Updated Articles

  1. Start an automation when a tag is applied

    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...
  2. Advanced Automation sequence - create an invoice

    The Create Order  "then" automates the creation of an invoice, enabling you to automate yet another aspect of your business. You can add products, set up payment options, and send the invoice to contacts that enter this process.  How to config...
  3. Automation links

    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...
  4. Automation details

    Advanced Automation performance Navigate to Automations  followed by Advanced Select the desired campaign from the list to view the number of total contacts in the campaign (which includes contacts that have been removed from the campai...
  5. How to Test Your Decision Diamonds

    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...
  6. Automatically create a task in a sequence

    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...
  7. Add to or remove from sequence

    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...
  8. Send an HTTP Request in a Sequence

    An HTTP Post is used to send information from Keap to a web page that runs a script (e.g., ASP, PHP, Javascript) which extracts data from the URL and processes it on your web server. Please Note!  Only standard port numbers are supported. Suppor...
  9. When Trigger - Tag Applied

    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...
  10. Solution Launchpad - Understanding Validation Messages

    Why Validation Messages? When you use Solution Launchpad, whether you are installing, exporting, or re-syncing your bundles and items you may see a validation message causing your desired action to fail. While these messages don't occur...