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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

Payment processing

Before you begin collecting payments via Keap, you will need to connect to a merchant account. A merchant account is a specialized financial account that allows businesses to accept credit and debit card payments securely and efficiently.

To collect payments online, your merchant account acts as a bridge between you, your customer, and your payment processor. It facilitates the authorization, processing, and settlement of online transactions, ensuring that funds are transferred from the customer’s account to the business’s account securely and seamlessly.

Connecting a merchant account to your CRM system is a crucial step in establishing your online presence and facilitating transactions with your customers. While the process may seem daunting, understanding the key factors involved in choosing the right merchant account provider and setting up your account can simplify the journey and ensure smooth payment processing for your business.

This...

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