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. You can track customers projects, sales, no...
  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  r...
  3. Create, edit, and delete custom fields

    Create and add a custom field 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 C...
  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 navigation menu...
  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 the user role for the new user. Below each role are details about their permiss...
  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. Smart Forms - Create and use a Smart Form

    No two businesses are alike. With a custom internal Smart Forms, you can add fields that are specific to your business process, allowing you to capture all the essential details when adding a new contact. Design your form with the right fields for a...
  10. Custom field types

    You can create custom fields for your contact and company records. Keap Grow and Pro customers can create up to 100 custom fields for contact records, while Infusionsoft: The Keap Experience customers can create 150 contact custom fields. All custom...