Knowledge Base Logo

Lite, Pro, and Max

  • More Resources
    • Community
    • Known Issues
    • API Docs
    • Keap Facebook Page
    • Max Classic Help Center
    • Release Notes
    • Contact Support
  • 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
    • Request a call from our Support team
  • 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
  • Appointments
  • Comms
    • Business Line
      • Send Picture Messages (MMS)
      • Send VCF Files
      • Keap Business Line text message templates
      • Send and receive text messages with Keap Business Line
    • Broadcasts
      • Broadcast - create a broadcast (New Email Builder)
      • Broadcast - create a broadcast (Legacy Email Builder)
      • Broadcast - managing drafts
      • Broadcast - view the broadcast report
      • Text message broadcasts
      • 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 to a broadcast email
        • 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 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
        • New email builder
    • Text Marketing
      • Text Message Broadcast & Automation FAQs
      • Link shortening for marketing texts
      • Marketing text message templates
      • Keap Marketing Number Settings
      • Text Marketing Reply Management
  • 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
  • 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
    • 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
      • Do Something automatically 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
    • 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
  • 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
      • 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
    • 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
    • Integrations
      • Email sync
      • QuickBooks Online Integration: Contact, Product & Invoice Sync
      • Zapier integration
      • HelloSign
    • Cancel my Keap application
    • My profile & password
    • Company Details
    • How do I locate my application Id?
    • 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
  • Home

Reports

Take action with Keap reports

Email Reports

Campaign Reports

Web Form Reports

Financial Reports

Other Reports

Analytics (Max)

Copyright © 2022 Keap. All rights reserved.