Keap ™ is Infusionsoft ™. Infusionsoft ™ is still Infusionsoft ™, Keap ™ is also Keap ™ and Infusionsoft™ is Keap ™
Confused? We got you. Keap reading...
Keap ™ is the new name for Infusionsoft ™, the company. They re-branded on 29 January 2019 and here is their beautiful new logo.
Infusionsoft ™/Keap ™ are here to help small businesses succeed. For a little more information on who Infusionsoft ™/Keap ™ are, please see Kenda’s blog here, with extended coverage on the name change, and the reasons behind it.
Keap ™ is also the new name for the simpler version of the software that Infusionsoft™ are famous for.
Until January 2019, there have been two versions of the software called Infusionsoft ™.
This review will be based on the current version of New Infusionsoft ™, so, after the re-branding, there may be some colour changes, or logo changes within our screenshots, and the video. We’ll update them as soon as the rebrand rolls out to the software.
Very simple. Speak to us and we’ll get you set up with a Keap ™ success manager here at Automation Ninjas. There is also the option of an online demo, or a free trial. When you’re set up, you’ll get a confirmation email, and access to your new shiny application.Then, you’ll tell the software what you want your ID and password to be, along with a memorable piece of data, and then set up some basic company info.
After setup, we're taken to this screen:
There are three main areas of focus:
Regular Infusionsoft ™ users (Old, Classic) will not see any similarities here. There is a new interface for the home screen, the top row giving you instant ‘dashboard’ style information on your leads, quotes, invoices and broadcasts. Of course, It also allows you to create leads, create quotes, invoices and broadcasts.
The software distinguishes between four different types of contact.
We’ll cover the process of changing the status of a contact a little later.
Adding a lead is a breeze. Clicking on the add lead button gives you a popup card asking for basic details, and allows you to send them an email straight away. You can easily compose your own email, or use a limited number of templates. You also have access to the advanced builder to build much more interactive and branded emails.
When you have a list of leads, even if it’s just one, they will show up in the top left card ‘Leads’. This shows you how many leads you have, and clicking on the number will show you a list of all your leads.
Creating a quote in Keap ™ is also very simple, just click on the ‘create a quote’ button from the home screen, and pick your contact. Then pick the quote date, and enter all your quote details, and send to the customer. Existing quotes can be turned into invoices if they are agreed, and you can send the invoice from the quote card. Likewise, you can also just create an invoice directly from the home screen as above, without bothering to create a quote.
If you have a payment processor set up, Invoice payments can be taken manually by you or your staff, or can be paid online by your customers via a link in the invoice that is emailed to them
The second row of cards give you your existing tasks and appointments, and the ability to create them right here.
Adding a task is as easy as hitting the ‘Add a Task’ button, or link, and a popup appears for the details of your task. Existing tasks will be displayed above the ‘Add a Task’ link, and there is an option to ‘View all tasks’ if you have too many to fit on the card.
Adding an appointment is simple after setup. When you first go to the appointment card, it will have a nice blue button that invites you to ‘Get Started’
This will allow you to connect your Google Calendar. Once you have authorised, you can set up a new appointment type, setting the duration, location, availability, and links to the conference, Zoom, Webex, Skype etc. When you’ve finished, you’ll have a meeting link that you can share that will use your Google Calendar availability in conjunction with the times you just set, and allow people to book their own appointments with you. Finally, you can set up more than one appointment link for different types of appointment, say if you want people to be able to book a half day with you, or a 45 minute consultation, walkthrough, or a demo of Keap ™.
At the time of print, the third row of cards only has one card - Recent Activity. As you might expect, this is a timeline of all activity in the app that is based on contacts. Notably, emails sent, contacts added, contacts edited. You can click on any of the activity to see the details for that contact.
The default view will show you a list of all your contacts, and has a link to any other contact lists that you have saved.
Clicking on the ‘Filter’ Button in the top right allows you to very easily filter by a wide range of criteria, mostly based on the contact fields. You can add multiple filters, and then when you are happy with the results, you can save that filter, and it will show up in your ‘Contact Lists’ in the top left corner
You can also import lists here, based on a .csv file, and add a contact in the same easy way as adding a lead.
Clicking on a contact shows you the contact ‘Card’
This is a simplified summary of the larger contact record
It will open up on the ‘recent activity’ tab, and has nine other tabs that show you information about the contact, and allow you to edit that information as required. You can amend the contact details, and create custom fields ‘on the fly’, send and see email history, see and schedule appointments, view and create orders and quotes, and then take payments, view and create tasks, view and create notes, view the campaigns that they are in, and their campaign history, and, handily, add them to a campaign, or two, view and add files to their record. Finally, view and edit the all-important tags on their record. Tags are a major strength of the software, and allow you to create some pretty outstanding automation.
Just as in the home screen card, you can view, create and edit tasks here.
Like tasks above, you can view, create and edit appointments here, as well as setting up appointment links that can be given to your leads, customers and anyone else you want to be able to book an appointment with.
Yay! It’s card based! So easy to navigate!
This is where you set up your sales pipeline. These are leads that you have that are sitting at a particular stage in your sales process. You can add and remove stages here for your business, create a new opportunity, drag opportunities from stage to stage, and edit the details of the opportunity, and any leads that are associated with it.
Get paid! Your handy dandy dashboard of all your money related things. Invoices, quotes, paid, outstanding, and draft, and you can connect your bank if using Infusionsoft ™ Payments.
Simple. It’s your email broadcast zone. See past broadcasts, check their performance, and end a broadcast.
Sending a broadcast is a doddle. Pick your subject, pick your list, type your email and then send now, schedule for later, or save as a template. Nice.
When you’ve sent it, come back here later to check how many people have opened, clicked, or disliked it in some manner.
The visual campaign builder is a masterpiece of design, and allows you to automate many different aspects of the customer journey. I’m not going to go into all the details of the campaign builder on this post, but if you have seen the old, classic Infusionsoft™, you’ll recognise this campaign builder right here.
Entering this area will show you cards of your existing campaigns, and a tab to ‘Explore Campaigns’
Looking at the ‘Explore’ tab first, you have campaigns that are pre-built that you can download and customise, and strategies to check out to see if you can match them to your needs.
You also have the option here to ‘Build your own’ campaign. For example, I just created a campaign here to deliver a lead magnet when someone fills in a webform that I’ve embedded on my website, then, follow up depending on whether the contact clicks on the content that is delivered. If the contact does click, and then goes on to click the order form, they can purchase what I’m selling, or if they click and don’t buy, I’ll follow up with some reminders to see if I can answer any questions, or set their mind at rest and re-assure them that this is the product for them. The automation is made up of Goals and Sequences.
These are milestones that the contact reaches in their Journey. Goal types include: Webform submitted, Landing Page submitted, Link clicked in an email, tag applied, quote sent or accepted, to name a few. They trigger the sequences that follow them, all the way to the end goal, which is very often a purchase, but could be to sign up for a webinar.
Sequences are your reaction to the contact having reached a milestone. Within a sequence, you can send an email, put in a delay timer, apply a note, create a task or appointment, send an http post to an integrated software, and other processes.
The possibilites here are endless. It can be very easy to get carried away with all the ‘what if’ and ‘if this, then that’. Remember - Start simple, get it working, and then add more as you need it.
When you’ve created a campaign or two, they will show up under the ‘My campaigns’ section
Keap ™ Reporting - At present, these cards are links to reports that are based on old Infusionsoft’s ™ reports, just re-named. We expect a wider range of reports to be added as the dev team are let loose. The reports that are here currently are:
This can be accessed by hitting the menu in the top right of the screen:
If you had a peek at Infusionsoft ™ and stared into space for an hour afterwards, dreaming of the possibilites, but wondering if you'd ever work it out (Now Infusionsoft ™ by Keap ™) and jumped ship for something similar, take a look at Keap ™. It has some of the very best parts of Infusionsoft ™, but simple, visual, affordable and accessible.
Keap ™ is ideal for the small to medium enterprise that has a defined sales process. (If you don't but know that you should, consider mapping out your sales process, and make sure you keep to it) You don’t have to be very tech-savvy to use it, and the visual campaign builder is going to really attract those business owners or sales/marketing managers that are visual people.
It’s fairly easy to use straight off the bat. You can build a really simple campaign to capture leads and deliver a lead magnet with ease, and then build on that for more complex automation. The ability to be able to run a complete customer journey from capturing the lead to engaging with the lead, to taking the order and delivering the goods means that the solopreneur to the company with 20 staff and beyond can use Keap ™ to control and react to that customer journey.
Many systems claim to be an all in one, but for the smaller business, this really can cover a lot of what a sales and marketing team need.
It’s easy to learn, although you may need some practice on the campaign builder to get the most out of it. As we say, start simple. Simplify then amplify.
At the price point that it comes in at $99 per month for up to 500 contacts, it is an easy win for those who want simple and powerful follow up and organisation to stop leads falling through the cracks.
If you’ve outgrown a simple email autoresponder, this could be your happy place.
We can help you decide if Keap ™ is for you.
Talk to us for 30 minutes, so we can understand if it’s right for you, and if you are right for it.
Book a free demo with us
Book a free trial with Keap ™
All of the above.
Trick question. They all have the same button. Hit this button and let us know what you need, and we’ll help you out.
Yes, we are Keap ™/Infusionsoft ™ certified partners, and we are registered to sell both products. However, our success comes from your success, and if we don’t think it’s the right software for you, we won’t suggest it. We’ll suggest something that we don’t sell, or we’ll find the right person to help you. The last thing that we want to do is sell you something you don’t need. There is NO hard sell with us. We’re here for you and your business.
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