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

Understanding goals

Goals within an automation are usually the actions we want people (internal or external) to take. Whether it’s filling out a form, making a purchase, or scheduling an appointment, these are all goals that guide contacts from your sales process to your fulfillment process. The following descriptions provide a quick overview of each goal you can use in an advanced automation.

Goals can be sorted into two categories: those completed by a contact and those completed by a Keap user.

Goals triggered by a contact

The following goals can be triggered by a contact:

  • Web Form Submitted: This goal is used to build a form inside the advanced automation builder.
  • Landing Page: A Keap-hosted web page that can be used to collect leads, sell products, or deliver content.
  • Email Link clicked: If an email’s purpose is to get the reader’s attention, then the links you include are the icing on the cake. They are the markers that tell us how...