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 p...
  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. Create, edit, and delete custom fields

    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...
  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 naviga...
  5. Advanced 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...
  6. 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...
  7. Custom field types

    You can create up to 150 custom fields for your contact and company records. The field type you choose should correspond with type of data you want to store in a way that satisfies your end-goal for the data (i.e. reporting, merge field, etc.). Be...
  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. 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...
  10. Internal forms

    No two businesses are alike. With a custom internal form, 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 accuracy...