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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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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

Working with contact tracker reports

In Keap, we handle contact tracking through reports by bringing together contact details and interactions, giving users the ability to delve into data such as contact engagement, conversion rates of leads, and customer demographics. Through these reports, users gain valuable insights into contact behavior, sales potential, and the effectiveness of marketing efforts. This empowerment allows businesses to foster connections, pinpoint avenues for growth, and customize strategies to meet the needs of their contacts more effectively.

How to do it…

Keap automatically tracks various interactions with contacts, including email opens, link clicks, form submissions, and more. Contact tracking reports are your window into knowing how your contacts are engaging with your business, providing valuable insights into their behaviors, preferences, and levels of engagement.

Generating a contact tracker report

Follow these steps:

  1. Click on...
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