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Last Updated: 03/31/2021 in Release Notes
Delay timers Web form origin report Merchant account IDs Relative dates My Day Interactive view Keap
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Last Updated: 11/18/2022 in Comms Text Marketing
you will be prompted with a verification form to add or update their information before using your Keap
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Last Updated: 07/27/2023 in Sales Invoices
Keap now helps you follow-up, by sending you reminders and getting that email started. … No, this is only a reminder for the Keap app owner (the first user that signed up for Infusionsoft).
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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
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Last Updated: 11/17/2021 in Dashboard
Contacts – The total number of contacts currently in Keap New leads – The total number of contacts marked … reports when contacts were marked with the contact type of "Lead", not when the contacts were added to Keap … reports when contacts were marked with the contact type of "Client", not when the contacts were added to Keap
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Last Updated: 03/31/2021 in Release Notes
Infusionsoft Updates
Analytics Keap Updates Forms Name change Create multiple forms
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Last Updated: 06/15/2022 in Contacts
export data from your current system(s), you should take time to clean it up before importing it into Keap … Remove duplicate columns and columns that store information you won't need in Keap to segment, communicate
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Last Updated: 02/17/2023 in Contacts
In previous iterations, Keap would default the phone type as Other or simply a blank with no option … Keap will now default to the Mobile phone type when editing a contact and adding a new phone number.
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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
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Last Updated: 02/02/2022 in Automations Easy Automations
While Keap confirms the contact is opting in to texts, you are responsible for understanding and complying … The first time you send a text to a phone number, Keap will ask the contact if they want to receive messages … receiving consent for text messages: You only send messages to the contacts that want to receive them Keap
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Last Updated: 02/01/2022 in Contacts
can now edit and Save changes to the note or Delete it If you click outside of the note window, Keap
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With the Landing Page builder in Keap, you have the ability to archive your previous templates that
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receive a transaction email from Authorize.Net for each purchase in addition to the order notifications Keap
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Last Updated: 07/27/2023 in Reports Financial Reports
View your sales data in graphical and itemized format with the All sales report in Keap.
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The Assign using Round Robin functionality does not work in Keap at this time.
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Last Updated: 02/17/2021 in Contacts
system exports to a different format, you will need to save it as a CSV prior to importing it into Keap
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Last Updated: 03/10/2021 in Contacts
You can send emails from any email address associated with one of your Keap users.
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Last Updated: 01/25/2022 in Marketing Forms
While Keap confirms the contact is opting in to marketing texts, you are responsible for understanding … consent for marketing text messages: You only send messages to the contacts that want to receive them Keap
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Last Updated: 09/27/2023 in Bulletin
We recommend using Keap and Stripe's payment dashboards together to see if there are any transactions
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Keap allows you to create beautiful, stunning, mobile responsive landing pages.