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Last Updated: 08/20/2021 in Appointments
Automations on the Appointments page. … 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: 09/30/2021 in Automations Easy Automations
Access Easy Automations by clicking the Automations item in the menu Automation when conditions Easy … Click Publish to finalize and launch your automation Create an automation Build the automation your … Review your automation Click Publish Click Rename automation to give your automation a memorable
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Last Updated: 09/02/2021 in Pipeline (Pro/Max)
Add automation to a stage The automation for your Pipeline is powered by Keap's Easy Automations. … automation in the side panel or, to build your automation in a larger view, click Go to automations … automation configured has a lightning bolt icon Delete automation from a stage Click Edit automation
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your marketing automations. … Example sequences: An email series An automated sales process An internal business automation strategy … the automation is driving towards.
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Last Updated: 09/10/2021 in Automations Easy Automations
automation Click Easy Automation Name your automation and configure a "when" event that will trigger … Use Keap's automated text messaging in Easy Automations to send critical communication through text … Send a text message from Easy Automation Navigate to Automations Click the + button to create a new
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You can trigger automation when an existing contact visits a specific page on your website. … Two conditions must be met in order for the automation to trigger: The tracking code must be on the … when a contact visits a web page Click and drag a Web Page automation goal onto the canvas Double-click
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next to an automation Click View Reports Edit automation Click the options button next to an automation … Advanced Automation performance Navigate to Automations and select the Advanced tab Select the desired … Add contacts to an automation Click the options button next to an automation Click Add contacts Select
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Last Updated: 08/12/2021 in Settings 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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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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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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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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Keap's Advanced Automation Builder includes an Appointments goal to trigger or end automation when an … Click the + button to create a new automation and choose Advanced Automation . … Use an Appointments goal in an Advanced Automation Click on Automations in the left-hand menu.
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You can now start moving a deal through the pipeline to test out your automation. … You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline … In this example, I want to add automation when someone moves into the Quote Accepted stage.
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Last Updated: 09/22/2021 in Text Marketing
or Easy Automation. … , or Advanced Automations). … Text messages in Advanced Automations Text message broadcast and automation functionality by plan
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You will be using the Http Post object for this automation. … You will need to construct a "Post URL" that will be used within your automation. … You can use Twilio to automatically send SMS messages as part of a marketing automation sequence.
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Create your automation Click on Automations in the left-hand menu. … Click the + button to create a new automation and choose Advanced Automation . … Name your automation and click Save . Drag out two Tag Applied goals.
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The Create Order sequence automates the order-to-invoice process, enabling you to automate yet another … Auto pay Payment Options The Auto Charge this Order options and Send Payable Invoice option inside … The Auto Charge this Order in the Payment Options will not send the email template in the Create Order
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Internal forms help automate internal workflows. … Email opened - Trigger automation when someone opens your email, not just when they click on a link. … Web Page automation - This goal is achieved when an existing contact interacts with your website.
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I recommend to completely build your automations out before launching. … A common question customers ask is "What happens when I make a change to an existing automation and … Any people who already have that tag will not automatically be placed into this automation.
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Click the + button to create a new automation and choose Advanced Automation . … Click on Automations in the left-hand menu. … They can be updated automatically as part of an automation sequence or be manually updated by a Keap