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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

Managing opt-outs

Managing opt-outs, also known as unsubscribes, is a crucial aspect of email marketing compliance and CRM. It involves handling requests from recipients who no longer wish to receive emails from your mailing list.

How to do it…

Keap automatically tracks various interactions with contacts, including email opens, link clicks, and opt-outs.

Identifying opt-outs

Follow these steps:

  1. Click on the REPORTS tab in the left-hand side navigation bar.
  2. Under the Contact tracker header select Email engagement tracker.
  3. Click the Reset Filters button to start a new search.
  4. Choose the following criteria:
    1. In the Email Status dropdown, select Contains Any.
    2. Click inside the search box and select all the opt-out options, as shown in Figure 12.4:
Figure 12.4 – Selecting Opt-Out as a criterion

Figure 12.4 – Selecting Opt-Out as a criterion

It’s important to note that while recipients have the right to unsubscribe from marketing emails, businesses may...

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