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Last Updated: 11/04/2025
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. Note that when viewing search results on most...
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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: 07/23/2025
in Automations Easy AutomationsAutomating your repetitive tasks just got as simple as “when” and “then”. For example, when someone fills out your public form, then Keap can send them a welcome email. Or assign you a task. Or both. Or… Well, let’s just say there’s a lot more.
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Last Updated: 11/04/2025
in Settings 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 is...
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Last Updated: 07/21/2025
in Comms Broadcasts Deliverability
What Is Email Engagement? Email engagement refers to how actively your contacts interact with your emails. It measures actions like opens , clicks , and some form submissions — and how recently those actions occurred. We measure engagemen...
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Last Updated: 11/04/2025
in Home Getting Started
Keap Academy To assist onboarding with Keap, please sign up for the free, on-demand beginner courses at Keap Academy ! Intro Video
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Last Updated: 10/28/2025
in Contacts
Use Tags to organize and group your contact records. With Tags you can filter your contacts, create customized segmentation and lists, and track the metrics of your custom segments over time. There is no limit to the amount of tags you ...
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Last Updated: 11/04/2025
in My Day 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: 11/04/2025
in Settings
To personalize your profile, including your email signature and login credentials, click on your avatar at the bottom left of the page and click on your account details. You can also click on your avatar, choose Settings and then choose My ...
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Last Updated: 06/15/2022
in Contacts After you export data from your current system(s), you should take time to clean it up before importing it into Keap. Data must be in a .CSV format; it’s the only acceptable file type. Here are a few recommendations that will help your import go mor...