Course curriculum

    1. 1.1 Welcome

    2. 1.2 Early Perspectives

    3. 1.3 Three Buckets

    4. 1.4 Navigation

    1. 2.1 Users

    2. 2.2 Profile

    3. 2.3 Business Profile

    4. 2.4 Dashboard

    1. 3.1 Contact Record

    2. 3.2 Companies

    3. 3.3 Groups

    1. 4.1 Importing Contacts

    2. 4.2 Adding Contacts Manually

    3. 4.3 Tasks and Notes

    4. 4.4 Appointments

    5. 4.5 Public Forms

    6. 4.6 Internal Forms

    7. 4.7 Landing Pages

    1. 5.1 Tags and Custom Fields

    2. 5.2 Create and Edit Custom Fields

    3. 5.3 Create and Edit Tags

    4. 5.4 Tagging Best Practices

    1. 6.1 Broadcasts

    2. 6.2 Email Builders

    3. 6.3 Email Templates

    4. 6.4 Merge Fields

    5. 6.5 What is the Keap Business Line?

    6. 6.6 Communicating with KBL

    7. 6.7 Text Broadcasts

About this course

  • Free
  • 40 lessons
  • 5 hours of video content

For Pro and Max Users

A foundational course for anyone who wants to level up the way they use automation

"I wish I would have gone through this course a few years ago."

Walt, Keap User

"I wish I would have gone through this course a few years ago. I find the layout of the Keap Academy courses to be easy to follow and keeping track where I'm at in the course is a breeze. I love seeing the checkmark when a section is completed and the automated emails I get. I feel like I've accomplished something of value and will be able to execute, understand or delegate in the future. You guys have made huge improvements in the Keap Academy. Great job and thanks for helping me become more confident using Keap!"