New Articles

  1. Dynamic Lead Nurture Campaign

    Please Note ! We recommend using the online Strategy Guide to source your campaigns. The Strategy Guide is kept up-to-date with the latest campaigns. This campaign may contain legacy content (e.g, legacy emails, legacy landing pages, etc...) ...
  2. Set Up Third Party Fulfillment Notifications

    Legacy Warning ! While a Fulfillment Report automates fulfillment when an order is placed, fulfillment templates can be created as part of legacy automation and can also be imported into a campaign sequence in the campaign builder. If you plan on ...
  3. Merge Field Defaults Explained

    Merge fields are used to personalize follow-up communications on an individual basis. They pull information from a contact record and insert that information into emails and other templates. In the example below, the merge field ( ~Contact.FirstName...
  4. Automate follow-up when a purchase is made

    By default, purchase actions trigger when someone purchases through the shopping cart and order forms.
  5. Set up Legacy Invoice

    The default order invoice is very basic. It displays a standard black and white layout with your company logo. If you want to customize the type of information displayed in the invoice or modify the layout or table colors, you will need to create a ...
  6. Invoices and Receipts

    Order Invoices serve two purposes in Max Classic: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for invoices and receipts: Enable Payment Collection Invoice & Receipt is the mos...
  7. Contact Time Zone and Language

    Pro-Tip! Click here to see a comprehensive document regarding Time Zones in Keap. See your customers' local time and language so that you can make a personal connection from the start. When new contacts fill out a web form, order form, s...
  8. GDPR Campaign Instructions

    These instructions will help you download and configure the GDPR Helper Campaign. The purpose of this campaign is to help you better manage the personal information that you store for persons residing in the European Union which is covered by GDPR l...
  9. How To Convert Existing Emails To The New Email Builder

    For long-time Max Classic users, the prospect of having new and updated features is both exciting and potentially daunting. Each new wrinkle brings the possibility of necessary changes to existing content in order to ensure its continued functiona...
  10. Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email

    Legacy Notice : This article refers to the legacy email builder. Click here for new articles Use case: If you are not using the new Email Builder when creating emails (which has this feature built-in) You want your recipient to click on a...