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Last Updated: 10/28/2025
in Contacts
Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation Select an automation Click Add Add multiple contacts to an advanced automation Navigate to a contact list Sele...
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Last Updated: 10/28/2025
in Contacts
Add and remove tags from a list of contacts From the left navigation click Contacts > People From the Contacts page select all or filter to find the contacts you want to edit. Once you have selected the contacts to edit, click Add or ...
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Last Updated: 10/28/2025
in Contacts Spending too much time finding, copying, and pasting the same email over and over? Now, you can edit, save, and easily insert your preferred templates every time you send an email.
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Last Updated: 10/28/2025
in Contacts
Use Tags to organize and group your contact records. With Tags you can filter your contacts, create customized segmentation and lists, and track the metrics of your custom segments over time. There is no limit to the amount of tags you ...
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Last Updated: 10/28/2025
in Contacts You can label your contacts as "Client", "Lead" or "Other" by using the contact type label at the top of each contact record. Setting a contact type will also automatically update Keap's default "Lead" and "Contact" lists.
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Last Updated: 10/28/2025
in Contacts
Send customized emails directly from a contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. You can send emails from any email address associated with one of your Keap users....
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Last Updated: 10/28/2025
in Contacts
Easily export all of your contact data, including custom fields. Pro-Tip! Tags cannot be exported at this time, however Keap Pro and Keap Max users can utilize the Tag Tracker report to match exported Contact IDs with applied tags. Ex...
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Last Updated: 10/28/2025
in Contacts
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 up ...
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Last Updated: 10/28/2025
in Contacts
You can create custom fields for your contact and company records. Keap Pro customers can create up to 100 custom fields for contact and company records, while Keap Max customers can create 150 custom contact and company fields. The field type ...
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Last Updated: 10/28/2025
in Contacts
The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format. Search for a contact that is associated with a deal The Contact record will display a deal card. If mult...