New Articles

  1. Campaign Sequence - New Email Message

    Intro The new Email Builder is now available for Max Classic! This feature will be rolling-out in the month of February, 2023. Getting Started Open a campaign sequence Click and drag the New Email Message icon onto the canvas Double-clic...
  2. February 2, 2022 | Max Classic

    Bug Fixes When a contact was inside a sequence with timers, and the last item in the sequence was forced to run earlier than scheduled, the contact didn't move to done and was not added to any sequences connected after. When attempting to exp...
  3. Notice of link shortener removal

    Due to industry changes, the URL shortener for the Keap Marketing Number has been removed. If you haven’t used Keap’s URL shortener, no action is needed. If you have, read this article to learn how you are impacted and what actions need ...
  4. View your text message usage

    Go to Billing and Account Info in the main menu Your text message usage information is at the bottom of the page. Note that you get 250 free text message credits per billing cycle. ...
  5. January 20, 2022 | Max Classic

    Bug Fixes Some successful credit card charges that were processed through Authorize.Net did not pass the customer info. When a merchant account under other credit card processors is deleted while it's set as the default option, the quick sale...
  6. Play Blueprint: Customer Survey

    Why Run It: To get feedback from your customers to find out who your fans are (and follow up with them accordingly) and who your less- Who It's For: Businesses that need to fill their funnel with new prospects Implementation tim...
  7. Play Blueprint: Post-Consult Follow Up

    Why Run It: Convert clients by moving them to the next step of the customer journey after an initial consult.  Who It's For: Any business that uses sales calls, strategy sessions, or coaching calls as a part of the sales proces...
  8. Play Blueprint: Refer a Friend

    Why Run It: To generate new leads by utilizing positive sentiment from your happy customers. Who It's For:  Every business, big or small, can benefit from getting more referrals from their customers! Implementation time: 15...
  9. Play Blueprint: Nurture Sequence

    Why Run It: To create fans by delivering consistent value to their inbox Who It's For: All businesses Implementation time: 30-45min Play Snapshot A nurture sequence is one of the cornerstones of sales and marketing automation...
  10. Play Blueprint: Email Newsletter Broadcast

    Why Run It: To capture leads, convert clients, and create fans Who It's For: Every business who can commit resources to developing consistent, valuable content at the frequency of their choice. Implementation time: 15-25 min (de...