Keap Archives - Page 6 of 32 - Monkeypod Marketing

Internal Forms for Prospect Intake

The other day a question was posed in our OG community – here’s the scenario:

The member gets voicemails (and emails) with interest from prospects who are looking for more information about their products and services.

But their details didn’t have a reliable way of making it into the CRM – which meant that leads were sometimes slipping between the cracks.

There are probably a few ways to improve this process, but I proposed using internal forms.

What are internal forms?

Internal forms in Keap are a way of creating a form specifically designed to be used by you and your team members, with the sole intention of adding contacts to Keap, or updating contacts who are already in your database.

They’re just like web forms – but instead of being externally accessible, they’re built for your team to use.

How do I use Internal Forms?

Well – they live inside the automation builder, just like your other goal methods.

So you’ll drag one onto your canvas, and define the fields you want to use it to collect.

But, it’s worth pointing out that if you’re using Keap Pro or Keap Max the process is a little different – here’s a walkthrough for Pro and Max users.

Regardless of how you set it up, it’ll give you a repeatable process you can use to add contacts, with options for triggering automation.

Internal Forms are definitely one of Keap’s underrated features.

The primary use case is adding new contacts – but you can also use internal forms to add information to existing contacts, and launch automation as a result.

Or, I’ve seen internal forms used as a manual way of approving applicants for a mastermind, for your partner program, or whenever you want the ability to manually make a decision about what happens next to a contact.

If you’re using Keap’s internal forms in your business, drop a comment below and share one of your use cases.

Thanks for reading.

Have your own questions?

If you would benefit from a place to ask automation questions when you get stuck, and get ideas and inspiration from other businesses, you can join us in the Monkeypod Membership.

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How to use LeadSources [in Keap Max Classic]

Keap, Lifecycle Marketing, Marketing

LeadSources in Keap are definitely one of those features that most people agree are important AND wish they were better with.

Let’s start with some basic questions…

What are LeadSources in Keap?

Simply put – LeadSources are the different channels through which leads, prospects, and customers end up in your database.

This lets you know where people are coming from – so you can double down on what’s working.

Why do LeadSources matter?

Measuring your different leadsources helps determine which of your traffic channels are producing new contacts, and new customers, and at what rates.

And if you’re recording expenses against the leadsources, it’ll also calculate the average cost per contact, and per customer.

Having a clear understanding of this helps you make confident decisions, so you know which of your efforts to invest in, and which to stop.

Not all leads are created equal – and not all leadsources produce equally.

So the goal is to surface up this type of info so you can determine which channels are not only producing the most leads, but the leads that then go on to spend the most money with you.

To do this in Keap you’ll need a firm understanding of the Lead Generation section of the software – this covers visitor records, as well as LeadSources, and LeadSource ROI reporting.

Here’s a video, plucked from the IS Starter Kit course that covers the various features available in this section of Keap:

If you’re tracking purchase info in Keap (directly or through an integration) then the LeadSource reports will give you an indication of your ROI on each channel (the return on your investment).

The goal is to have your Cost Per Customer (also known as Customer Acquisition Cost) less than your average Customer Lifetime Value (the amount customers spend with you over their lifetime).

The greater the difference in those two numbers, the more profitable the traffic channel.

Knowing how much customers spend with you on average helps you decide how to spend your marketing budget.

How do I use LeadSources?

The simplest way to use them is just to measure which channels are adding contacts to your database.

But, if you have purchase and expense data available, you can go beyond that.

Naturally, if you are spending more to acquire the customer than you are making on it, that’s likely an indicator that the traffic channel isn’t currently viable.

What do I do with traffic channels that aren’t profitable?

If you notice that a specific leadsource isn’t producing – or isn’t producing in a profitable way, it could be for a few different reasons.

It is either a signal to revisit some aspect of it or stop running that ad altogether.

Before you discontinue it entirely, you might try refining (or expanding) the targeting to see if you can improve the flow of leads, or quality of leads you’re getting from that channel.

Or, you could revisit the ad content itself. Review the ad copy, video, and graphics – are they aligned? How could they resonate more with the audience you’re targeting?

It’s worth mentioning that paid advertising is an extremely nuanced space – so if this is an area where you feel out of your depths, it might be a good time to bring on an expert who specializes in designing or optimizing ad campaigns.

Additional Resources

If you’ve found this useful and want more on LeadSources specifically here’s a solid blog post from Jordan Hatch about using LeadSources in your business.

And another one from Tyler over at Box Out – Ad Tracking the Right Way in Keap.

If you want to take things to the next level, check out the ROI Tracker Tyler discusses in his post.

And if you want more training like this, you can unlock the rest of the IS Starter Kit course here.

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The Any vs All Tag Goal Update

Campaign Builder, Keap, Software Updates

All campaigns in Keap are a combination of goals and sequences – goals are the triggers, and sequences are what happens as a result.

And perhaps the most popular goal method is the Tag Applied goal (certainly the most versatile).

And recently, this little celebrity was upgraded with some brand new functionality.

Historically the Tag Applied goal could listen for the application of a tag, or any one from a set of tags.

But now, you can set up up the goal so that it’s only achieved once ALL of the tags on a set have been applied to a contact.

This new functionality opens up lots of potential.

Like – let’s say you have three things you want your new members do to after they purchase:

1. Schedule a call
2. Fill out an assessment
3. Watch an orientation video

With this new functionality, you can structure your automation to continue to remind them until they’ve done all three of those things.

Previously this would have been tricky, since the tag goal would have been achieved by any one of the tags – but now, it waits until the contact has all three before extracting them from the preceding automation.

Let’s take a look at another example in this video:

And – if you want to take this to another level, you can use Dynamic Content to make sure that the messaging is adjusted along the way.

If they’ve done two of the three things, you could hide those from the email so they’re only being prompted to do the last remaining item from the list.

The utility of this update goes on and on, feel free to share your own use cases in the comments below.

How to use Zapier to do (almost) Anything in Keap

Keap, Tips and Tricks, Tools

Buckle up friends – this one is technically pretty advanced, and extremely powerful.

Odds are you’ve heard of Zapier, right?

It’s a ‘no code’ tool that lets you connect Keap to other tools, so you can move information around, start and stop automation, etc.

And inside Zapier, the Keap integration has a handful of options, (applying a tag, creating an order, updating a contact, etc):

But – you might notice that list isn’t exhaustive.

Despite how poweful Zapier is, there are plenty of things it can’t do (creating a tag, moving an opportunity, creating an affiliate, etc).

So, if you need to do something that wasn’t part of the Zapier integration – you’d have to hire a developer to custom code it, right?

Until now…

Paul Sokol, the campaign builder mad scientist, has devised a way to make direct API calls with Zapier.

This effectively means that anything you can do through the API, you can now do with Zapier.

Enjoy:

In this particular example Paul is updating an Opportunity inside Keap – but since Keap’s API is fairly flexible, this same approach could be used in any number of ways.

If you found this demo helpful, give Paul a shout out in the Keap User Group or here on Twitter.

The Three Timer Types [in Keap]

Campaign Builder, Keap, Tips and Tricks

Keap campaigns are built using goals and sequences – goals are the triggers, and sequences are what happens as a result.

Inside your sequence there are three timer types available to control the timing and pace of the steps; Delay, Date, and Field

If you want everything in your sequence to happen all at once, you might not need a timer.

But odds are at different times you want to use each of these.

Let’s take a look at each of them.

What are Delay Timers?

Delay timers are the most common timer – they simply delay the contact for a set amount of time before allowing them to progress forward.

“Wait 3 days before sending this email”

What are Date Timers?

Date timers are the easiest to understand – they are used to schedule a specific step for a date on the calendar – or, a range of dates.

“Send this email on July 1st”

What are Field Timers?

Field timers are used to schedule sequence steps before or after a date unique to the contact record – like, their birthday, or their membership renewal date.

“Send this email 3 days before their next mentoring appointment.”

An important note for field timers is that it will use the value in the contact field at the moment they enter the sequence – so if the date isn’t set at that point, it won’t be able to schedule the timers.

And similarly, if the date changes after someone has already entered the sequence, it won’t reschedule unless they’re removed and re-added (or the campaign is republished).

All three of the Keap timer types have their individual merit, and plenty of scenarios where they are useful.

This video covers how to use each of them and when they might serve you best:

Another common misconception is that you can only use one timer type per sequence – which isn’t actually true.

The reality is that you can’t connect two timers of different types – but you can use more than one timer type in the same sequence.

The key is using separate ‘start’ triggers for the different lanes.

The more you understand the timers, you’ll find them increasibly flexible and powerful.

Here are a few creative examples of how the timers can be used in unconventional ways:

Keap Timers Puzzle 1
Keap Timers Puzzle 2
Keap Timers Puzzle 3

Thanks for reading – as a reminder, this video is from chapter two in the CB Trilogy course. Thanks to a partnership with Keap, the full course is available here.

How to Use Fulfillment Lists in Keap

Campaign Builder, Keap, Tips and Tricks

Keap’s fulfillment lists are a personal favorite of mine – and they’re definitely one of the most underused features inside of the campaign builder.

Or maybe in all of Keap (Max Classic only, I believe).

You know how automation usually happens on an individual by individual basis?

Like, if 100 people enter a sequence, there will be 100 emails sent (one to each) or 100 tags applied (one to each) or 100 tasks created (one for each), right?

Well, fulfillment lists allow you to batch those contacts together, and process them as a group.

When would you want this?

Good question – it’s for instances where you want to receive a list of the people who hit that step – like, a list of event attendees on the morning of your event (so you can print name badges).

There’s no need to receive 100 different notifiations, you can just get a single spreadsheet of those people sent directly to you.

Or, a list of people who you need to ship books to, or a list of questions you’ve received in preparation for a presentation, etc.