Max Classic Starter Kit

This Keap Academy course is for anyone who is just starting out with the Ultimate version of Keap (formerly known as Max Classic); or just starting to take it seriously. If that sounds like you, then you’re in the right place.

This course is free to access with your Keap ID. Click Start Course below to log in or create an account.

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Course curriculum

1. 1.1 Welcome to the Starter Kit for Keap Max Classic
2. 1.2 How to think about Keap Max Classic
3. 1.3 What is Keap Max Classic?
4. 1.4 Tips and Advice
1. 2.1 Add and Manage Users
2. 2.2 Set Up Your User Profile
1. 3.1 Where do I go if I have questions?
2. 3.2 How do I use a contact record?
3. 3.3 What is the company record?
1. 4.1 How do I import a list?
2. 4.2 What do I do with duplicates?
3. 4.3 Adding Contacts Manually
1. 5.1 Tags and Custom Fields
2. 5.2 Create and Edit Custom Fields
3. 5.3 What Are Tags
4. 5.6 Important CRM Settings
1. 6.1 Searching For Contacts
2. 6.2 Managing Saved Searches
3. 6.3 Using Dashboard Widgets
1. 8.1 Relationship to The Software
2. 8.2 Ecosystem and Marketplace
3. 8.3 The Customer Journey
1. 9.1 What do I do next?
2. 9.2 Lead scoring setup
3. 9.3 How do I use Lead Scoring?
4. 9.4 What is My Day?
5. 9.5 What are Opportunities?
6. 9.6 Linked Contacts
7. 9.7 What are Mass Actions?
1. 10.1 The Lead Generation section
2. 10.2 Update company details
3. 10.3 Email status automation
4. 10.4 Dynamic content
5. 10.5 Two Marketing Reports
6. 10.6 What is the API?
7. 10.7 When would I use an Action set?
1. Survey & Next Steps

About this course

Free
37 lessons
6 hours of video content

Master Max Classic Faster—With Expert Help.

Learn It. Build It. Launch It—With Confidence.

Our team makes learning and implementing Max Classic easier and faster than doing it alone. Whether we build with you or for you, you’ll walk away understanding the full process from A to Z.

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