Book Image

Keap Cookbook

By : Michelle Bell
Book Image

Keap Cookbook

By: Michelle Bell

Overview of this book

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business. Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys. Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions. By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.
Table of Contents (20 chapters)
Free Chapter
1
Part 1: Getting Started with Keap
4
Chapter 3: Managing Contacts
5
Part 2: Streamlining Communication
8
Part 3: Sales Pipeline Management
10
Part 4: Automation and Reporting
14
Part 5: Integration and Optimization

Accessing automation version history

The advanced automation builder has your back with an auto-save feature that kicks in every 30 seconds, guaranteeing you won’t lose your hard work. You can also manually save a version if you plan to make significant changes. Versions capture the essence of your automation – think traffic sources, goals, sequences, and decisions. However, keep in mind that they do not store previous content, such as landing pages, email copy, or the decision diamond settings.

How to do it…

In this recipe, we’ll cover how to create, access, and restore versions, a critical function for maintaining and optimizing your advanced automations.

Restore

Versions are date-stamped and stored so that you can roll back an automation to a previous copy. This is especially handy if you want to undo changes that are failing to perform. However, it’s important to consider what might happen to contacts who are in your automation if...