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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...
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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...
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Pro-tip! In the referral partner's portal, your partners will be able to see reports on how effective their marketing efforts are by viewing link statistics. A "hit" is when someone clicks the referral partner link. An "opt-in" is when the ref...
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Your browser does not support HTML5 video. 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 N...
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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 trigger auto...
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When you create a Saved Search , you save a set of criteria that determine which contacts show up in search results. The contacts listed in the results will change automatically as the people in your database respond to your marketing messages, m...
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Start here for an overview of referral partner commission programs
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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 campaign ...
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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 cho...
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Last Updated: 05/14/2024
in CRM Sales Teams Lead Scoring
Lead Scoring Overview Scoring is most often used by businesses with direct sales teams. Automatic lead scoring is an objective way of assessing a prospect's level of interest based on their engagement level. Lead scoring allows sales reps to fo...