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

Creating checkout forms

The Checkout Forms feature of Keap Max and Pro enables you to collect payments from your customers without the need for an invoice. Simply create your customized form, then share it with your customers, post it to social media, or link it on your website.

Getting ready

Before you can use checkout forms, you will need to set up your payment processor. This step was covered in Chapter 2. You can click on the Setup payment processing button as shown here:

Figure 5.27 – Setup payment processing warning

Figure 5.27 – Setup payment processing warning

How to do it…

In this section, we’ll cover how to create a checkout form, add an upsell, add a promo code, and add a thank you page.

Creating a checkout form

  1. Click on the Sales tab in the left-side navigation bar to open the menu, and then choose Checkout Forms.
  2. Click the Add a checkout form button in the top-right corner to start your form.
  3. Click the + Add product button to open the product...