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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

Understanding sequences

Automation sequences are the meat and potatoes of advanced automations. They are where you will schedule a series of communications and/or processes to engage your contacts and drive them to move through your funnels. Most often, sequences are set in motion when an automation goal is achieved. Like a flowchart, individual sequences are small pieces of an overall larger automation strategy.

Just like automations, a sequence is created by adding drag-and-drop elements to a blank canvas. Once an element has been added to the canvas, you can edit and customize it. When an element is added to a sequence canvas, it automatically generates the related feature.

There are four main types of elements in a sequence: timers, communications, processes, and notes.

Timers

Timers are exactly what they sound: they control the time delay between triggered sequence elements. Let’s look at four different types of timers:

  • Start Timer: The start timer is...
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