Campaign How To's

The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to automate your enti...

Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accompl...

A campaign is assembled by arranging a series of goals and sequences on the campaign canvas . Campaign tools are connected together to define one or more paths.  Campaign connections are created sequentially, moving from left to right. ...

Go to Marketing > Campaign Builder Click the Find the right campaign  button. Select the category that best describes your business Select the type of automation you want to create To download the campaign into your application, clic...

The Campaign Checklist reviews your campaign for errors so that you can feel more confident clicking Publish .  Checklist functions Green icons means it passed validation.  Yellow icon represents a suggestion. Red icon indicates a problem. ...

Goals, sequences, and sequence tools have statuses. By default, all campaign elements start in a Draft status. In order to publish these elements so that your contacts can be added and for the processes to run, the elements must be placed into a ...

Existing campaigns may have contacts in various stages of the sequences and goals. So, what happens when an existing campaign is edited and then re-published? Can I change the text or verbiage of a specific email? Yes. Once you re-publish the ...

These options can be found by clicking on the Actions  button drop-down while in a campaign. Create Reporting Widget This creates a reporting widget on your dashboard so that you can track the effectiveness of the campaign more easily. Sa...

A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Active These contacts are indicated as blue. Active contacts in a c...

Build a campaign that will send or run an action continually. Create your campaign Navigate to Marketing > Campaign Builder Click on Create my own Campaign Name the campaign Click Save Drag out two Tag Applied goals Create two di...

To copy and paste elements from within a campaign... Hold on the Shift key and click and drag your mouse to select multiple items. Once items are selected, right-click on one of the selected elements, and choose the option to 'Duplicate' ...

Campaign merge fields are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, a campaign merge field will save you from editing al...

Action sets can be used both inside and outside of a campaign in order to give you access to additional actions. However, action sets cannot run by themselves. They have to first be triggered using any of the following actions: Purchase Actions ...

Campaign links are useful time-savers when hyperlinks in your campaign emails change frequently.  Pro-Tips! There is no limit to the amount of campaign links you can create. A campaign link can only be used in the campaign that it was created i...

Automatically add someone to a campaign Goals dictate   how contacts are added to a campaign. If a campaign process starts with a Web form submitted goal it means that once that form is submitted then the goal has been achieved, and that person i...

When you create a campaign, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Max Classic needs to evaluate the information available and use it to ch...

Use case: Selling tickets to Seminars and Training events where the buyer is not necessarily the attendee. Please Note! This only works with Order Forms as the shopping cart requires a lot of customized code to achieve different thank you pages b...

Keap offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confidence that your contac...

Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)

Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...