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Last Updated: 03/31/2021 in Release Notes
Easy Automations provides end-to-end automation, triggering great customer follow-up. … with an internal form Trigger Advanced Automation with a form Stop an Easy Automation Create Sales … Create multiple forms Create custom fields on forms Embed a form on your website Trigger Easy Automation
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Last Updated: 03/16/2022 in Release Notes
Learn more Easy automations metrics Get better visibility on the effectiveness of your Easy Automations … No more guessing if your automations are working. … other Advanced Automations that used the same tag
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Last Updated: 05/13/2021 in Release Notes
Easy Automations update: New start and stop options for quotes Now you can start automation when a … You can automate reminders for your clients, follow-up tasks for your team, and even start an automation … With all the automation options for quotes invoices, automating your sales process from start to finish
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and the “ BigCommerce Product Purchased ” Advanced Automation? … A Purchase Goal in Advanced Automation was not triggered. Why not? … How can I trigger an Advanced Automation when one of several products is purchased?
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Last Updated: 02/17/2021 in Release Notes
Campaigns update: Automate actions when a Smart or Lead form is submitted Kick off automation when … Automations update: Campaigns moving to the Automations page On November 5, your campaigns will be moved … You’ll have separate tabs for your Easy Automations, as well as your Advanced Automations (formerly Campaigns
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Last Updated: 03/31/2021 in Release Notes
up your automation game. … Keap Updates: Easy Automations Custom Lead Forms … In August, we introduced Easy Automations in Keap and new functionality for campaigns to help you step
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Last Updated: 02/17/2021 in Release Notes
Easy Automations update: Internal forms You can now kick off your Easy Automation when an Internal form … Once your “When” automation is triggered, tee up a variety of “Then” actions, ranging from an automated … from an automation once they’ve achieved the desired outcome.
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Last Updated: 04/07/2022 in Release Notes
Learn more Checkout form automation In Easy automations, you now have the option to trigger the automation … Deal closed automation Pro and Max users can trigger an Easy automation when a deal is closed (Won … or Lost), in the Pipeline and have an Easy automation stop when a deal is closed.
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Last Updated: 08/04/2022 in Release Notes
Contextual automation for tags Now you have an easy way to see what automations are being triggered … You can also edit existing automations and create new automations for your Tags directly from the Tags
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Last Updated: 08/11/2022 in Release Notes
Contextual automation for products Now you have an easy way to see what automations are being triggered … You can also edit existing automations and create new automations for your products and services directly
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Last Updated: 02/02/2022 in Comms Text Marketing
When setting up Text message Advanced automation … , and Advanced Automations KMN Number and Billing Information Review your message sending rate and … your Keap Marketing Number settings from anywhere you write marketing texts including Broadcasts, Easy Automations
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Last Updated: 09/30/2021 in Play Blueprints Collect Leads
Automations Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring … Internal Automation Easy Automation is the perfect way to handle these. … CRM that we can automate..
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automation and choose Advanced Automation Name your automation and click Save Drag out an email … Publish your automation Pro Tip! … Click on Automations in the left-hand menu followed by "Advanced" Click the + button to create a new
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This will move your entire automation and allow you to see more blank canvas area. … When a sequence is deleted from an automation, the sequence is marked as done for all contacts who are … on the canvas, hold SHIFT + click and drag a selection window over the objects If you have a large automation
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Last Updated: 09/30/2021 in Play Blueprints Create Fans
Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring Success + … The automation will resume once the assigned task has been completed. … By automating the entire process, you never have to remember anything, and your gift can really pay off
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A contact that is entered into an a advanced automation can go through different statuses while moving … Done Contacts in the Done status are not indicated in the performance tab of the automation. … How to find contacts in specific statuses Navigate to your Advanced Automations Open the three-dot
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Select what failed purchases should trigger the automation Select Any Purchase to trigger the automation … Now you can create a sequence that lets you trigger automation based on a failed purchase. … You can set up the sequence to immediately send an email, apply a tag, or run other automation.
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Last Updated: 09/16/2021 in Play Blueprints Create Fans
Automations Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring … Automation sequence Set up your nurture sequence as an automation so that leads will automatically flow … You can leverage easy or advanced automations for the Nurture Sequence.
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Last Updated: 06/16/2022 in Play Blueprints Create Fans
We have pre-built Easy Automations and Advanced Automations in the Automations bank below that can get … Automations Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring … You can use this as the first "when" in Easy Automations, or use a tag goal to begin an Advanced Automation
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Last Updated: 06/01/2022 in Release Notes
Easy Automations update: Filter by “When” trigger Quickly find specific Easy Automations with your … Select one or more types of automation triggers and all of your automations that begin with any of the … message field and send button were not available Mass actions like export, send broadcast, and add to automation