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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...
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Last Updated: 07/26/2023
in Sales Checkout Forms
Checkout Forms are a unique feature in Keap Max and Pro which allows you to take payment from your customers without an invoice. Build your form, share it with your customers, then kick back and let the money roll in! Create a Checkout Form Nav...
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Keap allows you to create beautiful, stunning, mobile responsive landing pages. Below is how to get started by choosing a template. Navigate to the Advanced Automation Builder and drag the Landing Page goal onto the canvas Dou...
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Last Updated: 10/17/2022
in Reports Email Reports
Most emails bounce because of a permanent issue with the receiving email account, a temporary issue with the receiving email account, or because the email is blocked by the receiving server. When an email bounces, the recipient's server s...
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After choosing your template, follow the instruction below to learn how to set up and design your new Landing Page template. The name you type here will be shown in the browser's title bar. Your website visitors will see this, so make sure to...
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Last Updated: 02/03/2022
in Contacts
It is important to be aware of your contact's email marketability status. Sending to unengaged contacts can negatively impact the delivery of email to engaged contacts who want to receive your email. Keap includes tools to help you re-e...
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Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of an automation sequence or be manually updated by a Keap user. Tags can be applied to individual contact records or through a batch action on a...
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Last Updated: 06/15/2022
in Appointments
This article reviews the in’s and out’s of Appointments. Learn about all the possibilities and time management you can achieve with one simple tool. On a contact record, when viewing the Appointments activity card, or the accompanyin...
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Last Updated: 03/10/2021
in Contacts
Send customized emails directly from a contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. You can send emails from any email address associated with one of your Keap users. T...
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Last Updated: 11/11/2022
in Getting Started
Features Pro Max Max Classic Organize Leads Contact Management ✓ ✓ ✓ B2B Management ✓ ✓ ✓ Opportunity Records ✓ Contact Segmentation (tags) ✓ ✓ ✓ Saved searches/Filters/Contact lists ✓ ...