Updated Articles

  1. When Trigger - Appointments

    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 ...
  2. New landing page - Design a landing page

    After starting your landing page or choosing your template to build from, follow the instruction below to learn how to set up and design your new Landing Page . Content Columns: Split a row into multiple columns to create side by side c...
  3. How do I locate my application name and edition

    App Name If you need to contact customer support, they will ask for your "application Id" or "app Id" or "app name" in order to help verify your account and to access your application to assist. If you are asking for help in a forum or on a soc...
  4. A list of available Advanced Automation When Triggers

    There are many different When Triggers to choose from. Each When Trigger is briefly described below. Goals initiated automatically by the Contact... Form is submitted - Web forms are either hosted on your website or by Keap. When an in...
  5. Play Blueprint: Refer a Friend

    Your browser does not support HTML5 video. Why Run It: To generate new leads by utilizing positive sentiment from your happy customers. Who It's For:  Every business, big or small, can benefit from getting more referrals f...
  6. Play Blueprint: Contact Us

    Your browser does not support HTML5 video. Why Run It: The Contact Us play is run to collect leads. More importantly, it might be the difference between making a lifelong customer or losing a client whose experience isn’t up to pa...
  7. Play Blueprint: Lead Intake Form

    Your browser does not support HTML5 video. Why Run It: To streamline your internal process of collecting leads via personal interaction Who It's For: Any business that relies on face-to-face interaction should be using som...
  8. Play Blueprint: Lead Magnet Download

    Your browser does not support HTML5 video. Why Run It: To generate leads Who It's For: Businesses that need to fill their funnel with new prospects Implementation time: 15-20min Play Snapshot A Lead Ma...
  9. Promo codes on Checkout Forms

    Give your customers an additional reason to buy with a discount promo code to use on Keap's checkout forms. Promo codes allow you to create exclusive discounts that you can share with specific leads or specific stages in your buyers' journey.  As...
  10.  Invoices - Create and send an Invoice

    Your browser does not support HTML5 video. Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.  You can also send an invoice directly from a Cont...