Popular Articles

  1. 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...
  2.  Create and send a Quote

    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 ...
  3. Add and Manage Products

    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...
  4. Business Details

    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...
  5. Campaign SMS Automation with Twilio

    Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...
  6. Invoices - How to send from a contact record

    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...
  7. Tag Tracker

    The Tag Tracker report shows you when tags were applied to specific contact records. You can search by a specific tag or a within a date range. Click the Reports  section in the side panel Click the Tag tracker  link Click the New S...
  8. Identify and Merge Duplicate Contacts

    Warning! Currently, the merge duplicate contacts function does not merge Appointments or Deals. Contacts will have to be manually added back to any deals, and any upcoming appointments will need to be cancelled and rescheduled. You can now re...
  9. Adding URL parameters to links to pre-fill an external web form

    Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the conta...
  10. Google Contact Import

    Save time importing your new contacts. Just connect your Google account and import your contacts into Keap. Go to the Contacts tab in your navigation to find your import options.