Expert Hub
Mastering Efficiency: A Guide to Automation with Keap
Unlocking the Potential
of Keap Automation
Keap’s automation capabilities empower you to streamline repetitive tasks, nurture leads, and deliver personalized experiences at scale. Understand how to harness this potential to save time, increase engagement, and drive meaningful results.
Engaging Audiences with Automated Email Sequences
Leverage Keap’s automation prowess to design and implement personalized email sequences. Deliver timely and relevant messages to nurture leads, re-engage dormant contacts, and drive conversions through targeted email campaigns.
Understanding Keap Automation
Automation is the key to unlocking unparalleled efficiency and scalability in your business. By mastering Keap’s automation features, you not only save time but also deliver a personalized experience that resonates with your audience.
Identify key events or actions that trigger automated workflows. In Keap, triggers act as the starting point for your automation. Common triggers include user actions like filling out a form, opening an email, or making a purchase. By defining triggers, you ensure that your automation responds to user behavior in real-time.
How to Use:
- Navigate to the Campaign Builder in Keap.
- Choose the specific trigger event from the list (e.g., “Tag Applied,” “Form Submitted”).
- Drag and drop the “Trigger” element onto your canvas.
- Configure the trigger settings, defining the conditions that must be met for the automation to start.
Keap allows you to create dynamic paths within your automated workflows, enabling personalized journeys based on user interactions. This ensures that each contact experiences a tailored sequence of actions, enhancing engagement and relevance.
How to Use:
- Add a “Decision Diamond” element to your workflow in the Campaign Builder.
- Connect the Decision Diamond to previous elements in your workflow.
- Configure the Decision Diamond settings to create conditions based on user behavior.
- Create multiple paths from the Decision Diamond, each leading to different actions or messages.
Automate personalized email sequences to nurture leads and guide them through the sales funnel. Keap’s automation features allow you to send targeted messages based on user behavior, ensuring that each email resonates with the recipient.
How to Use:
- In the Campaign Builder, add an “Email” element to your workflow.
- Customize the email content based on user segments or tags.
- Use Decision Diamonds to create branches in the workflow, directing contacts to different email sequences.
- Set triggers for follow-up emails based on user actions, such as opens or clicks.
Lead scoring helps prioritize leads based on their engagement level, allowing your sales team to focus on the most promising opportunities. Keap’s automation enables the automatic assignment of scores based on user interactions and behaviors.
How to Use:
- Create a scoring system with specific point values for various user actions (e.g., opening an email, visiting a pricing page).
- Use “Apply/Remove Tag” actions in the Campaign Builder to assign or adjust scores.
- Set up automated notifications to alert your team when a lead reaches a predefined score threshold.
