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You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline … You can now start moving a deal through the pipeline to test out your automation. … In this example, I want to add automation when someone moves into the Quote Accepted stage.
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Last Updated: 11/19/2025 in Automations Easy Automations
To test the emails in this Easy Automation If you have already published this Easy Automation, open it … After setting up an easy automation, you'll probably want to run yourself through it to make sure it … In this example, we have a very basic easy automation that sends an immediate email and adds a tag to
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To turn on these new features, simply toggle “Try new automation features” on at the top of any automation … The new features New automation builder enhancements elevate the way you approach building an automation … toggle in the upper right hand corner of any automation.
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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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Last Updated: 08/30/2023 in Comms Text Marketing
or Easy Automation. … Text messages in Advanced Automations Text message broadcast and automation functionality by plan … , or Advanced Automations).
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Last Updated: 11/19/2025 in Automations Easy Automations
While viewing your Easy automations, you can use the search box to search for the title of the automation … We've added a new search and sort feature to help you quickly find your Easy automations. … Last updated will sort your Easy automations based on the last updated date Title A-Z will will sort
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You will be using the Send 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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Last Updated: 11/04/2025 in Marketing New Landing Pages
the icon to create a new automation Select Easy Automation Name your easy automation Click the When … Use Easy Automation to follow up after a landing page is submitted Navigate to Automation > Easy Click … Click Preview Publish your automation Use Advanced Automation to follow-up after a landing page is
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Last Updated: 11/04/2025 in Contacts
After adding a contact to automation, you can click on the automations card on their record to view the … You can now view automation details for individual contacts. … Advanced automation history is limited to the last 30 days, or 25 items per goals, sequences, and steps
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(if sequence is in a different automation) Non-supported dependencies When configuring an advanced automation … The following data is included when installing an advanced automation: Campaign name Campaign category … Supported dependencies listed by automation element: Goals Appointment Goal Appointment Type Pipeline
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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 "then" automates the creation of an invoice, enabling you to automate yet another aspect … toggle to change the create order process from Draft to Ready Complete and publish the rest of your automation
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Last Updated: 10/15/2021 in Comms Text Marketing
Access Easy Automation Text Message Templates Create a new Automated Text Message in Easy Automations … Automations, or Broadcasts. … Click Done Access Advanced Automation Text Message Templates Create a new Automated Text Message in
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Last Updated: 07/21/2025 in Comms Broadcasts Deliverability
Keap’s built-in tools and automation help you track, maintain, and improve engagement — so your emails
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The new automation flow simplifies the way you create emails in automation. … Getting started Create a new Automation, or begin editing an existing one Drag the new email builder
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API Goals in advanced automations are ways to connect your app integrations to your sequences.
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automation and choose Advanced Automation . … Publish your automation to update your changes. … They can be updated automatically as part of an automation sequence or be manually updated by a Keap
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Internal forms help automate internal workflows. … Lead score achieved - Trigger automation when a contact increases or decreases to a set lead score. … Failed purchase - Follow up on those incomplete purchases with automation triggered by a failed purchase
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Last Updated: 10/28/2025 in Contacts
Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation … Select an automation Click Add Add multiple contacts to an advanced automation Navigate to a contact … list Select multiple contacts from your list Click A dd to automation Select an automation Click Add
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Click the + button to create a new automation and choose Advanced Automation . … Click on Automations in the left-hand menu. … Name your automation and click Save Drag the Landing Page Goal onto the canvas.