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Last Updated: 07/27/2023
in Pipeline 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! Au...
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Last Updated: 11/09/2022
in Comms Broadcasts Deliverability Customers engage with your business in many ways and email is just one of them! Your full contact list is used for many things inside your application... tracking customers projects, sales pipeline, email lists, and content engagement. &...
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You can convert a broadcast email to a split-test that can test up to 5 email variants. Note that currently, split-testing is only available in the Send a Broadcast section. Click the A/B Settings button when you are designing your br...
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Last Updated: 04/18/2024
in Marketing New Landing Pages Create a landing page that allows you to capture new leads on a custom-designed page hosted by Keap. Currently in Keap Pro, you can only have one sub-page (thank you page) per landing page. Max, Ultimate, and Classic editions can support multiple ...
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Last Updated: 02/17/2021
in 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 WordPres...
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Last Updated: 07/27/2023
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 a...
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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. Sup...
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How to setup an advanced automation that will send and/or run an action continually. Create your automation Click on Automations in the left-hand menu. Click the + button to create a new automation and choose Advanced Automation . ...
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Last Updated: 06/15/2022
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 multip...
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Last Updated: 08/28/2023
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. Bu...