Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

Arrow left icon
Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
Arrow right icon
View More author details
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 goals

Goals within an automation are usually the actions we want people (internal or external) to take. Whether it’s filling out a form, making a purchase, or scheduling an appointment, these are all goals that guide contacts from your sales process to your fulfillment process. The following descriptions provide a quick overview of each goal you can use in an advanced automation.

Goals can be sorted into two categories: those completed by a contact and those completed by a Keap user.

Goals triggered by a contact

The following goals can be triggered by a contact:

  • Web Form Submitted: This goal is used to build a form inside the advanced automation builder.
  • Landing Page: A Keap-hosted web page that can be used to collect leads, sell products, or deliver content.
  • Email Link clicked: If an email’s purpose is to get the reader’s attention, then the links you include are the icing on the cake. They are the markers that tell us how...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime