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Last Updated: 02/03/2023 in Getting Started
As you move around different areas in Keap, the checklist remains persistent. … checklist page, the floating Playbook widget is always with you as you are setting up various areas of Keap … Click the Playbook widget on the bottom-right of the page Now, just click on the play you would like
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Last Updated: 11/09/2022 in Settings
edition, click the change button and select the edition you would like to upgrade to. … Adding Contacts and Users Click the Add contacts and users button Choose which items you would like … Click the Add button If you chose to add additional contacts, enter the number of contacts you would like
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Last Updated: 02/17/2021 in Release Notes
Introducing: Zapier for Keap Zapier allows you to connect Keap with outside tools to automate your … Together, Zapier and Keap can help you get more done, faster. … Find suggestions of how to best use Zapier with Keap in Settings > Integrations. Learn more .
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Last Updated: 10/15/2021 in Comms Text Marketing
Marketing Text Message Templates are stored separately from your Email Templates and Keap Business Line … to delete the template Note: You will not be able to delete the default templates provided by Keap … desired template Click the trash bin button at the top of the template manager Confirm that you would like
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Last Updated: 04/21/2022 in Release Notes
This redesign will enhance your overall experience with achieving value with Keap. … Keap Marketing Number (KMN) settings expansion Easily access your KMN settings anywhere you write marketing
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Click Merge to access the Keap fields you can post. … You must use an Keap merge field to designate the value to be pulled. … Click on to remove a Name / Value line item.
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Last Updated: 02/17/2021 in Release Notes
No one likes a pesky error message.
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You can do this more than once for different processors if you would like. … The switch to fully tokenized payment methods means that actions like this will no longer be possible … from Credit Cards to Payment Methods to encompass any future payment methods we will be working with like
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Last Updated: 10/01/2021 in Play Blueprints Create Fans
Up + Automation The delivery cadence of your follow up may differ based on the outcome, which is why Keap … Here are some quick tips for setting up the automations in each edition of Keap: Advanced automation … Make a list of all the data you need to collect when doing a consultation Create custom fields in Keap
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This is typically used when you want to pre-fill an external (non-Keap) form. … A primer on URL query strings You can construct links in Keap that contains data from the contact record … Here is what a URL with a query string looks like: https://siteurl.com/page-name/ ?
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Last Updated: 02/17/2021 in Release Notes
: Mobile App available in New Zealand Keap Business Line available in Canada Send a message with … Infusionsoft Analytics, offering major improvements to Keap’s Contact Record, and adding exciting new Keap … Updates: New Contact Record and Activity Feed Smart Forms added to Grow Keap Mobile Updates
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Last Updated: 02/23/2021 in Reports Keap Mobile
You no longer need to open the Keap Mobile app on your iOS device to add a contact, scan a business … If your iOS device supports Force touch/3D Touch, you can simply press firmly and hold on the Keap icon
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Last Updated: 05/04/2022 in Release Notes
Learn more Keap marketing number (KMN) opt-in on landing pages With the addition of the Keap marketing … more Bug fixes For some contacts or orders paid via Stripe 3D Secure, the payment would not show in Keap
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Last Updated: 02/17/2021 in Release Notes
Advanced Automations update: Segment contacts by Email Status Good news for Keap Pro users! … Bug fixes The options button of widgets on the top row of the Keap dashboard navigated to the related
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Last Updated: 02/17/2021 in Release Notes
Keap Pro: Customize your Dashboard Good news, Keap Pro users!
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Last Updated: 02/17/2021 in Release Notes
Some customers were unable to remove calendar integrations from Keap. … Bug fixes Creating a custom drop down company field with a " " symbol resulted in Keap displaying
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Last Updated: 02/17/2021 in Release Notes
This week we updated branding throughout Keap to reflect the WePay brand. … Keap Payments now WePay, a Chase Company We’ve partnered with WePay since 2015 to bring customers
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Last Updated: 03/16/2022 in Release Notes
You can manage your client and lead calls right from your desktop, plus simultaneously use Keap while
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Last Updated: 08/18/2022 in Release Notes
Learn more Bug fixes Users were unable to reschedule a Keap appointment without canceling the entire … For some orders paid via 3DS with Stripe, a duplicate payment was being recorded in the Keap order with
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Last Updated: 02/17/2021 in Release Notes
Keap mobile for Android is officially here! … Introducing: Keap mobile for Android We’re really excited about this one and hope you are, too.