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Last Updated: 07/01/2025
in Bulletin
Phishing emails are designed to trick you into clicking harmful links or giving up personal info. We’ve seen a rise in phishing attempts around holidays, as scammers know you’re busy and may let your guard down. Here’s how to stay protected: How ...
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What is Edition Compatibility? jump to: Stand Alone Assets , Automation Builder: When's , Automation Builder: Then's The most common request we hear from partners regarding Solution Launchpad users is "I just want to know wha...
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Last Updated: 06/26/2025
in Bulletin
Why Business Texting? SMS, or text messaging, is an increasingly popular channel for businesses to engage customers, thanks to its high open rate and timely nature. After all, we touch our smartphones more than 3,000 times a day. 80% of consu...
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Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag, or run other automation. The Failed Purchas...
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A Quote status trigger can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Accepted = quote is accepted Click and Drag the Quote status trigger onto the canvas Select the Quote status Click ...
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When an API calls is made... The API When connects your other business application integrations to your automation sequences. Configure your API when, then connect the API trigger to an action sequence or a series of action sequences. For example, ...
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You can configure automation to take place when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the automation will continue.
Drag the Lead Score is Achieved tr...
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Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a goal and be u...
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Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . This When will only be triggered for the products on the order when the firs...
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Forms collect information from potential customers who may visit your site, or they can be used as an entry form for you or staff to enter new contacts manually into Keap. Keap's public forms are mobile responsive, so your form looks profess...