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Last Updated: 02/03/2022
in 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. Click on your avatar and select Settings &...
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A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional ...
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Last Updated: 02/17/2023
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 ...
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Last Updated: 07/27/2023
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 pay...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability "Email Whitelisting" is used to describe the act of allowing an email to reach your inbox. This is helpful if you want to make sure a certain business' email doesn't go to your spam folder. Whitelisting is typically accomplished by...
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Last Updated: 05/05/2022
in 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 locati...
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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 ema...
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Last Updated: 02/03/2022
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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Last Updated: 10/06/2023
in Settings App Name If you need to contact customer support, they will ask for your "application Id" or "app Id" or "app name" in order to help verify your account and to access your application to assist. If you are asking for...
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Last Updated: 01/25/2022
in 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 conne...