Contacts

Add, delete, and manage contacts

Articles

Contact overview
Add contacts Click the Add button at the top-left of the page and choose Contact . For more information for adding a contact click here For more information regarding the "Contact Type" click here Follow up with custome...
Add or edit a contact record
Add a new contact Click the  Plus  icon and choose Contact  from the drop-down Or, if you are currently in the Contacts section, you can click the plus button next to the filter and sort buttons Click Show more fields ...
Creating and managing groups
Contact lists are a helpful and useful tool to target a segment of your contacts for communication or other action. Using specific criteria, you can filter your contacts or create a List, which will allow you to quickly take action  (i.e. "...
Manage deals from the contact record
The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format. Search for a contact that is associated with a deal The Contact record will display a deal card. If multip...
Prepare import
After you export data from your current system(s), you should take time to clean it up before importing it into Keap. Data must be in a .CSV format; it’s the only acceptable file type. Here are a few recommendations that will help your import ...
Import contacts
Pro-tip Duplicate contact checking is based on the contact's email address and will happen automatically; contacts with the same email address will not get imported twice. Contact info is updated/replaced when importing CSVs with an e...
Custom field types
You can create custom fields for your contact and company records. Keap Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to 100 cust...
Create, edit, and delete custom fields on a contact record
You can create custom fields for your contact and company records. Keap Lite and Pro customers can create up to 100 custom fields for contact records, while Keap Max customers can create 150 contact custom fields. All customers can also create up to...
Export contacts from Keap
Easily export all of your contact data, including custom fields.  Pro-Tip!  Tags cannot be exported at this time, however Keap Pro and Keap Max users can utilize the Tag Tracker report to match exported Contact IDs with applied tags. ...
Send a one-off email to a contact
Send customized emails directly from a contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. You can send emails from any email address associated with one of your Keap users. T...
Contact type field & associated lists
You can label your contacts as "Client", "Lead" or "Other" by using the contact type label at the top of each contact record. Setting a contact type will also automatically update Keap's default "Lead" and "Contact" lists.
Apply a tag to a contact record
Use Tags to organize and group your contact records. With Tags you can filter your contacts, create customized segmentation and lists, and track the metrics of your custom segments over time. There is no limit to the amount of tags you ca...
Email Templates
Spending too much time finding, copying, and pasting the same email over and over? Now, you can edit, save, and easily insert your preferred templates every time you send an email.
Add or remove tags from contact list
Add and remove tags from a list of contacts From the left navigation click  Contacts > People From the Contacts page select all or filter to find the contacts you want to edit. Once you have selected the contacts to edit, click Add...
Add a contact to an automation from the contact record
Add a contact to an advanced automation Navigate to a contact record and click More Click Add to automation Select an automation Click Add Add multiple contacts to an advanced automation Navigate to a contact list Select...
Add contacts - follow up with customers
Promptly follow up with your new contacts with an email sent directly from their contact record.  Send Follow-up, Introduction, or Invite to set appointment email Navigate to Contacts > People located on the left navigation Click ...
Adding personalization with Merge Fields
Research has shown that emails with personalized content in the subject line or in the email body have higher open and engagement rates.  Many small business owners have seen personalized emails, and would love to have this in their business, b...
QuickBooks Online Contact Import
This integration has been retired for all new customers. Existing customers are encouraged to check their data since there could be some inconsistencies. We will be updating with a new integration as soon as possible. Integrating your business to...
Contacts Tab
Overview The Contacts tab is where you manage your total list of contacts in your Keap application. You can filter your contacts and create custom lists of contacts based on commonalities in field data and tags,  Click " Contacts&qu...
Export from your current system
Click on the link below to navigate to the "how to export" documentation of the particular vendor.  Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) format. If your system exports to a ...
Add a Note to a Contact
Adding a note to a contact record is a helpful way to remember an important detail about the person. Notes automatically include a date and time when you save them. Find your contact and click on the Note button Enter your note and click the ...
Google Contact Import
Save time importing your new contacts. Just connect your Google account and import your contacts into Keap. Go to the Contacts tab in your navigation to find your import options.
Contact record and activity feed
The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work.  See your activity grouped by type, and quickl...
View or update a contact's email marketability status
It is important to be aware of your contact's email marketability status. Sending to unengaged contacts can negatively impact the delivery of email to engaged contacts who want to receive your email.  Keap includes tools to help you re-e...
Companies list
Now you can organize your contacts by company, making it easier to view and interact with them. See all of your companies in one simplified view, complete with a search bar for quick access. Access your Companies list Navigate to your Contacts...
Company records
Organize your relationships and keep important details about your companies front and center on the new Company record. You can use our default fields (phone, email, etc.) or add up to 100 of your own custom company fields for information that&rsquo...
Upload a file to a contact
Upload files to a contact record so you never lose track of important information. You can store any file that is under 10 MB in size and download it from a contact record.  Upload a file Navigate to a contact record Click More Cli...
Delete contacts
If necessary, you can delete contacts in Keap individually or in bulk.
GDPR FAQs
Overview What is the General Data Protection Regulation (GDPR)? The GDPR is the European Union’s new, comprehensive privacy and data protection law that will take effect on May 25, 2018. The primary aim of the GDPR is to regulate how the...
Reassign contacts in bulk
Please note that the method described below is considered a "work-around" as currently, there is no other way to accomplish this directly. Click on Reports  in the left-hand menu Click on the Email engagement tracker report ...
Make phone calls from within Keap
You can now make phone calls directly from within Keap if you are using Keap Business Line . Where to place a call You can place an outbound call in 3 areas of Keap: From within an existing conversation From the communication list on the Co...
Recommended Actions for New Leads
When a contact is marked as a lead, and has not yet been interacted with (no email sent, no text sent, no call made), Keap will surface up a recommendation to send an invite to meet (email), or a text to connect or send a promotional offer Navigat...
Time zone and language setting on the contact record
You can manually change the time zone or language on a contact record by following the steps below. Note that both of these values are automatically set to the contact's time zone and language settings in their browser settings when filling out ...
Sorting contacts by last updated
To help you work more efficiently, you can sort your contacts and companies by "Last updated." You can find this option when viewing a list of contacts, or when viewing contacts within your companies. In either case, the contacts will be s...
Add and edit a Deal from the Contact area
Work more efficiently by creating a deal while viewing a contact. You can also view and edit the deal on the contact record instead of moving back to the Sales Pipeline page. Create a new deal While viewing the contact record, click the More&n...
Identify and Merge Duplicate Contacts
Warning! Currently, the merge duplicate contacts function does not merge Appointments or Deals. Contacts will have to be manually added back to any deals, and any upcoming appointments will need to be cancelled and rescheduled. You can now regu...
Lead Attribution
Keap is now automatically capturing any utm_parameters you have on your links to Public Forms, Checkout Forms, and the New Landing Pages. They are being recorded on the contact record, AND you can even start searching through your contacts by utm_pa...
Viewing Advanced Automation in Contact History
You can now view automation details for individual contacts. This provides you with helpful context when viewing a contact record so that you can quickly see what automation has already happened and what will happen to that contact later. Advanced...