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Last Updated: 05/31/2022
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: 11/27/2023
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 between ...
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A broadcast message is a single message that is sent to an entire list of people at the same time. A broadcast is generally the best option when you need to send the same message to everyone at the same time (e.g., a monthly email newsletter)....
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Last Updated: 03/16/2022
in Reports Email Reports The email status search report will display a list of contacts based on their email status (i.e. bounce, opt-in, opt-out, etc.). Here are the most used search criteria and an example of the results. Manage the marketability status of contac...
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Last Updated: 02/22/2024
in Getting Started Short Introduction to Keap: Long introduction: The Getting Started page is a dedicated resource to guide you on how to setup your application. Keap has created a video library and a checklist for ideas on how to get the most out o...
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Last Updated: 07/10/2023
in Settings Click on your avatar and choose Settings Click Users Click Add a User Type the name and email of the user or partner you'd like to add. Partner emails will be validated to make sure they are a Keap Certified Partner Sele...
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Last Updated: 11/09/2022
in Reports Keap Mobile Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.&n...
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Last Updated: 02/17/2021
in WordPress Important Note! You can only connect your Keap account to one WordPress website. Connecting it to multiple sites will result in new contact records not being created! The plug-in also does support multi-site installations of WordPress as this...
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Last Updated: 02/03/2022
in AppointmentsThe Appointment booking page is for your clients to choose a time that works best for both parties, by allowing you to block out the days you are not available, searching your multiple Google calendars to remove any conflicts, which only leaves truly available time slots.
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Last Updated: 02/22/2024
in Getting Started Your browser does not support HTML5 video. Set up your profiles Set up your Business Profile Set up your User Profile Add your leads and clients
In the Mobile IOS application, you can add contacts manually, import fr...