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Internal Automation Easy Automation is the perfect way to handle these. … CRM that we can automate.. … You can do this using either the Easy Automation builder or the Advanced Automation builder.
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Click the button to create a new automation and choose Advanced Automation . … Create a task with Advanced Automation Click on Automations in the left-hand menu. … Give your automation a unique Name for your automation and a category (optional) followed by " Save"
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Last Updated: 05/13/2025 in Settings Integrations
an automated action. … From here, your automation is set up! … To add one of the suggested automations, click on the + icon next to it.
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Last Updated: 11/04/2025 in Marketing New Landing Pages
And with the power of automation, you can also create an Easy or Advanced automation based on a tag applied … Yes, popup form submissions can trigger automations via a tag applied 'When' in the Automation Builder … When using forms on popups, you will trigger automation via tags.
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Last Updated: 10/28/2025 in Contacts
automation in the last 30 days. … of an advanced automation on the contact record. … The Advanced automation activity feed card will only be present for contacts that have started in an
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Last Updated: 11/04/2025 in Reports Campaign Reports
This report shows all contacts who are being marketed to by an advanced automation sequence. … Active Contacts : Active contacts in an automation are currently waiting on a timer, or an action (email … They will remain "queued" until they achieve a goal in the automation, or are manually pulled out of
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Last Updated: 11/04/2025 in Home Professional Services
automations. … opportunities, and select your proven automations. … , and launch between 2-5 automations together!
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Last Updated: 11/04/2025 in Marketing Forms
with a pre-named automation and the When already set Click Then to create your easy automation Once … follow-up for your form Click New automation The Easy Automation builder will slide in from the right … tab and click your New lead follow-up automation If you cannot find your New lead follow-up automation
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possible automations, such as signing the new lead up for your company newsletter, applying tags, or … Pro Tip: When the Contact Us form is filled out, set up the automation to send a text notification or … Ultimately, the automation you’ll use in this play can not only create tasks, it can also generate several
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They do not override the existing automation.
Be Careful! … The sequences are completely separate from any other sales automation. … The sequences attached to the goal run in conjunction with existing sales automation.
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and I published the automation today, it would contain the date the automation published. … Phase 1 - Resolves at time of Advanced Automation publish. … Prior to Liquid Content, your automation might look something like this...
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You cannot reuse automations.
Be Careful! … Interactions can satisfy a goal in an automation. … Note templates can also be used to initiate automation with Note Template Goals.
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We have pre-built Easy Automations and Advanced Automations in the Automations bank below that can get … Be sure to double check email copy, and set up your delivery automation. … The most powerful way to run this play is using automation in your Keap App.
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Last Updated: 11/04/2025 in Marketing New Landing Pages
Virtual fields simplify the trigger automation or tag contacts based on a field selection. … Now I can use those corresponding tags to start subsequent automations with timers that send weekly or … page form such as a dropdown, checkbox, or radio option with the additional ability to tag and run automation
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: https://help.keap.com/help/send-an-email-with-advanced-automation Legacy Email Builder Sunset Plan … ://help.keap.com/help/broadcast-customize-a-broadcast-new-email-builder Send an email with Advanced automation
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launched the automation. … In this play you’ll create an automated process to send an email to happy customers requesting a referral … Once a referral is submitted, the automation creates a task for someone internal to reach out to the
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(If you need something that will trigger on every payment, you can use Billing Automations ). … If a contact was not added to the automation prior to triggering the When, they will not enter any of … For simplicity, the purchase When trigger is at the beginning of this particular automation Setup the
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Last Updated: 11/04/2025 in Marketing Forms
You can create unlimited form fields which can trigger automation in the advanced automation. … your follow-up Click Next after creating your internal form Click New automation The Easy Automation … to create your easy automation Once your automation is set, click Preview Click Close Publish your form
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can automatically set the value of a standard or custom field on the contact record in an Advanced Automation … Use the Set Field Value process Click inside an automation sequence and drag and drop the Set Field
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Last Updated: 11/04/2025 in Marketing New Landing Pages
When your contact clicks on a link from either a Broadcast email or an Advanced Automation email to one … Broadcast Email & Advanced Automation Email Any normal text hyperlink or button hyperlink will be automatically