Updated Articles

  1. Keap Pay - Handling Chargebacks

    What is a chargeback? A chargeback occurs when a cardholder contacts their issuing bank (e.g. Capital One, American Express, Chase) and disputes a purchase made on their credit card.  Chargebacks can be initiated by the cardholder or their ban...
  2. Broadcast - customize a broadcast (New Email Builder)

    A broadcast message is a single message sent to an entire list of people at the same time. It is generally the best option when you need to send the same message to everyone at the same time (e.g., a monthly email newsletter). It is also the best ...
  3. Email engagement report - manage status, tag open, and view reported spam

    The email status search report will display a list of contacts based on their email status (i.e. bounce, opt-in, opt-out, etc.). Here are the most used search criteria and an example of the results.  Note that when viewing search results on most m...
  4. Solution Launchpad Overview

    Appointment types are now sharable! Solution Launchpad enables you to create and package solutions and share them to scale. In addition to publishing Automations and their dependencies, Solution Launchpad is capable of independ...
  5.  Goals - Web Page Automation

    Please note that this feature is only available for Ultimate  and Classic  editions of Keap 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" e...
  6. Broadcast - create a broadcast (New Email Builder)

    Note! Email marketing is permission-based. Make sure you have permission before you send a broadcast. Review the  Keap Acceptable Use Policy . Create a broadcast Navigate to Comms > Email  Broadcasts Click Create emai...
  7. Email engagement report - how to setup search

    The email status search report will display a list of contacts based on their email status (i.e. bounce , opt-in , opt-out , etc.).  Each email address stored in Keap is assigned a status.  These status are generally assigned automatically, but c...
  8. ScoreApp

    ScoreApp is an online quiz/assessment tool that integrates with Keap automations. Integrate your ScoreApp's scorecard marketing solutions with Keap's powerful marketing automation engine to deliver personalized results, build trust, and make sal...
  9. Keap welcome videos

    Learn how to get the most out of Keap with these introductions to features like Appointments, Broadcasts, Invoices and Quotes, Pipeline, and more.
  10. Email Authentication (DKIM, DMARC, and SPF)

    Why Domain Authentication is Required Email providers like Google and Yahoo are now mandating domain authentication to enhance security and combat spam and phishing. By requiring authentication, these providers aim to protect their user...