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.
Just look for the fulfillment list item in the processes section inside of a sequence.
The use cases go on and on, but the solution for each is Fulfillment Lists. This video demonstrates how you can set it up.
So that’s fulfillment lists in a nutshell – do you have an obvious use case for them in your business?
For more training on Keap’s campaign builder, check out these resources:
Campaign Builder 101 [Blog Post]
CB Trilogy [Virtual Course]
As you’ve probably heard me say, I believe the campaign builder is the most powerful tool on the planet for small businesses.
Greg, you’ve got to stop teasing all the Max users that want to try things like this but are only available in Classic.
I saw where you have the fulfillment list scheduled to run on a specific day & time. It fits your webinar example. I was going to ask if the fulfillment list could be applied to an ongoing process/automation and scheduled to run at a regular interval, like every Friday at 8:00 a.m. or the last day of the month at 10:00 p.m.?
Hey Jim – sorry, didn’t mean to tease anyone who doesn’t have this feature (though, it’s one of my favorites), and YES, you could use a looping structure to send yourself a fulfillment list on a weekly or monthly cadence. That’s a perfect use case. Here’s a demo: https://youtu.be/nllUydP4uLM
Thank you. Absolutely excellent tool and not one which I had understood from the title. AND opportune as I do want this now!!
So glad to hear that Richard – this is a favorite of mine. Hope it serves you well!
Greg are you living in my mind? I am running a series of three dance workshops in a couple of weeks time and need to print out a list of attendees. I remembered you teaching fulfilment lists in the Campaign Builder workshop and was going off to to find the relevant video in the Facebook group, but you beat me to it!
I’ve always known you’re awesome but you just keep upping the ante every time!
Big love
Charlotte
haha, this comment made my day Charlotte. Thank you for reading and commenting, enjoy your weekend!