Campaign Sequences

A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved, or a business event takes place. Campaign sequences are integrated into a larger campaign strategy. Like a campaign...

With the Add to sequence option, you can drop a contact into a campaign, and let them skip the line. Instead of making a contact start from the beginning, you can now add them to a sequence further ahead in the campaign.  Drag the Add to sequence...

Your browser does not support HTML5 video. Tags applied at the beginning of a sequence usually define a specific lead magnet (e.g. Video Tips Series), a segment (e.g. Home Buyer), and/or a relationship stage (e.g. prospect.) Tags applied ...

Your browser does not support HTML5 video. The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone. Please note!  Each note object must be configured indiv...

Your browser does not support HTML5 video. The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a campaign sequence. Drag and drop an Assign an Owner  process snippet onto the ca...

Automatically cancel a subscription with the Campaign Builder and the Cancel Subscription sequence process. When a contact reaches the Cancel Subscription process in your campaign, the selected subscription(s) will be cancelled for that contact. Th...

Your browser does not support HTML5 video. The opportunity object assigns a sales process responsibility to a sales rep. The opportunity is worked over a period of time, until the deal is won or lost. Sales reps use opportunities to store sales...

The Create Order sequence automates the order-to-invoice process, enabling you to automate an aspect of your business. You can add products, set up payment options, and preview and edit the invoice before it sends.  Configure the Create Orde...

Your browser does not support HTML5 video. The task object assigns a manual follow-up responsibility to a Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone sur...

Your browser does not support HTML5 video. Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro Tip!  Only one type of timer can be used per "Start" button. Meaning, no St...

Your browser does not support HTML5 video. Delay timers schedule the amount of time that elapses between sequence communications and / or processes. The delay timer is very flexible giving you a great deal of control over when a communication i...

An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to a campaign. This gives you the ability to focus your marketing efforts on people that have confirmed their email addr...

Your browser does not support HTML5 video. Follow the steps below to add a fax communication as part of a campaign sequence. Important Note!  Using a fax may result in extra charges. Please note that in the snippet the cost of using the Fax s...

Your browser does not support HTML5 video. Field Timers allow you to schedule a marketing piece based on a date or date/time field in the contact record. There are two default date fields in every contact record: Anniversary Date and Birthday D...

\ Your browser does not support HTML5 video. A fulfillment list can either be delivered to a user's dashboard or sent to their email address. A fulfillment list is a spreadsheet containing contact information and can include an attachment. Sendi...

Your browser does not support HTML5 video. An HTTP Post is used to send information from Max Classic to a web page that runs a script (e.g., ASP, PHP, Javascript.) which extracts data from the URL and processes it on your web server. Please N...

Your browser does not support HTML5 video. You can automatically queue a job to create a letter document in a campaign sequence. This allows you to incorporate direct mail into your marketing mix. When a letter template is triggered through the...

Automate your business with the “Move opportunity” process in the Campaign Builder. Using this process means you no longer need to manually move your opportunities from stage to stage, so you can spend more time closing deals instead of maintaining them.

You can automatically set the value of a standard or custom field on the contact record in a Campaign Builder sequence.  Use the Set Field Value process Click inside a campaign sequence and drag and drop the Set Field Value object onto the camp...

Use Keap's text messaging automation in the Campaign Builder to send critical communication through text messages via a toll-free 1-800 number. Text messages have an open rate of 94%, much higher than email's ~21% open rate. This feature will initia...

Your browser does not support HTML5 video. A sequence is assembled by arranging a series of timer, communication, and process objects on the sequence canvas. If only one series of objects is needed, connections are automatically created as yo...

Editing campaign timers in which contacts are active can cause unintended consequences and result in unpredictable behavior. If you need to edit a timer that is in a launched campaign, review our best practices for editing timers:  Check the timer...

The sequences you add to a campaign are set to stop immediately when one of the campaign goals connected to the right of it is completed. The contact does not receive any of the remaining email messages and the remaining work flow processes will not...

In most cases, campaign sequences start and stop automatically as contacts complete campaign goals and move through the strategic process you designed. If you find yourself manually starting sequences regularly, then you may need to add a goal type ...

If a contact needs a campaign sequence email resent to them, follow the instructions below Find and open the contact record that you would like to resend the email to. Scroll down and click on the Campaigns  tab.   Click the Resend  butto...

The new Email Builder offers a ton of new features to create more powerful and impactful email templates. The new builder will eventually be available for sending broadcasts as well. Just a few of the new features include: Many new pre-made gall...

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. You can also create a new tag, search for tags, and r...

You can now merge custom fields into an Email Builder template Warning! Using formatting tools on only a portion of a merge field will break the merge field value; instead of displaying the merge value in the field, it will just show the actual me...