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The task object assigns a manual follow-up responsibility to an Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user is resp...
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We're streamlining our email-building process by consolidating various email builders into one unified tool that will eventually replace our legacy builder. The good news is that we’ll do most of the work for you! The New Email Builder ...
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Last Updated: 11/04/2025
in Home Getting Started
As of August 7, 2025, two-factor authentication (2FA) is required for all Keap users, including partners who manage client accounts. This change enhances security and helps protect access to Keap apps from unauthorized use. Two-factor authen...
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A favicon is a small icon displayed in the address bar of a web browser that represents your website branding. Typically it is a simplified version of a company logo. You can add your own custom favicon to an Infusionsoft Landing Page. You'll just ...
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Advanced Automation performance Navigate to Automations followed by Advanced Select the desired campaign from the list to view the number of total contacts in the campaign (which includes contacts that have been removed from the campai...
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Your browser does not support HTML5 video. The advanced automation builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your busin...
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Last Updated: 03/13/2026
in Comms Broadcasts Deliverability
DMARC, Domain-based Message Authentication Reporting & Conformance, is an email authentication protocol that allows domain owners to publish a policy statement telling receiving domains what to do if their message fails SPF or DKIM authentication....
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The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automatica...
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The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a sequence. Double-click on the sequence you wish to edit or create a new sequence. Drag and drop an Assign an Owner process sni...
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Last Updated: 11/04/2025
in Comms Broadcasts Email broadcast
You can measure the performance of specific emails broadcasts to identify which emails are performing well and which may need to be optimized, using open rates , clicks, opt-out s and more. View broadcast details Go to Comms > Email Bro...