Keap

Getting StartedInstallationDownload the Infusionsoft for WooCommerce .zip file from your Woo.com account.Go to: WordPress DashboardAdmin > Plugins > Add New Plugin to upload the file you downloaded.Choose the file and click Install.Activate the plugin.After plugin activation, the plugin dashboard will be shown.Setup and ConfigurationNote: You must have an InfusionSoft Developer account & Keap account. Create a Keap Account:Keap AccountFirst, you need to create a Keap account.Go to: an account.After creating the Keap account, you will be redirected to the Keap Dashboard.Keap Developer AccountNow, you need to create a Keap Developer Account.Go to: a new developer account.After creating the account, go to your developer account.Click on the user profile and select Apps.In the My Apps, add a new App.Add App Name and Description.Enable API.Click on the Save button. New App will be added in the My Apps.Go to the App.Here you will get App Key and Secret Key.Click on the Show Secret button to show the Secret KeyCopy the App Key and Secret Key.These keys will be used to connect the WooCommerce Infusionsoft with the Keap account.Connection with KeapIn order to connect the Keap account with the plugin, navigate to the WordPress Admin > WC Infusionsoft > Settings.Here in the Connection Settings section, add App Key and App Secret Keys.You can find the App Key and Secret Key in the Keap Developer Account > Apps.Copy the keys from your App and paste them in App Key and App Secret.Click on the Save Changes button to connect.Allow the access to connect with the Keap account.Once the Keap connection is successful, the Connected status will be displayed in the WC Infusionsoft dashboard.If the admin wants to remove the Keap Infusionsoft Account, navigate to the WordPress Admin > WC Infusionsoft > Settings.Click on the Remove Infusionsoft Account Details to remove the account.User RegistrationWhen a user registered through Woocommerce My Account Page or during Checkout, the contact will also be added into your Keap contact list. Make sure to enable Account Creation settings from Woocommerce Accounts & Privacy tab also, map My Account page in Advanced tab.Go to WC Infusionsoft > Settings.Navigate to Application Settings.Enable Create infusionsoft contact on user woocommerce registration. This will create a user contact in Keap when a new user registers an account on WooCommerce.Enable Allow synchronize user contact in infusionsoft when user data is updated. This will update the user details on Keap when a user is updated on WooCommerce.Enable, Create Infusionsoft contact of WooCommerce Guest Users. This will create the contact of a guest user on Keap when the guest user places an order on WooCommerce.Go to WooCommerce > Settings > Accounts & Privacy.Checkbox to enable customers to create an account either during checkout or on My account page.Save

Act (HIPAA)…” So, despite their robust platform and security features, you are not permitted to store protected health information within Hubspot’s CRM.Although there isn’t currently a way to make Hubspot truly HIPAA compliant, you may be able to use multiple platforms for the different types of contacts you engage with. While this could be a valid strategy for healthcare practices looking to achieve compliance with their CRM of choice, you’ll likely need to spend more time and money to reach and maintain HIPAA compliance with this approach.Does HubSpot have a firm Business Associate Agreement (BAA)? No, HubSpot does not currently sign BAAs with their customers.Is HubSpot secure enough for your PHI? Technically, yes. HubSpot offers security features to protect PHI but prohibits storing that information on the platform.Does HubSpot’s ToS affirm HIPAA compliance? No, HubSpot’s terms of service prohibit the capture, storage, or transfer of PHI within the Hubspot platform.Is Keap HIPAA Compliant?HIPAA-covered entities and business associates can use Keap’s CRM and Marketing Automation platforms to store, transmit, and otherwise process PHI legally. However, email marketing, SMS, and VoIP features within the Keap platform (as well as the GroSocial and CustomerHub applications) are not included in Keap’s HIPAA-compatible offering.Is Keap PCI and GDPR Compliant? Keap adheres to and is audited annually for Payment Card Industry Data Security Standard. Additionally, Keap complies with GDPR standards. Does Keap have a firm Business Associate Agreement (BAA)? Keap offers a standard BAA that satisfies the applicable subcontracting requirements under HIPAA. However, the Keap BAA does not include coverage for transmitting PHI via the platform or the use of third-party products or integrations.Is Keap secure enough for your PHI? Keap is a HIPAA-compatible application that organizations regulated by HIPAA can store, transmit, and otherwise process PHI. As a safeguard, only in-house Keap Support agents can access and provide support to PHI-containing accounts, and only during regular business hours. Does Keap’s ToS affirm HIPAA compliance? Yes, Keap’s ToS does affirm HIPAA compliance. Healthcare CRMA CRM can enhance and streamline how businesses engage with customers. This powerful tool holds even greater value when it comes to a highly relationship-based, collaborative industry like healthcare. For healthcare providers, it’s less about whether or not you need a CRM and more about which CRM is the right fit.But what makes a good CRM for healthcare? Here’s a brief overview of 11 key factors to consider when evaluating a CRM for your healthcare organization.Patient-centric design: The right healthcare CRM should simplify personalized customer engagement and outreach. Representatives should have easy access to the patient histories, preferences, and treatment plans required to fulfill their duties and administer care.Comprehensive Data Management: Accuracy, security, and compliance with regulatory requirements like HIPAA are of the

Increase response rates with Keap’s text marketing for small businesses The open rate for text messages is a whopping 98%1, making it a powerful tool to pair with your email marketing to boost conversions. 1 According to Sender, SMS open rates hover between 95-99% 14-day free trial. No credit card required. Our level-up moment came when we started automating text messaging and our sales team no longer had to manually reach out to all of our leads five or six times prior to conversion. Now all of the texts run on autopilot. Our conversion rates have increased from 40% up to nearly 87%. Christi Osborne | Prestige Regenerative Medicine Close more deals with text marketing 14-day free trial. No credit card required. AUTOMATED TEXTS Send the right message at the right time, every time Trigger automated text messages based on contacts’ actions Personalize texts with merge fields to increase engagement Send reminders for appointments, events, payments and more Ask for customers’ reviews and referrals after purchase TEXT BROADCASTS Communicate with your audience when it matters most Notify your list of limited-time offers, webinars, announcements, etc. Segment your list with tags so you can send customized texts to each group Send text notifications about important emails so they get read Be the first to inform your audience of breaking industry news 1:1 TEXT MESSAGING Chat via text and skip the inbox Send and receive individual text messages with Keap Business Line Chat using the desktop or mobile app Customize your snooze settings and away messages Receive replies to automated and broadcast texts and continue the conversation 1:1* *Available in Keap Pro and Keap Max COMPLIANCE Manage text marketing with ease Built-in compliance Customizable opt-in messaging Only pay for delivered text messages In-app reporting Did you know that 90% of all text messages are read within 3 minutes? Is text marketing free with Keap’s software? Each Keap plan includes monthly text marketing credits. After your monthly credits are used, additional marketing texts will be billed at a rate of $0.015 per text message. You are only charged for content messages, not opt-in messages. Read more about each Keap edition’s included text message credits here. How does text marketing integrate with other features like email, CRM and automation? By coupling texting with a CRM, Keap enables users to leverage a range of features not possible through standalone text marketing software. With Keap, you’ll know who has engaged with certain content. Send text messages to follow up after actions like webpage visits, email clicks, and shopping cart abandonment. You can also send text message reminders for appointments, webinars, or before the end of a sales promotion. Whatever makes sense for your business, text marketing is ideal when you need customers and prospects to act right away. Does Keap’s CRM with text messaging allow for mass texts to my customers? Full text broadcast (mass texting) and automation functionalities are available in every Keap edition (Keap Pro, Keap Max, Keap Ultimate), along with 1:1 text messaging.

Last Modified on 11/21/2023 3:13 pm MST Martin Cash--> Keap Max Classic is becoming Keap Ultimate! With the upgrade, you’ll be able to enjoy a modern, more user-friendly interface. Over the coming months, we’ll continue to upgrade and modernize the features you use most, and discontinue older features that have become outdated. These changes are all part of our ongoing commitment to provide you with the most powerful small business automation software on the market.FAQ’sIs this a new product or just a name change?The name change to Keap Ultimate and the upgraded navigation experience marks the beginning of a progressive transformation of Keap Max Classic into Keap Ultimate, the undisputed top-of-the-line Keap software edition. This is more than just a name change; it’s the start of a significant upgrade and enhancement of our software that will allow us to provide improved experiences and modernized business automation tools. What is the timeline for the rollout of Keap Ultimate?Between Dec. 4-18 we plan to do a phased rollout of access to the Classic/Ultimate toggle.How long will I have before Max Classic goes away?Likely not until some time in Q2 of 2024. See below for more details.Is there a cost to switch to Keap Ultimate?No. These feature improvements will be available to all users. Will I be forced to upgrade?This will be rolling out to all customers, however, the current plan is for it to be in beta until February 2024, and the toggle will remain for at least 90 days after that.Why is the name changing?This is the most powerful edition of our software and we’re committed to continuing to improve it to keep up with the needs of our customers. We felt that the name “Classic” suggests something antique, so we wanted a new name that conveys that this is a modern, powerful tool for small business growth.Will any features be going away?We do plan to sunset some older features, though the timeline for that has not been determined yet. You’ll receive plenty of advance notice from us before anything goes away. Those features are:Legacy CampaignsLegacy Follow-Up SequencesLegacy Web FormsOther BroadcastVoice BroadcastFax BroadcastBasic TrainingPop InboxWhy is Keap sunsetting some features?Over the years, technology evolves, and so do the needs of our customers. We’ve decided to retire some of our older features that were designed several generations ago, some as far back as 2011-2014. By sunsetting these legacy features, we can redirect