Manual automations

Automations are fantastic for guiding contacts along your funnel autonomously. But there are instances where a personal touch is needed. Say, for instance, you’re meeting a potential client for coffee. No automation can gauge if the client shows up without a little human intervention. That’s where Keap steps in, providing you with numerous ways to lend a manual hand in ushering people closer to becoming devoted buyers and fans.

How to do it…

To manually intervene and assist contacts in advancing through your funnel, start by identifying key touchpoints where human interaction may be needed. Knowing when you need to act is critical to successfully keeping your automation flowing.

In this recipe, we’ll assume you’ve been sending automated emails, asking your contact to meet for coffee. Today, they showed up and you had a great talk.

Removing a contact from an easy automation

Here are the steps to manage contacts in...