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Max Classic

  • More Resources
    • Keap Community
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  • Home
  • Glossary
  • Getting Started
    • Tips & Tricks
      • How To Test Just About Anything
      • Get Your API Key
      • Store Files In Max Classic
      • Automatically Email Reports
      • Customize The Default Drop Down Menus
      • Change Field Labels
      • Fixing Common Error Messages
      • Resolving 502 Bad Gateway and Other Error Messages
      • 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
    • Overview videos
    • Keap Product Family Feature Comparison
    •  I'm new and want to learn the basics
    • I just purchased Max Classic and need to set it up for the first time
    • Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
    • 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
    • Grant access to Keap Support
    • Providing Feedback
    • Email Health Widget
    • Two-factor Authentication
  • CRM
    • Contacts
      • Manage Contacts
        • 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
        • 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 Max Classic
        • 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
        • 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
        • Add additional contacts to your plan
    • 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
        • 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
        • Add to or remove from 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 - 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
        • 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
      • Campaign Reports
        • Campaign Reporting tab
        •  Campaign Email Performance Visibility And Date Range Selector
        •  Campaign Full Sequence And Email Summary Report
        • Campaign Dashboard Widget
      • New Landing Pages
        • New Landing Pages - Create and manage landing pages
        • New Landing Pages - Design a landing page
        • New Landing Pages - Add an anchor link
        • New Landing Pages - Facebook & Google Analytics
        • New Landing Pages - Automatically pre-fill landing page from link
        • New Landing Pages - Add a form to a landing page
        • New Landing Pages - Virtual Fields
        • URL Parameters
      • Legacy Landing Pages
        • Legacy Landing Pages - Choose a template
        • Legacy Landing Pages - Design And Configure
        • Legacy Landing Pages - Managing Color
        • Legacy Create an Effective Landing Page
        • Legacy Landing Pages - Adding Anchors
        • Legacy Landing Pages - Applying Tags
        • Legacy Landing Pages - Publishing
        • Legacy Landing Pages - Custom URL Parameters
        • Legacy Landing Pages - Hidden Fields
        • Legacy Landing Pages - Archive Templates
        • Legacy Landing Pages - WordPress Plugin
        • Legacy Landing Pages - FAQs
        • Legacy Landing Pages - Publish to a Custom Domain
        • Legacy Landing Pages - Social share settings
        •  Legacy Invisible reCAPTCHA Update in Keap
        • Legacy Landing Pages - Success Page
        • Legacy Landing Pages - Supported Custom Fields
        • Legacy Landing Pages vs. Web Forms
        • Legacy Add a Custom Favicon to a Landing Page
        • Legacy Landing Pages - Revision manager
        • Legacy Landing Pages - Text editor toolbar
        • Legacy Landing Pages - Tracking
        • Legacy Landing Pages - Font style
        • Legacy Landing Pages Analytics
    • Emails & Broadcasts
      • Legacy Email Builder
        • Merge Field Defaults Explained
        • Email status icons explained
        • Html Support In Email Clients
        • HTML Block
        • Adding URL parameters to links to pre-fill an external web form
      • Email Broadcasts
        • Send a broadcast with the new Email Builder
        • Stop an email broadcast
        • Find Your Scheduled Broadcast Emails
        • View the status of a broadcast
        • Create A Physical Letter Broadcast
        • Why Some Emails Skip During A Broadcast
        • Roadrunner Addresses Disabled from Sending
        • Email Broadcast History Page
        • Reschedule an email broadcast
        • Validate a custom domain
      • Fulfillment Jobs
        • Process a letter fulfillment job
        • Process a Queued Fulfillment Job
        • Process an order Fulfillment Job
      • Text Messaging
        • Text Broadcast & Automation FAQs
        • Marketing text message templates
        • Keap Marketing Number Settings
        • Text message broadcasts
        • Toll-free message verification
        • Text Marketing Reply Management
    • 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
      • Email Authentication (DKIM, DMARC, and SPF)
      • 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 up to 30 days for a re-engagement campaign
      • Unsubscribe Report
      • URIBL Greylisting
      • Why did my contact not receive an email?
      • Subscription Bomb aka List Bomb
      • Email Health Dashboard Widget
    • 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
      • 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
        •  Marketing Settings
        • Set up Legacy Invoice
        • Branding Center
        •  Legacy Landing Page Builder
  • E-Commerce
    • Stripe
      • Stripe Merchant Account
      • Stripe Automated Sales Tax
    • 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
      • 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
      • 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
      • 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
    • Admin Settings
      •  Admin Settings Overview
      • HIPAA
        • HIPAA
      • GDPR
        • GDPR Campaign Instructions
        • GDPR and requests to be forgotten
      • Ultimate admin setting
    • 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
      • Keap Mobile: Installation
  • 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: 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
    • See how Keap can build for you!
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    Legacy

    Review legacy features how-to's

    Marketing Templates

    Pre-Built Campaigns

    Link Automation

    Legacy (Other)

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