How to use Keap (formerly Infusionsoft): An Explainer

How to use Keap as an email marketing tool

In the digital marketing realm, it’s always a good idea to have an ace up your sleeve. The game is constantly changing, and keeping up with the pace can be a tall order. Today, we’ll introduce you to your next secret weapon, Keap (formerly known as Infusionsoft). This platform is designed to offer you a competitive edge by simplifying, streamlining, and supercharging your marketing efforts. But before you can wield this tool like a pro, let’s break down its features, functions, and some best practices.

Introduction to Keap

Keap is an all-in-one CRM, sales, and marketing automation software that aims to centralize your customer interactions and daily tasks. It’s a robust platform that offers a range of features including lead management, email marketing, data organization, and advanced automation, all wrapped up in a user-friendly interface.

Keap Account Setup: The First Steps

Creating a Keap account is a simple process, but to get the most out of this powerful tool, you’ll need to configure a few things first.

Integrating Keap with Your Business

Keap is designed to be the command center for your business. To make this possible, you need to integrate it with your current systems. This could include your website, e-commerce platform, customer support tools, and even your social media accounts. Navigate to the ‘Integrations’ page and follow the prompts to connect your tools to Keap.

Managing Your Contacts

With Keap, you can import and organize your contacts effortlessly. You can add contacts manually, upload a CSV file, or pull in contacts from an integrated tool. Once imported, you can segment your contacts into lists based on various criteria. Navigate to the ‘Contacts’ tab, and select ‘Add a Contact’ or ‘Import Contacts’ as needed.

Creating Effective Marketing Campaigns

Having a clear strategy is key to creating effective marketing campaigns. With Keap, you can design targeted campaigns that speak directly to each segment of your audience.

Broadcasts: Reaching Out in the Moment

A broadcast is a one-time email sent to a specific list or segment of your contacts. These are ideal for time-sensitive information like announcements, limited-time offers, or newsletters. Go to the ‘Marketing’ tab, select ‘Email & Broadcasts’, and choose ‘Send a Broadcast’. You can then select your recipients, craft your email, and schedule it to send immediately or at a future time.

Sequences: Nurturing Your Leads

Sequences are automated emails or tasks triggered by specific actions or conditions. This could be a welcome email sequence for new subscribers or a follow-up sequence after a purchase. To create a sequence, go to the ‘Campaigns’ section, select ‘Sequences’, and then ‘Add a Sequence’. You can then define the triggers, emails or tasks, and the timing for each step.

Keap’s Email Builder: Crafting Engaging Emails

Keap’s Email Builder is a powerful tool that allows you to design visually compelling emails without the need for any coding knowledge. Simply drag and drop elements onto your email template. Remember, consistency is key in branding, so be sure to create a design that aligns with your brand’s look and feel.

Automation: Streamlining Your Marketing

Keap shines in its ability to automate tasks and customer journeys, freeing up your time while ensuring no lead or customer falls through the cracks.

Campaign Builder: Mapping Out the Customer Journey

The Campaign Builder is where you’ll create your automated processes. This could include follow-up sequences after a purchase, nurturing sequences for new leads, or tasks assigned to your team based on specific triggers. The Campaign Builder uses a visual interface, so you can easily map out and understand your customer journeys.

Applying Tags: Segmenting and Triggering Actions

Tags are a powerful feature in Keap, allowing you to segment your contacts further and trigger automated actions. For example, applying a ‘New Customer’ tag could trigger a welcome sequence, while a ‘High Value Customer’ tag might trigger a VIP offer. To apply tags, go to the contact record, select ‘Tags’, and then add or create a new tag.

Analytics: Measuring Your Success

Keap provides robust analytics that offer insights into the effectiveness of your campaigns. Understanding these metrics can help you tweak and optimize your campaigns for better results.

Reporting: Deciphering the Data

Keap’s ‘Reporting’ section gives you a detailed analysis of your campaigns, including open rates, click-through rates, and conversion rates. These metrics can help you understand what’s resonating with your audience, and what areas need improvement.

Tracking: Seeing the Customer Journey

With Keap’s tracking features, you can see a contact’s interactions with your campaigns, from the pages they visited on your website to the emails they opened. This can help you understand your customer’s journey and identify potential bottlenecks or areas for improvement.

In conclusion, Keap is an incredibly versatile tool that, with a bit of practice, can revolutionize your marketing strategy. Remember, the best way to learn is by doing, so don’t be afraid to dive in and start exploring all that Keap has to offer. Happy marketing!

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WinSavvy Editorial
WinSavvy Editorial consists of our SEO specialists and other team member, including our legal help who help skyrocket our client's growth on a daily basis. It includes Archisman, our experts' say head, Sowa, the one in-charge of our "Analysis" category and Ushashi, our head of all data-analysis content!
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