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Last Updated: 12/20/2021
in Appointments Improve appointment attendance with email reminders With the Easy Automation titled Appointment Reminders , Keap can automatically email reminders to your contacts that have scheduled appointments with you using Keap Appointments. The first ...
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Last Updated: 06/12/2023
in Reports Campaign Reports You are currently only able to see results from the last 30 days This report shows contacts that have received an item within a sequence. This report includes all existing contacts who have received the selected step (e-mail, voice broadcast, etc...
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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. If you've received an email or notification that a withdrawal was cancelled...
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List of Custom fields that can be used in a landing pages form: Currency Date Date/Time Drop-down Email List Box Name Phone Number Radio Text Text Area Website Yes/No List of Custom fields that cannot be used in a landing pag...
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Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individual contact records or through a batch action on a lis...
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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. Most refunds are able to be processed via the contact's order record in yo...
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Last Updated: 02/17/2021
in Reports Web Form Reports The web form activity summary shows detailed activity information about your online web forms. It tells you how many submissions came through a specific web form within a date range. Click the New Search button and you can filter by web form name...
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Last Updated: 02/17/2021
in Reports Campaign Reports This shows contacts who have completed an automation goal. This report includes all existing contacts who have achieved the selected goal(s). It does not include deleted contacts, which may cause a variance between the total number of records displa...
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Last Updated: 05/05/2021
in Getting Started Pro tip! As you work in Keap, close tabs as you finish with them to avoid being timed out of your application. Create your Keap ID If you have been invited to a Keap account, you will receive an email with a link to the Kea...
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Last Updated: 09/01/2022
in Contacts Organize your relationships and keep important details about your companies front and center on the new Company record. You can use our default fields (phone, email, etc.) or add up to 100 of your own custom company fields for information that&rsquo...