Settings

Manage your business profile

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My profile
Personalize your profile, including your email signature and login credentials by opening the menu in the top right corner of your app and clicking on your account details. Upload a profile photo Upload an image of yourself to display in yo...
Cancel my Keap Application
#hg-comment-form { display: none; } 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. ...
Business Profile
Business Details International spam law requires a physical address in your marketing email correspondence. The information you enter here will be present in the footer of your emails.  After completing this information, click the Update b...
How do I locate my application Id?
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. You will find your app id by cli...
Add, Delete or Edit User Role
Add a user or a Partner Click Settings in the top navigation. 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 role...
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...
Public forms
Easily capture leads with a public form. Create your form in just a couple of minutes, then share it wherever you wish you capture contact information, such as your website, Facebook page, or Instagram account. Leads who provide their email when fil...
Internal forms
No two businesses are alike. With a custom internal form, you can add fields that are specific to your business process, allowing you to capture all the essential details when adding a new contact. Design your form with the right fields for accuracy...
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. Navigate to " Settings &...
User Roles
Go to 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 whether the user is an ...
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. Make a payment Click your profile icon and select Settings Click My Account ...
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...
QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
Seamlessly sync your products, contacts and invoices from QBO. No more manual data entry necessary. All you have to do is connect your QBO and Keap accounts and it only takes a few seconds. Information synced between Keap and QBO Contacts and P...
Add and Manage Products
Navigate to 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 and price Click Add or Sav...
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 ...
Gmail Sync
Gmail sync captures the email communications that occurs in Gmail into your contact record. There are two ways that you can initiate the Gmail sync feature. How it works Every correspondence you send from or receive to your Gmail account will ap...
Microsoft email sync
Which email products are supported? Exchange Online  Office 365  Hotmail.com  Live.com  MSN.com  Outlook.com  Passport.com Pro-Tip! If you are syncing a Microsoft email, your email must be hosted by Mi...
API Key
Click Settings in  the drop-down menu at the top right of the page Select API  settings from the list Enter a passphrase. The passphrase is simply a password that you provide to generate your unique API Key. Click Save ....
Zapier integration
Connect Keap to hundreds of other apps with Zapier. Zapier lets you connect Keap to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between a...
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...