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How to send information from Keap to a 3rd party
How do I send contact info from Keap to my membership site
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How to setup an advanced automation that will send and/or run an action continually. Create your automation Click on Automations in the left-hand menu. Click the + button to create a new automation and choose Advanced Automation . Na...
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API Goals in advanced automations are ways to connect your app integrations to your sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce integr...
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The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a sequence. Double-click on the sequence you wish to edit or create a new sequence. Drag and drop an Assign an Owner process sni...
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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 co...
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The task object assigns a manual follow-up responsibility to an Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user is resp...
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The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automatica...
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Keap offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confidence that your cont...
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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...
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Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of an automation sequence or be manually updated by a Keap user. Tags can be applied to individual contact records or through a batch action on...