Product Success Team

Keap Pay is Keap’s very own payment solution that helps businesses streamline the payment experience for their customers, obtain clearer financial business insights and follow the entire customer j...

A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templat...

Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individua...

Automatically sync contacts, products, and orders from BigCommerce to Keap to trigger marketing automation.The BigCommerce integration brings your products and customers’ purchase history into Keap...

Order Invoices serve two purposes in Max Classic: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for invoices and receipts: Enab...

You can define a purchase action that runs when a specific item has been purchased. This functionality is also available in campaign builder. However, the ability to run an action on a "Failed" or ...

There are a lot of automation options when working with the E-Commerce portion of Max Classic. Sometimes it is tough to find out when certain actions will actually run. This guide, prepared by Keap...

You can receive an order notification email for each shopping cart purchase and customize a few other Shopping Cart settings.Go to E-Commerce > E-Commerce Setup in the master nav. Click on the Shop...

Pro-Tip! Follow the steps below, to automate the credit card update process. If you don't have all of this set up previously to a card failing, you could simply create an order form with a $0 produ...

You can send an email reminder that a credit card is about to expire. You can only access credit card merge fields when you create emails through the Billing Automatons.Go to E-Commerce > Settings ...