Christina Rodriguez

This article applies to: Max Classic  Tags are labels you can apply to contact records to segment your audience. They’re one of the most powerful tools in Max Classic for creating highly targeted m...

This article applies to: Max Classic  When you create a Saved Search, you save a set of criteria that determine which contacts show up in search results. The contacts listed in the results will cha...

This article applies to: Max Classic  Add Tag CategoriesChange Tag CategoriesView Tags within Tag Category Keap AcademyUse tag categories to organize your tags. Example of some tag category names:C...

This article applies to: Max Classic  Go to CRM > Contacts Click New Search Click the Misc Criteria tab Pro-Tip: Date created is available through multiple reports. It's always listed under the Mis...

There are several ways to create tags in Max Classic. Often, you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc. You can also go to CRM > Settings...

You can apply tags to a list of contacts or remove them from a list of contacts. Apply or Remove Tags from a list of contactsCreate a tagApply or Remove Tags from a list of contactsGo to CRM > Cont...

You can apply and remove tags from contact records. While viewing a contact record, click the Tag tab. To apply a tag, select a tag from a drop-down and click Apply this Tag. If you want to create ...

 Keap includes fields for numerous social media sites and applications so you can keep track of your contact's accounts across the web. You can access these fields with merge fields to customize ou...

The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a pers...

Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked s...