-
Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individual contact records or through a batch action on a lis...
-
Last Updated: 10/10/2025
in CRM Contacts Manage Contacts
Keap performs regular backups and keeps them for 90 days. Keap may be able to restore deleted or altered contact records and other data in your Max Classic application. Please note: Some data cannot be restored. There may be a fee associated wit...
-
Last Updated: 08/12/2025
in E-Commerce Billing AutomationYou can offer payment plans as an option instead of paying for a good or service all at once. You can define the number of installments and number of days between payments.
-
By default, referral tracking links use your Max Classic account app name as the base URL: https:// iuejl33 .isrefer.com/go/training/jordanh. You can override this default prefix with a custom prefix by following the steps below: Start by copying...
-
Last Updated: 10/30/2024
in Getting Started Tips & Tricks Test a web form You can test web forms on-the-fly while you are creating them in the Automation Builder. Make sure to publish any changes you've made to the form before you test it. While viewing the web form, click the Test button at the to...
-
Your browser does not support HTML5 video. Your company information is displayed in some emails and on all opt-in/ opt-out confirmation pages by default. This information pulls from one of three places: the CAN SPAM address block, the company i...
-
Below, are the merchant accounts and gateways that we currently support. Research to determine which of these providers is best for your business. Note that qualification requirements, fees, order thresholds, and services vary. To help you choose t...
-
Your browser does not support HTML5 video. Dashboard When you sign, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need...
-
Last Updated: 05/08/2024
in CRM Contacts Manage Contacts
There are several ways to create contact records in Keap. This is the quickest and simplest option for creating individual contact records. Manually add a new contact to Keap Click the ( + ) icon at the top right of any Keap page. Quick-Add is...
-
Last Updated: 01/08/2025
in CRM Contacts Manage Contacts
When you transition to Keap from another email system, you will export contacts from the old system so that you can import them into Keap. When you import a list, you must confirm that you have received prior permission to send email to those cont...