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Last Updated: 07/27/2023 in Sales Quotes
Will quotes trigger automation? … You can use the quote status goal to trigger automation with quotes that are sent, viewed, and accepted
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Navigate to the Advanced Automation Builder and drag the Landing Page goal onto the canvas Double-click
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types This feature is available when building a Broadcast email or when building an email in Advanced Automation
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note object from a sequence, it can only be restored if you restore a previous version of the entire automation
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Last Updated: 01/18/2024 in Appointments
Quickly send your booking link to contacts via email or text, or use share the link online or in an automation … You can customize these reminders in Easy Automations by changing the frequency or content of the reminders
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Last Updated: 04/28/2022 in Comms Broadcasts Email broadcast
understanding and complying with the laws and regulations associated with consent for text message automation … complete the public form with this box checked are sent a text message broadcasts and text message automation … Text message Click Give feedback FAQs You can learn more about our text message broadcast and automation
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Last Updated: 05/04/2022 in Release Notes
When using the new email builder within an advanced automation, adding the appointment block would display
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Last Updated: 03/01/2021 in Release Notes
Appointments update: Customizable reminders in Easy Automations You can now use Easy Automations to
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Last Updated: 11/09/2022 in Comms Broadcasts Deliverability
We are continuing to automate and improve these systems through 2020. … /Broadcasts against their other automations/Broadcasts using the same system. … customer uses, they should use Open/Click Rates as trending info to determine the success of email automations
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Last Updated: 02/17/2021 in Release Notes
Stop or start automation whenever someone schedules, reschedules, or cancels an appointment.
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Last Updated: 06/04/2021 in Release Notes
Plus, you can sync your Checkout Forms with Keap’s automations and native payment processors like Paypal
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The Sequence is where the Automation happens.
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Last Updated: 04/19/2022 in Reports Keap Mobile
records Add, view, edit Notes Add, vide, edit Tasks Ability to add tags Ability to add a contact to automation
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Last Updated: 02/17/2021 in Release Notes
Manually update the field when adding new contacts, or set it via automation.
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Last Updated: 05/05/2022 in Appointments
Click Next at the top of the page (optional) Add automation. Click the +Create Automation button. … To learn more about creating Easy Automations, click here Click Preview when you are finished.
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Currently this feature only applies to Broadcasts emails only and not automation emails.
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If it has, then the automation will continue on the next acceptable day and time. … This setting makes it easy for you to confine automated communications to the hours associated with a … The Week Day(s) option does not include Saturday or Sundays when scheduling the next step in your automation
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The related sequence(s) will begin even if the contact was not in in any previous part of the automation
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Last Updated: 10/07/2021 in Release Notes
Marketing text message templates You can now create text message templates to use in Advanced Automations … attempted to generate a Legacy API key in Pro and Max The "Send a Text" action was missing from Easy Automations
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Last Updated: 04/21/2022 in Release Notes
, and Advanced Automations. … expansion Easily access your KMN settings anywhere you write marketing texts including Broadcasts, Easy Automations … interact with your number and billing information, manage your opt-in request message, and manage your auto