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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
Roadmap Disable the legacy email for free trial, and all new customers Liv...
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Created On: 04/28/2023
in Bulletin
Updates to this transition will be available here [2-1-24] TRANSITION COMPLETE [1-24-24] Third follow-up email sent. [1-10-23] Second follow-up email sent to customers with existing published Convrrt landing pages [12-8-23]...
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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...
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Keap has upgraded its service with Stripe and this upgrade requires some action from you. Completing this action will create a sub-Stripe account under your main Stripe account that funnels all of your Keap-related transactions through it. Doing thi...
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Created On: 02/22/2023
in Bulletin
Updates to this transition will be available here [4.11.2024] Shut down the legacy email builder for free trial and net new apps [3.11.2024] Second email to to customers [8.30.2023] Initial email to customers [7.10.2023] Updated this d...
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Navigate to Contacts > People (optional) Search your contacts by applying a filter (optional) or you can start by choosing a Group Select the contacts that you would like to send to Click the Send broadcast butt...