Popular Articles

  1. 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...
  2. 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 automaticall...
  3. 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 snipp...
  4. 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. I...
  5. Add a contact to an automation from the contact record

    Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation Select an automation Click Add Add multiple contacts to an advanced automation Navigate to a contact list Sele...
  6. How to Build an Advanced Automation Part 1 - Capture Leads

    We will capture prospects with a Landing Page, offering a free report titled, “ 7 Mistakes New Pool Owners Make That Cost Them Money ." In exchange for their email address, we will provide to them a free PDF document. Click on Automations  in the...
  7. 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...
  8. Broadcast - view the broadcast report

    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...
  9. 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...
  10. Keap Mobile: Adding contacts

    Our mobile app lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.   ...