-
Last Updated: 11/04/2025
in Settings WordPress Before starting, complete WordPress Plugin set-up , and identify where and how you want the opt-in form to show up on your web page, and what type of information that you want to capture from your web site visitors. Log into your WordPress acc...
-
An HTTP Post is used to send information from Keap to a web page that runs a script (e.g., ASP, PHP, Javascript) which extracts data from the URL and processes it on your web server. Please Note! Only standard port numbers are supported. Suppor...
-
Last Updated: 11/04/2025
in Home Dashboard
You can add a task on the contact record and it will show up in your task list on the home page dashboard. Your browser does not support HTML5 video.
Click M ore
Select Add a task
Enter details for the task
...
-
Last Updated: 10/11/2024
in Comms Broadcasts Deliverability
What is an Invalid Hard Bounce? When you try to send an email to an address that does not exist, the email provider will return an “Invalid Hard Bounce” response. This indicates the address is not deliverable and that future attempts to deliver e...
-
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...
-
Last Updated: 11/04/2025
in Settings
Set up a product Click on your user avatar and choose Settings Click Products and services Click Add a product or service to create a new item or click Edit on an existing item to update it Enter a product name, descripti...
-
Last Updated: 11/04/2025
in Sales Quotes
Your browser does not support HTML5 video. Create professional looking quotes to send directly to your contacts. Customers can easily accept your quote by clicking the ‘Accept Quote’ button, and your quotes can be quickly converted into a ...
-
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...
-
Last Updated: 11/04/2025
in Sales Invoices
Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid. Navigate to...
-
Last Updated: 11/04/2025
in Settings
Business profile Click on your user avatar and select Settings Click "Business profile". Remember to scroll to the buttom of the page and click " Update business profile " to save your changes. Business Details A...