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Last Updated: 02/17/2021
in Appointments If you are unable to meet with your clients or vice versa, the appointment can be reschedule or canceled. This article will review options of how you and your clients can do that. Request Reschedule You can reschedule by clicking the a...
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With the Landing Page builder in Keap, you have the ability to archive your previous templates that are stored in the Your Templates section of the template selector. This feature is designed to assist with cleaning up your view of previous tem...
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Last Updated: 02/17/2021
in Contacts Upload files to a contact record so you never lose track of important information. You can store any file that is under 10 MB in size and download it from a contact record. Upload a file Navigate to a contact record Click More Cli...
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Keap can calculate the best time to send an email to a given group of recipients. Keap will attempt to calculate the ideal send time for your selected audience when a confidence of at least 75% is met. If the confidence level is lower that 75%, we w...
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Last Updated: 02/03/2022
in Pipeline Send customized emails from deal cards within your Pipeline. With full rich text editing capabilities, you can add bullet points, change font sizes, link to URLs, and more! Add a new Pipeline Click Sales > Pipeline from the left side navig...
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Last Updated: 02/03/2022
in Reports Email Reports Contacts that are added through plugins/integrations can be added as “Non-Marketable”. This is usually because a setting on the plugin/integration side wasn’t configured correctly. If this happens to you, you can use the bulk opt ...
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Last Updated: 06/24/2024
in Contacts Click on the link below to navigate to the "how to export" documentation of the particular vendor. Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) format. If your system exports to a ...
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Last Updated: 02/03/2022
in ContactsIf necessary, you can delete contacts in Keap individually or in bulk.
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The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automaticall...
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Keap offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confidence that your contac...