What is Keap?
Keap is a customer relationship management (CRM) software designed for small businesses to manage contacts, automate marketing and sales processes, and track customer interactions.
How do I log in to my Keap account?
To log in to your Keap account, go to https://signin.infusionsoft.com/login and enter your email and password. If you cant remember your password, click on Forgot Your Password? and follow the prompts to reset it.
I forgot my Keap account password. What should I do?
If you forgot your password, go to https://signin.infusionsoft.com/login and click on Forgot Your Password? You will receive an email with instructions on how to reset your password.
Can I access Keap on my mobile device?
Yes, you can access Keap on your mobile device by downloading the Keap app from the App Store (for iOS) or Google Play Store (for Android).
How do I add contacts to Keap?
To add contacts to Keap, click on Contacts in the top menu bar and then click on Add Contact. You can then enter the contacts information and click Save to add them to your database.
I encountered an error message saying Unable to save changes. What does it mean?
This error message usually means that there was a temporary issue with the server. Try refreshing the page or logging out and logging back in to see if the issue resolves itself. If the problem persists, contact Keap support for assistance.
How can I set up email marketing in Keap?
To set up email marketing in Keap, go to the Marketing tab and then click on Campaign Builder. From there, you can create and set up automated email campaigns for your contacts.
Can I send text messages to my contacts through Keap?
Yes, you can send text messages to your contacts through Keap using the Broadcasts feature in the Marketing tab. Please note that this feature may not be available in all countries.
I received an error message saying API Internal error. What should I do?
This error message means there was an issue with the Keap servers. Try again later or contact Keap support for assistance.
How do I schedule an appointment with a contact in Keap?
To schedule an appointment with a contact in Keap, go to the Appointments tab and click on Schedule Appointment. You can then select the contact, date, and time for the appointment.
How can I track my sales in Keap?
You can track your sales in Keap by going to the Sales tab and then clicking on Dashboard. This will show you an overview of your sales activity, including revenue, top-selling products, and more.
Im having issues accessing my Keap account. What should I do?
If youre having trouble accessing your Keap account, try clearing your browsers cache and cookies, or try using a different browser. If the issue persists, contact Keap support for assistance.
Is there an option to integrate Keap with other apps or software?
Yes, Keap offers various integrations with popular apps and software, such as Gmail, Outlook, QuickBooks, and more. You can find the available integrations under the Integrations tab in your Keap account.
How do I cancel my Keap subscription?
To cancel your Keap subscription, go to the Billing tab and click on Manage Subscription. From there, you can select Cancel Subscription and follow the prompts to complete the cancellation.
I received an error message saying Invalid User. What does it mean?
This error message usually means that your Keap login credentials are incorrect. Make sure you are entering the correct email and password, or try resetting your password.
Can I customize the fields and layouts in Keap?
Yes, you can customize the fields and layouts in Keap by going to Settings and then clicking on Customize. From there, you can add, remove, or rearrange fields to suit your needs.
How do I set up billing and payment information in Keap?
To set up billing and payment information in Keap, go to the Billing tab and click on Payment Info. You can then enter your credit card information and billing address.
Im getting an error message saying Duplicate Contact. How do I resolve this?
This error message means that you are trying to add a contact with the same email address that already exists in your database. Either update the existing contacts information or use a different email address for the new contact.
Can I track website visits and behavior in Keap?
Yes, you can track website visits and behavior in Keap by installing the Keap tracking code on your website. This requires some technical knowledge, so you may need to consult with your website developer for assistance.
How do I import contacts into Keap?
To import contacts into Keap, go to the Contacts tab and click on Import. You can then choose the file containing your contacts and map the fields to match your Keap account.
What is the difference between Keap Lite and Keap Pro?
Keap Lite is the basic version of Keap, while Keap Pro offers more advanced features and capabilities. Keap Pro also allows for a higher number of contacts and users.
I received a notification saying my payment failed. What should I do?
If your payment fails, make sure your credit card information is up to date. If you continue to experience issues, contact Keap support for assistance.
How do I change my Keap account password?
To change your Keap account password, go to My Profile in the top menu bar and click on Change Password. You will then be prompted to enter your current password and create a new one.
Can I create and send invoices through Keap?
Yes, you can create and send invoices through Keap by going to the Sales tab and clicking on Invoice. You can then enter the details and send the invoice to your contact.
What is the recommended internet browser for using Keap?
Keap is most compatible with Google Chrome, but it also works well with other popular browsers like Firefox, Safari, and Microsoft Edge.
Is there a limit to the number of contacts I can add in Keap?
Yes, the number of contacts you can add depends on your chosen Keap plan. Keap Lite allows up to 500 contacts, while Keap Pro allows up to 10,000 contacts.
How can I learn more about using Keap?
Keap offers a variety of resources to help you learn more about using the platform, such as articles, webinars, and live chat support. You can also join the Keap community for tips and advice from other users.
