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Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accompl...
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Last Updated: 05/19/2023
in Getting Started In order for a Keap employee to access your Keap application for troubleshooting, they will request permission to access the application from the user they are assisting via email.
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Last Updated: 01/31/2024
in DashboardMore reviews means more incoming leads for your business. And now it's even easier to get them with Google Reviews. Increase your online findability, see who’s reviewed you, and easily send tailored messages to request more reviews.
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Last Updated: 03/29/2021
in Settings Introduction The HIPAA Security Controls toggle button is used to indicate to Keap that your business is regulated by HIPAA and that your Keap app contains Protected Health Information (also known as "PHI".) It should only be activated ...
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Last Updated: 07/27/2023
in Pipeline To add a new stage, go to Sales > Pipeline Click " Add a Stage " start typing the name in the text box Click the Save button. ...
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You can display your Landing Page in your WordPress website. You can assign any domain name you own to the landing page. It will give the appearance that the page exists on your website. Log in to your WordPress website Click Plugins Click Ad...
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Last Updated: 07/15/2022
in Bulletin Some features are either not yet available in Keap or are not backwards-compatible with Max Classic. Visually identify your version Max Classic Keap These features are backward-compatible The following fea...
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Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro-Tip! You can override the default time zone with the time zone of the contact record so that your emails send at the most appropriat...
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Last Updated: 03/16/2022
in Reports Email Reports The email status search report will display a list of contacts based on their email status (i.e. bounce , opt-in , opt-out , etc.). Each email address stored in Keap is assigned a status. These status are generally assigned automaticall...
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Last Updated: 02/08/2024
in Contacts The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work. See your activity grouped by type, and quickl...