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Last Updated: 11/19/2025 in Automations Easy Automations
Access Easy Automations by clicking Automation > Easy item in the menu Automation when conditions Easy … to finalize and launch your automation Create an automation Build the automation your business needs … Review your automation Click Publish Click Rename automation to give your automation a memorable name
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Last Updated: 11/04/2025 in My Day Appointments
You can automate your follow up as you create and manage your appointments with access to your Easy Automations … Click that icon to see your related Easy Automations. … You can create and edit your Easy Automations from this view.
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Please remove these from existing automations and republish the automation to avoid any disruptions. … Legacy Landing page editor - Automations with these elements will still trigger contacts into the automation … The Automation builder has been refreshed, giving it a more modern look with an intentional focus on
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your marketing automations. … Example sequences:
An email series
An automated sales process
An internal business automation … the automation is driving towards.
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Last Updated: 11/04/2025 in My Day Pipeline
Add automation to a stage The automation for your Pipeline is powered by Keap's Easy Automations. … to choose what to automate Select what should be automated Continue configuring your automation and … Pipeline automation provides the ability to automate key steps in your pipeline process.
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Last Updated: 11/19/2025 in Automations Easy Automations
Send a text message from Easy Automation Navigate to Automation > Easy Click the Create an automation … Use Keap's automated text messaging in Easy Automations to send critical communication through text messages … button and select Easy Automation Name your automation and configure a "when" event that will trigger
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a new automation Click Advanced Automation Name your automation Add and connect a goal and sequence … Send a text message from Advanced Automation Navigate to Automations Click the + button to create … to your automation Note: For more information on how to create an Advanced Automation, refer to our
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You can trigger automation when an existing contact visits a specific page on your website. … when a contact visits a web page Click and drag a Web Page automation goal onto the canvas Double-click … Two conditions must be met in order for the automation to trigger: The tracking code must be on the page
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Click Publish to launch this automation. … This step is mandatory for the publishing this automation. … You can use the Create a Deal automation to trigger adding a deal card to your sales pipeline after
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to an automation followed by "Edit" Delete an automation Click the options button next to an automation … Advanced Automation performance Navigate to Automations followed by Advanced Select the desired campaign … Add contacts to an automation Click the options button next to an automation Click Add contacts Select
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Last Updated: 11/19/2025 in Automations Easy Automations
You can also access these automation templates when you go to create an automation in our new list view … This will install the automation in your app, which you can find under “My automations” in the side navigation … navigation titled “Automation Templates” as seen below.
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Last Updated: 11/04/2025 in Marketing Forms
You can automate your follow up as you create and manage your forms with access to your Easy Automations … Click that icon to see your related Easy Automations. … You can create and edit your Easy Automations from this view.
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Last Updated: 11/04/2025 in Settings
one or more of the example automations, or click the button at the bottom to create a custom automation … Your Simple Automation will be visible whenever you view the tag … Once you've added and configured your automations, just click the Publish button.
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Keap's Advanced Automation Builder includes an Appointments goal to trigger or end automation when an … Use an Appointments goal in an Advanced Automation Click on Automations in the left-hand menu. … Can I use the Appointments goal to stop an automation as well as starting an automation? Yes!
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Now, you can access easy and advanced automations from the list view and sort your advanced automations … to start a new automation using the Create an automation button in the top right hand corner. … advanced automations, which can be found in the bottom of the screen after selecting the automations.
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Last Updated: 11/04/2025 in Sales Checkout Forms
In Easy Automations Go to Automations Open an existing easy automation or create a new one Click on the … of the example automations, or click the button at the bottom to create a custom automation Once you've … added and configured your automations, just click the Publish button.
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Edit a timer in a live automation Follow these steps if you need to edit a timer in a live automation … Create a tag to pull the contacts out of the automation. … Create a tag to later add the contacts back to the automation.
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Last Updated: 11/04/2025 in My Day Pipeline
Go to Automation in the side panel menu Start a new easy automation, or open an existing one When choosing … can automatically move a deal from one stage to another based on a When event taking place in Easy Automation … correct Pipeline Now, select your Move deal from and To stages Save your changes and Publish your Automation
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