Popular Articles

  1. Campaign Merge Fields

    Campaign merge fields are useful time-savers when information in your automation changes frequently. For example, if you have five emails in an automation that all reference a constantly changing date, a campaign merge field will save you from edi...
  2. Pipeline automation

    Pipeline automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage.  Pro-Tip! Autom...
  3. Send an HTTP Request in a Sequence

    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...
  4. Create a WordPress Opt-In Form

    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...
  5. Add Tasks

    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 ...
  6. Merchant Accounts

    For those not using Keap Pay, Keap has built integrations with some of the world's leading merchant accounts to enable you to accept payments with Stripe, PayPal, eWay, or Authorize.Net (with a connected merchant account).  You can use an existin...
  7. PayPal Merchant Account

    PayPal is available as a method of payment in all Keap applications. Your browser does not support HTML5 video. To enable PayPal Go to the Settings  option in the drop-down at the top right of the page Click on the Products, pa...
  8. Invalid Hard Bounces

    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...
  9. Add a contact to an automation from the contact record

    Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation Select an automation Click Add Add multiple contacts to an advanced automation Navigate to a contact list Sele...
  10. Contact record and activity feed

    The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work.  See your activity grouped by type, and quickly t...