal Drugs and related Paraphernalia Non-pharmaceutical synthetic Drug...
  9. Professional Services Membership

    With Keap’s Professional Services, our business automation experts can build automations in your Keap app for you, so you can focus on what you’d rather be doing. The new Success services Quick Add feature allows you to browse and purch...
  10. Keap Pay - Pro/Max Edition

    Keap Pay is a fully embedded Payments Option owned and sponsored by Keap. By using Keap Pay you will always have access to the most up to date technology we have to offer as well as our world class support. You will be able to see all your payme...