Popular Articles

  1. How to convert legacy emails into the new builder

    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 ...
  2. 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.
  3. Automation details

    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...
  4. Two-factor Authentication

    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...
  5. 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...
  6. Advanced Automation Builder terminology

    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...
  7. How your from address affects email 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....
  8. Automate when a link is clicked

    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...
  9. Automatically Assign An Owner in a Sequence

    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...
  10. Appointments - booking page

    Now that you have setup your booking page, it's time to start using it. Contacts who click your booking link will be shown a calendar and times you're available. Your availability will be displayed in the visitor's time zone. Choose a date & time...