-
Last Updated: 10/08/2020 in CRM Contacts Manage Contacts
clicking into individual contact records. … View the opportunity history for that contact View lead scoring activity Edit a Contact Record from … There are two ways to view a list of contact and opportunity record s: an interactive view and a grid
-
Last Updated: 01/20/2023 in E-Commerce Financial Reporting
The credits issued report will contain any manual credits you have recorded along with any refunds you … So in the above example, if the contact had only made the payment on 4/15, and missed 5/15 and 6/15, … If you issue a refund or credit outside of Keap, be sure to record this in Keap if you are using Keap
-
Last Updated: 02/23/2021 in CRM Contacts Manage Contacts
Exports that contain 1,000* records or less can be downloaded in the browser. … For exports of more than 1,000* records, a link to download the file will be emailed. … For exports of 1,000* records or fewer you can chose to download them immediately in your browser, or
-
Last Updated: 06/16/2022 in Marketing Marketing Reports
An open rate is recorded for each person who receives the HTML version of an email and opens it long … The system may also record an open when a recipient briefly glances at the email, which is not true engagement … It displays click through statistics on a per-person basis.
-
in contact records. … Can see tab This permission controls access to opportunities through contact records. … If this permission is set to No , the user will not be able to view or edit any contact records that
-
Last Updated: 10/29/2020 in E-Commerce Refunds
While viewing a contact record, click on the Orders tab. … The credit summary will show up in the Recurring Credits section of the subscription record. … The credit can be any amount up to the recurring value for one billing cycle.
-
Last Updated: 08/27/2020 in Marketing Marketing Reports
Navigate to Marketing > Reports Click Web Form Origin Report Choose to search for published or unpublished … The Web Form Origin Report provides a list of your web forms along with the campaign they’re created … may be a marketing wizard, but that doesn’t mean you can remember everything, so go to Marketing > Reports
-
Last Updated: 03/19/2021 in CRM Contacts Manage Contacts
Once you opt-out a list of contacts, you can't undo it! You will need to contact our support team. … View the contacts that you want to update. … , Was explicit permission obtained for each contact they plan to opt-in?
-
By default, the contact type will be set to "Prospect" when the contact record is created after submitting … When using the State field you will need to also include the Country field in your form Landing page reporting … How do I set the contact type when someone submits the form?
-
Last Updated: 09/16/2021 in E-Commerce E-Commerce Settings
-
Last Updated: 04/14/2021 in E-Commerce Financial Reporting
Leadsource Income The Leadsource Income report shows the total contacts, orders, and income generated … There are several order reports ( E-Commerce > Reports ) that will tell you how much money you are making … Customer Lifetime Value Report The Customer Lifetime Value Report shows a summary purchase history by
-
Last Updated: 11/18/2022 in Administration Importing Data
the bottom of the page you have the option of checking a box that will Create a corresponding company record … A yellow caution sign indicates that the field is not recognized by Keap. … Remember, the file must be a ‘comma delimited .csv file’ for your application to recognize it.
-
Last Updated: 05/19/2022 in Marketing Campaign Builder Goals
Tags can be applied to individual contact records or through a batch action on a list of contacts. … Tags are searchable labels that are used to segment contacts. … or when all of the tags have been applied to a contact.
-
The email status is visible within individual contact records and can be used as a search criteria for … Reported SPAM : This status indicates that the contact reported your email as SPAM, via the unsubscribe … the email status search report ( Marketing > Reports > Email Status Search .)
-
Last Updated: 04/08/2021 in CRM Contacts Merge Contacts
Click here to see all of your contacts: Choose this to see a list of all of your person records (not … records that are considered duplicates: Choose this to look at the list of duplicate contacts. … All records that haven't been marked as a dup before: Checks only contacts that have not already been
-
Last Updated: 07/27/2023 in CRM Sales Teams Opportunities
the same Person Record. … Opportunity records are attached to a prospect's contact record. … The documents loaded from an opportunity are stored in the contact record file box.
-
Last Updated: 04/14/2021 in CRM Companies
You can add a company name in any contact record. … Company records link together multiple contact records to give you a snapshot view of an account in … The company record, like the contact record, is divided into two tabbed sections: Top Row of Tabs The
-
Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
Before you create an opportunity record manually, you must make sure a contact record for the prospective … You can create opportunities from within a contact record. … Opportunities are attached to the prospective buyer's contact record.
-
Last Updated: 04/14/2021 in CRM Companies
To Create a Company from an Existing Contact Record Open the contact record Click on the contact actions … Add to or edit the information in the company record. … To Create a Company Record Go to CRM > Companies in the main nav.
-
Last Updated: 04/08/2021 in CRM Contacts Manage Contacts
their contact record Inside Max Classic Directions While viewing the contact record, click the … A quick and convenient way to communicate with your contacts, is by sending them emails directly from