Popular Articles

  1. 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  r...
  2. Contact overview

    Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track customers projects, sales, no...
  3. Create, edit, and delete custom fields

    How to add Custom Fields Go to a contact record and click on their avatar Click Edit  at the top right of the page Scroll to the Additional info section at the bottom of the record and click Add custom field Click Create a...
  4. Import contacts

    Download this sample .csv file Import your csv, xlsx, and xls files Before you import, make sure that your data is in csv, xlsx, or xls file format and that they have been properly prepared . Click Contacts  from the left-hand panel...
  5. Email Address Whitelisting

    "Email Whitelisting" is used to describe the act of allowing an email to reach your inbox. This is helpful if you want to make sure a certain business' email doesn't go to your spam folder. Whitelisting is typically accomplished by...
  6. Advanced Builder - how to design an email

    Weather you are creating an Email Broadcast or adding an Email in a Campaign Sequence , you will be using the same Email Builder. In this guide we will review how to navigate to the Email Builder to design professionally branded emails. Pro-Tip! Y...
  7. Add User, Delete User, or Edit User Role

    Add User and/or a Partner Go to " Settings " Click " Users " Click " Add a user " Type the name and email of the user or partner you'd like to add Select whether the user is an Admin ,  Lim...
  8. 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...
  9. Custom field types

    You can add up to 100 custom fields for contact records in Grow and Pro. Infusonsoft: The Keap Experience customers have access to 150 custom fields. The "field type" you choose should correspond with type of data you want to store in a wa...
  10. Add contacts

    Add a new contact Click the  New  button on the top navigation bar Click Contact from the drop down (Optional) Select a Smart form to use to add the new contact Complete the form with the contact's information Cli...