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Last Updated: 02/02/2022
in Reports Other Reports 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 th...
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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 cam...
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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 contact...
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Last Updated: 06/21/2024
in Getting Started
2-step authentication is a method to increase security of your account by confirming a your identity via two factors: your password and a security code generated by an authenticator app (such as Authy or Google Authenticator) on your phone that ...
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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 automaticall...
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Click on the form you would like to modify Click the field that you would like to auto-populate Enter the name of a URL parameter you would like to use Publish (or Republish) the landing page Test it out by entering your URL parameter and ...
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The final step of the Landing Page Builder is deciding how you want to publish it. Click Publish Now when you are ready for your new Landing Page to be active Click the Copy button to grab your landing page URL and share it ...
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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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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 ...
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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 business may only require a single automati...