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Last Updated: 10/01/2021 in Play Blueprints Create Fans
Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring Success … Here are some quick tips for setting up the automations in each edition of Keap: Advanced automation … builder Easy Automations builder Pro and Max Checkpoints to Launch: Create an automated
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Last Updated: 10/14/2022 in Marketing New Landing Pages
When your contact clicks on a link from either a Broadcast email or an Advanced Automation email to … Broadcast Email & Advanced Automation Email Any normal text hyperlink or button hyperlink will be automatically
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and I published the automation today, it would contain the date the automation published. … Phase 1 - Resolves at time of Advanced Automation publish. … Prior to Liquid Content, your automation might look something like this...
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Stage Automation Automation in your Sales pipeline is triggered when moving a deal into or out of one … a contact completes each stage Publish and test all automation Pro Tip: Automate adding a "status" … Why Run It: Convert clients by automating a seamless journey from lead to prospect to paying client
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Last Updated: 05/05/2022 in Release Notes
automation while setting up a checkout form allowing for automation to be created in one step. … Learn more Contextual automation in checkout forms Pro and Max users can now create and edit an easy
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They do not override the existing automation.
Be Careful! … The sequences are completely separate from any other sales automation. … The sequences attached to the goal run in conjunction with existing sales automation.
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Last Updated: 07/19/2023 in Play Blueprints Collect Leads
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 … Be sure to double check email copy, and set up your delivery automation.
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Last Updated: 02/16/2023 in Release Notes
Invoice reminder emails and timers in easy automations were using the wrong date fields … the new Email Builder were missing the https://letsmeet.io/ in the URL when created in an Advanced Automation
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Last Updated: 06/01/2022 in Release Notes
Appointments update: Create powerful automation from your Appointments page You can now automate your … While you’ve already been able to trigger Easy Automations based off of appointments activity, you had … Now you have access to your appointments and automations in one place so that you can save time and stay
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You cannot reuse automations.
Be Careful! … Interactions can satisfy a goal in an automation. … Note templates can also be used to initiate automation with Note Template Goals.
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Last Updated: 08/18/2022 in Release Notes
File upload and download from an advanced automation email You can now upload specific file types and … link to them using the File button within Advanced Automation emails so your prospects and customers
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Use the Set Field Value process Click inside an automation sequence and drag and drop the Set Field … can automatically set the value of a standard or custom field on the contact record in an Advanced Automation
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the automation for your changes to go into effect. … Click to go back to the automation and Publish your changes. … Web forms embedded via Javascript simply need to be republished in the Advanced Automation Builder and
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Last Updated: 10/01/2021 in Play Blueprints Create Fans
launched the automation. … Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring Success … In this play you’ll create an automated process to send an email to happy customers requesting a referral
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Last Updated: 02/14/2022 in Marketing Forms
You can create unlimited form fields which can trigger automation in the advanced automation. … to create your easy automation Once your automation is set, click Preview Click Close Publish your … your follow-up Click Next after creating your internal form Click New automation The Easy Automation
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Last Updated: 10/13/2021 in Play Blueprints Create Fans
Bank Go To Easy Automation Template Go To Advanced Automation Template Measuring Success … Customer feedback also provides the opportunity to create customized automated follow up. … The negative survey respondents need personal follow up before they become detractors, so we’ll automate
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Last Updated: 10/29/2021 in Release Notes
Easy Automations for appointments It is now simpler to automate processes for appointments because you … can now add automations as you create an appointment booking link. … Max Similar to the new email builder, you can now create and manage landing pages outside of Advanced Automations
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Last Updated: 02/17/2021 in Release Notes
Pipeline Automation: Merge fields in Tasks Get the context you need with Pipeline automation task merge … Smart Forms Updates You can now use smart forms in the campaign builder to automate processes. … New Pipeline automation: Send an email Communication is key when it comes to keeping your contacts moving
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Last Updated: 07/10/2023 in Settings
Limited admins cannot create Advanced Automations, but can modify, publish, and unpublish Advanced Automations … Managers cannot also create Advanced Automation but can modify, publish, and unpublish Advanced Automations … Staff users cannot access Broadcasts, Easy/Advanced Automations, or Reports or contact groups.
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Last Updated: 04/18/2024 in Marketing New Landing Pages
Virtual fields simplify the trigger automation or tag contacts based on a field selection. … Now I can use those corresponding tags to start subsequent automations with timers that send weekly or … page form such as a dropdown, checkbox, or radio option with the additional ability to tag and run automation