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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

Advanced Automations

The advanced automation builder is incredibly versatile, offering a whole toolbox of functionalities to tackle even the trickiest automation challenges.

We just learned about easy automations and their “when,” “then,” and “stop” approach. Those concepts are also true for advanced automations, but we’re going to be using a more agile builder – one where we can incorporate multiple logical steps so that we can create pathways as limitless as our imagination. In the advanced automation builder, your “when” and “stop” are goals, while sequences are your delivery mechanism for your “then” actions.

In this chapter, we’ll cover the following recipes:

  • Connecting elements
  • Versioning
  • Understanding goals
  • Understanding sequences
  • Working with decision diamonds
  • Building an advanced automation
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