Popular Articles

  1. 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 yo...
  2. 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. ...
  3. API Key

    Click Settings in  the drop-down menu at the top right of the page Select API  settings from the list Enter a passphrase. The passphrase is simply a password that you provide to generate your unique API Key. Click Save ....
  4. Creating and managing contact lists

    You can filter your contacts based on specific criteria or create a Contact List with that specific criteria, which will allow you to quickly take action  (i.e. "Potential leads" - follow up, sending email, etc.) Filter contacts ...
  5. Add contacts

    Add a new contact Click the  New  button on the top navigation bar Click Contact from the drop down Click Show all fields  to access additional contact fields (Optional) Select a Smart form to use to add the...
  6. Gmail Sync

    Gmail sync captures the email communications that occurs in Gmail into your contact record. There are two ways that you can initiate the Gmail sync feature. How it works Every correspondence you send from or receive to your Gmail account will ap...
  7. Set Up an Email Confirmation Sequence

    An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to receive marketing. This gives you the ability to focus your marketing efforts on people that have confirmed their ema...
  8. Broadcast - create a broadcast

    A broadcast message is a single message that is sent to an entire list of people at the same time.  A broadcast is generally the best option when you need to send the same message to everyone at the same time (e.g., a monthly email new...
  9. 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.
  10. Landing Pages - Design And Configure

    After choosing your template, follow the instruction below to learn how to set up and design your new Landing Page template. The name you type here will be shown in the browser's title bar. Your website visitors will see this, so make sure to...