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This document outlines what is included when a custom field is installed from one app to another, using Solution Launchpad. What’s included? The following data is included when installing a custom contact or company field:
Field Label...
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This document outlines what is included when a bundle is installed from one app to another, using Solution Launchpad. A bundle is a simple container of multiple items shared via Solution Launchpad. Support for items in a bundle are the following:...
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Created On: 06/25/2024
in My Day Pipeline
Pipeline List View allows users to quickly view a large number of deals and efficiently make changes to them. Getting started - Accessing List view Navigate to a pipeline, and then click List from the tabs at the top of the Pipeline view ...
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What is a chargeback? A chargeback occurs when a cardholder contacts their issuing bank (e.g. Capital One, American Express, Chase) and disputes a purchase made on their credit card. Chargebacks can be initiated by the cardholder or their ban...
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Keap is updating how it securely stores credit card information, called tokenization. This will be rolled out to all payment processors integrated with Keap. If you are processing tokenized payments, you will need to review the themes that are act...
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Keap Pay is Keap’s very own payment solution that helps businesses streamline the payment experience for their customers, obtain clearer financial business insights and follow the entire customer journey directly within their Keap App. Plus, with...
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Solution Launchpad is a new tool from Keap which allows small business automation experts to package and share pre-built solutions with Keap users. Setting up client apps has never been easier. With a few clicks, experts can compile many types of...
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A broadcast message is a single message sent to an entire list of people at the same time. It is generally the best option when you need to send the same message to everyone at the same time (e.g., a monthly email newsletter). It is also the best ...
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Created On: 05/29/2024
in My Day Appointments
An Appointments Manager can manage appointments for other users that have given consent to access their calendar. Your Keap Service Partner or any user with a Manager Role or higher can now create/view/edit other user's appointment types in Keap. ...
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Migrating to a new payment processor is an important change that merits some planning. In Keap there are 3 things you need to be aware of and potentially create a plan to address. What could happen? Any time you move to a new payment proce...