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Last Updated: 01/21/2025 in Bulletin
Automation - Yes. … I don't save my emails inside automation. … Will this process affect published automation? No.
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Automation - Yes. … I don't save my emails inside automation. … Will the New Editing Experience affect published automations? No.
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Last Updated: 08/07/2025 in Bulletin
builder: Pro and Max Email broadcast: Automation builder: … Email broadcast via automation builder - you can create a new template from scratch or use one of the … Ultimate "Templates" in the main nav menu “Branding Center” in the main nav menu: Legacy Email broadcast: Automation
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Once all the required tasks are complete, the goal is satisfied and the automation will continue. … Create automation based on task outcomes
Click the sequence you wish to edit followed by … Click " Save"
End results example
Create ongoing automation
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and control in managing recipient replies for both Broadcast and Automation emails. … Available only in the new Email and Automation builder , this feature is designed to provide added flexibility … option offers sales teams the flexibility to better manage responses for targeted or high-priority automations
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We’ll set up an automated process in the advanced automation builder to send a delivery email immediately … Automations Bank
Go To Advanced Automation Template
Measuring Success + What's … From there, you’ll automate a follow up sequence to upsell the prospect within your specific business
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Create an Advanced automation and drag an Email message onto the canvas Click on Create Content in … search bar to search for your template Search for your email templates when setting up an Advanced automation
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Last Updated: 11/04/2025 in Settings
It also sets the default time for automated emails. … Remember, you can always choose to send emails based on the recipient's time zone instead of yours in the automation
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Last Updated: 09/08/2025 in Comms Broadcasts Deliverability
Sequence An Email Confirmation Sequence is a special type of automation that sends a confirmation request … Confirmation Emails in Keap One-off Confirmation from a Contact Record Bulk Confirmation Requests through an Automation … marketability status will be updated to confirmed in the contact details Bulk Confirmation Requests through an Automation
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Last Updated: 11/04/2025 in Home Dashboard
contains links to the Keap Help Center, chat with support , our community forum , new customer webinars , automation … community forum , Keap's Business Success Blog , product updates , known issues , new customer webinars , automation
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Sequence & assets* (start trigger, delay, steps and extra assets) Note: this does not install an automation … allows the user to use Content Assistant to generate copy, then gives them an option to "Create an Easy Automation
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Last Updated: 11/04/2025 in Home Getting Started
Note that more intensive features, like the Email Builder, Landing Page Builder, Advanced automation,
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Support for items in a bundle are the following: Contact custom fields Campaigns / Advanced Automations
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The following data is not included when installing a pipeline: Deals present in the pipeline Automation
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Last Updated: 11/04/2025 in Settings
Managers cannot also create Advanced Automation but can modify, publish, and unpublish Advanced Automations … Limited admins cannot create Advanced Automations, but can modify, publish, and unpublish Advanced Automations … Staff users cannot access Broadcasts, Easy/Advanced Automations, or Reports or contact groups.
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Last Updated: 11/04/2025 in My Day Appointments
For more information on Easy Automations, click here . … Improve appointment attendance with email reminders With the Easy Automation titled Appointment Reminders
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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
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Last Updated: 11/04/2025 in My Day
New automations based on appointment scheduling, cancellations, etc., are now available. … Integration - Zoom Appointment Bookings Appointment Managers (multi-user appointment management) Appointment Automation
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Last Updated: 11/04/2025 in Marketing New Landing Pages
You can now manage your Calendly appointments, tag contacts, and set up automations directly from Keap … Tagging & Automation When a visitor schedules an appointment using the embedded Calendly widget, you … These tags will immediately apply to the contact and trigger any associated automations in Keap, such
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These webcrawlers can trigger false clicks on your emails and lead to automations being triggered. … For example, your automation might send an email thanking a client for downloading your eBook, but the … cannot trigger a link click goal: Phone number Email Address Landing Page Create a Link clicked goal automation