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Last Updated: 07/19/2023
in Play Blueprints Collect Leads Why Run It: To generate leads Who It's For: Businesses that need to fill their funnel with new prospects Implementation time: 15-20min Play Snapshot A Lead Magnet is a play that allows you to exchange something valuable that ...
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Last Updated: 06/17/2024
in Comms Broadcasts Email broadcast
Note! Email marketing is permission-based. Make sure you have permission before you send a broadcast. Review the Keap Acceptable Use Policy . Create a broadcast
Navigate to Comms > Email Broadcasts
Click Create e...
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Delay timers schedule the amount of time that elapses between sequence communications and/or processes. The delay timer is very flexible giving you a great deal of control over when a communication is sent to a contact. It allows you to simulate per...
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Navigate to Settings Select Payment processing and currency Click the Connect button for Authorize.net Enter the following information Name on account Login ID - This is the "API Login ID" you will obtain f...
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Last Updated: 02/03/2022
in ContactsSave time importing your new contacts. Just connect your Google account and import your contacts into Keap. Go to the Contacts tab in your navigation to find your import options.
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Last Updated: 06/25/2024
in Pipeline
To add a new Deal from the Pipeline click My Day from the left hand Nav. When in the pipeline to create a deal click Add new Click Select a contact , select an existing contact from the drop down list, or click +Add &nbs...
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WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. WePay eliminates stress for small businesses needing to accept credit cards. Wi...
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A broadcast message is a single message that is sent to an entire list of people at the same time. You can add your contacts by Tags and Saved searches but you also have an additional search option. Pro-TIp! Email marketing is per...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability Building and maintaining a quality email list will maximize the success of your marketing efforts. A quality email list starts with ensuring permission has been obtained from all subscribers. Use these requirements below as a guide when importing ...
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Last Updated: 09/20/2022
in Pipeline Edit Deal Details Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal. Delete a Deal Click the trash can button to delete a deal. Move a Deal Click on a deal...