Keap Landing Page Builder

In 2021, Keap launched a new Landing Page builder. There were a few limitations in this early release, but I’m pleased to say that all limitations have been lifted and I recommend using this new builder (and stop using the landing page builder).

The new landing page builder is available by default when setting up a new landing page.

It is also available when adding a landing page to a sequence in Advanced Automation.


What were the main limitations of the new landing page builder?

Until recently, contact information would not automatically populate in forms included on the new Landing Page builder, unlike the old landing pages. This has been improved now, so when you share the landing page URL to your contacts via a Keap Email Broadcast or Email Automation, contact details such as First Name, Last name, Email address etc now populate. This improves the experience for your contacts when completing landing page forms.


We can now confidently recommend the new Landing Page builder.

It offers much more functionality to refine the layout of your landing pages.

Keap Email Builder

In 2021, Keap launched a new Email Builder. There were a few limitations in this early release, but I’m pleased to say that all limitations have been lifted and I recommend using this new builder (and stop using the legacy email builders).

The new email builder is available by default when setting up a new broadcast email. Click on Comms in the menu on the left hand save, and then click Email Broadcasts.

It is also available when adding an email to a sequence in Advanced Automation sequences.


What’s new in the new email builder?

When first released, you could not apply tags to a contact record upon the contact clicking a link (a button or other URL inserted into your email). This feature has now been added.

Applying a tag to a button or a link in your emails allows you to:

  • track contact behaviour (record anyone who clicks that link and perhaps follow up with them personally); and/or
  • trigger another action, such as another email, or a task to be performed (e.g. call the contact)

Any remaining limitations?

When you use the new email builder in an Advanced Automation Sequence, you cannot insert Campaign Merge Fields or Campaign Links.

We like to use these campaign merge fields and links in campaigns, as it allows you to update information once in an automation campaign, then insert those merge fields or links in many different emails and web forms in the campaign.

For example, when copying a Horse For Sale Automation, you can update merge fields for ‘Horse’ and ‘Price’, in one places. You won’t have to update the Horse and Price in multiple places. So it saves a lot of time.

If you want to keep using Advanced Automation Merge Fields and Links, continue using the legacy email builder for a while longer until this feature is available in the new email builder.


The new Email Builder offers much more functionality to refine the layout of your emails.

If you have experience with a website builder like WordPress or Wix, or another email marketing platform such as Mailchimp, you will pick this one up pretty quickly.

Choose from a Keap Email Template and then start modifying it, or start from scratch.

As always, we are here to help. Just get in contact with us.

Keap Custom Fields & Tags

Keap allows us to configure up to 100 Custom Fields on contact records, plus (almost) unlimited Tags.

Custom Fields and Tags are two ways to segment your contact list. They can be used in filters and contact groups to select contacts, send email broadcasts and other actions.

They are therefore a focus for us in our initial Keap CRM design and configuration sessions.

Custom Fields can be a variety of fields types – text, text area, numerical, dropdown, yes/no, and many more. Click here to view all the custom field types.

They are typically set once but can be maintained manually as needed.

More importantly, they can be inserted into web forms and landing pages (ie. survey forms) built within Keap to collect important data from your contacts automatically.

For Prism subscribers, up to six custom fields can also be synchronised with Prism and therefore available on Prism Owner Profiles – in addition to the standard contact fields (name, address, phone, email, spouse, nett ownership score, owner user ID).

Tags can be whatever you require them to be, and are typically more ‘dynamic’ – you can add and delete often and use them for specific promotional campaigns or activities.

Tags can ‘trigger’ something to happen, such as sending an email to your contact, sending an email to a colleague, assigning an internal task, updating a custom field, and much more.

We will configure some typical custom fields and tags in your new Keap App, ready for your review.

Custom fields and tags are flexible, so don’t worry about getting them absolutely right the first time. We can just start with the basics and add/modify as needed.

Wrkplace HR overview

Wrkplace Digital delivers digital solutions and services to modernise your workplace practices.

Our HR solution includes easy-to-use tools to manage People, Recruitment, Staff Attendance and Visitor Attendance.

Our CRM service implements a populate CRM, Sales and Email Marketing solution and provides ongoing management and support.

Our KYC solution allows you to better Know Your Customer via self-verification of customer identities, age and residential address.

As you have enquired on our HR solution, here is a 1 minute video overview. Scroll down this email for more information. I welcome the chance to discuss with you.

At its core, Wrkplace is a People Management solution that securely records all employee and contractor data – digitally.

Recruitment is an intuitive recruitment, applicant tracking and new employee onboarding system. Generate job adverts and receive applicants straight into the system for review and rating. Automate the creation of any document and send for electronic signature in seconds – perfect for letters of offer, employment contracts and any induction forms and policies.

Attendance is a cost-effective, easy-to-use, no hardware option for you to manage staff and visitor attendance, and digitise time sheets. Plenty of smart features to control who enters your workplace with custom health questions and OH&S induction notices, but our primary goal is to help you prepare payroll, faster.

Our HR solution includes People, Recruitment and Attendance Management features. However, pricing for individual modules is available.

We have partnered with the team at Prism to offer our Wrkplace HR solution inside their leading technology platform. So if you already use or are considering implementing Prism, then Wrkplace is the perfect addition!

But you don’t need to be a Prism subscriber. We can set you up with a login without any hassle. In 2023 our solution will be available as a standalone solution.

Book an online demo. We can demo Wrkplace HR in as little as 20 minutes.

Enable Keap outbound emails

There is an important action that is needed to ensure reliability of outbound emails to your contacts, via Keap, from your email address(es).

Records need to be added to your domain so Keap can reliably send emails from any email address on your domain.

We will email you instructions as part of your Keap training. Specifically, these instructions will show you how to add DKIM records to your domain name settings (DNS). A bit technical, but with our help, it’s not a big job.

What is DKIM?

DKIM (Domain Keys Identified Mail) is a complex email protocol that allows a sender’s identity to be authenticated by the recipient to help combat email fraud.

How does it work?

Security keys is used to digitally sign the header of emails that you send via Keap. When the recipient’s email provider receives the email, they check the your DNS records and the your authenticity is validated by the matching key. The message can then be delivered to the recipient with confidence that the sender is who they claim to be.

Why is it important?

DKIM affords the greatest assurance that the sender is who they say they are and gives email providers a way to track and hold senders accountable for the messages they’re sending. As a result, deliverability of these messages is greater and inbox placement is improved.

What’s special about Keap’s implementation of DKIM?

Keap creates these security keys on your behalf. With this approach, you only need to create a CNAME record in your DNS that points back to the Keap servers, and turn on the function in your Keap account.

What do you need to do?

We will email you instructions to create a CNAME entry in your DNS records.

If you need assistance with this step, we recommend you contact your domain host provider for assistance because the steps may vary depending on your provider.

Below are links to help articles of several common DNS providers to help you. For most of the providers listed below, remove your domain name from the URL in step 2 and use that value for the Host.  For example, if the URL is “d5e8e10f-67fd-4e29-87dd-58f7b3760b10._domainkey.yourdomain.com“, use only “d5e8e10f-67fd-4e29-87dd-58f7b3760b10._domainkey” for the Host value.

GoDaddy

BlueHost

Host Gator

DreamHost

Liquid Web

In-Motion

Amazon CloudFront

Google Cloud

Sync contacts between Prism & Keap

If you are a subscriber to leading equine platform Prism, then we have fully integrated your Keap App with your Prism portal.

Owners in Prism are constantly added to Keap as contacts. Likewise, selected contacts can be added into Prism as Owners. Thereafter, all contact records are kept in sync between both systems.

Sync all new Owners from Prism to Keap

You do need to regularly Sync Owners from Prism to Keap. We recommend performing this sync weekly, or as often as you need to.

Click on the Prism logo in your Prism portal, then navigate to the CRM dashboard. Click the Sync with Keap button.

Each of those owners added to Keap also receive a tag applied to their contact record to show which horses they own. You cannot see what share percentage a contact owns in each horse in Keap, but you can easily see which horses they own.

The integration also applies the Subscribed tag to those contacts in Keap, should you wish to request contacts to confirm their email address or send them any welcome emails from Keap.

Sync selected Contacts from Keap to Prism

Contacts in Keap can also be easily added into Prism as owners.

In your Keap account we have added a custom field called Sync With Prism. It is a YES/NO field.

By simply changing this field to YES, that contact will be added as an owner in your Prism portal within minutes.

You can update the Sync With Prism field to YES manually on a contact, or update many contacts in bulk, or update in an automation sequence after a contact places an order for a share in a horse (preferred). Speak to our implementation consultants about setting up that process.

What data is synchronised between Prism and Keap

Once owners in Prism are added to Keap as contacts, and Keap contacts are added to Prism as owners, the following data is always kept in sync between Prism and Keap. As soon as any data changes in one system, the owner/contact data will update in the other system within minutes.

Prism Owner ProfileSync directionKeap Contact Record
Primary Email Address< >Email 1 (defaults to Email Work)
Additional Email Addresses *< >Emails 2 and 3 *
First Name, Middle Name, Last Name< >First Name, Middle Name, Last Name
Phone Number< >Phone1
Address< >Billing Address
Account Manager< >Owner (Keap User assigned as owner to contact)
Spouse< >Spouse
Date of Birth< >Date of Birth
Ranking (Platinum, Gold, Silver, Bronze)< >Ranking (Platinum, Gold, Silver, Bronze)
Nett Ownership Score>Nett Ownership Score (one-way sync to Keap)
Owner User ID< >Owner User ID
Horses Owned>Horse tags applied
6 additional custom fields of your choosing< >6 additional custom fields of your choosing

* Note that Keap Emails are not sent to additional email addresses. We recommend additional email addresses be added into Prism as separate Owners, which are therefore synchronised with Keap contacts.