Our Keap Email Builder help guide demonstrates how to craft an engaging email using the email builder. Now it’s time to learn how to send that email to specific contacts in your database.

You can choose your target audience in one of three ways.

1. From the Comms > Email Broadcast screen when building your email; or
2. From the Contacts page after you have filtered for your desired contacts or selected a Contact Group.
3. From each Contact record (send a one-off email to a contact)

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Send Email Broadcast from the Email Broadcast page

When you are building your email broadcast, one of the key steps is to select your audience.

Select individual contacts, groups or tags for your broadcast’s audience. it really is quite flexible.

We highly recommend using Contact Groups. These are simply ‘saved filters’ allowing you to view a list of contacts who meet your saved search criteria. Then you can email all of those contacts in one step.

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Send Email Broadcast from the Contacts Page

When you are viewing a list of your contacts (see Contact Records), you can select all or some contacts in your Contacts view.

First apply a Filter in your contacts view. Filter on contact fields, custom fields or tags.

Alternatively, select an existing Contact Group.

From the Contacts Page, click the Send Broadcast button in the bottom of the screen.

Follow the steps to set your subject, preview line and of course the email content. This is identical to the process to send an email broadcast from the Comms > Email Broadcast screen.

If you have not yet saved some email broadcast templates, get into that sooner rather than later. Once you have a few different styles of email broadcast templates for different marketing purposes, it will ave you a lot of time.

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Send a one-off email to a Contact

Send customised emails directly from a contact record. Add attachments, sign off with your personalised signature, and use the rich text editor to format the email.

You can send emails from any email address associated with one of your Keap users. The email address that you see in the “From:” is the address that is on the user record that is selected in the dropdown.

You can also edit, save, and easily insert email templates whenever you need them. This can save a great deal of time and effort to send common emails.

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.

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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.

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We can now confidently recommend the new Landing Page builder.

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

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.

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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.

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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 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.

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