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Whenever a customer opts out receiving your marketing emails, you can apply actions to that contact. This is useful if you want to set up a tag on opted-out contacts and alert a user to delete those tagged contacts from your database. Go to Mark...
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Created On: 06/24/2019
in Administration Admin Reports The task note report allows you to view pending and completed tasks for all users in your application. Go to Admin > Reports Click Task Note Report Edit the Search Criteria as needed. Note that you click on the Edit Criteria/Columns...
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Follow the instructions below to learn how to : Build a custom thank you page or redirect the user to an existing page on your website. Rename your landing page and thank you page which renames the page slug . Make it easier for people to find...
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You can display your Landing Page in your WordPress website. You can assign any domain name you own to the landing page. It will give the appearance that the page exists on your website. Log in to your WordPress website Click Plugins Click Ad...
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The Create Order sequence automates the order-to-invoice process, enabling you to automate an aspect of your business. You can add products, set up payment options, and preview and edit the invoice before it sends. Configure the Create Orde...
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The Social Share Settings in the landing page builder gives you a simple editor to format your landing page preview without the need to know Facebook's Open Graph markup language. A social share has four components: Image URL Title Descri...
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The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to automate your enti...
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Our new Email Sync connects Keap with your existing Microsoft 1 or Gmail email account. Incoming and outgoing emails exchanged with your IS contacts automatically sync to your client records, so you can quickly search and view your interactions a...
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Created On: 04/03/2019
in E-Commerce Order Forms
With checkout pages, small businesses using Max Classic’s E-Commerce platform can customize a web page with a product or service and let customers buy directly online, without ever having to get on the phone. Please Note: Checkout Pages does not w...
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There are automated methods that you can use to add commissions programs to your referral partner records (see Create a referral partner sign-up form ), but if you have only a few to add, follow these steps. Add a commissions program to your re...