How to Create Emails Using Your Contact List in Your CRM – Keap Tutorial
autoresponder March 13th. 2021, 7:57pmKeap enables you to send a personalized email directly from the contact record. This allows you to conveniently reach out to a client directly from Keap, instead of switching between email tools to get work done.
You can choose to send the email from any user in your application. Just create a subject line, preview text, and add your personalized message to the email. You also have the option of adding your signature block to the footer of the email.
Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.
URLs: Linkedin: https://www.linkedin.com/company/keapgrowing/
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing
We released exciting new features for Infusionsoft and Keap in February. Watch to learn about all the new features and how they can grow your business. Links to each feature can be found below:
Infusionsoft
0:30 Dynamic content recap (Infusionsoft & Keap)
https://help.infusionsoft.com/help/liquid-syntax?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
1:25 Responsive web forms (Infusionsoft & Keap)
Infusionsoft— https://help.infusionsoft.com/help/february-27-2020-infusionsoft-by-keap?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
Keap— https://help.keap.com/help/february-27-2020-keap?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
2:20 Deleting quotes
https://help.infusionsoft.com/help/delete-a-quote-in-draft?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
2:40 Disconnecting WePay accounts
https://help.infusionsoft.com/help/keap-payments-setup?utm_source=youtube&utm_medium=social&utm_campaign=featurerelease&utm_term=februaryfeaturerelease&utm_content=200310
3:10 Add shipping address to invoices and quotes
https://help.infusionsoft.com/help/add-shipping-address-to-invoices-and-quotes?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
3:37 Rename option in campaign builder (Infusionsoft & Keap)
https://help.infusionsoft.com/help/campaign-builder-tips-and-tricks?utm_source=youtube&utm_medium=social&utm_campaign=featurerelease&utm_term=februaryfeaturerelease&utm_content=200310#renaming-elements
Keap
3:49 Snooze on Keap Business Line
https://help.keap.com/help/keap-mobile-snooze-with-auto-replies?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
4:49 Text message templates on mobile
https://help.keap.com/help/keap-mobile-message-templates?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
5:33 Campaign page redesign
https://help.keap.com/help/campaign-details?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
5:46 Smart forms moved
https://help.keap.com/help/smart-forms?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
6:07 Keap Grow UI updates
https://help.keap.com/help/dashboard?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
Greg Jenkins’ Dynamic Content demo https://www.youtube.com/watch?v=pTVG9dexSg0&feature=youtu.be&fbclid=IwAR09Zs5M18jXNtfryioXDHW0d-tynk0m9ZB9cSx7zgyKqCX5-kDSp5e-J8U
Last month’s January Release Video – https://www.youtube.com/watch?v=CC154k6QvXA&feature=youtu.be
Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.
Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200309&utm_content=social
Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200309&utm_content=social
LinkedIn: https://www.linkedin.com/company/keap-growing
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing
Video Rating: / 5

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March 13th, 2021 at 8:11 pm
Keap enables you to send a personalized email directly from the contact record. Try Keap for free at https://try.keap.com/
March 13th, 2021 at 8:34 pm
Thanks for watching! If you missed what happened in January, check out last month's release video here – https://www.youtube.com/watch?v=CC154k6QvXA&feature=youtu.be
March 13th, 2021 at 8:45 pm
Are you guys going to add the appointment connector for gmail to infusionsoft, or do we have to continue to use a third party app? This is something we definitely need on the infusionsoft side of the house.
March 13th, 2021 at 9:04 pm
I still think the webforms look aesthetically terrible
March 13th, 2021 at 9:53 pm
Great job on the video…I thought this round would have more custom fields…
March 13th, 2021 at 10:44 pm
Great video, Stephanie! Keap them coming – the new features are awesome! I am looking forward to next month's updates too.
March 13th, 2021 at 10:48 pm
Great new features, but still waiting for more custom fields 🙁
March 13th, 2021 at 11:21 pm
When will Android mobile text be available?
March 13th, 2021 at 11:50 pm
So many cool features…. unless you're in Canada, then you just pay the same amount of money for half the features
March 13th, 2021 at 11:54 pm
Consider putting a transcript up… just dont have 7 minutes to watch this.
March 14th, 2021 at 12:12 am
This has to be the best Keap video ever!
March 14th, 2021 at 1:07 am
I love the links to help articles on all the new features.
March 14th, 2021 at 1:51 am
ROFL!!!! That's the worst photo of Scott ever 🤣🤣🤣