If you’re a brand new Keap user, or are easily overwhelmed – then this one isn’t where you should start.

But if you’re an advanced user, or you just want to see a complex configuration that solves a handful of challenges, feel free to dig in.

This video breaks down the set-up we used to track leads from multiple channels through a single opt-in, and then map their consumption with a handful of online courses back to a singular reporting doc so that we can tell not only which of our contacts are most engaged, but also which of our channels are most productive.

In this video we’ll dig into LeadSource tracking, Referral Partner Tracking, Course Consumption reporting, and the use of Zapier and PlusThis integrate multiple systems and trigger automation based on video engagement.

Enjoy.

Now, as a reminder – this video breaks down the solution we used for our specific scenario – but I know your needs may be different.

The tactics in this video aren’t dependent on one another – you can use the channel tracking or the partner attribution on their own, or the course consumption reporting without the other aspects.

And, of course, this process uses the campaign builder fairly heavily – if you want training on that part of Keap, check out the CB Trilogy course.

Questions or feedback about this demo, drop a comment below – thanks for watching.