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Cancel my Keap application
We are sorry to hear that you are considering cancelling your services. To protect you and your data, we require confirmation from a verified admin/owner of the account before making account changes. For this reason, an emailed request to cancel is ...
My profile & password
To personalize your profile, including your email signature and login credentials, click on your avatar at the bottom left of the page and click on your account details. You can also click on your avatar, choose Settings  and then choose  My Pr...
Business Details
Business profile Click on your user avatar and select Settings Click "Business profile". Remember to scroll to the buttom of the page and click " Update business profile " to save your changes. Business Details  Aft...
How do I locate my application name and edition
App Name If you need to contact customer support, they will ask for your "application Id" or "app Id" or "app name" in order to help verify your account and to access your application to assist. If you are asking for help in a forum or on a socia...
Add, Delete or Edit User Role
Add a user or a Partner Click on your avatar and choose Settings Click Users . Click Add a user . Type the name and email of the user or partner to add. Select the user role for the new user. Find permissions details below each r...
View and Manage Tags
Tags are labels that are applied to contact records, and are used primarily for marketing. Tags are one of the most powerful segmentation tools in your Keap application. Tags segment your contacts into very specific lists so that you can send more t...
Currency Settings
Use the billing currency setting to select the currency format and symbol that your customers see. When your customer makes a payment, the currency format and symbol will match the currency they are being charged in. Click on your user avatar a...
User Roles
Click on your avatar and choose Settings   Click Users Click Add a User Type the name and email of the user or partner you'd like to add. Partner emails will be validated to make sure they are a Keap Certified Partner Select whethe...
Update Your Billing Information & Make a Payment on Your Account
Our Billing Policy can be found here View your transactions, print statements, update your credit card, billing address, or make a payment on your account. View my subscription details Click your profile icon and select Settings Cli...
Lead scoring
Lead scoring overview Automatic lead scoring is an objective way of assessing a prospect's level of interest based on their engagement level. Lead scoring allows sales reps to focus on their hottest leads, and prioritize their daily call list. Th...
Add and Manage Products
Set up a product Click on your user avatar and choose Settings Click Products and services Click Add a product or service  to create a new item or click Edit  on an existing item to update it Enter a product name, description...
HIPAA Security Controls
Introduction The HIPAA Security Controls toggle button is used to indicate to Keap that your business is regulated by HIPAA and that your Keap app contains Protected Health Information (also known as "PHI".) It should only be activated if you are...
API Key
Legacy Alert! 6-12-24. We are sunsetting legacy API keys. Legacy API keys will be disabled and cease to work on Oct 31, 2024. The ability to generate new API keys will not be allowed after July 10, 2024.  If you are an integrator, you will need...
Strong Customer Authentication FAQ
Strong Customer Authentication is a rule that went into effect on September 14, 2019 as a part of the PSD2 regulation in Europe. It requires changes to how European customers authenticate online payments, requiring a different user experience throug...
Custom fields management
You can create custom fields for your contact and company  records. Keap Lite and Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create ...
Change your edition, contact limit, or user licenses
As your business grows, you may want to upgrade your account to a newer edition, add user (employee) licenses, increase your contact limit, or add services for plug-ins and additional products.
Tag automation
You can quickly set up automation while setting up or viewing your tags On the form itself: Click on your avatar and choose Settings Choose the tag you would like to add automation to You can start by choosing one or more of the example ...
View your text message usage
Click on your profile icon and choose Settings Click My account You can now view your text message usage for your current billing cycle. Note that Keap Pro customers get 150 free text message credits per billing cycle and Max customers g...
Email usage and overages
(Pro/Max) How to access the email usage and overage report Click on your user profile icon and go to Settings Click on My account Note the Email  card in the middle of the page If there are overage charges, click the View char...
UK/AUS Tax Compliant Invoices
This feature will be rolling out during the month of September, 2023 This features gives UK and AUS customers the ability to add a tax ID in the new Sales Settings to be saved and published on every invoice. Depending on the option chosen (UK VAT...
Email Authentication (DKIM, DMARC, and SPF)
For the Max Classic/Ultimate editions of Keap, please refer to this article: Email Authentication (DKIM, DMARC, and SPF) DKIM (Domain Keys Identified Mail) is a complex email protocol that allows a sender's identity to be authenticated by t...