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  • Home
  • Glossary
  • Getting Started
    • Getting Started
    • Pro - Getting Started
    • Onboarding checklists
    • Grant access to Keap Support
    • Keap Product Family Feature Comparison
    • 2-step authentication
    • Keap welcome videos
    • Embed Keap on your website
    • Keap Max
    • Security questions
    • Sign in to Keap
    • System Requirements
    • Social login with Google
    • Access Keap from your mobile device
    • Generating a HAR file for Troubleshooting
    • Playbook checklist
  • Dashboard
    • Growth dashboard widgets
    • Help panel and Learning and Support page
    • Tasks dashboard widget
    • Appointments dashboard widget
    • Add Tasks
    • Notification center
    • Global Action Button
    • Google Reviews dashboard widget
    • Custom Dashboard
    • Rearrange Dashboard widgets
    • Groups widget
  • Contacts
    • Contact overview
    • Add or edit a contact record
    • Creating and managing groups
    • Manage deals from the contact record
    • Prepare import
    • Import contacts
    • Custom field types
    • Create, edit, and delete custom fields on a contact record
    • Export contacts from Keap
    • Send a one-off email to a contact
    • Contact type field & associated lists
    • Apply a tag to a contact record
    • Email Templates
    • Add or remove tags from contact list
    • Add a contact to an automation from the contact record
    • Add contacts - follow up with customers
    • Adding personalization with Merge Fields
    • QuickBooks Online Contact Import
    • Contacts Tab
    • Export from your current system
    • Add a Note to a Contact
    • Google Contact Import
    • Contact record and activity feed
    • View or update a contact's email marketability status
    • Companies list
    • Company records
    • Upload a file to a contact
    • Delete contacts
    • GDPR FAQs
    • Reassign contacts in bulk
    • Make phone calls from within Keap
    • Recommended Actions for New Leads
    • Time zone and language setting on the contact record
    • Sorting contacts by last updated
    • Add and edit a Deal from the Contact area
    • Identify and Merge Duplicate Contacts
  • Appointments
    • Comms
      • Broadcasts
        • Email broadcast
          • Broadcast - create a broadcast (New Email Builder)
          • New email builder
          • Broadcast - managing drafts
          • Broadcast - view the broadcast report
          • Text message broadcasts
          • Send an email broadcast from the Contacts page
        • New Email Builder
          • How to create a new email
          • How to add contacts to a broadcast email
          • Add a tag when a link is clicked
          • Send yourself a test email
          • Add a file download link
          • Merge custom fields into the Email Builder
        • Deliverability
          • List Hygiene
          • Acceptable Use Policy - Quick Reference Guide
          • DMARC May Impact Your Deliverability
          • Email Address Whitelisting
          • Explicit Permission
          • How your from address affects email deliverability
          • Importing Subscribers
          • Invalid Hard Bounces
          • Protect Your Web Form From Bot Attacks
          • Spam Traps
          • Spam Complaints
          • URIBL Greylisting
          • DKIM
          • Email IP Range
          • How to Avoid Content Filters
          • Engagement Days
          • DKIM and SPF Setup Example
          • Deterring Spam Bots
          • Unengaged Contacts
          • Deciphering Email Marketing Metrics: Delivery vs Open Rate
          • Roadrunner Addresses Disabled from Sending
        • Legacy email broadcast
          • Broadcast - create a broadcast (Legacy Email Builder)
          • Legacy Email Builder - how to add contacts to a broadcast
          • Legacy Email Builder - how to design an email
          •  Legacy Email Builder - A/B test broadcasts
          • Legacy Email Builder - best send time for broadcasts
          • Legacy Email Builder - check your email for spam
          • Legacy Email Builder - HTML Block
          • Legacy Email Builder - Rotating Images
          • Hosted Email Feature Sunset
      • Business Line
        • Send Picture Messages (MMS)
        • Send VCF Files
        • Keap Business Line text message templates
        • Send and receive text messages with Keap Business Line
      • Text Marketing
        • Text Message Broadcast & Automation FAQs
        • Link shortening for marketing texts
        • Marketing text message templates
        • Keap Marketing Number Settings
        • Text Marketing Reply Management
        • Toll-free message verification
    • Sales
      • Invoices
        •  Invoices - Create and send an Invoice
        • Invoices - How to send from a contact record
        • Invoice reminders
        • Invoices - Payment History
        • Add recurring charges to an invoice
        • Issue a Refund
        • Add sales tax
      • Quotes
        •  Create and send a Quote
        • Send a quote or invoice to a company
      • Recurring Payments
        • Recurring payments
      • Checkout Forms
        • Checkout Forms
        • Promo codes on Checkout Forms
        • Upsells on Checkout Forms
        • Checkout Forms Automation
        • Apple Pay and Google Pay
    • Marketing
      • Forms
        • Public forms
        • Internal forms
        • Forms automation
        • Adding Text Opt-in on Public Forms
      • Landing Pages
      • Automations
        • Easy Automations
          • Easy Automations
          • Automated text messages in Easy Automations
          • Search and sort Easy automations
          • Test an Easy Automation
        • Advanced Automations
          • Goals
            • A list of available Advanced Automation Goals
            • Create a Web Form
            • Make better web forms
            • Goals - Appointments
            • Goals - Tag Applied
            •  Goals - Email Link Clicked
            •  Goals - Note Applied
            •  Goals - Task Completed
            • Goals - Product Purchased
            •  Goals - Opportunity Stage Moved
            •  Goals - Web Page Automation
            •  Goals - API
            • Goals - Quote Status
            • Creating a web form with Firefox
            • Goals - Failed purchase
          • Campaign builder - canvas tips and tricks
          • How to Build an Advanced Automation Part 1 - Capture Leads
          • How to build an Advanced Automation part 2 - Nurture Prospects
          • How to Build an Advanced Automation Part 3 - Convert Sales
          • Automation details
          • Keap Strategy Guide
          • GDPR Helper Campaign Instructions
          • Apply or Remove a Tag in a Sequence
          • Set Up an Email Confirmation Sequence
          • Decision Diamonds
          • Start an automation when a tag is applied
          • Automatically apply a note in a sequence
          • How to Test Your Decision Diamonds
          • Automate when a link is clicked
          • Automatically create a task in a sequence
          • Do something automatically when a task is complete
          • Automatically Assign An Owner in a Sequence
          • Automate something when the API is called
          • How to build a looping automation
          • Send an HTTP Post in a Sequence
          • Republishing Advanced Automations FAQ
          • Set the value of a field in a sequence
          • Sequence Timers Overview
          • Advanced Automation sequence - create order
          • Delay Timers
          • Date Timers
          • Field Timers
          • Why are contacts queued in my campaign
          • Campaign Merge Fields
          • Advanced Automation Builder terminology
          • Pipeline Stage Moved Automation
          • Form Submitted goal
          • Advanced Automation Sequence: Create a Deal
          • Editing automation timers
          • Adding URL parameters to links to pre-fill an external web form
          • Create Dynamic Content with Liquid Syntax
          • Campaign SMS Automation with Twilio
          • Add to or remove from sequence
          • Automated text messages in Advanced Automations
          • BigCommerce FAQs
          • Campaign links
        • Legacy Landing Pages
          • Legacy Landing Pages - How-To Video
          • Legacy Landing Pages - Choosing a template
          • Legacy Landing Pages - Design And Configure
          • Legacy Landing Pages - Add a Custom Favicon to a Landing Page
          • Legacy Landing Pages - Managing Color
          • Legacy Landing Pages - Adding Anchors
          • Legacy Landing Pages - Applying Tags
          • Legacy Landing Pages - Publishing
          • Legacy Landing Pages - Custom URL Parameters
          • Legacy Landing Pages - Hidden Fields
          • Legacy Landing Pages - Archive Templates
          • Legacy Landing Pages - WordPress Plugin
          • Legacy Landing Pages - Supported custom fields
          • Legacy Landing Pages - Publish to a Custom Domain
          • Legacy Landing Pages - Revision manager
          • Legacy Landing Pages - Text editor toolbar
          • Legacy Landing Pages - Tracking
          • Legacy Landing Pages - Social share settings
          • Legacy Landing Pages - Font style
      • Pipeline
        • Add a Stage
        • Add a Deal
        • Manage Deals
        • Deal Activity Feed
        • Deal Email
        • Pipeline automation
        • Deal move automation
        • Pipeline: Multiple Pipelines
        • Pipeline: Moving deals to another pipeline
        • Pipeline reporting and analytics
        • Change deal status while viewing a contact record
        • Send invoice or quote from a pipeline deal
      • Reports
        • Email Reports
          • Sent Email Tracker
          • Unsubscribe tracker
          • Email statuses explained
          • Email bounces explained
          • Email engagement report - how to setup search
          • Email engagement report - manage status, tag open, and view reported spam
          • Bulk Opt-in Contacts
        • Campaign Reports
          • Campaign Engagement Tracker
          • Campaign Progression Tracker
          • Campaign Goal Tracker
          • Campaign Sequence Recipients
        • Web Form Reports
          • Web Form Tracker
          • Web Form Engagement Tracker Report
        • Financial Reports
          • All Sales Report
        • Other Reports
          • Tag Tracker
        • Analytics (Max)
          • Analytics
        • Centralized reporting hub
      • Keap Mobile
        • Keap Business Line
          • Calling and voicemail
            • Setting up your Keap Business Line
            • Change or delete your Keap Business Line Number
            • Incoming Caller ID Setup and Troubleshooting
            • Incoming Call Settings
            • Setting a Ringtone
            • Blocking Phone Numbers
            • Creating Automatic Replies for Missed Calls
            • Voicemail: Set Up and Troubleshooting
            • Make outbound calls with Keap | Keap Business Line
            • Keap Mobile Business Line: Communication
          • Messaging
            • Deleting Keap Business Line text messages
            • Searching Messages
            • Sending picture messages
            • Sending appointment links through messages
            • Starring messages
            • Using Siri to send a message (iOS only)
            • Send a text message with Keap Business Line
            • Message Actions
            • Text an invoice from Keap Business Line
          • Porting
            • Port/transfer a phone number into Keap
              • Keap Business Line: Port an AT&T number
              • Keap Business Line: Port a Google Voice number
              • Keap Business Line: Port a Sprint number
              • Keap Business Line: Port a T-Mobile number
              • Keap Business Line: Port a Verizon number
              • Keap Business Line: Port a Grasshopper number
              • Keap Business Line: Port a Sideline number
              • Keap Business Line: Port a Smartline number
            • Port/transfer a phone number out of Keap
        • Keap Mobile: Installation
        • Keap Mobile: Adding contacts
        • Keap Mobile: Appointments
        • Keap Mobile: Managing contacts
        • Keap Mobile: Contacts add a task
        • Keap Mobile: Contact add to campaign
        • Keap Mobile: Quick Actions
        • Keap Mobile: Adding tasks
        • Keap Mobile: Contact notes
        • Keap Mobile: Contact email
        • Keap Mobile: Contacts emailing an appointment link
        • Keap Mobile: Contact reschedule or cancel appointments
        • Keap Mobile: Contact task activity
        • Keap Mobile: Contact call activity
        • Keap Mobile: Snooze
        • Keap Mobile: Message Templates
        • Keap Mobile: Android
        • Keap Mobile: Tags
        • Keap Mobile: Notification and Sound Preferences
        • Keap Mobile: Invoices
        • Keap Mobile: Share contact information
        • Keap Mobile: Settings
      • Play Blueprints
        • Collect Leads
          • Play Blueprint: Lead Magnet Download
          • Play Blueprint: Schedule a Free Consult
          • Play Blueprint: Lead Intake Form
          • Play Blueprint: Contact Us
          • Play Blueprint: Free Guide Download
          •  Play Blueprint: Schedule Appointment Online
        • Convert Clients
          • Play Blueprint: Sales Offer Broadcast
          • Play Blueprint: Re-Engagement Offer
          • Play Blueprint: Sales Pipeline
          •  Play Blueprint: Guide Follow Up + Offer
          •  Play Blueprint: Personalized Check In
        • Create Fans
          • Play Blueprint: Email Newsletter Broadcast
          • Play Blueprint: Nurture Sequence
          •  Play Blueprint: Post-Consult Follow Up
          •  Play Blueprint: Customer Survey
          • Play Blueprint: Testimonial Request
          •  Play Blueprint: Refer a Friend
          • Play Blueprint: Surprise Gift
        • Get Organized [coming soon]
          • Done-For-You Blueprints - see how Keap can build for you!
          • WordPress
            • Install the WordPress Plugin on your Website
            • Connect Keap To Your WordPress Website
            • Create a WordPress Opt-In Form
            • Automate something when someone fills out your WordPress form
          • Settings
            • Payment processing and currency
              • WePay, a Chase company
                • Who is WePay?
                • WePay - Setup guide
                • WePay - add/change payout
                • WePay - Log in to merchant center
                • WePay - issuing a refund within merchant center
                • WePay - updating merchant center email and password
                • WePay - Download payment and settlement reports In merchant center
                • WePay - why isn't my balance fully available
                • WePay - Verifying Customer Identify KYC
                • WePay - multi factor authentication for merchant center
                • WePay - why was my withdrawal cancelled or charged back?
                • WePay - handling chargebacks
                • WePay Merchant Error Codes
                • WePay - why do you need my social security number?
                • WePay - will using WePay affect my taxes
                • WePay - FAQs
                • WePay - Canada FAQs
                • WePay - UK FAQs
              • Merchant Accounts
              • PayPal Merchant Account
              • Stripe Merchant Account
              • Eway Merchant Account
              • Nexus Merchants Integration
              • Authorize.Net
              • Creating a sub-Stripe account
            • Integrations
              • Email sync
              • QuickBooks Online Integration: Contact, Product & Invoice Sync
              • Zapier integration
            • Cancel my Keap application
            • My profile & password
            • Company Details
            • How do I locate my application name and edition
            • Add, Delete or Edit User Role
            • View and Manage Tags
            • Currency Settings
            • User Roles
            • Update Your Billing Information & Make a Payment on Your Account
            • Lead scoring
            • Add and Manage Products
            • HIPAA Security Controls
            • API Key
            • Strong Customer Authentication FAQ
            • Custom fields management
            • Change your edition, contact limit, or user licenses
            • Tag automation
            • View your text message usage
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          Analytics (Max)

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