Search Results

Pipeline: Email Automation

Last Updated: 08/19/2019 in Pipeline (Pro)

Tags: Keap-Pro

Click the gear icon, then click Configure automation on the stage that you wish to automate Choose

Smart Form Campaign Automation

Last Updated: 10/23/2019 in Campaigns (Pro) Campaign Builder

Tags: Keap-Pro Smart Forms

You can trigger campaign automation when a smart form is submitted. … Smart Forms can trigger and route automation giving you more flexibility and power when building campaigns … select a form Click Save Drag a sequence to the right of the smart form and start building your automation

Pipeline Stage Moved Automation

Last Updated: 08/19/2019 in Campaigns (Pro) Campaign Builder

Tags: Keap-Pro

You can now incorporate campaign automation when a deal is moved into or out of a particular stage in … In this example, I want to add automation when someone moves into the Quote Accepted stage. … Keep adding more Pipeline Stage moved goals onto the canvas to meet all of your automation needs.

Campaign Builder terminology

Last Updated: 11/26/2019 in Campaigns (Pro) Campaign Builder

Tags: Campaign Keap-Pro

Your business may only require a single campaign to automate your entire marketing and sales automation … Example Campaign Sequences: An email series An automated sales process An internal business automation … strategy, or you may run many campaigns concurrently to support more complex automation needs.

Pipeline: Add and remove tags

Last Updated: 08/01/2019 in Pipeline (Pro)

Tags: Pipeline Keap-Pro

Pipeline Automation provides the ability to automate key steps in your pipeline process. … Set up pipeline automation From the left navigation menu, click Pipeline. … A pipeline stage with automation configured has a badge on the gear.

Campaign Sequence- Create a Deal

Last Updated: 10/09/2019 in Campaigns (Pro) Campaign Builder

Tags: Campaign Sequence Campaign Builder Keap-Pro

You can use the Create a Deal automation in the Campaign builder to trigger adding a deal card to your

Do Something automatically when a Link is Clicked

Last Updated: 05/03/2019 in Campaigns (Pro) Campaign Builder

Tags: Campaign Keap-Pro

Automate Something When Someone Fills Out Your WordPress Form

Last Updated: 01/29/2020 in WordPress

Tags: Campaign Web Form WordPress Keap-Pro

the goal is connected to a sequence and the subsequent sequence is properly configured to initiate automation

Invoices - Auto Reminders

Last Updated: 11/26/2019 in Money Invoices

Tags: Keap-Pro Keap-Grow

You can access the task from your "Task" page or "Home" page Note : At this point, the automation … A: Not through this automation, this is only a reminder for the Infusionsoft app owner (the first user … A: No, auto-reminders only go out for invoices that have been sent, but not viewed or paid.

Download Free Campaigns

Last Updated: 02/24/2020 in Campaigns (Pro) Campaign Builder

Tags: Campaign Keap-Pro

Pipeline: create a task

Last Updated: 10/11/2019 in Pipeline (Pro)

Tags: Keap-Pro

Setup Pipeline automation Navigate to the pipeline from the main navigation menu Click the gear … to manage you settings for that stage Click Configure automation You can select to apply an action … For example; in the image below, I am configuring automation for "When I move a deal INTO this stage.

Automate Something When the API is Called

Last Updated: 09/24/2018 in Campaigns (Pro) Campaign Builder

Tags: Campaign API Keap-Pro

Keap product family feature comparison

Last Updated: 01/24/2020 in Release Notes

Tags: Keap-Pro Keap-Grow Infusionsoft

the Work Reminders ✓ ✓ Campaign Builder ✓ ✓ Pipeline Automation Via tags ✓ API … Payments ✓ ✓ ✓ Recurring Payments ✓ ✓ Checkout Pages/Order Forms ✓ Shopping Cart ✓ Automate

August updates 2019 | Keap

Last Updated: 09/03/2019 in Release Notes

Tags: Keap-Pro Keap-Grow

Pipeline Automation: Merge fields in Tasks Get the context you need with Pipeline automation task merge … Smart Forms Updates You can now use smart forms in the campaign builder to automate processes. … New Pipeline automation: Send an email Communication is key when it comes to keeping your contacts moving

Sequence Timers Overview

Last Updated: 09/24/2018 in Campaigns (Pro) Campaign Builder

Tags: Campaign Sequence Timer Keap-Pro

The Sequence is where the Automation happens.

Create Quotes

Last Updated: 02/20/2020 in Money Quotes

Tags: Quote Keap-Pro Keap-Grow

Will quotes trigger automation? … You can use the quote status goal to trigger automation with quotes that are sent, viewed, and accepted

How to Build a Campaign Part 3 - Convert Sales

Last Updated: 06/07/2019 in Campaigns (Pro) Campaign Builder

Tags: Keap-Pro

Next, you'll want to learn how to build more sophisticated automation and how to customize the look

June updates 2019 | Keap

Last Updated: 10/23/2019 in Release Notes

Tags: Keap-Pro

Work smarter with Pipeline automation: Add and remove Tags You can automate key steps within your Pipeline … New Campaign Builder sequence: Create order The “create order” sequence automates the order-to-invoice … Keep your leads moving by configuring specific automations, triggered when a new lead enters or exits

July updates 2019 | Keap

Last Updated: 08/01/2019 in Release Notes

Automate your Pipeline deals in Campaign Builder Speed up your Pipeline momentum with the addition of … Create a variety of automations to expedite your process that initiate whenever a lead moves into or

Smart Forms - Create and Use a Smart Form

Last Updated: 02/13/2020 in Settings and Integrations

Tags: Keap-Pro Smart Forms

your Smart Forms, and the information you gather in Form Fields on a Smart Form can trigger and direct automation … Note : The form auto-saves Click to view larger Helper Text 1.

Search results for...

Refine by Category