Popular Articles

  1. 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 because you can use Keap to track projects,...
  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 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...
  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 Settings in the top navigation. 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 role...
  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. Creating and managing contact lists

    Contact lists are a helpful and useful tool to target a segment of your contacts for communication or other action. Using specific criteria, you can filter your contacts or create a List, which will allow you to quickly take action  (i.e. "...