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When you create an automation, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Keap needs to evaluate the information available and use it to choo...
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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...
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Last Updated: 11/04/2025
in My Day 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 accompanying side pan...
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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 Double-click ...
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Last Updated: 11/08/2022
in Comms Business Line Continue your Keap Business Line conversations from your Keap app right on your computer with options to include your appointment links, images, your contact information, and text message templates. Requirements To access Business Line, you mus...
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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 cho...
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Last Updated: 11/04/2025
in Home Dashboard
Overview The Tasks widget shows a list of tasks sorted by due date Checking a task will mark it as complete You can uncheck a task if you accidentally marked it as complete Tasks that you marked as Complete will no longer be vi...
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Last Updated: 11/14/2025
in Comms Broadcasts DeliverabilitySpam is essentially unsolicited email. However, when it comes to the business of email marketing, spam is whatever an email recipient marks as spam. Every person you email is empowered to report any email to their ISP as spam. The ISP then informs us through a Feedback Loop where the spam complaint
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Last Updated: 10/28/2025
in Contacts
Overview The Contacts tab is where you manage your total list of contacts in your Keap application. You can filter your contacts and create custom lists of contacts based on commonalities in field data and tags, Click " Contacts" from the...
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Last Updated: 10/28/2025
in Contacts
The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format. Search for a contact that is associated with a deal The Contact record will display a deal card. If mult...