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

Building an advanced automation

Now that we have a good grasp on the tools needed, let’s build our first advanced automation!

How to do it…

Let’s begin with a form offering a free ebook titled, 3 reasons why cats rule. In exchange for the user providing their first name and email address, we will send them our free ebook:

  1. Click on the AUTOMATION tab in the left-hand side navigation bar to open the menu and choose AUTOMATION BUILDER.
  2. Click the + sign to start a new automation.
  3. In the popup that appears, give your automation a name.
  4. Select a category for your automation or create a new one.
  5. Click Save.
  6. Click on Automations in the left-hand menu. Click the + button to create a new automation and choose Advanced Automation.
  7. Drag a Form submitted goal onto the canvas.
  8. Double-click the Form submitted goal to customize your form or choose one you’ve already created. By default, all forms have first name and email already...