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Last Updated: 11/04/2025
in Sales Invoices
Your browser does not support HTML5 video. Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice. You can also send an invoice directly from a Co...
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Last Updated: 11/04/2025
in Home Getting Started
You can embed different features of Keap directly on your website. Embed a public form Embed your public form onto your website to make it easier to capture new leads directly into your CRM. Go to Marketing > Forms Make sure you a...
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Last Updated: 10/28/2025
in Contacts
Add a new contact Click the Plus icon and choose Contact from the drop-down Or, if you are currently in the Contacts section, you can click the plus button next to the filter and sort buttons Click Show more fields at the bottom of...
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Last Updated: 11/04/2025
in Sales Recurring Payments
Get paid on time, every time. Say goodbye to the hassle of remembering to bill your clients. You can now set up recurring payments, determine payment frequency, add custom start and end dates, and pause payments when necessary.
Recurring paymen...
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Last Updated: 10/28/2025
in ContactsSpending too much time finding, copying, and pasting the same email over and over? Now, you can edit, save, and easily insert your preferred templates every time you send an email.
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An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to receive marketing. This gives you the ability to focus your marketing efforts on people that have confirmed their e...
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Last Updated: 11/04/2025
in My Day Appointments
Once your Google calendar or Outlook calendar has been connected to Keap, you will set up your booking page. In this article you will personalize the attributes of the appointment day and time they can book. Set your appointment location,...
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Last Updated: 10/28/2025
in ContactsYou can label your contacts as "Client", "Lead" or "Other" by using the contact type label at the top of each contact record. Setting a contact type will also automatically update Keap's default "Lead" and "Contact" lists.
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Last Updated: 11/04/2025
in Settings WordPress
Follow the instructions below to set up our WordPress plugin on your WordPress website. This plugin will allow you to create beautiful, interactive and Keap-compatible web forms on your WordPress site Important Note! You can only connect your ...
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Last Updated: 11/04/2025
in Settings Integrations
Seamlessly sync your products, contacts and invoices from QuickBooks Online. No more manual data entry necessary. All you have to do is connect your QuickBooks Online and Keap accounts and it only takes a few seconds. Information synced betwee...