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If you already have a phone number for your business with Sprint, Keap can port your number to our partner Twilio so that you can use your existing number with Keap Business Line. When you have collected the required information, you can submit y...
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Last Updated: 01/31/2024
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 ca...
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Last Updated: 03/16/2023
in Automations Easy Automations
Automating 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: 01/04/2023
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 &...
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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 ...
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Last Updated: 11/09/2022
in Settings
Our Billing Policy can be found here View your transactions, print statements, update your credit card, billing address, or make a payment on your account. View my subscription details Click your profile icon and select Settings Cli...
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Last Updated: 02/17/2021
in Comms Broadcasts Deliverability
Engagement is a measure, in days, of how long it has been since a contact has filled out a webform, purchased a product, opened an email, or clicked on an email. Sending emails to unengaged contacts can drastically reduce the success of your email d...
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A contact that is entered into an a advanced automation can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any an...
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By default, all pages hosted by Keap have a URL that ends with infusionsoft.net . For example, https://29jfwi.landingpages.net/your-page-name , which are automatically secure by SSL. If you would like contacts to reach your landing pages through ...
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Last Updated: 01/18/2024
in Appointments
With Keap Appointments, you can manage your schedule by viewing, rescheduling, or canceling appointments with ease. Quickly send your booking link to contacts via email or text, or use share the link online or in an automation. Note : To s...