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Last Updated: 02/17/2023 in Release Notes
"There was an error loading automation metrics" for some automations. … Big Fixes When clicking the view metrics link in an Easy Automation, you would see a pop up which said
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Last Updated: 02/17/2021 in Release Notes
campaigns now include an option to wait for a set number of business days before carrying out your automation … counting weekend days in your delay timers, you can provide a bit more breathing room between your automations
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Last Updated: 02/17/2021 in Release Notes
Advanced Automations update: Segment contacts by Email Status Good news for Keap Pro users! … Filtering your automation based on email status will let you be confident that your contacts are receiving
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Last Updated: 02/17/2021 in Release Notes
Easy Automations update: View and remove contacts Get better insight about your Easy Automations. … You can now see how many contacts are in each automation, and you have the ability to remove them when
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Last Updated: 07/10/2021 in Release Notes
creating notifications, emails, deals and more in Easy Automations. … Easy Automations update: Use custom fields in your messages You can now access your custom fields when … field, then select “custom fields” from the menu to access your custom fields and personalize your automations
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or an advanced automation to run this play. … time: 15-25 min depending on the number of offers and sequences you run Play Snapshot Building an automated … Once you have your offer and segmented list ready, you will move on to creating your automation which
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(If you need something that will trigger on every payment, you can use Billing Automations ). … If a contact was not added to the automation prior to achieving the goal, they will not enter any of … For simplicity, the purchase goal is at the beginning of this particular automation You can double-click
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Last Updated: 09/07/2022 in Release Notes
Campaign merge fields in advanced automations Campaign merge fields allow you to easily edit information … For example, if you have an advanced automation with multiple emails referencing an event date, you can
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Last Updated: 06/01/2022 in Release Notes
New suggestions for automating forms You will see Easy Automation recommendations when creating a new … form to help you automate your follow-up for new leads.
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Last Updated: 02/15/2024 in Bulletin
You will need to update campaign and advanced automation goals to the new landing page goal. … in Pro or Max When setting up a Campaign in Max Classic When setting up an Advanced Automation … builder The Convrrt builder can be found when setting up a Campaign in Max Classic, or an Advanced Automation
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Last Updated: 07/27/2023 in Sales Invoices
Note : At this point, the automation is complete and no more email reminders will be sent. … Yes, you can configure your reminders using the Invoice Reminder template in Easy Automations . … No, auto-reminders are only sent for invoices that have been sent, but not viewed or paid.
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Once all the required tasks are complete, the goal is satisfied and the automation will continue. … Create automation based on task outcomes
Click the sequence you wish to edit followed by … Click " Save"
End results example
Create ongoing automation
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Once all the required tasks are complete, the goal is satisfied and the automation will continue.
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Last Updated: 03/13/2024 in Comms Text Marketing
Automated text messages come from either a Text Broadcast that you sent or from an Easy Automation that … Marketing Number inbox allows you to converse with your customers and prospects that have replied to your automated
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Once you get a prospect into your funnel it is vital that you utilize the power of automation to keep … Below, we go into detail on how to segment your list, create your offer, and setup your automations. … We recommend focusing on one target segment of your list at a time and running automations for each group
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Last Updated: 02/17/2021 in Release Notes
automation. … The drop-down menu for Advanced Automations did not always reflect the correct options for the selected
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Last Updated: 02/25/2022 in Release Notes
Bug fixes Sometimes when creating a landing page, the page could not be selected in an advanced automation
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Last Updated: 02/17/2021 in Release Notes
Easy Automation Automating your repetitive tasks just got as simple as “when” and “then”.
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Last Updated: 02/03/2022 in Dashboard
contains links to the Keap Help Center, chat with support , our community forum , new customer webinars , automation … community forum , Keap's Business Success Blog , product updates , known issues , new customer webinars , automation
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Last Updated: 03/11/2021 in Release Notes
they had not been set as required when the form was created. ( Known Issue 2336059 ) Some Pipeline automation