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The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone. Please note! Each note object must be configured individually. They cannot be re-used in multiple...
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The new Email Builder is available when adding an email to a sequence in Advanced Automation. Open up a sequence in the campaign builder Drag the Email message goal onto the campaign canvas Double-click the goal to set it up Select ...
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The Sequence is where the Automation happens. This can be as simple as sending an Email after a Web Form filled out or a complete process of creating assigning contact owners, tasks, follow up emails, and more. Timers If the timer between two c...
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Last Updated: 04/20/2022
in Appointments Connect an Outlook Calendar Navigate to My Day > Appointments - or by going to Setting s >Integrations Click Set up Appointments Choose Outlook Calendar Sign in to Outlook with your email address and passw...
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You can use the Create a Deal automation to trigger adding a deal card to your sales pipeline after a goal is achieved. A good example of this use case is a web form or a internal form goal connected to a sequence that includes the Create ...
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Last Updated: 02/03/2022
in Dashboard Our in-app help panel and dedicated Learning and Support page include useful links, details on how to contact Keap Support, and videos explaining how to use key Keap features. Click the question mark icon in the lower, left-hand corner of the navig...
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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. This FAQ is an addendum to the primary WePay FAQ which can be found here. Wh...
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Last Updated: 06/24/2021
in Reports Campaign Reports This report lists contacts who are waiting for a step within a sequence.
It includes all existing contacts who are waiting on a timer. It does not include deleted Contacts, which may cause a variance between the total number of records displa...
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Let's convert the prospect into a customer. Drag a Product purchased goal onto the campaign canvas to the right of the Sequence and give it a name. Double-click the goal and set up the purchase goal. In this example, the goal is satisfied...
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Last Updated: 02/03/2022
in Contacts Promptly follow up with your new contacts with an email sent directly from their contact record. Send Follow-up, Introduction, or Invite to set appointment email Navigate to Contacts > People located on the left navigation Click ...