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Max Classic

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  • Home
  • Glossary
  • Getting Started
    • CRM overview
    • Keap Product Family Feature Comparison
    • I just purchased Max Classic and need to set it up for the first time
    •  I'm new and want to learn the basics
    • Set up products, a merchant account, and billing automation
    • Create Orders and Set Up Order Forms and the Shopping Cart
    • Set Up and Manage Your Sales Team
    •  Lifecycle Marketing
    • Grant access to Keap Support
    • Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
    • Tips & Tricks
      • How To Test Just About Anything
      • Get Your API Key
      • Store Files In Keap
      • Automatically Email Reports
      • Customize The Default Drop Down Menus
      • Change Field Labels
      • Fixing Common Error Messages
      • Resolving 502 Bad Gateway and Other Error Messages
      • Server Status Page
      • Keap Email IP Range
      • OAuth Authentication
      • Generating a HAR file for Troubleshooting
    • Essential Articles
      • Sign in to Keap
      • System Requirements
      • Navigating Max Classic
      •  Customize The Home Page Dashboard
      •  Upload Your Company Logo
      •  Configure Your Email Footer - CAN SPAM Address Block
      •  Customize my email signature
      • Change my name, email and password
      • Chat, Phone and Community Support
      • What is my app id?
      • Security questions
    • MasterMind Archive
      • Marketing Overview
      • Campaign Builder Overview
      • Email Builder Video Overview
      • 2-step authentication
      • Providing Feedback
    • CRM
      • Contacts
        • Manage Contacts
          • Add a note to a contact
          •  Contact record overview
          • Create a contact record
          • Create a task or appointment while viewing a contact
          • Create and apply a standalone note template
          • Delete a contact record
          • Export data from Keap
          • Exporting Contact Notes
          • Hide your email communications on a contact record
          • Interactive View Vs. Grid View
          • Linked contacts
          • Manually opt-out or opt-in contacts
          • Mass opt-in or opt-out contacts
          • Mass update a list of contacts
          • Mass update a specific field for a list of contacts
          • Mass update contacts with a spreadsheet
          • Print a letter for a contact
          • Print mailing labels for contacts
          • Reassign contacts to another user
          • Restore deleted contacts and other data
          • Send a one-off fax to a contact
          •  Send an email from a contact record
          • Update contacts with a CSV
          • Upload files to a contact record
          • View Your Website Visitors
          • Web Profile
          • Internal Forms
            •  Campaign Goals - Internal Forms
            • Submit an Internal Form for an existing contact
            • Add a new contact with an internal form
            • Find your internal form ID
          • Social media contact fields
        • Search and tag contacts
          •  Advanced Contact Searching
          •  Apply or remove tags from a contact record
          • Apply or remove tags from a list of contacts
          • Create a Tag
          • How to search by the date a contact record is created
          • Tag categories
          •  Saved search
          •  Use tags to create contact lists
          • View Custom Fields In Contact Searches
          • Search for contacts with tags
        • Custom Fields
          •  Custom Fields Overview
          • Custom Fields Vs Tags
          • Create Custom Fields
          • Choose Custom Field Types
          • Backend Database Names For Custom Fields
        • Merge Contacts
          • Identify duplicate contact records
          • Automatically merge duplicate contacts
          • Manually merge duplicate contacts
          • When does the system automatically merge contacts
        • Contact Record Billing
          •  Create orders and invoices from the contact record
          •  Create quotes from the Contact Record
      • Companies
        •  Company record overview
        • Create a company record
        • Assign a contact to a company
      • Sales Teams
        • Sales Pipeline
          •  Sales Pipeline Overview
          •  Sales Pipeline And Opportunity Settings
          • Sales Pipeline Dashboard
          • Learn How Sales Reps Manage Leads in Max Classic
          •  Create Sales Pipeline Stages
          •  Set Up The Pipeline Checklist
          •  Stage To Stage Pipeline Automation
          • Trigger Sales Automation Without Moving A Stage
        • Opportunities
          •  Opportunity Record Overview
          •  Create An Opportunity Record
          •  Searching Opportunity Records
          •  Assign Opportunities With A Round Robin
          • Next Action Fields In An Opportunity Record
          • Update The Opportunity Summary
          • Track Product Interest In An Opportunity Record
          • Send a Buy Now link from an opportunity record
          • Create An Order From An Opportunity Record
          • Assign A Referral Partner To An Opportunity
          • Mass Update Multiple Opportunity Records
          • Batch Create Opportunity Records
          • Quickly Edit Multiple Opportunity Records
        • Sales Team Reports
          • Track Sales Rep Activity
          • Evaluate Sales Rep Effectiveness
          • Sales Team Revenue Reports
          • Evaluate Lead Flow And Pipeline Effectiveness
          • Track Opportunity Win And Loss
          • Call History Summary Report
          • Call Log Report
        • Lead Scoring
          • Set Up Lead Scoring
          • Manually change a lead score
      • Referral Partners
        • Commission Programs
          •  Referral Partner Default Settings
          •  Intro to Referral Partner Commission Programs
          •  Set up a referral partner commission program
          • Add a commission program to referral partner record
          • Customize a Referral Tracking Link URL
          • Pay if Unused
          • Track referral activity via the API
        • Referral Partner Records
          •  Create a Referral Partner record (manually)
          • Create a referral partner sign-up form
          • Search for Referral Partners
          • Assign A Referral Partner To Multiple Contacts
          • Mass update a list of referral partners
          • Merge referral partner info into emails
        • Referral Partner Center
          •  Referral Partner Center Overview
          •  Customize your Referral Partner Center
          •  Create banners, pages, and emails for referral partners
          • How Referral Partners generate tracking links
          • How Referral Partners use email resources
          • How Referral Partners use resource pages
          • How Referral Partners use banner ads
        • Monitor and Pay Referral Partners
          • Referral Program reporting
          • Monitor Referral Partner Activity
          • View Relationships Between Referral Partners
          • Generate Referral Partner commission and Payment Reports
          •  Pay an Individual Referral Partner
          • Pay a group of referral partners at once
          • Global override
    • Marketing
      • Campaign Builder
        • Campaign How To's
          • Campaign builder terminology
          • Campaign builder - canvas tips and tricks
          • Campaign Builder - Connecting elements
          • How to install pre-built campaigns
          • Campaign Builder - Checklist
          • Campaign builder - element statuses explained
          • Republish Campaigns FAQ
          • Rename, restore, and unpublish campaigns
          • How do I find my Queued contacts and what does it mean?
          • Build a looping campaign
          • Copy campaign content
          • Campaign Merge Fields
          • How to create Action Sets and Rules
          • Campaign links
          • Add someone to a campaign
          • Decision Diamonds
          • How to purchase a product or service for another guest Or attendee
          • Testing Decision Diamonds
          • Liquid syntax / dynamic content
          • Campaign SMS Automation with Twilio
        • Campaign Walkthrough
          • Campaign Walkthrough Part 1 - Capture Leads
          • Campaign Walkthrough Part 2 - Nurture Prospects
          • Campaign Walkthrough Part 3 - Convert Sales
        • Goals
          • A list of available Campaign Goals
          • Create a Web Form
          • Make better web forms
          • Goals - Tag Applied
          •  Goals - Email Link Clicked
          •  Goals - Note Applied
          •  Campaign Goals - Task Completed
          • Goals - Product Purchased
          •  Goals - Opportunity Stage Moved
          •  Goals - Web Page Automation
          •  Goals - API
          •  Goals - Quote Status
          • Creating a web form with Firefox
          • Create a failed purchase goal
        • Campaign Sequences
          • Campaign sequence overview
          • Campaign Sequence - Add to sequence
          •  Campaign Sequence - Apply/Remove Tags
          •  Campaign Sequence - Apply Note
          •  Campaign Sequence - Assign Owner
          • Campaign Sequence - Cancel Subscription
          •  Campaign Sequence - Create Opportunity
          •  Campaign Sequence - Create Order
          •  Campaign Sequence - Create Task
          •  Campaign Sequence - Date Timers
          •  Campaign Sequence - Delay Timers
          • Campaign Sequence - Email Confirmation Sequence
          •  Campaign Sequence - Fax
          •  Campaign Sequence - Field Timers
          •  Campaign Sequence - Fulfillment List
          •  Campaign Sequence - HTTP Post
          •  Campaign Sequence - Letter
          • Campaign Sequence - Move opportunity
          • Campaign Sequence - Set Field Value
          • Campaign Sequence - Text message
          •  Connecting objects in a campaign sequence
          • Editing campaign timers while contacts are active
          •  Email Opened Goals
          • Make Sure Contacts Always Complete A Sequence
          • Manually Start Or Stop A Campaign Sequence
          • Resend A Campaign Email To Someone
          • Campaign Sequence - New Email Builder
          • Add a tag when a link is clicked
          • Merge custom fields into the Email Builder
        • Landing Pages
          • Landing Pages - Choose a template
          • Landing Pages - Design And Configure
          • Landing Pages - Managing Color
          • Create an Effective Landing Page
          • Landing Pages - Adding Anchors
          • Landing Pages - Applying Tags
          • Landing Pages - Publishing
          • Landing Pages - Custom URL Parameters
          • Landing Pages - Hidden Fields
          • Landing Pages - Archive Templates
          • Landing Pages - WordPress Plugin
          • Landing Pages - FAQs
          • Landing Pages - Publish to a Custom Domain
          • Landing Pages - Social share settings
          •  Invisible reCAPTCHA Update in Keap
          • Landing Pages - Success Page
          • Landing Pages - Supported Custom Fields
          • Landing Pages vs. Web Forms
          • Add a Custom Favicon to a Landing Page
          • Landing Pages - Revision manager
          • Landing Pages - Text editor toolbar
          • Landing Pages - Tracking
          • Landing Pages - Font style
          • Landing Pages Analytics
        • Campaign Reports
          • Campaign Reporting tab
          •  Campaign Email Performance Visibility And Date Range Selector
          •  Campaign Full Sequence And Email Summary Report
          • Campaign Dashboard Widget
      • Emails & Broadcasts
        • Email Builder
          • Merge Field Defaults Explained
          • Content Risk Services
          •  Legacy Email Builder Overview
          • Add Links To Emails
          • Change Email Preview Text
          • How to Link to a Web Form in an Email
          • Email status icons explained
          • Html Support In Email Clients
          • HTML Block
          • Import Legacy Template
          • Rotating Images
          • Adding URL parameters to links to pre-fill an external web form
        • Email Broadcasts
          • Send an Email Broadcast
          • Stop an email broadcast
          • Find Your Scheduled Broadcast Emails
          • View the status of a broadcast
          • Send A Fax Broadcast
          • Create A Physical Letter Broadcast
          • Why Some Emails Skip During A Broadcast
          •  A/B Test broadcast emails
          • Email Broadcast - Best Send Time
          • Content checking tool
          • Hosted Email Feature Sunset
          • Roadrunner Addresses Disabled from Sending
          • Email Broadcast History Page
          • Reschedule an email broadcast
        • Fulfillment Jobs
          • Process a letter fulfillment job
          • Process a Queued Fulfillment Job
          • Process an order Fulfillment Job
        • Text Broadcast & Automation FAQs
        • Marketing text message templates
        • Keap Marketing Number Settings
        • Text message broadcasts
        • Toll-free message verification
      • Deliverability
        • List Hygiene
        • Automated List Management
        • Acceptable Use Policy Quick Reference Guide
        • Auditing Imported Subscribers
        • Deciphering Email Marketing Metrics: Delivery vs Open Rate
        • Deterring Spam Bots
        • DKIM Email Authentication
        •  DMARC May Impact Your Deliverability
        • Email Address Whitelisting
        • Email bounces explained
        • Email Issues
        • Engagement Days
        • Explicit Permission
        • How to add a spam filter to Opt-In forms
        • How to avoid content filters
        • How to locate and remove opt outs from email list
        • How unengaged contacts reduce the effectiveness of your email deliverability
        • How your from address affects email deliverability
        • Monitoring Email Complaints
        • Protect your web forms from bot attacks
        • Remove contacts unengaged more than 1 year from email marketing
        • Send a re-engagement email to tagged, unengaged contacts
        • Spam Complaints
        • Spam Traps
        • Tag contacts unengaged 6-12 months for a re-engagement campaign
        • Unsubscribe Report
        • URIBL Greylisting
        • Why did my contact not receive an email?
        • Subscription Bomb aka List Bomb
      • Lead Sources
        • Create A Lead Source
        • Manually assign a lead source to a contact
        • Track Lead Source Expenses
        • Evaluate Lead Source Effectiveness
        • Embed tracking code into your website
      • Marketing Reports
        • Email Broadcast Reports
        • Email status search
        • How to search for unengaged contacts
        • Sequence Step Recipients report
        • Web Form Origin Report
        • Web Form Tracking Report
      • Legacy
        • Marketing Templates
          • Legacy Templates Overview
          • Legacy Template Library Email Builders
          • Organize Legacy Templates With Template Categories
          • Create A Legacy Email Template
          • Clone A Legacy Email Template
          • Add Images to a Legacy Email
          • Personalize legacy email templates with merge fields
          • Add an Attachment to a Legacy Email
          • Insert YouTube Content Into Legacy Emails
          • Create A Legacy Plain Text Email Template
          • Create A Legacy Email Template With HTML
          • Create A Legacy Letter Template
          • Create a Legacy Task Template
          • Create a Legacy Appointment Template
          • Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
          • How To Convert Existing Emails To The New Email Builder
        • Pre-Built Campaigns
          • Dynamic Lead Nurture Campaign
          • Hard Bounce Re-engage Campaign
          • Frequently Asked Question Campaign
          • Newsletter Sign Up And Preference Center
          • Weekly Management Check-In
          • Landing Page Template Pack 3
          • Holiday Card Address Collection
          • Inbound Call Sales Rep Assignment
          • Easy Password Recovery
          • List Migration Reactivation
          • Satisfaction Survey
          • Contact Me Bubble Up
          • Facebook Event Promotion
          • Landing Page Template Pack 2
          • Post Appointment Follow Up Campaign
          • Social Review Promotion Campaign
          • Event Purchase Follow Up Automation Campaign
          • Automated Lead Follow Up Campaign
          • Appointment Reminder Campaign
          • W-9 Collection Campaign
          • Refer-A-Friend Campaign
          • Easy Follow Up Campaign
          • Free Resource Campaign
          • Document Follow Up Campaign
          • Simple Lead Capture For Sales Teams Campaign
          • Automate A Task Driven Process
          • Sales Pipeline Starter Kit
          • Simple Lead Capture Campaign
          • Using Landing Page Templates
        • Legacy Link Automation
          • Link Automation Primer
          • Custom unsubscribe and opt out links
          • Custom confirmation (double-opt-in) link
          • Create An Automation Link
          • Pass Contact Information To A URL From An Automation Link
          • Apply action when customer opts out of all email marketing
        • Legacy (Other)
          • Remove the Keap logo at the bottom of your emails
          • Set Up Third Party Fulfillment Notifications
          • Set up Legacy Invoice
          •  Marketing Settings
          • Branding Center
          •  Legacy Landing Page Builder
      • Landing Pages
      • E-Commerce
        • WePay, a Chase company
          • Who Is WePay?
          • WePay Setup
          • WePay Migration Guide
          • WePay FAQs
          • WePay UK FAQ
          • WePay Canada FAQ
          • WePay Chargebacks
          • Verify customer identify KYC
          • WePay Merchant Error Codes
          • How does WePay affect my taxes?
          • Why do you need my social security number?
        • PayPal
          •  PayPal Merchant Account
          • PayPal Recurring Billing Setup
        • Other Merchant Accounts
          • Authorize.net Card Present Merchant Account
          • Authorize.net Merchant Account
          • Delete a Merchant Account
          • Enable Merchant Account Error Notifications
          • Eway Merchant Account
          • First Data Merchant Account
          • FlexPay Merchant Account
          • How to locate your Merchant Account ID
          • Merchant Accounts And Gateways Explained
          • Network Merchants (NMI) Merchant Account
          • Nexus Merchants Integration
          •  Payment Options (Merchant Accounts) In Max Classic
          • Stripe Merchant Account
          • Supported Merchant Accounts
          • Payment processors no longer supported as of December 1, 2020
        • Products & Services
          • Create a product
          • Import Products
          • Access And Manage Your Product List
          • Create a recurring subscription product
          • Import a list of subscription products into Keap
          • Create And Organize Product Categories And Subcategories
          • Product Options
          • Manage Product Images
          • Create Digital Products
          • How to create a Paid Trial Subscription
          • Inventory Notifications And Sold Out Automation
          • Product Interest Bundles
          • Tag Purchases With Performance Of Contract
        • Order Forms
          • Set Up An Order Form
          • Create An Order Form Theme
          • Accept Donations Of Varying Amounts
          • Checkout pages
          • Order form payment options
          • Order form terms
          • Disable (Unpublish) an order form
        • Shopping Cart
          •  Understand The Shopping Cart And Storefront
          • Multi-Step Shopping Cart Option
          •  Set Up A Shopping Cart Theme And Thank You Page
          • Integrating The Keap Storefront With Your Website
          •  Add Shopping Cart Purchase Links To Your Website
          • Create A Product Bundle Link
          • Shopping Cart URL Parameters
        • QuickBooks
          • QuickBooks desktop integration setup
          • Export An IIF File To Update QuickBooks
          • Find a list of sales by their QuickBooks Status
        • Orders & Quotes
          •  Create a Manual Order
          •  Add a payment to an existing order
          • Manually create an order for a subscription
          • Create a Quick Sale Order
          • Add A Payment Plan To A Manual Order
          •  Create a quote
          • Quotes statuses, notifications, and reporting
          • Delete a Quote
          • Delete quotes in bulk
        • Manage Credit Cards
          • Add A New Credit Card To A Contact Record
          • Update the credit card on a subscription
          • Update a credit card expiration date
          • Make A Credit Card Inactive
          • Viewing a credit card number
          • Update Your Default Credit Card Settings
          • Update The Credit Card For An Order
        • E-Commerce Actions
          • E-Commerce actions overview
        • Discounts & Upsells
          •  Promo Codes and Other Discount Criteria
          •  Order Total Discount
          • Product Specific Discount
          • Shipping Discount
          •  Create a Free Trial Subscription Promotion
          • Product Category Discount
          •  Create an Upsell
          • Testing your Promotions and Upsells
          • One Click Upsell after a purchase
          • Sales Promotions Overview
        • Financial Reporting
          • All Sales Report
          • Cash And Credits (Net Sales) Reports
          • Financial Reporting Overview
          • Gross Sales Reports
          • How can I be notified for failed PayPal orders
          • Money Owed To You (Accounts Receivable)
          • Monthly Receivables Report
          • Monthly Sales Totals
          • Receivables Report
          • Subscription Revenue Summary
          • Tax Reporting
          • View Failed Credit Card Transactions
          • View Income (Net Income)
          • Payments Report
          • Easily see your upcoming subscription revenue
        • E-Commerce Settings
          • E-Commerce Settings
          • Add Shipping Address to Invoices and Quotes
          • Strong Customer Authentication FAQ
          • Payment migration tool
        • Refunds
          • Cancel your customer's subscription
          • Void a payment
          • Issue a refund
          • Issue a credit (write-off) or apply a price adjustment to an order
          • Issue a credit for a recurring payment
          • Manage Chargebacks
          • Change the Next Bill Date for a subscription
          • Balance a customer account that was refunded outside of Keap
          • Refunding Options
        • Billing Automation
          • E-Commerce Actions Overview
          • Billing Settings
          • Sales Tax
          • Change The Default Shipping And Billing Country For Online Orders
          • Set up a payment plan
          • Set up automation for an autocharge
          • Set up automation for credit card expiration
          • Create A Billing Reminder With Merged Credit Card Information
          • How Your Customers Update Their Credit Cards
          • Send Yourself An Order Notification Email
          • When E-commerce Actions Run
          • Automate follow-up on failed purchases
          • Invoices and Receipts
          • Setup Payment Collection Invoice
          • Automate follow-up when a purchase is made
          • Manually Send an Invoice
          • Max retries and autocharge outstanding invoices settings
        • Shipping & Fulfillment
          •  Available Shipping Options
          •  Configure shipping options
          •  UPS Integration
          • Shipping Fees Per Product
          • Shipping Fees Based On Product Weight
          • Shipping Fees Based On The Order Total
          • Shipping Fees Based On Order Quantity
          • Flat rate shipping fees
          • Offer free shipping
          • Add Product And Service Fulfillment Notes To Orders
          •  Automate Order Fulfillment With Fulfillment Reports
      • Administration
        • Branding Center
          •  Branding Center Overview
        • Billing and Accounts
          •  Billing Policy and Accounts Overview
          • Billing Policy, how to update your information and make a payment on your account
          • Increase contact limit & add users
          • Cancel my Max Classic application
          • Additional Packages
          • How to view & print your Keap invoices
          • View your text message usage
        • User Management
          •  User Profiles Overview
          • Add a user profile
          • New user email invitation
          •  Edit user permissions
          • Deactivate a user profile
          • Reactivate a user
          • User Teams
          • Add / remove a partner user profile
        • Importing Data
          •  Importing Data
          • Import your contacts
          •  Prepare your CSV import file
          • Export from your current system
          • Create company records during an import
          • View and rollback imports
          • Working with credit card numbers in excel
          • Populate multiple fields with a single field from your spreadsheet
        • User Permissions
          •  Global User Permissions
          • Add a user to the Admin or Sales Rep group
          • User Permissions - Contact
          • User Permissions - Company
          • User Permissions - Opportunities
          • User Permissions - Referral Partners
          • User Permissions - Orders And Invoicing
          • User Permissions - E-Commerce
          • User Permissions - User
          • User Permissions - Calendar
          • User Permissions - Application
          • User Permissions - Marketing
          • Permission to access DKIM settings
        • Data Cleanup
          • Analytics
            • Analytics
          • Admin Settings
            •  Admin Settings Overview
            • HIPAA
              • HIPAA
            • GDPR
              • GDPR FAQ
              • GDPR Campaign Instructions
              • GDPR and requests to be forgotten
          • Admin Reports
            •  Admin Reports Overview
            • Task Note Report
            • My saved reports and searches
        • Productivity Tools
          • Productivity Tools
            • Email Sync
            • My Day
            • Manage tasks
            • Calendar
            •  My Nav
            • Sandbox Accounts
          • Outlook Plugin
            • Add a contact to a sequence with Sync for Outlook plugin
            • Uninstall Sync for Outlook Plugin
          • WordPress Plugin
            • WordPress Plugin set up
            • WordPress - create an opt-in form
            •  Wordpress Opt-in campaign goal
            • Managing WordPress opt-in forms
          • BigCommerce
            •  BigCommerce FAQs
            • BigCommerce API Goals
            • Add A BigCommerce Buy Now Button To A Campaign
          • Other Apps
            • Zapier
            • LeadPages
          • Mobile App
            • Max Classic mobile app
            • Max Classic Mobile Tasks
            • Max Classic Mobile Payments iOS
            • Max Classic Mobile Payments Android
            • Max Classic Mobile Card Reader
            • Max Classic Mobile Opportunities
            • Business Card Transcriber
            • EMV Chip Card FAQ
        • Play Blueprints
          • Collect Leads
            • Play Blueprint: Lead Magnet Download
            • Play Blueprint: Schedule a Free Consult
            • Play Blueprint: Lead Intake Form
            • Play Blueprint: Contact Us
            • Play Blueprint: Free Guide Download
            •  Play Blueprint: Schedule Appointment Online
          • Convert Clients
            • Play Blueprint: Sales Offer Broadcast
            • Play Blueprint: Re-Engagement Offer
            • Play Blueprint: Sales Pipeline
            •  Play Blueprint: Guide Follow Up + Offer
            •  Play Blueprint: Personalized Check In
          • Create Fans
            • Play Blueprint: Email Newsletter Broadcast
            • Play Blueprint: Nurture Sequence
            •  Play Blueprint: Post-Consult Follow Up
            •  Play Blueprint: Customer Survey
            • Play Blueprint: Testimonial Request
            •  Play Blueprint: Refer a Friend
            • Play Blueprint: Surprise Gift
          • Get Organized [coming soon]
            • Done-For-You Blueprints - see how Keap can build for you!
            • Operations 2023
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              Legacy

              Review legacy features how-to's

              Marketing Templates

              Pre-Built Campaigns

              Legacy Link Automation

              Legacy (Other)

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