The Nickname Merge Field Hack

The Nickname Merge Field Hack

On the additional info tab of the contact record in Keap, there is a native field for Nickname. If you know someone's nickname, then it probably makes sense to call them that.(That screenshot is from the Max Classic version of Keap, but Pro and Max also have a...

Restore Version and Revert Changes

Restore Version and Revert Changes

The other day I was working on a project with a long-time Keap user - someone who I consider to be an expert campaign builder. And we had a conversation that went something like this: Him: I can't find the emails we're after.Me: Oh, right - the campaign has been...

How to Set Up Task Reminders

How to Set Up Task Reminders

As you probably know, Keap is an automation powerhouse - but not everything can (or should) be automated. Tasks are a useful feature for the times you need to do something manually. And Tasks do have a native notification at the time they're created.And that's great -...

A full guide to connecting Zoom Webinars and Keap

A full guide to connecting Zoom Webinars and Keap

If you use Zoom (don't we all?), then you likely have looked for a way to integrate it with Keap. There are a few options out there, but my favorite is PlusThis. In this post we're going to look at the PlusThis connection for Zoom webinars - but they do offer tools...

How to let Contacts Purchase for Someone Else

How to let Contacts Purchase for Someone Else

Reassigning Keap Purchases. Gifting purchases in Keap. How to let one person buy something for someone else. I struggled with the name of this blog post. We're talking about how one contact can make a purchase, but assign the access to someone else. There are plenty...