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Last Updated: 02/01/2021
in Getting Started Tips & Tricks Legacy Alert! This feature should only be used if a 3rd party developer asked for the encryption key. The encryption key is only needed for the Legacy authentication method. If you are unsure if you should use this please talk with the 3rd party d...
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Last Updated: 02/01/2021
in CRM Contacts Custom Fields If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. With Keap Max Classic, you are able to add up to 150 custom fields per record type. Cu...
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Last Updated: 03/26/2021
in Marketing Campaign Builder Goals A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional wh...
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Last Updated: 02/01/2021
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 ...
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A broadcast message is a single message that is sent to an entire list of people at the same time. It can be scheduled to go out on a specific date and time, but the schedule is the same for everyone. A broadcast is generally the best option when yo...
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Last Updated: 02/09/2021
in Administration Importing Data With Keap you can import contacts , companies , tags , products , and subscriptions . The most common import is contacts. The process for each type of import is almost identical. Import contacts Navigate to Admin > Import Data. ...
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Last Updated: 02/01/2021
in Marketing DeliverabilityProcess an action to remove contacts that have been disengaged for 6 months or more.
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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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Last Updated: 02/05/2021
in Marketing Deliverability "Email Whitelisting" is used to describe the act of allowing an email to reach your inbox. This is helpful if you want to make sure a certain business' email doesn't go to your spam folder. Whitelisting is typically accomplished by...
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Last Updated: 02/05/2021
in CRM Contacts Custom Fields 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...