Popular Articles

  1. 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...
  2. 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...
  3. Creating and managing groups

    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. "...
  4. 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...
  5. Setting up your Keap Business Line

    Keap Business Line gives you a second phone number, just for your business. Letting you keep your work and personal texts and calls separate.
  6. 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...
  7.  Invoices - Create and send an Invoice

    Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.  You can also send an invoice directly from a Contact Record .  Create an invoice As y...
  8. Cancel my Keap application

    We are sorry to hear that you are considering cancelling your services. To protect you and your data, we require confirmation from a verified admin/owner of the account before making account changes. For this reason, an emailed request to cancel is ...
  9. Email sync

    Our Email Sync connects Keap with your existing Microsoft or Gmail email account. Incoming and outgoing emails exchanged with your IS contacts automatically sync to your client records, so you can quickly search and view your interactions alongsid...
  10. Embed Keap on your website

    You can embed different features of Keap directly on your website.  Embed a public form Embed your public form onto your website to make it easier to capture new leads directly into your CRM. Click on your avatar and select Settings &...