Course curriculum

    1. Basics of the Builder

    2. Automation Links Review

    3. Automation Merge Fields

    4. Action Dropdown Menu

    5. Automation Report Overview

    1. Tag Applied Goal

    2. Landing Page Goal

    3. Form Submitted Goal

    4. Email Link Click Goal

    5. Task Completed Goal

    6. Purchase Completed Goal

    7. Fail Purchase Goal

    8. Quote Status Goal

    9. Lead Score Achieved

    10. Pipeline Stage Move

    11. Appointment Goal

    12. Wordpress Opt-in Form Goal

    13. Web Page Automation Goal - Ultimate Edition

    14. API Goal

    1. Assign Owner

    2. Create Order

    3. Create Task

    4. Apply/Remove Tag

    5. Delay Timer

    6. Date Timer

    7. Field Timer

    8. Appointment Timer

    9. Email Builder

    10. Text Message

    11. Apply Note

    12. Create a Deal

    13. Set Field Value

    14. Add To Sequence

    15. HTTP Post

    16. HTTP Request

About this course

  • Free
  • 35 lessons
  • 1 hour of video content

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FAQ

  • What is the Keap Advance Automation Builder?

    The Automation Builder lets you create automated workflows to handle tasks like sending emails and updating contact records based on triggers you set.

  • How do I create an Advance Automation in Keap?

    Go to the Automation > My Automation > click "Create an Automation," and select Advance Automation.

  • Can I use multiple goals and processes in a single automation, or should I just focus on one at a time?

    Yes, you can definitely use multiple goals and processes in a single automation! Each video focuses on one specific goal or process for simplicity, but in practice, you can combine multiple goals and processes within a single sequence to create more complex, customized workflows. This flexibility allows you to build automation that adapts to different scenarios and objectives, all in one streamlined sequence.

  • How do I use goals in Keap’s Advance Automation Builder?

    Goals are "when" conditions being fulfilled. For example, when a form is submitted, the automation moves to the next step.

  • What is a sequence in Keap’s Automation Builder?

    A sequence is a set of actions that run automatically after a goal is triggered.