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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Public forms

Public forms are typically tailored for external use, mainly targeting customers or potential leads. These forms should be easily accessible to anyone browsing your website, your landing pages, or even your social media profiles.

They serve the purpose of collecting vital information from visitors, such as contact details, inquiries, or requests for more information. Examples of public forms can be found on your Contact us page, lead capture forms, newsletter sign-ups, and request-a-quote forms. The data collected via these public forms is seamlessly integrated into Keap, enabling your sales and teams to effectively follow up with leads or customers.

Getting Ready

To create web forms effectively, it is essential to gather the following prerequisites to build a visually appealing and thoughtful funnel that gets people to your goal:

  • Objectives: Clearly outline the purpose of your web form. Determine what information you want to collect from your audience...
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