Keap Cookbook E-Book

Michelle Bell

• Herausgeber: Packt Publishing
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 311

Veröffentlichungsjahr: 2024

Beschreibung

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business.
Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys.
Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions.
By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.

Leseprobe

Keap Cookbook

Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

Michelle Bell

Keap Cookbook

Copyright © 2024 Packt Publishing

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First published: June 2024

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In all things, be yourself; for you are uniquely divine, and that is a glorious thing to behold.

This is especially true in your marketing. Go boldly into the world and be your wonderfully authentic self, no matter what the gurus and experts say!

I promise the right people will find you.

- Michelle Bell

Foreword

Hey there, it’s Lesley, the Product Owner of Automations at Keap. Let me tell you, I’ve seen firsthand how our software can transform businesses. In the small business world, finding the right tools can be like finding a hidden gem. And speaking of gems, Michelle Bell is a shining star in the Keap community. She’s not your run-of-the-mill expert in online marketing and automation; think of Michelle more like your own personal problem-solving superhero, complete with her unmistakable vibrant orange hair and contagious personality. Michelle being ranked in the top 10 of the Keap Marketplace speaks volumes, but what truly sets her apart is her belief that every moment you spend working on your business should not only be profitable but also enjoyable!

Keap (formerly known as Infusionsoft) embodies an invaluable resource in the CRM landscape. Renowned for its robust suite of CRM capabilities, automation prowess, lead segmentation tools, and comprehensive business solutions, Keap has consistently adapted to meet the ever-changing demands of the market. Throughout its evolution, our reliance on our Certified Partner community has been pivotal. Their deep understanding of business needs and cutting-edge solutions ensures that we remain at the forefront of your industry, delivering unparalleled value and innovation.

Michelle’s cookbook isn’t just a collection of recipes; it’s a key to unlocking the full potential of Keap’s features. It’s packed with strategies refined over years of hands-on experience, ready to streamline your processes and deepen your connections. Michelle’s got this knack for turning complicated business jargon into practical, actionable strategies that even your pet goldfish could understand (if they were into that sort of thing).

Keap is all about empowering businesses to thrive, and Michelle’s insights take it to the next level. By following her guidance, you’ll be equipped to provide top-notch client support, automate tedious tasks, and boost your sales efficiency.

And hey, this isn’t just about technical tips; it’s about reclaiming your time and living your best life. Michelle’s creativity knows no bounds, and her solutions are as effective as they are ingenious.

So, dive into this cookbook and elevate your business with Michelle’s guidance. It’s your chance to learn from the best and take your business to new heights. Enjoy the journey!

Lesley Oliver,

Product Owner of Automations at Keap

Contributors

About the author

Michelle Bell, the visionary CEO behind Virtual Work Wife, defies convention in the marketing landscape. Inspired by her own journey as a busy entrepreneur, Michelle founded Virtual Work Wife to empower others to reclaim control of their schedules, putting family first and work second.

Along with her business partner in Wifeboss LLC, she co-founded the Health Business Boss Institute, offering invaluable coaching, automation training, and strategic consulting to entrepreneurs and health professionals worldwide.

When she’s not teaching, speaking, or on the road at dance competitions, Michelle enjoys time spent at home with her family. Through her journey, she exemplifies the transformative power of passion, perseverance, and gratitude.

About the reviewer

Heather Wells is the owner and CEO of Inspired Marketing Services Ltd., a small business marketing and automation company that she started over 15 years ago. As a single mother of 3, she started her business as a way to support her family while working from home. She has spent the last 15 years learning strategies, processes, technology, and principles that are key to the success of small businesses. Knowing how important family is, Heather's business is dedicated to helping other small business owners scale and grow their businesses using automation to help free up their time. She has worked with leaders in the digital marketing and online coaching space, helping them tame the chaos and grow their businesses to 6 and 7 figures.

Paul Sokol is a visionary American entrepreneur and automation virtuoso, renowned for his unparalleled expertise in leveraging Keap (formerly known as Infusionsoft) to revolutionize business operations. With an illustrious career spanning over two decades that includes writing the original “Infusionsoft Cookbook”, he is recognized as a thought leader and trusted advisor, often sought after for his captivating keynote speeches, illuminating workshops, and insightful consulting services. His profound understanding of automated experience design, combined with his innate flair for innovation, has propelled him to the forefront of the industry, earning him widespread acclaim and admiration as a trailblazer in the realm of business automation.

I want to acknowledge Keap’s co-founders Clate and Scott for having a big vision decades ago. The number of people’s lives they have impacted cannot be counted. I also want to acknowledge Michelle Bell for not only being a great friend but for also carrying the torch on the automation cookbook. You rock girl!

Jade Olivia is the Owner and Founder of Jade Olivia Consulting and JadeOlivia.co, brands dedicated to empowering entrepreneurs. Since 2020, her consulting firm has offered community VIP consulting, automation strategy, and coaching. Under JadeOlivia.co, she launched Activate! for community-led engagement education and Timeless for mini-summits on marketing best practices. Previously, Jade was Strategic Partnerships Manager and Advisor Success Coach at Real Wealth Marketing, where she developed a marketing program for financial professionals.

Table of Contents

Preface

Part 1: Getting Started with Keap

1

System Overview

Technical requirements

Before we begin...

Identifying your Keap version

Your application name

Navigation

How to do it

How it works

Dashboard

How to use it

How it works

Setting up the Keap mobile app

Initial setup

Adding more than one account

Using Touch ID or Face ID for logging in

2

Designing Your Space

Technical requirements

Obtaining your Keap phone numbers

Getting ready

How to do it…

How it works…

Creating your personal avatar

How to do it…

How it works…

Managing user accounts

How to do it…

How it works…

Setting your business profile

How to do it…

How it works…

Connecting to your calendar

How to do it…

How it works…

Connecting to email

How to do it…

How it works…

Setting up appointment types

How to do it…

How it works…

Payment processing

Creating products

How to do it…

How it works…

Zapier integration

How to do it…

How it works…

There’s more…

Google reviews

How to do it…

How it works…

3

Managing Contacts

Technical requirements

Getting ready

Adding contacts manually

Adding companies

Grouping contacts

Importing contacts

Adding custom fields

Introduction to tagging

Searching contacts

Part 2: Streamlining Communication

4

Communicating with Your Lists

Technical requirements

Email builder

Getting ready

How to do it…

How it works…

Choosing or creating an email template

Getting ready

How to do it…

How it works…

Text broadcasts

Text templates

Broadcast reports

5

Managing Sales Pipeline

Creating your sales pipeline

Getting ready

How to do it…

How it works…

Creating quotes

Getting ready

How to do it…

How it works…

Generating invoices

Getting ready

How to do it…

How it works…

Creating checkout forms

Getting ready

How to do it…

How it works…

Part 3: Sales Pipeline Management

6

Marketing Forms and Landing Pages

Technical requirements

Public forms

Getting Ready

How to do it …

How it works…

Internal forms

How to do it…

How it works…

Landing pages

Getting ready

How to do it…

How it works…

Part 4: Automation and Reporting

7

Easy Automations

Technical requirements

Working with Easy Automations

How to do it…

How it works…

8

Advanced Automations

Technical requirements

Using the advanced automation builder

How to do it…

Accessing automation version history

How to do it…

Understanding goals

Goals triggered by a contact

Goals triggered by a Keap user or automation

Understanding sequences

Timers

Communications

Processes

Working with decision diamonds

How to do it…

How it works…

Building an advanced automation

How to do it…

How it works…

9

Reports

Technical requirements

Working with sales reports

How to do it…

How it works…

Working with contact tracker reports

How to do it…

How it works…

Part 5: Integration and Optimization

10

Tying It All Together

Technical requirements

Managing documents and files

How to do it…

How it works…

Posting manual payments

How to do it…

How it works…

Manual automations

How to do it…

How it works…

Creating a deal manually

How to do it…

How it works…

Using notes

How to do it…

How it works…

Using tasks

How to do it…

How it works…

Requesting Google Reviews

How to do it…

How it works…

Managing your daily routine

How to do it…

How it works…

Utilizing the My day page

How to do it…

How it works…

11

Five Essential Automation Funnels

Technical requirements

Newsletter opt-in

How to do it…

How it works…

Contact Us

How to do it…

How it works…

Discovery call

How to do it…

How it works…

Lead magnet

How to do it…

Pay fail

How to do it…

How it works…

How essential sequences work together

12

Data Management and Maintenance

Technical requirements

Merging duplicate contacts

How to do it…

How it works…

Managing opt-outs

How to do it…

How it works…

Managing bounced emails

How to do it…

How it works…

Fixing or deleting invalid emails

How to do it…

How it works…

Index

Other Books You May Enjoy

Preface

Learning any new system can be overwhelming. You’ve probably been asking yourself, “What are the first steps I should take when logging in to Keap? What is this platform supposed to be doing for me?” With over 20 years of marketing experience in an agency, I have often found myself having this conversation with new customers like you. It’s the first question most people ask when we begin working together and that is what inspired me to write this book. The book will take a step-by-step approach to learning and optimizing Keap for your business. When you’re done with this book, you’ll be familiar with all of Keap’s basics and even have a few automations in place.

Who this book is for

This book is for entrepreneurs, small business owners, and marketing professionals looking to harness the power of Keap to streamline their workflow, automate repetitive tasks, and supercharge their marketing efforts. Whether you’re a seasoned expert or a newcomer to CRM technology, this book will guide you through the process of mastering Keap, regardless of your background or level of experience.

What this book covers

The book is broken down into 12 chapters; each designed to take specific steps to help you reach your overall goal of creating an automated central hub for running your business.

Chapter 1, System Overview, helps you get acquainted with the Keap platform, understanding its core features and capabilities to lay the groundwork for effective implementation.Chapter 2, Designing Your Space, walks you through the process of setting up your Keap account, and configuring it to suit your business needs and preferences.Chapter 3, Managing Contacts, helps you learn strategies for efficiently organizing and managing your contact database within Keap to maximize engagement and conversion opportunities.Chapter 4, Communicating with Your Lists, explores best practices for creating and deploying targeted email campaigns that resonate with your audience and drive results.Chapter 5, Managing Sales Pipelines, helps you set up your sales process within Keap, from lead generation and conversion to effectively managing and nurturing leads through the pipeline.Chapter 6, Marketing Forms and Landing Pages, helps you create captivating lead capture forms and landing pages within Keap to expand your subscriber list and drive conversions.Chapter 7, Easy Automations, introduces easy-to-implement “when”, “then”, and “stop” logic to streamline your workflow and save time.Chapter 8, Advanced Automations, helps elevate your automation game with advanced strategies that use diverse conditional logic.Chapter 9, Reports, helps you harness the power of data within Keap to gain valuable insights into your marketing performance, enabling informed decision-making and optimization.Chapter 10, Tying it All Together, combines various components of Keap into a cohesive and effective system for running your business smoothly and efficiently.Chapter 11, Five Essential Automation Funnels, explores five essential automation funnels that can revolutionize your marketing efforts and drive results within Keap.Chapter 12, Data Management and Maintenance, helps you learn best practices for managing and maintaining your data within Keap to ensure accuracy, consistency, and compliance. To get the most out of this book, there are three things that you’ll want to do:This is an implementation-focused book, and you will get the most benefit if you do the steps as you follow along.Remember, not all businesses are the same, so if you feel that an action or step does not align with your business process, set it aside.Test what you implement in real-time with valid phone numbers and emails. No matter how tempting it might be to skip a test or use a fake phone/email in your testing, there’s no better proof that your automations works than getting an actual email in your inbox or text to your phone!

Finally, remember that completing a task is more important than achieving perfection. Anything you generate today can be improved upon tomorrow. Starting with something good and working towards greatness is perfectly acceptable.

Download the mobile app

Keap Pro/Max features a mobile app that lets users add contacts and companies on the go as well as access customer information.

App Store for iPhones and iPads https://itunes.apple.com/us/app/infusionsoft/id1421097870?ls=1&mt=8

Play Store for Android (only for 8.0 or later) https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo

Download the files

You can download the files for this book from GitHub at https://github.com/PacktPublishing/Keap-Cookbook. In case there’s an update, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://packt.link/gbp/9781805129493.

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: “The “From:” address mirrors the user record you select in the dropdown menu.”

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: “Click on the Sales card to open the side bar.”

Tips or important notes

Appear like this.

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it..., How it works..., There’s more..., and See also).

To give clear instructions on how to complete a recipe, use these sections as follows:

Getting ready

This section tells you what to expect in the recipe and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There’s more…

This section consists of additional information about the recipe in order to make you more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.

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Part 1: Getting Started with Keap

In this part, you’ll be introduced to the Keap platform, learn how to set up your account, and understand the foundational concepts essential for using Keap effectively.

Chapter 1, System OverviewChapter 2, Designing Your SpaceChapter 3, Managing Contacts

1

System Overview

Keap is a CRM, also known as Contact Relationship Management software. Basically, what that means is that it allows every person you come into contact with, whether they are a lead, buyer, affiliate, or something else, to be funneled into your CRM. By pulling every relationship into your hub you can then direct the flow of communication back to those people and track every eventual outcome.

The power of Keap’s automation allows you to trigger when information should start or stop flowing, giving you the ability to create deeper conversations that are relevant and timely. Everything you do is logged in the contact record, giving you the documentation you need to manage employees or, should the need arise, to dispute chargebacks.

In this chapter, we will be making ourselves familiar with each area of Keap, how to navigate it, and what functions each area provides:

Locating your unique ID and version of KeapNavigationDashboardMobile app

Technical requirements

For this chapter, the following are required:

A Keap Pro/Max subscriptionAn up-to-date Android or Apple phone for Keap mobile app usage (optional)

Before we begin...

It’s important to note that there are three versions of Keap. While some information provided here is applicable to any version of Keap, this cookbook is exclusively for learning to operate Keap Pro/Max.

For reference, here are the three versions of Keap and how they differ:

Keap Pro – This plan is great for businesses that are just starting out. It offers the following:Email marketingSales, and marketing workflow automationDedicated phone line (US and Canada)Automated lead capture and follow-upLead and client management (CRM)Contact list and segmentationGoogle reviewsCompany recordsEmail sync for Gmail and OutlookTask and note managementAppointments:Sales pipeline and analysisQuotes, invoices, and paymentsLanding pages and online salesText marketing (US and Canada)Keap Max is the next level up for businesses needing more customizable solutions. It offers the following:All the features of the Pro planLead scoringLead source attributionMulti-page landing pagesUpsells and discountsPromo codesMarketing analyticsAdvanced reportingText marketingKeap Ultimate (formerly Infusionsoft) is the most robust and customizable of the three options. It offers a comprehensive array of features to aid businesses of all sizes in their growth:Advanced marketing and sales automationCustom user rolesEmail deliverability health reportingShopping cart capabilitiesReferral partner managementFully customizable campaignsPowerful app integration

Important note

As of the time of writing, Keap Ultimate does not yet have Google reviews or dedicated phone-line capabilities.

One of the easiest ways to know what version you are using is by taking notice of where the navigation is placed.

Identifying your Keap version

Keap Pro and Max are built on the same foundation and therefore everything covered in this book applies to both versions.

Keap Ultimate has a unique foundation and while some content in this book may be helpful, most of the step-by-step instructions will not apply to Ultimate users.

Your application name

Each individual Keap account has its own app name, usually a series of letters and numbers. When you’re contacting support, working with developers, connecting to external tools, or building an API, you are going to need to know your personal app name.

On the lower left-hand menu, you’ll see a green circle with your initials or your user profile’s avatar. Click to open it and your app name will be located just under your own name.

Figure 1.1 – Locating your app name

Important note

As a Keap user, you can upgrade or downgrade your version at any time. Please note that some functionality will be affected by this change. Make sure you’ve weighed all the options before proceeding.

Navigation

Let’s walk through each section of the navigation, providing detailed insights into the purpose and functionality of key components.

How to do it

The navigation system in Keap Pro/Max is found in the upper-left corner of your screen and appears in a black box.

Clicking on the arrow just to the right of the K symbol expands the menu further.

Figure 1.2 – Identifying the Keap logo that opens the navigation

When you select a section of the navigation, the relevant section menu will open. Each section menu consists of two regions:

Section menu (top)Related shortcuts (bottom)

Related shortcuts are items from other sections that are commonly used in connection with that area you have navigated to.

Figure 1.3 – identifying sections of the navigation menu

Here is a list of each section in the navigation:

Home:Dashboard – Displays any reports or data widgets you have.My Checklist – Pre-written automation plays you can use to automate steps in your business. You can also create your own plays.

We will cover customizing your Dashboard in more detail in a future chapter.

Contacts:Contacts – Individual leads or customers you’ve addedCompanies – Allows you to view and store company-specific data as well as connect contacts associated with the company to give you a greater view of the organizationGroups – Saved searches that you create based on common features such as tags and lead sourcesRelated shortcuts:Tags relate to contacts because we use them to create lists, a.k.a. groups, with a common attribute. Tags are also useful in automated workflows.Custom fields are user-defined data fields that allow organizations to capture and store specific information that is not included in the standard set of Contact or Company fields provided by Keap.Forms allows you toconnect to your external form tools such as Typeform. You can also build your own custom public and internal forms within Keap. This is the same Forms section that can also be found under the Marketing section.Manage duplicates is an essential tool for keeping your list healthy!My day:Appointments – Integrate your personal calendar and set up your appointment scheduling linksTasks – Assign yourself or others tasks as they relate to contacts moving through your automated systemsCommunications:Business Line – Keap Business Line, accessible in the United States and Canada, is a dedicated phone number for your organization and enables you to link your current mobile device and phone line to your Keap application.Email broadcasts – Send mass emails to specific subsets of contacts using data you’ve collected, tags, purchases, and other important segments of your contacts. This is the same Email broadcasts section that can be found under the Marketing section.Text message broadcasts – Similar to email, this lets you send mass texts based on your defined criteria. This is the same Text message broadcasts section that can also be found under the Marketing section.Related shortcuts:Business profile relates to communications as this profile contains the data people will see about you and your business.Domains allows you to connect your existing subdomains for landing pages and set up email authentication to improve deliverability. This is the same Domains section that can also be found under the Marketing section.Sales

Sales is an essential area of your CRM. This is where you set up and manage your pipeline to track your potential deals, create your quotes, generate invoices, set up subscriptions, and build checkout forms so that you can automate collecting payments and repeat purchases:

Pipeline – Manage various pipelines, each with its own set of unique stages.Quotes – Generate professional quotes and send them directly to your contacts, allowing them to easily click the Accept Quote button.Invoices – Send professional invoices and track payment status.Recurring payments – Create subscriptions, memberships, and so on.Checkout forms – Begin selling online quickly by taking payments from your website/social media directly through your form. This is the same Checkout forms section that can also be found under the Marketing section.Products – Add products to be sold via forms, quotes, and invoices.Promo codes – Limit discounts by setting specific criteria and requiring a special code.Related shortcuts:Sales settings relates to sales as this is where you set up your currency, payment processor, and sales tax. These are critical steps to take before you can create invoices and collect funds.Marketing:Forms – Connect to your external form tools such as Typeform or build your own custom form within KeapLanding pages – Create a custom page (or use one of the many templates) to capture leadsRelated shortcuts:Email broadcastsText message broadcastsCheckout formsDomainsContent Assistant is an AI-driven feature that helps you write content for various assets based on your specific organization and target personas, such as lead magnets and consultsAutomation:

Keap comes with many templates as well as an advanced automation builder. Whether you’re a beginner or an old pro, these automation tools help to bring the true CRM power to the table:

Easy – An easy-to-follow, step-by-step builder to get you started with automationAutomation builder – This is a more robust campaign builder that allows you to add more complex logic-based decisions on how a contact should proceed through your funnelReports:

Keap provides many pre-built sales and contact tracking reports. You can also customize your reports, save versions, and create your own reports using the group feature in contacts:

Sales reports:All sales – Returns all sales with no grouping or totalsAll sales (itemized) report – Itemized report for each salePayments – Payments grouped by month, day, and yearReceivables – All payment plans that are dueSales totals (by product) – All sales grouped by product nameFailed invoice – Payment plans that have failedContact tracker reports:Tag tracker – Lists all tags createdWeb form tracker – Details when contacts enter your system using your formsWeb form engagement tracker – Catalogs how many new, unique, and repeat contacts you’ve collected via web formsSent email tracker – Catalogs your sent emails with engagement stats for all of your contactsEmail batch results – Displays information about all sent emails, including bouncesEmail engagement tracker – Manages contacts’ engagement stats and confirmation statusUnsubscribe tracker – Catalogs how many people have unsubscribed from the emails and any feedback they have submittedCampaign enrollment tracker – Displays unique contacts and which campaigns they are enrolled inCampaign engagement tracker – Tracks how contacts are engaging with your campaign contentCampaign progression tracker – Shows contacts that are waiting for a step in a campaign sequenceCampaign sequence recipients – Shows who has received an automation within campaign sequencesCampaign goal tracker – Displays who has completed a goal in your campaigns? (the question mark icon)

We all know “?” is the universal sign of help. Clicking on it opens the help menu on the right side of your screen. From here you can access live support and video training, and use the search feature to find relevant help articles.

How it works

Understanding the navigation is pivotal for you to leverage the full potential of Keap and enables you to manage contacts, execute sales and marketing strategies, implement automation, generate reports, and access support resources with confidence and proficiency.

Dashboard

Your Keap dashboard serves as a centralized hub that provides a visual representation of key metrics and data related to your business’s interactions with its customers and leads. In essence, it is a snapshot of your day.

How to use it

Let’s begin digging a little deeper into your CRM. When you first open Keap, you will land on your dashboard. This offers a snapshot of what’s going on in your business:

The dashboard shows you how many contacts you have both in total and also broken down into various date rangesIt displays relevant sales data including repeat clients, sales, and pending quotesYou can manage your daily activities such as tasks and appointments here too

Figure 1.4 – Dashboard overview

How it works

By incorporating your Keap dashboard into your daily routine, you create a centralized command center that empowers you to stay organized, make informed decisions, and proactively manage your tasks, funnels, leads, and cash flow. This daily practice enhances efficiency, promotes accountability, and contributes to the overall success of your business.

Moreover, Keap’s customizable dashboard allows you to tailor your workspace to your specific needs. With the ability to toggle various widgets on and off, as well as rearrange them according to priority, you can fine-tune your dashboard to focus on what matters most at any given time. This flexibility ensures that you maintain a laser-like focus on key metrics, tasks, or objectives, further enhancing your productivity and streamlining your workflow.

Setting up the Keap mobile app

Keap Pro/Max comes with a mobile app that lets you add contacts and companies on the go as well as access customer info. You can easily manage tasks and appointments and apply notes and tags to contacts, ensuring they move through your automations seamlessly.

Use the app to receive mobile reminders and alerts so you never miss important dates and activities. The Keap mobile app ensures you and your customers have a winning experience.

You can download the Keap app from the App Store for iPhones and iPads: https://itunes.apple.com/us/app/infusionsoft/id1421097870?ls=1andmt=8

Download the app from Play Store for Android (only for 8.0 or later): https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo

Initial setup

Once you’ve successfully downloaded the app, it’s time to open it and log in:

Enter the same email address you use to log in to the website.Complete the security check, enter your password, and tap the Log in button.If you have been working primarily from your inbox, allow Keap to import your contacts.

Figure 1.5 – Mobile app login screen

Adding more than one account

If you have more than one account associated with Keap, you can access all of them after you log in:

Enter your username and password.Tap the Log in button and you will reach a screen showing all of your available apps.Scroll through and select an app. You have access to your business line, contacts, and tasks and can update your settings.

For a more expansive tutorial on the app, click the question mark icon in the top-right corner of the home screen.

Figure 1.6 – Customizing your mobile app

Using Touch ID or Face ID for logging in

Users with an iOS device that supports Touch ID or Face ID can enable this feature for future logins:

Enter your username and password.Tap the Log in button.The second time you are prompted to log in, the app will ask permission to use Touch ID or Face ID.Tap OK to grant permission and follow the on-screen instructions.

2

Designing Your Space

Setting up your branding and basic information before implementing outward-facing marketing is crucial to establishing a strong foundation for your customer relationship management (CRM) system. By defining your brand identity, including logos, colors, and style, you ensure consistent and recognizable communication across all lead and/or customer touchpoints.

Accurate and comprehensive basic information about your business, such as contact details and product/service descriptions, will enhance the overall customer experience, which creates trust, credibility, and brand loyalty right from the start.

Maintaining a cohesive customer experience across all touchpoints also reinforces the brand’s message and its unique selling points. Ultimately, consistent branding not only drives higher email open and click-through rates but also strengthens the overall brand equity and customer relationships, leading to long-term business success.

Additionally, the overall usage of your CRM system will be more efficient if you take the time to create consistent branding before you begin marketing. You’re going to want to have all the assets in place before you begin creating complex email marketing or workflow campaigns!

We’ll cover the following recipes in this chapter:

Obtaining your Keap phone numberCreating your personal avatarCreating new user accountsSetting your business profileConnecting to your calendarConnecting to emailSetting up appointment typesPayment processingCreating productsZapier integrationGoogle reviews

Technical requirements

For this chapter, the following are required:

Your logoAccess to your preferred