Popular Articles

  1. 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. Expo...
  2. Creating Automatic Replies for Missed Calls | Keap Business Line

    Convert more leads by quickly and automatically responding to missed calls to your business phone number so you can look professional and responsive.
  3. 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...
  4. 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. "Potential...
  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. How do I locate my application name and edition

    App Name If you need to contact customer support, they will ask for your "application Id" or "app Id" or "app name" in order to help verify your account and to access your application to assist. If you are asking for help in a forum or on a soc...
  7.  Invoices - Create and send an Invoice

    Your browser does not support HTML5 video. 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 Cont...
  8. 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 accura...
  9. 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 ...
  10. Public forms

    Easily capture leads with a public form. Create your form in just a couple of minutes, then share it wherever you wish you capture contact information, such as your website, Facebook page, or Instagram account. Leads who provide their email when f...