Christina Rodriguez
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Articles
Recent activity by Christina Rodriguez-
Merge custom fields into the Email Builder
You can now merge custom fields into an Email Builder templateWarning! Using formatting tools on only a portion of a merge field will break the merge field value; instead of displaying the merge va...
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Add a tag when a link is clicked
You can create a link in the Email Builder that when clicked, adds a tag to the contact record. This helps you more easily find contacts by interest. You can apply up to 10 tags to the same link. Y...
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Campaign Sequence - New Email Builder
This article applies to: Max Classic Getting StartedBlocksBodyImagesUploadsContentMobileSend a test emailCustomize text with the formatting toolbarAdd tagsAdd a text hyperlinkMerge FieldsMerge cust...
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Resend A Campaign Email To Someone
This article applies to: Max Classic If a contact needs a campaign sequence email resent to them, follow the instructions belowFind and open the contact record that you would like to resend the em...
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Manually Start Or Stop A Campaign Sequence
This article applies to: Max Classic In most cases, campaign sequences start and stop automatically as contacts complete campaign goals and move through the strategic process you designed. If you ...
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Add additional contacts to your plan
This article applies to: Max Classic You can now more easily add contacts to your subscription when you have exceeded your contact record limit. If your account has exceeded its contact limit, you...
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When does the system automatically merge contacts
This article applies to: Max Classic Pro-Tip! Keap does not automatically merge contact records together. Though listed here are times the system will auto update a contact record with newer inf...
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Manually merge duplicate contacts
This article applies to: Max Classic Pro-Tips! Manually merge (de-dupe) duplicate contacts if you want to maintain control over the merge process. When you do a manual merge, you are able to revi...
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Automatically merge duplicate contacts
This article applies to: Max Classic Pro-Tip! Max Classic can automatically merge (de-dupe) duplicate contacts once they've been identified. This is the most common option for a large database of ...
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Identify duplicate contact records
This article applies to: Max Classic After your initial data import, you should run a duplicate check to consolidate data. The dup check tool identifies two matching records at a time based on t...