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You can automatically set the value of a standard or custom field on the contact record in an Advanced Automation sequence. Use the Set Field Value process Click inside an automation sequence and drag and drop the Set Field Value object o...
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Last Updated: 08/02/2021
in Getting Started Keap Max combines the ease-of-use and interface of Keap with many of the powerful features and benefits of Infusionsoft by Keap. Max includes all features and functionality of Pro, such as Appointments, our Keap Business Line, and mobile app, plus...
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Last Updated: 02/23/2021
in Reports Keap Mobile You can view all the call history of a contact record by navigating to a contact Once you make or receive a call from that user, you'll see a card in the contact activity labeled calls. Tap this card to see all of your calls with that conta...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability Gaining explicit permission for email marketing is not only a best practice, but it's also required by Infusionsoft , and most email service providers in the industry. Email marketing without permission will negatively impact your sender re...
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Last Updated: 02/17/2021
in Pipeline Each time to you move a deal to a different stage, the Deal activity feed will make a record of the event with a date and timestamp. To see the Deal activity, simply open any Deal card (either by going to a contact record or going directly to your ...
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Last Updated: 07/27/2023
in Reports Financial Reports View your sales data in graphical and itemized format with the All sales report in Keap. Just click on Reports in the side panel menu The All sales report will show you the following sales totals in the period you specify compared to...
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Last Updated: 02/03/2022
in Sales Checkout Forms Give your customers an additional reason to buy with a discount promo code to use on Keap's checkout forms. Promo codes allow you to create exclusive discounts that you can share with specific leads or specific stages in your buyers' journey...
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Last Updated: 02/03/2022
in Sales Invoices Issue a refund Navigate to Sales > Invoices to locate the invoice Click the payment you want to refund At the bottom of the invoice, click the payment Click Refund Click the confirmation button to process the refund ...
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There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Web Form Submitted - Web forms are either hosted on your website or by Keap. When a web form is submitte...
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Last Updated: 02/01/2022
in Contacts Adding a note to a contact record is a helpful way to remember an important detail about the person. Notes automatically include a date and time when you save them. Find your contact and click on the Note button Enter your note and click the ...