Popular Articles

  1. Add Links To Emails

    Links that you add to campaign sequence emails serve more than one purpose: They track engagement. Link clicks are recorded and taken into account on various reports. The links give email recipients a way to interact with the content you send to t...
  2. Create a contact record

    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-A...
  3. Max Classic mobile app

    The Max Classic mobile app allows you to manage and communicate to your contacts directly from your mobile device. Also, by leveraging tag goals, you can automate follow-up by tagging a contact. Max Classic mobile currently offers the best experienc...
  4. Mass opt-in or opt-out 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 contac...
  5.  Campaign Sequence - HTTP Post

      An HTTP Post is used to send information from Max Classic to a web page that runs a script (e.g., ASP, PHP, Javascript.) which extracts data from the URL and processes it on your web server. Please Note!  Only standard port number...
  6.  Goals - Web Page Automation

    Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered. You can tr...
  7. Legacy Landing Pages - Design And Configure

    After choosing your template, follow the instruction below to learn how to set up and design your new Landing Page template. The name you type here will be shown in the browser's title bar. Your website visitors will see this, so make sure to...
  8.  Customize The Home Page Dashboard

      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 and provide direct navigation links...
  9.  Intro to Referral Partner Commission Programs

    Start here for an overview of referral partner commission programs
  10. Manage tasks

    Each Keap user can track their tasks and appointments through Keap. You can allow users to view each others calendars and tasks by editing their user permissions .  Keap may also automatically assign tasks or appointments as part of your camp...