Knowledge Base Logo

Pro and Max

  • More Resources
    • Professional Services
    • Community
    • Known Issues
    • API Docs
    • Keap Facebook Page
    • Max Classic Help Center
    • Release Notes
    • Contact Support
  • Home
  • Glossary
  • Getting Started
    • Getting Started
    • Pro - Getting Started
    • Onboarding checklists
    • Grant access to Keap Support
    • Keap Product Family Feature Comparison
    • 2-step authentication
    • Keap welcome videos
    • Embed Keap on your website
    • Keap Max
    • Security questions
    • Sign in to Keap
    • System Requirements
    • Social login with Google
    • Access Keap from your mobile device
    • Generating a HAR file for Troubleshooting
    • Playbook checklist
  • Dashboard
    • Growth dashboard widgets
    • Help panel and Learning and Support page
    • Tasks dashboard widget
    • Appointments dashboard widget
    • Add Tasks
    • Notification center
    • Global Action Button
    • Google Reviews dashboard widget
    • Custom Dashboard
    • Rearrange Dashboard widgets
    • Groups widget
  • Contacts
    • Contact overview
    • Add or edit a contact record
    • Creating and managing groups
    • Manage deals from the contact record
    • Prepare import
    • Import contacts
    • Custom field types
    • Create, edit, and delete custom fields on a contact record
    • Export contacts from Keap
    • Send a one-off email to a contact
    • Contact type field & associated lists
    • Apply a tag to a contact record
    • Email Templates
    • Add or remove tags from contact list
    • Add a contact to an automation from the contact record
    • Add contacts - follow up with customers
    • Adding personalization with Merge Fields
    • QuickBooks Online Contact Import
    • Contacts Tab
    • Export from your current system
    • Add a Note to a Contact
    • Google Contact Import
    • Contact record and activity feed
    • View or update a contact's email marketability status
    • Companies list
    • Company records
    • Upload a file to a contact
    • Delete contacts
    • GDPR FAQs
    • Reassign contacts in bulk
    • Make phone calls from within Keap
    • Recommended Actions for New Leads
    • Time zone and language setting on the contact record
    • Sorting contacts by last updated
    • Add and edit a Deal from the Contact area
    • Identify and Merge Duplicate Contacts
    • Lead Attribution
  • Appointments
    • Comms
      • Broadcasts
        • Email broadcast
          • Broadcast - create a broadcast (New Email Builder)
          • New email builder
          • Broadcast - managing drafts
          • Broadcast - view the broadcast report
          • Text message broadcasts
          • Send an email broadcast from the Contacts page
          • Validate a custom domain
        • New Email Builder
          • How to create a new email
          • How to add contacts to a broadcast email
          • Add a tag when a link is clicked
          • Send a test email
          • Add a file download link
          • Merge custom fields into the Email Builder
        • Deliverability
          • List Hygiene
          • Acceptable Use Policy - Quick Reference Guide
          • DMARC May Impact Your Deliverability
          • Email Address Whitelisting
          • Explicit Permission
          • How your from address affects email deliverability
          • Importing Subscribers
          • Invalid Hard Bounces
          • Protect Your Web Form From Bot Attacks
          • Spam Traps
          • Spam Complaints
          • URIBL Greylisting
          • DKIM
          • Email IP Range
          • How to Avoid Content Filters
          • Engagement Days
          • DKIM and SPF Setup Example
          • Deterring Spam Bots
          • Unengaged Contacts
          • Deciphering Email Marketing Metrics: Delivery vs Open Rate
          • Roadrunner Addresses Disabled from Sending
        • Legacy email broadcast
          • Broadcast - create a broadcast (Legacy Email Builder)
          • Legacy Email Builder - how to add contacts to a broadcast
          • Legacy Email Builder - how to design an email
          •  Legacy Email Builder - A/B test broadcasts
          • Legacy Email Builder - best send time for broadcasts
          • Legacy Email Builder - check your email for spam
          • Legacy Email Builder - HTML Block
          • Legacy Email Builder - Rotating Images
          • Hosted Email Feature Sunset
      • Business Line
        • Send Picture Messages (MMS)
        • Send VCF Files
        • Keap Business Line text message templates
        • Send and receive text messages with Keap Business Line
        • KBL SMS Verification Status
      • Text Marketing
        • Text Message Broadcast & Automation FAQs
        • Link shortening for marketing texts
        • Marketing text message templates
        • Keap Marketing Number Settings
        • Text Marketing Reply Management
        • Toll-free message verification
    • Sales
      • Invoices
        •  Invoices - Create and send an Invoice
        • Invoices - How to send from a contact record
        • Invoice reminders
        • Invoices - Payment History
        • Add recurring charges to an invoice
        • Issue a Refund
        • Add sales tax
        • Charge Customers with Card on File
      • Quotes
        •  Create and send a Quote
        • Send a quote or invoice to a company
      • Recurring Payments
        • Recurring payments
      • Checkout Forms
        • Checkout Forms
        • Promo codes on Checkout Forms
        • Upsells on Checkout Forms
        • Checkout Forms Automation
        • Apple Pay and Google Pay
    • Marketing
      • Forms
        • Public forms
        • Internal forms
        • Forms automation
        • Adding Text Opt-in on Public Forms
      • New Landing Pages
        • New Landing Pages - Create and manage landing pages
        • New Landing Pages - Design a landing page
        • New Landing Pages - Automate follow-up
        • New Landing Pages - Add an anchor link
        • New Landing Pages - Text marketing opt-in
        • New Landing Pages - Facebook & Google Analytics
        • New Landing Pages - Automatically pre-fill landing page from link
        • New Landing Pages - Add a form to a landing page
    • Automations
      • Easy Automations
        • Easy Automations
        • Automated text messages in Easy Automations
        • Search and sort Easy automations
        • Test an Easy Automation
      • Advanced Automations
        • Goals
          • A list of available Advanced Automation Goals
          • Create a Web Form
          • Make better web forms
          • Goals - Appointments
          • Goals - Tag Applied
          •  Goals - Email Link Clicked
          •  Goals - Note Applied
          •  Goals - Task Completed
          • Goals - Product Purchased
          •  Goals - Opportunity Stage Moved
          •  Goals - Web Page Automation
          •  Goals - API
          • Goals - Quote Status
          • Creating a web form with Firefox
          • Goals - Failed purchase
        • Campaign builder - canvas tips and tricks
        • How to Build an Advanced Automation Part 1 - Capture Leads
        • How to build an Advanced Automation part 2 - Nurture Prospects
        • How to Build an Advanced Automation Part 3 - Convert Sales
        • Automation details
        • Keap Strategy Guide
        • GDPR Helper Campaign Instructions
        • Apply or Remove a Tag in a Sequence
        • Set Up an Email Confirmation Sequence
        • Decision Diamonds
        • Start an automation when a tag is applied
        • Automatically apply a note in a sequence
        • How to Test Your Decision Diamonds
        • Automate when a link is clicked
        • Automatically create a task in a sequence
        • Do something automatically when a task is complete
        • Automatically Assign An Owner in a Sequence
        • Automate something when the API is called
        • How to build a looping automation
        • Send an HTTP Post in a Sequence
        • Republishing Advanced Automations FAQ
        • Set the value of a field in a sequence
        • Sequence Timers Overview
        • Advanced Automation sequence - create order
        • Delay Timers
        • Date Timers
        • Field Timers
        • Why are contacts queued in my campaign
        • Campaign Merge Fields
        • Advanced Automation Builder terminology
        • Pipeline Stage Moved Automation
        • Form Submitted goal
        • Advanced Automation Sequence: Create a Deal
        • Editing automation timers
        • Adding URL parameters to links to pre-fill an external web form
        • Create Dynamic Content with Liquid Syntax
        • Campaign SMS Automation with Twilio
        • Add to or remove from sequence
        • Automated text messages in Advanced Automations
        • BigCommerce FAQs
        • Campaign links
      • Legacy Landing Pages
        • Legacy Landing Pages - How-To Video
        • Legacy Landing Pages - Choosing a template
        • Legacy Landing Pages - Design And Configure
        • Legacy Landing Pages - Add a Custom Favicon to a Landing Page
        • Legacy Landing Pages - Managing Color
        • Legacy Landing Pages - Adding Anchors
        • Legacy Landing Pages - Applying Tags
        • Legacy Landing Pages - Publishing
        • Legacy Landing Pages - Custom URL Parameters
        • Legacy Landing Pages - Hidden Fields
        • Legacy Landing Pages - Archive Templates
        • Legacy Landing Pages - WordPress Plugin
        • Legacy Landing Pages - Supported custom fields
        • Legacy Landing Pages - Publish to a Custom Domain
        • Legacy Landing Pages - Revision manager
        • Legacy Landing Pages - Text editor toolbar
        • Legacy Landing Pages - Tracking
        • Legacy Landing Pages - Social share settings
        • Legacy Landing Pages - Font style
    • Pipeline
      • Add a Stage
      • Add a Deal
      • Manage Deals
      • Deal Activity Feed
      • Deal Email
      • Pipeline automation
      • Deal move automation
      • Pipeline: Multiple Pipelines
      • Pipeline: Moving deals to another pipeline
      • Pipeline reporting and analytics
      • Change deal status while viewing a contact record
      • Send invoice or quote from a pipeline deal
      • Change the ordering of Deals
    • Reports
      • Email Reports
        • Sent Email Tracker
        • Unsubscribe tracker
        • Email statuses explained
        • Email bounces explained
        • Email engagement report - how to setup search
        • Email engagement report - manage status, tag open, and view reported spam
        • Bulk Opt-in Contacts
      • Campaign Reports
        • Campaign Engagement Tracker
        • Campaign Progression Tracker
        • Campaign Goal Tracker
        • Campaign Sequence Recipients
      • Keap Mobile
        • Keap Business Line
          • Calling and voicemail
            • Setting up your Keap Business Line
            • Change or delete your Keap Business Line Number
            • Incoming Caller ID Setup and Troubleshooting
            • Incoming Call Settings
            • Setting a Ringtone
            • Blocking Phone Numbers
            • Creating Automatic Replies for Missed Calls
            • Voicemail: Set Up and Troubleshooting
            • Make outbound calls with Keap | Keap Business Line
            • Keap Mobile Business Line: Communication
          • Messaging
            • Deleting Keap Business Line text messages
            • Searching Messages
            • Sending picture messages
            • Sending appointment links through messages
            • Starring messages
            • Using Siri to send a message (iOS only)
            • Send a text message with Keap Business Line
            • Message Actions
            • Text an invoice from Keap Business Line
          • Porting
            • Port/transfer a phone number into Keap
              • Port/transfer a phone number out of Keap
          • Keap Mobile: Installation
          • Keap Mobile: Adding contacts
          • Keap Mobile: Appointments
          • Keap Mobile: Managing contacts
          • Keap Mobile: Contacts add a task
          • Keap Mobile: Contact add to campaign
          • Keap Mobile: Quick Actions
          • Keap Mobile: Adding tasks
          • Keap Mobile: Contact notes
          • Keap Mobile: Contact email
          • Keap Mobile: Contacts emailing an appointment link
          • Keap Mobile: Contact reschedule or cancel appointments
          • Keap Mobile: Contact task activity
          • Keap Mobile: Contact call activity
          • Keap Mobile: Snooze
          • Keap Mobile: Message Templates
          • Keap Mobile: Android
          • Keap Mobile: Tags
          • Keap Mobile: Notification and Sound Preferences
          • Keap Mobile: Invoices
          • Keap Mobile: Share contact information
          • Keap Mobile: Settings
        • Web Form Reports
          • Web Form Tracker
          • Web Form Engagement Tracker Report
        • Financial Reports
          • All Sales Report
        • Other Reports
          • Tag Tracker
        • Analytics (Max)
          • Centralized reporting hub
        • Play Blueprints
          • Collect Leads
            • Play Blueprint: Lead Magnet Download
            • Play Blueprint: Schedule a Free Consult
            • Play Blueprint: Lead Intake Form
            • Play Blueprint: Contact Us
            • Play Blueprint: Free Guide Download
            •  Play Blueprint: Schedule Appointment Online
          • Convert Clients
            • Play Blueprint: Sales Offer Broadcast
            • Play Blueprint: Re-Engagement Offer
            • Play Blueprint: Sales Pipeline
            •  Play Blueprint: Guide Follow Up + Offer
            •  Play Blueprint: Personalized Check In
          • Create Fans
            • Play Blueprint: Email Newsletter Broadcast
            • Play Blueprint: Nurture Sequence
            •  Play Blueprint: Post-Consult Follow Up
            •  Play Blueprint: Customer Survey
            • Play Blueprint: Testimonial Request
            •  Play Blueprint: Refer a Friend
            • Play Blueprint: Surprise Gift
          • Get Organized [coming soon]
            • Done-For-You Blueprints - see how Keap can build for you!
            • WordPress
              • Install the WordPress Plugin on your Website
              • Connect Keap To Your WordPress Website
              • Create a WordPress Opt-In Form
              • Automate something when someone fills out your WordPress form
            • Settings
              • Payment processing and currency
                • WePay, a Chase company
                  • Who is WePay?
                  • WePay - Setup guide
                  • WePay - add/change payout
                  • WePay - Log in to merchant center
                  • WePay - issuing a refund within merchant center
                  • WePay - updating merchant center email and password
                  • WePay - Download payment and settlement reports In merchant center
                  • WePay - why isn't my balance fully available
                  • WePay - Verifying Customer Identify KYC
                  • WePay - multi factor authentication for merchant center
                  • WePay - why was my withdrawal cancelled or charged back?
                  • WePay - handling chargebacks
                  • WePay Merchant Error Codes
                  • WePay - why do you need my social security number?
                  • WePay - will using WePay affect my taxes
                  • WePay - FAQs
                  • WePay - Canada FAQs
                  • WePay - UK FAQs
                • Merchant Accounts
                • PayPal Merchant Account
                • Stripe Merchant Account
                • Eway Merchant Account
                • Nexus Merchants Integration
                • Authorize.Net
                • Creating a sub-Stripe account
              • Integrations
                • Email sync
                • QuickBooks Online Integration: Contact, Product & Invoice Sync
                • Zapier integration
              • Cancel my Keap application
              • My profile & password
              • Business Details
              • How do I locate my application name and edition
              • Add, Delete or Edit User Role
              • View and Manage Tags
              • Currency Settings
              • User Roles
              • Update Your Billing Information & Make a Payment on Your Account
              • Lead scoring
              • Add and Manage Products
              • HIPAA Security Controls
              • API Key
              • Strong Customer Authentication FAQ
              • Custom fields management
              • Change your edition, contact limit, or user licenses
              • Tag automation
              • View your text message usage
              • UK/AUS Tax Compliant Invoices
            • KBL Text Verification Information Center
            • Home

            Play Blueprints

            Execute top recommended plays

            Collect Leads

            Convert Clients

            Create Fans

            Get Organized [coming soon]

            Done-For-You Blueprints - see how Keap can build for you!

            Copyright © 2023 Keap. All rights reserved.