New Articles

  1. Automation builder reporting adjustment

    What to know The sequence count calculation "beyond 30 days" will now only include contacts that entered into the sequence during the selected time period. This adjustment aligns the "beyond 30 day" calculations with the "current 30 days and u...
  2. Send an email with Advanced Automation

    The new automation flow simplifies the way you create emails in automation. Now, you can find all the information in one place and navigate back and forth between the Template and Create steps without losing your content. Getting started ...
  3. How to modify your subscription

    To modify your subscription, you need to access the Edit Subscription page. Click Your Profile Icon and choose Settings Go to My Account Click  View Subscription Details button to see your current plan and usage. Click Edit ...
  4. New Landing Pages - How to Embed Calendly

    You can seamlessly embed a Calendly appointment scheduler directly into your landing pages. This makes it easier to manage appointments without the need of external tools like Zapier. Here's how you can integrate Calendly into your Keap Landing Pa...
  5. Financial Risk

    As a financially responsible service, Keap protects businesses and consumers by evaluating the risk of businesses seeking to process payments through Keap Pay. Keap Pay abides by the various laws and regulations set by the Financial Crimes Enforc...
  6. Keap Pay - Payment Volumes

    As a financially responsible service, Keap Pay protects businesses and consumers by evaluating the risk of businesses seeking to process payments through Keap Pay. Keap Pay abides by the various laws and regulations set by the Financial Crimes En...
  7. Applying for Keap Pay

    When applying for Keap Pay, we ask for information that is essential to the onboarding and underwriting process. Some of this information is for legally-required “Know Your Customer” (KYC) or “Know Your Business” (KYB) processes to identify and v...
  8. New Email Builder Training Links

    Legacy email builder transition: https://help.keap.com/help/legacy-email-builder-transition New email builder vs. legacy email builder and roadmap: https://help.keap.com/help/new-email-builder-vs-legacy-email-builder Legacy email builders’...
  9. Automation List View

    Easy and advanced automations will now be easily accessible from one list view that you will find under “My automations” in the left side navigation. Previously, you had fewer options when it came to sorting and filtering your automations and you ...
  10. Automation Templates

    You will now be able to access our twelve free proven automation templates in your app under the side navigation titled “Automation Templates” as seen below. These templates encompass the four key small business automation areas; marketing, sales,...