Course curriculum

    1. Basics of the Builder

    2. Automation Links Review

    3. Automation Merge Fields

    4. Kebab Menu

    1. Tag Is Applied

    2. Landing Page

    3. Form Submitted

    4. Email Link Click

    5. Task Completed

    6. Product is purchased

    7. Fail Purchase

    8. Quote Status

    9. Lead Score Achieved

    10. Pipeline Stage Move

    11. Appointments

    12. Wordpress Opt-in Form

    13. API

    1. Assign Owner

    2. Create an Invoice

    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 Request

About this course

  • Free
  • 32 lessons
  • 1 hour of video content

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FAQ

  • What is the New Keap Advance Automation Builder?

    The Automation Builder lets you create simple to complex automated workflows. It handles actions like sending emails and creating tasks based on a "When" being triggered. The new builder is an enhanced version of this tool, offering a better experience and flexibility—it will eventually replace the classic builder in the future.

  • How do I get the New Builder?

    Go to your avatar in the side navigation and make sure the toggle is on "New Automation Builder"

  • Where do I go to 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.

  • What is When and Then?

    When tab = A "When" triggers, moves, and stops contacts in the automation.

    Then tab = Set of process that fire when the "When" triggers the sequence.