Popular Articles

  1. Contact overview

    Add contacts Click the Add button at the top-left of the page and choose Contact . For more information for adding a contact click here For more information regarding the "Contact Type" click here Follow up with custome...
  2. DKIM

    What is DKIM? DKIM (Domain Keys Identified Mail) is a complex email protocol that allows a sender's identity to be authenticated by the recipient to help combat email fraud. How does it work? A public key is used to create a DNS record. ...
  3. Import contacts

    Pro-tip Duplicate contact checking is based on the contact's email address and will happen automatically; contacts with the same email address will not get imported twice. Contact info is updated/replaced when importing CSVs with an...
  4. Create, edit, and delete custom fields on a contact record

    You can create custom fields for your contact and company records. Keap Lite and Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to...
  5. Custom field types

    You can create custom fields for your contact and company records. Keap Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to 100 cust...
  6. View and Manage Tags

    Tags are labels that are applied to contact records, and are used primarily for marketing. Tags are one of the most powerful segmentation tools in your Keap application. Tags segment your contacts into very specific lists so that you can send more t...
  7. Legacy Email Builder - how to design an email

    Whether you are creating an email broadcast or adding an email to an automation sequence , you will be using the Advanced Email Builder. In this guide we will review how to use the Email Builder to design professionally branded emails. Pro-Tip! Yo...
  8. Add, Delete or Edit User Role

    Add a user or a Partner Click on your avatar and choose Settings Click Users . Click Add a user . Type the name and email of the user or partner to add. Select the user role for the new user. Find permissions details below each r...
  9. Export contacts from Keap

    Easily export all of your contact data, including custom fields.  Pro-Tip!  Tags cannot be exported at this time, however Keap Pro and Keap Max users can utilize the Tag Tracker report to match exported Contact IDs with applied tags. ...
  10. API Key

    Legacy Alert! This feature should only be used if a 3rd party developer asked for the encryption key. The encryption key is only needed for the Legacy authentication method. If you are unsure if you should use this please talk with the 3rd party d...