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Last Updated: 02/17/2021
in Reports Campaign Reports This report shows all contacts who are being marketed to by an advanced automation sequence. This includes both active and queued contacts . Click Reports in the side-menu, then click, Campaign Contacts Click New Search to...
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Now that we have a web form goal, let's connect it to an automated sequence. Drag an Email Confirmation onto the canvas to the right of the landing page. Now, click and drag a Sequence to the right of the Email Confirmation. &nbs...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability Changes at Gmail, Yahoo and others may impact your deliverability - are you prepared for DMARC? In an effort to reduce spam and spoofing, email providers are moving to a policy that will reject mail sent from outside of their respective servers. Th...
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You have the ability to port your Keap Business Line number to another service provider if you are leaving Keap or need to move your phone number for any other reason. Request a port out of Keap To request porting out your Keap Business Line pleas...
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There are a couple of ways to have tags applied when your Customer submits your Landing Page form. Global tags is a generic tag that is applied to everyone who submits your form Field tags are applied only when a specific field is selected ...
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Last Updated: 04/28/2022
in Comms Broadcasts Email broadcast Use Keap's text message broadcasts to send critical communication through text messages via a toll-free 1-800 number. Text messages have an open rate of 94%, much higher than email's ~21% open rate. This feature will initially only be availa...
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Last Updated: 02/23/2021
in Reports Keap Mobile Adding contact to a campaign Navigate to a contact record and tap on the "+" More button Select add to campaign Select a campaign from the available campaigns drop down Select the sequence to add them to F...
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Last Updated: 02/17/2021
in WordPress First, you need to install the WordPress Opt-In form on your website You then need to connect it to your Keap account Next, you will actually build a WordPress Opt-In form . When the form is ready, move on to the next step. Drag the WordPr...
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The Create Order process automates the creation of an invoice, enabling you to automate yet another aspect of your business. You can add products, set up payment options, and send the invoice to contacts that enter this process. How to co...
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Last Updated: 01/31/2024
in Getting StartedLearn how to get the most out of Keap with these introductions to features like Appointments, Broadcasts, Invoices and Quotes, Pipeline, and more.