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Created On: 10/03/2024
in Getting Started
CRM Overview
The Customer Relationship Management, or CRM area, contains all the customer related items including contacts, companies, opportunities, referral partners, visitors, and Zapier Integrations. This is where you can see your promote...
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Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. D...
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Created On: 08/19/2024
in Getting Started
Beginning June 26, 2024, we’ll be enforcing 2FA on all customer accounts. Two-factor authentication significantly enhances the security of your account by requiring two different forms of identification. This helps protect against common thr...
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The Text Marketing Number inbox allows you to converse with your customers and prospects that have replied to your automated text messages. Automated text messages come from either a Text Broadcast that you sent or from an Automation that you've s...
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The Ultimate admin setting enables administrators to set the entire app to be either Ultimate or Classic for all users. If set to Yes , all users will be transitioned to the Ultimate experience, and they will not have a user-level toggle to re...
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Created On: 03/08/2024
in Bulletin
Update your Order Form Theme
If you are processing payments via Keap Pay, you need to review the themes that are active on your Order Forms. Themes created before April 2023 will not work with Keap Pay. You will need to create a n...
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You can now more easily add contacts to your subscription when you have exceeded your contact record limit. If your account has exceeded its contact limit, you will see a notification in the contact section of an app. The notification will say “ You...
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Created On: 01/30/2024
in Bulletin
Keap Pay is Keap’s very own payment solution that helps businesses streamline the payment experience for their customers, obtain clearer financial business insights and follow the entire customer journey directly within their Keap App. Plus, with ...
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Created On: 12/07/2023
in Getting Started The Email Health dashboard widget gives you insightful and actionable feedback to help you get your emails into your contact's inbox. Set it up To get started, click on the more ellipsis on any dashboard widget and click, Manage widgets To...
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Created On: 12/05/2023
in Marketing Deliverability
DKIM (Domain Keys Identified Mail) is a complex email protocol that allows a sender's identity to be authenticated by the recipient to help combat email fraud. It's also a very important factor in your email deliverability. DKIM affords the ...