Product Success Team
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Articles
Recent activity by Product Success Team-
Create a quote
Access quote toolCreating quotesPayment optionsSend quote with no payment optionsSend quote and allow payment laterSend quote and require online paymentThe quoting tool makes it easy to create, man...
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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.ContentBlocksBodyImagesUploadsPagesAud...
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Set up products, a merchant account, and billing automation
Choose a merchant accountSet up your productsConfigure your E-Commerce settingsSales taxSet up invoices, quotes, and receiptsBilling automation & purchase actionsPayment plansPro-Tip!Click here to ...
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Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Email BuilderSend an Email BroadcastCampaign Builder OverviewCampaign Sequence OverviewCampaign PublishingLanding Page BuilderCampaign ROI ReportingEmail BuilderChoose from a wide selection of hand...
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Keap Product Family Feature Comparison
FeaturesMaxUltimateMax Classic SOFTWARECRM✓✓✓Contact Management✓✓✓Contact Segmentation (tags)✓✓✓Saved searches/filters/contact lists✓✓✓Tasks✓✓✓Notes✓✓✓Company Records ✓✓✓Custom Fields150150150Lists...
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What is my app id?
If you need to contact customer support, they will ask for your "application ID" or "app ID" to verify your account and to access your application.You can find your app id in the address bar of you...
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Change my name, email and password
Change my name and email addressChange my passwordChange Password if locked out of application Change my name and email address Select Edit My Profile from the header navigation bar. Click Edit ne...
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Navigating Max Classic
DashboardMain navigation menuArea navigation menuUser toolbar DashboardWhen you sign into Keap, you will see your home page dashboard. You can add reports and activity widgets to create a custom da...
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System Requirements
Supported browser for using your Max Classic applicationSupported browsers for your customersFAQs Supported browser for using your Max Classic applicationMax Classic is a web-based application. You...
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Sign in to Keap
Create your Keap IDSign in to your Keap AccountForgot Your Password?Pro tip! As you work in Keap, close tabs as you finish with them to avoid being timed out of your application.Create your Keap ID...