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Lead Attribution
Viewing Advanced Automation in Contact History
Appointments
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Broadcasts
Email broadcast
Broadcast - create a broadcast (New Email Builder)
New email builder
Broadcast - managing drafts
Broadcast - view the broadcast report
Text message broadcasts
Send an email broadcast from the Contacts page
Validate a custom domain
New Email Builder
How to create a new email
How to add contacts to a broadcast email
Add a tag when a link is clicked
Send a test email
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Merge custom fields into the Email Builder
Emojis
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List Hygiene
Acceptable Use Policy - Quick Reference Guide
DMARC May Impact Your Deliverability
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Protect Your Web Form From Bot Attacks
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Deterring Spam Bots
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Deciphering Email Marketing Metrics: Delivery vs Open Rate
Roadrunner Addresses Disabled from Sending
Legacy email broadcast
Broadcast - create a broadcast (Legacy Email Builder)
Legacy Email Builder - how to add contacts to a broadcast
Legacy Email Builder - how to design an email
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Legacy Email Builder - best send time for broadcasts
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Invoices
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Add recurring charges to an invoice
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Charge Customers with Card on File
Quotes
Create and send a Quote
Send a quote or invoice to a company
Recurring Payments
Recurring payments
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Checkout Forms
Promo codes on Checkout Forms
Upsells on Checkout Forms
Checkout Forms Automation
Apple Pay and Google Pay
Marketing
Forms
Public forms
Internal forms
Forms automation
Adding Text Opt-in on Public Forms
New Landing Pages
New Landing Pages - Create and manage landing pages
New Landing Pages - Design a landing page
New Landing Pages - Automate follow-up
New Landing Pages - Add an anchor link
New Landing Pages - Text marketing opt-in
New Landing Pages - Facebook & Google Analytics
New Landing Pages - Automatically pre-fill landing page from link
New Landing Pages - Add a form to a landing page
New Landing Pages - Virtual Fields
URL Parameters
Automations
Easy Automations
Easy Automations
Automated text messages in Easy Automations
Search and sort Easy automations
Test an Easy Automation
Advanced Automations
Goals
A list of available Advanced Automation Goals
Create a Web Form
Make better web forms
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Goals - Email Link Clicked
Goals - Note Applied
Goals - Task Completed
Goals - Product Purchased
Goals - Opportunity Stage Moved
Goals - Web Page Automation
Goals - API
Goals - Quote Status
Creating a web form with Firefox
Goals - Failed purchase
Campaign builder - canvas tips and tricks
How to Build an Advanced Automation Part 1 - Capture Leads
How to build an Advanced Automation part 2 - Nurture Prospects
How to Build an Advanced Automation Part 3 - Convert Sales
Automation details
Keap Strategy Guide
GDPR Helper Campaign Instructions
Apply or Remove a Tag in a Sequence
Set Up an Email Confirmation Sequence
Decision Diamonds
Start an automation when a tag is applied
Automatically apply a note in a sequence
How to Test Your Decision Diamonds
Automate when a link is clicked
Automatically create a task in a sequence
Do something automatically when a task is complete
Automatically Assign An Owner in a Sequence
Automate something when the API is called
How to build a looping automation
Send an HTTP Post in a Sequence
Republishing Advanced Automations FAQ
Set the value of a field in a sequence
Sequence Timers Overview
Advanced Automation sequence - create order
Delay Timers
Date Timers
Field Timers
Why are contacts queued in my campaign
Campaign Merge Fields
Advanced Automation Builder terminology
Pipeline Stage Moved Automation
Form Submitted goal
Advanced Automation Sequence: Create a Deal
Editing automation timers
Adding URL parameters to links to pre-fill an external web form
Create Dynamic Content with Liquid Syntax
Campaign SMS Automation with Twilio
Add to or remove from sequence
Automated text messages in Advanced Automations
BigCommerce FAQs
Campaign links
Send HTTP Request in a Sequence
Legacy Landing Pages
Legacy Landing Pages - How-To Video
Legacy Landing Pages - Choosing a template
Legacy Landing Pages - Design And Configure
Legacy Landing Pages - Add a Custom Favicon to a Landing Page
Legacy Landing Pages - Managing Color
Legacy Landing Pages - Adding Anchors
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Legacy Landing Pages - Hidden Fields
Legacy Landing Pages - Archive Templates
Legacy Landing Pages - WordPress Plugin
Legacy Landing Pages - Supported custom fields
Legacy Landing Pages - Publish to a Custom Domain
Legacy Landing Pages - Revision manager
Legacy Landing Pages - Text editor toolbar
Legacy Landing Pages - Tracking
Legacy Landing Pages - Social share settings
Legacy Landing Pages - Font style
Pipeline
Add a Stage
Add a Deal
Manage Deals
Deal Activity Feed
Deal Email
Pipeline automation
Deal move automation
Pipeline: Multiple Pipelines
Pipeline: Moving deals to another pipeline
Change deal status while viewing a contact record
Send invoice or quote from a pipeline deal
Change the ordering of Deals
Reports
Email Reports
Sent Email Tracker
Unsubscribe tracker
Email statuses explained
Email bounces explained
Email engagement report - how to setup search
Email engagement report - manage status, tag open, and view reported spam
Bulk Opt-in Contacts
Campaign Reports
Campaign Engagement Tracker
Campaign Progression Tracker
Campaign Goal Tracker
Campaign Sequence Recipients
Keap Mobile
Keap Business Line
Calling and voicemail
Setting up your Keap Business Line
Change or delete your Keap Business Line Number
Incoming Caller ID Setup and Troubleshooting
Incoming Call Settings
Setting a Ringtone
Blocking Phone Numbers
Creating Automatic Replies for Missed Calls
Voicemail: Set Up and Troubleshooting
Make outbound calls with Keap | Keap Business Line
Keap Mobile Business Line: Communication
Messaging
Deleting Keap Business Line text messages
Searching Messages
Sending picture messages
Sending appointment links through messages
Starring messages
Using Siri to send a message (iOS only)
Send a text message with Keap Business Line
Message Actions
Text an invoice from Keap Business Line
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Port/transfer a phone number into Keap
Port/transfer a phone number out of Keap
Keap Mobile: Installation
Keap Mobile: Adding contacts
Keap Mobile: Appointments
Keap Mobile: Managing contacts
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Keap Mobile: Contact add to campaign
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Keap Mobile: Adding tasks
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Keap Mobile: Contact email
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Keap Mobile: Notification and Sound Preferences
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Keap Mobile: Share contact information
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All Sales Report
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Tag Tracker
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Centralized reporting hub
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Play Blueprint: Lead Magnet Download
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Play Blueprint: Lead Intake Form
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Play Blueprint: Free Guide Download
Play Blueprint: Schedule Appointment Online
Convert Clients
Play Blueprint: Sales Offer Broadcast
Play Blueprint: Re-Engagement Offer
Play Blueprint: Sales Pipeline
Play Blueprint: Guide Follow Up + Offer
Play Blueprint: Personalized Check In
Create Fans
Play Blueprint: Email Newsletter Broadcast
Play Blueprint: Nurture Sequence
Play Blueprint: Post-Consult Follow Up
Play Blueprint: Customer Survey
Play Blueprint: Testimonial Request
Play Blueprint: Refer a Friend
Play Blueprint: Surprise Gift
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WordPress
Install the WordPress Plugin on your Website
Connect Keap To Your WordPress Website
Create a WordPress Opt-In Form
Automate something when someone fills out your WordPress form
Settings
Payment processing and currency
Keap Pay
Keap Pay Prohibited Businesses List
Keap Pay - Pro/Max Edition
Account verification during Keap Pay underwriting
Payments Best Practices
Merchant Accounts
PayPal Merchant Account
Stripe Merchant Account
Eway Merchant Account
Nexus Merchants Integration
Authorize.Net
Creating a sub-Stripe account
Transition to Tokenized Payment Methods
Integrations
Email sync
QuickBooks Online Integration: Contact, Product & Invoice Sync
Zapier integration
Cancel my Keap application
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How do I locate my application name and edition
Add, Delete or Edit User Role
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Currency Settings
User Roles
Update Your Billing Information & Make a Payment on Your Account
Lead scoring
Add and Manage Products
HIPAA Security Controls
API Key
Strong Customer Authentication FAQ
Custom fields management
Change your edition, contact limit, or user licenses
Tag automation
View your text message usage
UK/AUS Tax Compliant Invoices
Email Authentication (DKIM, DMARC, and SPF)
KBL Text Verification Information Center
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View your text message usage
Last Modified on 01/25/2023 9:51 am MST
This article applies to:
Click on your profile icon and choose
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You can now view your text message usage for your current billing cycle. Note that Keap Pro customers get 150 free text message credits per billing cycle and Max customers get 250
