-
Last Updated: 06/13/2022
in Settings 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...
-
Last Updated: 03/03/2022
in Settings 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...
-
Last Updated: 02/28/2023
in Contacts 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. "...
-
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...
-
Keap Business Line gives you a second phone number, just for your business. Letting you keep your work and personal texts and calls separate.
-
Last Updated: 02/14/2022
in Marketing 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...
-
Last Updated: 02/03/2022
in Sales Invoices 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...
-
Last Updated: 07/08/2022
in Settings 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 ...
-
Last Updated: 03/30/2022
in Settings Integrations 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...
-
Last Updated: 05/23/2023
in Marketing 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 fil...