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Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individual contact records or through a batch action on a lis...
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Keap's Advanced Automation Builder includes an Appointments goal to trigger or end automation when an appointment is booked, canceled, or rescheduled. With the Appointments goal, you can save time with automation. Increase your attendance rate by ...
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To turn on these new features, simply toggle “Try new automation features” on at the top of any automation canvas.
The new features
New automation builder enhancements elevate the way you approach building an au...
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The Automation builder has been refreshed, giving it a more modern look with an intentional focus on faster workflows. We also added intuitive language, flexible drag and drop options, and a clearer flow for building automations. When and Then ...
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Campaign links are useful time-savers when hyperlinks in your campaign emails change frequently. Pro-Tips! There is no limit to the amount of campaign links you can create. A campaign link can only be used in the campaign that it was created...
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With the Add to sequence option, you can drop a contact into a campaign, and let them skip the line. Instead of making a contact start from the beginning, you can now add them to a sequence further ahead in the campaign. Drag the Add to sequence...
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Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores.
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Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the conta...
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Editing Advanced Automation timers in which contacts are queued up can cause unintended consequences and result in unpredictable behavior. If you need to edit a timer that is in a launched automation, review our best practices for editing timers: ...
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You can use the Create a Deal automation to trigger adding a deal card to your sales pipeline after a goal is achieved. A good example of this use case is a web form or a internal form goal connected to a sequence that includes the Create a D...