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Last Updated: 10/26/2023 in Contacts
Once Connected, you will be taken back to your Keap App. … Once you sign in, you will be asked to allow access for QuickBooks Online and Keap to connect. … Once you connect, any new QuickBooks Online contacts will automatically be tagged and added to Keap.
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Last Updated: 06/28/2021 in Getting Started
Supported browser for using your Keap application Keap is a web-based application. … You don’t need to download or install software on your computer to access Keap. … Why does Keap support different browsers for your users vs. users’ customers?
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Last Updated: 02/03/2022 in Appointments
Choose the account that has the calendar you want to connect to Keap. … Click Allow to grant permission for Keap to manage your Google Calendar. … and choose Settings Choose Integrations Click Connect to sync your current Google account to Keap
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Last Updated: 02/05/2024 in Contacts
" Keap" and "Keap " are treated as the same company. … Companies are not case sensitive, so contacts with companies of "keap", "Keap", and "KEAP" will all be … Companies Keap checks existing company records to prevent duplicate items.
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Last Updated: 08/21/2023 in Bulletin
No, Keap will not remove additional contacts from your subscription automatically. … Keap will inform you when you are getting close to your contact threshold (within 5 contacts when adding … Adding a contact When adding a new contact in your Pro or Max app, Keap will let you know when you are
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Last Updated: 03/31/2021 in Release Notes
In August, we introduced Easy Automations in Keap and new functionality for campaigns to help you step … updates: Task outcome automation Remove contact from sequence Large data export experience Keap
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Last Updated: 10/06/2023 in Settings
Keap Pro & Keap Max You will find your app id by clicking on your avatar at the lower left side of the … If you are asking for help in a forum or on a social channel, you may be asked for your Keap edition
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You will most likely have several links in each email, but you might not want all of them will satisfy
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Last Updated: 01/31/2024 in Bulletin
Maximize your investment in Keap with services and support from Keap’s business automation experts. … Get Started In Pro/Max/Ultimate From the dashboard of a Keap app. Select to the “?” … automations, so you can focus on running your business You’ll get the most out of your investment in Keap
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Keap has upgraded its service with Stripe and this upgrade requires some action from you. … this action will create a sub-Stripe account under your main Stripe account that funnels all of your Keap-related … Upgrading this connection requires you to log into your Keap account and navigate to the payment processing
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Last Updated: 03/29/2021 in Getting Started
Keap requires a security question for each user which is set when creating a new account. … If you need to change your security question or answer, contact Keap Support .
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Last Updated: 02/07/2022 in Dashboard
Keap includes the ability to customize your dashboard so you can see the information that's relevant … Each user in Keap can customize their own dashboard to get exactly the information they need.
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It is used to identify this merchant account in various lists throughout Keap (e.g. … Merchant account and added your processor keys to the system, you will need to integrate it with the Keap … Nexus Merchants allows you to continue using merchant accounts that are no longer directly supported by Keap
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Last Updated: 02/14/2024 in Settings
How is Keap Simplifying Domain Authentication? … servers, and turn on the function in your Keap account. … For the Max Classic/Ultimate editions of Keap, please refer to this article: Email Authentication (DKIM
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Last Updated: 02/17/2021 in Appointments
Your clients who are already contacts in Keap will be updated. … Your clients who are not yet contacts in Keap will be added when they click the Confirm button. … client
Note : These emails are from the user's email (instead of no-reply system emails from Keap
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Last Updated: 06/02/2022 in Getting Started
You can now sign in to your Keap account(s) using your Google account. … instructions for 2-step verification Select the desired Google account You'll now be signed in to your Keap
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Last Updated: 02/03/2022 in Sales Checkout Forms
Keap customers can add an upsell product to their checkout form. … This will allow buyers to add an additional product to the cart before checking out on a Keap checkout … The "all sales report" under Reports in Keap has data that informs your Average Order Value and how that
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Last Updated: 12/20/2021 in Appointments
Are Keap Users sent reminders? … appointment attendance with email reminders With the Easy Automation titled Appointment Reminders , Keap … can automatically email reminders to your contacts that have scheduled appointments with you using Keap
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Last Updated: 12/02/2021 in Getting Started
Our onboarding checklists help new Keap customers choose what is most important to their business and … QuickBooks Online account Track your daily activities and processes Connect your favorite tools to Keap … connect a public form to your websit Create and share a public form on your social platforms Download the Keap
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Recurring payments in Keap will not be created when this form is submitted. … select it from the list or create a new product Click Add in the bottom right corner Warning: Keap