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Max Classic

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        • 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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