New Articles

  1. Migrating to Keap Pay

    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...
  2. Keap Pay - Payments

    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...
  3. Keap Pay - Deposits

    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...
  4. Keap Pay - Beneficial Owners Data Requirement

    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...
  5. Keap Pay - Information Required for Verification

    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...
  6. Keap Pay - Supporting Documents for Verification

    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...
  7. How to convert legacy emails into the new builder

    We're streamlining our email-building process by consolidating various email builders into one unified tool that will eventually replace our legacy builder. The good news is that we’ll do most of the work for you! The New Email Builder ...
  8. 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 more effi...
  9. 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).  For automations ...
  10. 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 automations that a...