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

Posting manual payments

While Keap does a stellar job of snagging payments automatically through invoices and checkout forms, there are times when you still need to log a manual payment. Picture this: your neighbor swings by with cash in hand, or a client spills their credit card digits over the phone. You’ve got to jot down those payments pronto to keep your records shipshape and nudge folks along your automation journey.

Once that payment hits, Keap swoops in and does the heavy lifting. It automatically updates your invoice status to “paid” and neatly logs all the payment details for your reference. It’s like having a trusty assistant on standby, making sure your financial records stay on point while you focus on growing your biz.

How to do it…

In this recipe, we will cover how to manage manual payments.

Adding a manual payment

Follow these steps:

  1. Using the navigation or search feature, locate the contact record you want to...