New Articles

  1. Goals - Quote Status

    Your browser does not support HTML5 video. A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = acc...
  2. Quotes statuses, notifications, and reporting

    Notification Emails A notification email is sent to the contacts owner when a quote is:  Declined  Accepted   or Paid Quote statuses If your customer declines the quote, their page is refreshed, the word “ Declined ”  with...
  3. Engagement Days

    The 'Engagement Days' metric measures the contacts that you have sent email marketing to in the last 30 days and the average amount of days since they have last engaged. Engagement is tracked when contacts open emails sent from the Keap network, cli...
  4. Spam Traps

    Spam traps are commonly used by inbox providers and blacklist providers to catch malicious senders or legitimate senders with poor email marketing practices. A spam trap looks like a real email address, but it doesn’t belong to a real person nor is ...
  5. How to avoid content filters

    You’ve crafted the perfect email for your next marketing campaign... complete with an attention grabbing subject line, compelling copy, and an irresistible call-to-action. You’re positive click rates will be through the roof! Unfortunately, your email campaign winds up filtered as spam, sent to
  6. Campaign Sequence - Create Task

    Your browser does not support HTML5 video. The task object assigns a manual follow-up responsibility to a Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone sur...
  7. Custom Fields Overview

    You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with type of data you want to store in a field that satisfie...
  8. HTML Block

    You are able to add snippets of HTML code into your email using the HTML block. This guide is going to review the type of code the HTML block accepts. Note that the following HTML tags will be removed for compatibility: Comments Input, Select, ...
  9. OAuth Authentication

    Developers use this OAuth process for API integrations. Jan 5, 2020 Update : Please note that we recently migrated our API Proxy provider from Mashery to Apigee. Please check out these API community posts for FAQs and to ask questions to our AP...
  10. Verify customer identify KYC

    WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. Know your customer (KYC) is the process of verifying the identity of a customer...