Goals

There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Web Form Submitted - Web forms are either hosted on your website or by Keap. When a web form is submitted,...

A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional whether ...

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 individual contact records or through a batch action on a lis...

The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another. All of the email links track activity automaticall...

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 templates can also be used to initiate automation with ...

Your browser does not support HTML5 video. A task completed goal allows you to require specific tasks be completed before the campaign will continue. Because tasks can have varied outcomes, this goal can be used to create different automation p...

Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . This goal will only be triggered for the products on the order when the firs...

Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a goal and be u...

Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered. You can trigger auto...

API Goals connect your app integrations to your automation sequences. Configure your API goal, then connect the goal to a sequence. For example, check out how to create custom API goals when using the BigCommerce integration. Drag an API goa...

Your browser does not support HTML5 video. A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = acc...

With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.  ...

Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag, or run other automation. Your browser doe...