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This document outlines what is included when a campaign is installed from one app to another, using Solution Launchpad.
What’s included? The following data is included when installing an advanced automation:
Campaign name
Campaig...
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Last Updated: 07/23/2025
in Automations Easy Automations Automating your repetitive tasks just got as simple as “when” and “then”. For example, when someone fills out your public form, then Keap can send them a welcome email. Or assign you a task. Or both. Or… Well, let’s just say there’s a lot more.
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Last Updated: 07/22/2025
in Sales Quotes
Your browser does not support HTML5 video. Create professional looking quotes to send directly to your contacts. Customers can easily accept your quote by clicking the ‘Accept Quote’ button, and your quotes can be quickly converted into a ...
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Easy and advanced automations will now be easily accessible from one list view that you will find under “My automations” in the left side navigation. Previously, you had fewer options when it came to sorting and filtering your automations and you ...
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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 T...
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Last Updated: 07/21/2025
in Comms Broadcasts Deliverability
What Is Email Engagement? Email engagement refers to how actively your contacts interact with your emails. It measures actions like opens , clicks , and some form submissions — and how recently those actions occurred. We measure engagemen...
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Last Updated: 07/09/2025
in Comms Broadcasts Deliverability
You’ve crafted the perfect email for your next email marketing automation. Complete with an attention grabbing subject line, compelling copy, and irresistable call-to-action. You’re positive click rates will be through the roof! Unfortunately howe...
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The Sequence is where the Automation happens. This can be as simple as sending an Email after a Web Form filled out or a complete process of creating assigning contact owners, tasks, follow up emails, and more. Timers If the timer between two ob...
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An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to receive marketing. This gives you the ability to focus your marketing efforts on people that have confirmed their e...
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The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone. Please note! Each note object must be configured individually. They cannot be re-used in multiple se...