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Last Updated: 08/02/2021 in Getting Started
Infusionsoft by Keap will be known as as Max Classic going forward. What is in Max? … Keap Max combines the ease-of-use and interface of Keap with many of the powerful features and benefits … Additional Keap features available in Max: Appointments Keap Mobile App Dedicated business line SMS
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Last Updated: 07/15/2022 in Bulletin
Some features are either not yet available in Keap or are not backwards-compatible with Max Classic. … Visually identify your version Max Classic Keap These features are backward-compatible … A Task that was created in Max Classic, for example, will still show up as a Task in Keap, just not in
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You
may receive an email from
[email protected] after you sign up looking for more information to get … If there is a change in your business ownership, name, address, or
tax IDs please reach out to Support …
Keap Pay is a fully embedded Payments Option owned and sponsored by
Keap.
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Last Updated: 07/27/2023 in Sales Invoices
Click Taxes Click Create a sales tax or Add > Sales tax Enter a Sales tax name and Sales tax rate … sales tax Select an existing sales tax or add a new one Click Save Please note: Sales tax … (%) Click Add sales tax Apply sales tax to a products Click your profile icon and select Settings
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Customers will not be able to add a new WePay connection to their Keap account. … Using WePay does not necessarily affect your taxes. … filing program with many state tax agencies.
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Last Updated: 06/01/2023 in Release Notes
Previously only available in Max Classic, Keap now allows Pro and Max users to store a customer's credit … Lead source attribution (Max) Lead attribution can help you understand which marketing channels are … Charge customers with card on file (Pro/Max) No more failed payments or awkward phone calls to customers
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Last Updated: 06/15/2021 in Release Notes
(Max Classic) Checkout Forms (Max, Pro) Custom Dashboards for Multiple Users (Max, Pro, Lite) … Set field value with field math (Max Classic, Max, Pro) Saved Searches: Email Subject Customization … Contact Record Updates (Max, Pro, Lite)
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Last Updated: 05/05/2022 in Release Notes
Separating the page names and the page slug (URL) on landing pages Pro and Max users can now better … Learn more Contextual automation in checkout forms Pro and Max users can now create and edit an easy
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Last Updated: 09/27/2023 in Release Notes
Keap Product Release Report - September 2023 Create new tags for landing page form buttons (Pro, Max … , Max Classic) Send emails from a custom domain (Pro, Max, Max Classic) Emojis! … (Pro, Max, Max Classic) Terms/conditions, notes and attachments (Pro, Max) VAT/GST Invoice Compliance
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Last Updated: 09/27/2023 in Release Notes
to a URL after submitting a form (Pro, Max) … Keap’s Product Release Report - June 2023 Stripe Automated Sales Tax (Max Classic) Redirect users
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Last Updated: 11/19/2021 in Release Notes
We released some exciting new features and updates for Keap in September. … Max, Max Classic) Custom fields management (Lite, Pro, Max) Tax Labels (Lite, Pro, Max) Easy Automation … Improvements (Lite, Pro, Max) Pipeline Analytics (Pro, Max) Recurring upsells (Max) QR Code
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Last Updated: 09/27/2023 in Release Notes
Keap Product Release Report - August 2023 Stripe Elements ACH/Direct Debit (Max Classic) Stripe Elements … Pages and Public Forms (Pro, Max, Max Classic) … ACH (ApplePay/GPay) (Pro, Max) Pipeline Loading Optimization (Pro, Max) Company Field on New Landing
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Last Updated: 09/13/2021 in Release Notes
We released some exciting new features and updates for Keap in July. … to a company (Lite, Pro, Max) Add sales tax to products and services (Lite, Pro, Max) … Automated Text Messaging (Lite, Pro, Max, Classic) Text Broadcasts (Pro, Max) Sales Pipeline
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Last Updated: 09/27/2023 in Release Notes
Keap Product Release Report - July 2023 Keap’s new email builder (Pro, Max, Max Classic) Email Health … dashboard widget (Max Classic)
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Last Updated: 03/24/2023 in Release Notes
reports in Keap Max and Max Classic. … Customer App Edition in Help Menu (Pro/Max/Max Classic) The app edition (Pro/Max/Max Classic) will now … Centralized Reporting Hub (Max/Max Classic) You now have a single place to view and search all available
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Last Updated: 10/29/2021 in Release Notes
New email builder for Pro and Max The new email builder that exists in Keap Lite will be released in … Pro and Max. … Max users will also be able to build Landing Pages with multiple steps. Learn more .
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Last Updated: 04/08/2021 in Release Notes
Pro) Keap Business Line: Outbound calling for multiple users (Max, Pro, Lite) Invoices: Send … users to make calls from your Keap Business Line, and much more. … (Max Classic, Max, Pro)
Form templates (Max, Pro, Lite) New form builder (Max, Pro, Lite
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Last Updated: 11/11/2022 in Getting Started
Features Pro Max Max Classic Organize Leads Contact Management ✓ ✓ ✓ B2B Management ✓ ✓ … Mobile App ✓ ✓ Max Classic Mobile App ✓ Dedicated Business Line ✓ ✓ 1:1 SMS messages ✓ ✓ … Quotes ✓ ✓ ✓ Appointments ✓ ✓ Sales pipeline ✓ ✓ ✓ Sales Round Robin ✓ Stay Connected 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 … In this image, the app name is hal100 Max Classic edition For Max Classic, you can find your app … 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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Last Updated: 03/31/2021 in Release Notes
This month is all about Appointments at Keap! … Tags (Max Classic, Max, Pro) Zoom Integration (Max, Pro, Lite) Custom Appointment Reminders (Max, … Time Validation on Web Forms (Max Classic, Max, Pro) Nexus Merchants in Payments (Max, Pro, Lite)