Keap Questions & Answers

The GDPR governs the processing of personal data used for Facebook tracking pixels and related technologies, social media marketing efforts, and consumer communications on social media platforms. Nevertheless, the precise effect is contingent upon the way in which social media is employed. Since social media isn't particularly covered by the GDPR, neither social media marketing nor social media itself is covered in any way by the regulations.

You can use the Keap WordPress plugin for generating interactive web forms on your WordPress website in order to connect Keap with WordPress, to do this follow the steps given below:

• Open your WordPress admin account and sign in to it
• Go to the Plugins tab
• Press on Add New
• Look for Keap Official Opt-In Forms
• Press Install Now
• Integrate the application to your Keap account.

To create a landing page in Keap, follow the steps given below:

• Navigate to Marketing and go to Landing Pages
• Press Create a landing page
• Choose a Template or make a landing page from Scratch
• Give a name to your landing page and press Continue
• Create a landing page
• Press Next to publish your landing page.

To create forms in Keap, follow the steps given below:

• Navigate to Marketing and go to Forms
• Press Create form
• Choose Internal
• Select a template
• Press Start building your form
• Give a name and description to your form
• Modify the submit button text.

To import contacts in Keap, follow the steps given below:

• Open your Keap account
• Press Contacts and click on People from the navigation menu
• Select the ‘Import contacts’ button
• Choose the import type
• To import a CSV file, click the upload button or just drag & drop the file into the Import box.

Note: Make sure that your data has been organized correctly and it is in the csv, xlsx, or xls file format before importing.

To add a new contact in Keap, follow the steps given below:

• Open your Keap account
• Press the plus icon at the upper right part of any Keap page
• Input the required credentials and press Save
• Press on the link to view and edit the contact record if you wish to add more contact details.

To create a custom dashboard in Keap, follow the steps given below:

• Open your Keap account
• Press on Dashboards & Reports to see the existing dashboards or make a new one
• Press + Create Dashboard
• Import widgets to the dashboard
• Press OK.

To set up an automation in Keap, follow the steps given below:

• Open your Keap account
• Press on Automations in the menu on the left-hand side of the
• press the + button to make a new automation
• Select Advanced Automation
• Give a name to your automation and select a category if you wish and press Save.

To remove tags in Keap, by following ways:

• Go to Contacts page select all or filter to find the contacts you want to delete
• Once you have selected the contacts you will see the icons to delete the tag
• Click on the Delete button and the tag will be removed.

One can make use of tags in Keap in following ways:

• Create tags to group acquaintances according to activities or interests
• Using automation or manual labor, add tags to contacts
• Tags can be used to organize and filter contacts for more focused marketing
• Set tasks and workflows depending on tags
• To arrange and assess the success of campaigns, use tags.