Campaign Builder: Gotcha #4
A number of years ago I published a series of three blog posts highlighting common "gotchas" that trip people up inside Keap's Campaign Builder. Gotcha 1 | Gotcha 2 | Gotcha 3 Well, here we are now and while Infusionsoft is now Keap, and the campaign builder is now...
How to Write Off Invoices in Keap
If you determine that a Keap invoice is not going to be paid, what do you do with it? Sure, you have a brief period of frustration, or grief - but then you've got to figure out how to reconcile that invoice in your bookkeeping - and Keap's write-off feature is exactly...
Appointment Booking in Keap
If you use appointments in your business then you probably are familiar with the old song-and-dance to get people book and then show up for their appointment. (And I say 'appointment' but this process is also true for consults, for demos, or any other scheduled...
Zapier Sub-zaps: How and When to Use Them
Zapier is a staple in the toolbox of so many small businesses, myself included. - and thanks to years of slow and steady effort, I consider myself a pretty savvy Zapier user. But recently I learned a little Zapier trick and immediately knew I had leveled-up. My long...
How to Update to GA4
So, if you have a website then the odds are pretty good that you also use Google Analytics. And if you do, then you might have seen some emails like these, telling you it's time to update to GA4.I ignored an email or two, but Google Analytics kept reminding me that...
Entrepreneur’s Calm, Organized, Predictable Growth Framework
Justin MacDonald has worked in a handful of businesses, of varying shapes and sizes - and each time he's installed the same framework to standardize and improve the customer experience. And each time it's worked to produce calm, organized, predictable results. On this...
![Advanced Keap Reporting [with Google Sheets]](https://www.monkeypodmarketing.com/wp-content/uploads/2022/11/Jade-reporting_blog.jpg)
Advanced Keap Reporting [with Google Sheets]
Sometimes the native Keap reports give you exactly what you're after. And when that happens, life is great. But use Keap long enough and you're bound to run into a constraint, or limitation you didn't expect. Sometimes there seems to be some aspect of the report that...
Dynamic Monthly Loop Campaign
The other day a question came up in the private Monkeypod community - Deborah was asking how she can set up a campaign that reminders her subscribers about an event that happens each month on the last Sunday.Generally a looping campaign isn't that difficult - but this...
![File Uploads to Keap with Google Forms [and Zapier]](https://www.monkeypodmarketing.com/wp-content/uploads/2022/10/Google-Forms-Upload-Keap.jpg)
File Uploads to Keap with Google Forms [and Zapier]
Sometimes you need to collect a document from your Keap prospects or customers. It could be a headshot that you attach to their contact record, or it could be something more formal - like a floor plan, or a brief for a specific project. But regardless, there are use...
Takeaway Lessons from T&C 2022
I used to spend a lot more of my time going to conferences. It is part of how I stay in the know on some of the latest trends and technologies. Lately, not so much. But a couple weeks ago, I went back to my first in-person conference in almost three years and it...
