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Last Updated: 11/04/2025 in Settings WordPress
the goal is connected to a sequence and the subsequent sequence is properly configured to initiate automation
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Click the back button to return to your automation. … Now that we have a web form goal, let's connect it to an automated sequence.
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Next, you may want to build more sophisticated automation and customize the look and feel of your web
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Last Updated: 07/01/2024 in Bulletin
to mass update contact owners Navigate to Automations → Automation builder → click + Name your automation … at the bottom of the page Select Add to automation and choose the automation that you created in Step … For automations that are using the “Contact Owner” as the email sender, you will need to ensure that
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Last Updated: 05/09/2024 in Bulletin
For automations that are using the “Contact Owner” as the email sender, you will need to ensure that … for any contacts lacking an assigned owner when the "contact owner" sender option is selected in your Automations
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Last Updated: 02/02/2022 in Comms Text Marketing
When setting up Text message Advanced automation … , and Advanced Automations KMN Number and Billing Information Review your message sending rate and … your Keap Marketing Number settings from anywhere you write marketing texts including Broadcasts, Easy Automations
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Last Updated: 11/04/2025 in Home Getting Started
Billing Automation ✓ ✓ Credit card expiry reminders Native Zapier integration AUTOMATE Easy automation … ✓ ✓ My Day ✓ Task management ✓ ✓ Billing automation ✓ ✓ Native Adv. … contact lists ✓ ✓ ✓ Tasks ✓ ✓ ✓ Notes ✓ ✓ ✓ Company Records ✓ ✓ ✓ Custom Fields 150 150 150 Lists ✓ ✓ ✓ Automation
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This will move your entire automation and allow you to see more blank canvas area. … When a sequence is deleted from an automation, the sequence is marked as done for all contacts who are … on the canvas, hold SHIFT + click and drag a selection window over the objects If you have a large automation
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Select what failed purchases should trigger the automation Select Any Purchase to trigger the automation … Now you can create a sequence that lets you trigger automation based on a failed purchase. … Add a Sequence to configure automation to follow the F ailed Purchase trigger .
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the automation for your changes to go into effect. … Whenever you make changes to a form (or any other item) in a published automation, you need to re-publish … Web forms embedded via Javascript simply need to be republished in the Advanced Automation Builder and
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Last Updated: 09/11/2025 in Settings Integrations
ScoreApp is an online quiz/assessment tool that integrates with Keap automations. … Integrate your ScoreApp's scorecard marketing solutions with Keap's powerful marketing automation engine … instructions Once the integration is live, you will have access to several ScoreApp + Keap customized automations
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Last Updated: 11/04/2025 in Sales Invoices
Note : At this point, the automation is complete and no more email reminders will be sent. … Yes, you can configure your reminders using the Invoice Reminder template in Easy Automations . … No, auto-reminders are only sent for invoices that have been sent, but not viewed or paid.
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Last Updated: 11/04/2025 in Settings
While setting up your products, you can view, edit or create a brand new automation. … Click the number to view the automation(s) associated with the product You can now make any changes to … is made Choose the product Click to choose what will be automated Choose what things will happen Click
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Automation Name your automation and click Save Add a Get email opt-in "Then" onto the canvas. … Click on Automations in the left-hand menu Click the button to create a new automation and choose Advanced … Publish your automation Pro Tip!
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Once the score has been reached, the goal is satisfied and the automation will continue. … You can configure automation to take place when a contact's lead score increases or decreases to a specific … Configure the number of flames needed to accomplish this goal and send the prospect to the next part of the automation
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Automation will still work with the legacy builder after March 25. … We recommend doing this before sharing automation with your customers. … Will my automation history be affected after I convert my legacy email?
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Last Updated: 04/29/2025 in Comms Text Marketing
Automated text messages come from either a Text Broadcast that you sent or from an Easy Automation that … Note: Only contacts who have responded to an automated text message (sent from an automation or text … Marketing Number inbox allows you to converse with your customers and prospects that have replied to your automated
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Campaign merge fields are useful time-savers when information in your automation changes frequently. … When editing an automation, click on the Actions button and select Merge Fields . … When editing an automation, click on the Actions button and select Merge Fields .
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Last Updated: 11/04/2025 in Marketing Forms
In your automation, open the Decision Diamond . From the dropdown, select Form Submission . … assign tags to individual field options within public forms, allowing for smarter segmentation and automation … Trigger automations immediately upon form submission using virtual fields on decision diamonds and/or
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A contact that is entered into an a advanced automation can go through different statuses while moving … Done Contacts in the Done status are not indicated in the performance tab of the automation. … If you entered contacts into an automation and they are showing as queued, this means there are no further