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Last Updated: 06/09/2022 in Release Notes
Pipeline deal move in Easy Automations Pro and Max users can leverage an Easy Automation to have a
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Last Updated: 03/18/2021 in Release Notes
automation from tasks. … We’ve enhanced the Advanced Automation Builder’s task completed goal to allow you to create different … automation paths depending on task outcomes, such as if a lead was qualified or requires more follow
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Last Updated: 07/19/2023 in Play Blueprints Collect Leads
Automations Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring … possible automations, such as signing the new lead up for your company newsletter, applying tags, or … Pro Tip: When the Contact Us form is filled out, set up the automation to send a text notification or
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When editing an automation, click on the Actions button and select Merge Fields . … Campaign merge fields are useful time-savers when information in your automation changes frequently. … When editing an automation, click on the Actions button and select Merge Fields .
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Last Updated: 05/23/2023 in Marketing Forms
with a pre-named automation and the When already set Click Then to create your easy automation Once … follow-up for your form Click New automation The Easy Automation builder will slide in from the right … tab and click your New lead follow-up automation If you cannot find your New lead follow-up automation
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Last Updated: 11/11/2022 in Getting Started
the Work Easy Automation ✓ ✓ Advanced Automation (Campaign Builder) ✓ ✓ ✓ Reminders ✓ ✓ Internal … Forms ✓ ✓ ✓ Pipeline Automation ✓ ✓ ✓ API (Integrations) ✓ ✓ ✓ Administrative Tools Reports ✓ … Recurring Payments ✓ ✓ ✓ Shopping Cart ✓ Checkout Forms ✓ ✓ Order Forms ✓ Promo Codes ✓ ✓ Automate
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Last Updated: 03/31/2021 in Release Notes
Name Updates Advanced Automations: Appointment Goal Easy Automations: View and Remove Contacts … updates Cancel a Subscription Order Form Terms Keap Updates Company Records Zapier Integration Automation
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Last Updated: 12/08/2022 in Release Notes
your Easy automations. … Search and sort Easy automations We've added a new search and sort feature to help you quickly find
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Last Updated: 06/01/2022 in Release Notes
Easy Automations in forms It is now simpler to automate public and internal forms because you can now … add automations as you set up the form. … Text marketing templates Using Easy Automations, you can now create your text message content based on
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Kick off automation when you submit an internal form or when someone fills out your public form with … You can also use custom form fields and decision diamonds to build even more advanced automation. … the new form in order to use it Click Save Drag a sequence onto the canvas and start building your automation
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Last Updated: 07/27/2023 in Settings
While setting up your products, you can view, edit or create a brand new automation. … Click the number to view the automation(s) associated with the product You can now make any changes … Purchase is made Choose the product Click to choose what will be automated Choose what things will
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Last Updated: 02/17/2021 in Release Notes
with the addition of the "Create a deal" automation. … Find it in the "Then" actions in your Easy Automations options. … Easy Automations update: Create a new Pipeline deal (Keap Pro) Pro users, streamline your sales process
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Last Updated: 04/08/2021 in Release Notes
automation when an invoice is sent, and stop it once the invoice is paid. … Easy Automations update: New Start and stop options for invoices Lite, Pro, and Max Now you can start … You can also start additional automation when an invoice is paid to follow up with your clients after
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Last Updated: 02/17/2021 in Release Notes
Easy Automations update: Then option to remove a tag Your Easy Automations have a new option to remove … fields (like anniversaries, phone numbers, social media accounts, and more) to segment and target your automation
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Last Updated: 02/17/2021 in Reports Campaign Reports
This report shows all contacts who are being marketed to by an advanced automation sequence. … They will remain "queued" until they achieve a goal in the automation, or are manually pulled out of … Active Contacts : Active contacts in an automation are currently waiting on a timer, or an action (email
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Last Updated: 08/12/2021 in Release Notes
Text Message Broadcasts and Automated Text Messages You can now send automated text messages through … Easy and Advanced Automations! … Forms update: Create powerful automation from your Forms page You can now automate your follow up as
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Last Updated: 02/14/2024 in Contacts
automation in the last 30 days. … of an advanced automation on the contact record. … The Advanced automation activity feed card will only be present for contacts that have started in an
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Last Updated: 01/31/2024 in Bulletin
of your investment in Keap if you regularly update your automations, try new campaigns, and automate … Maximize your investment in Keap with services and support from Keap’s business automation experts. … We’ll help you manage automations, so you can focus on running your business You’ll get the most out
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Last Updated: 09/13/2021 in Release Notes
Automation (Pro, Max) Easy Automations Updates (Lite, Pro, Max) Send a quote or invoice … Automated Text Messaging (Lite, Pro, Max, Classic) Text Broadcasts (Pro, Max) Sales Pipeline
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Last Updated: 07/19/2023 in Play Blueprints Collect Leads
Automations Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring … Best of all you will use the power of automation to make this a set it and let it run automation that … or an Advanced Automation for your consultation confirmation -- there are templates below in the Automations