-
Last Updated: 04/26/2024
in Settings
(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...
-
Last Updated: 04/18/2024
in Marketing New Landing Pages
Virtual fields simplify the trigger automation or tag contacts based on a field selection. Virtual fields are an alternative to custom fields to capture users' answers on a landing page form such as a dropdown, checkbox, or radio option with t...
-
Last Updated: 04/18/2024
in Marketing New Landing Pages Create a landing page that allows you to capture new leads on a custom-designed page hosted by Keap. Currently in Keap Pro, you can only have one sub-page (thank you page) per landing page. Max, Ultimate, and Classic editions can support multiple ...
-
API Goals connect your app integrations to your automation sequences. Configure your API goal, then connect the goal to a sequence. For example, check out how to create custom API goals when using the BigCommerce integration.
Drag an API goa...
-
Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered.
You can tr...
-
Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a goal and be u...
-
Tasks that you add to a sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the automation will continue. The task completion goal must be preceded by at least one sequence cont...
-
A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate automation with ...
-
Last Updated: 04/17/2024
in Reports Email Reports Each email address stored in Keap is assigned a status. These status are generally assigned automatically, but can also be managed manually with some limitations. You cannot double-opt in a person or single-opt in someone who has previously op...
-
Last Updated: 04/15/2024
in Marketing New Landing Pages
You can have certain fields be pre-populated with specific info to help you track certain lead sources instead of needing to copy or duplicate landing pages. By following these steps, the info populates into the field when the landing page initial...