As you might know, Keap is a CRM but also a marketing automation tool. In this blog I am going to show you how to setup an easy automation with a few examples.
A follow up email after someone purchases
Let’s start with the first step, go to Automations left on the dashboard and click the plus next to Easy Automations.
Here you can insert your automation name, which in this case is a follow up after a purchase.
The next step is to select the action, which will be : Send an email.
Keap has made some email templates for you but in this blog we are using the blank email.
Merge field and how to use them.
After filling in the subject line, it’s time to start the email. You can start it for example with Hi Contact person. The easiest way to do that, is to use the merge fields.
If you know the first name of your customer, you can click on the button on the right, select contact and click on first name.
If you don’t know the first name, it will say 'Hi friend'.
The content of the email is up to you. Try to thank your customer for the purchase and give a little introduction of yourself.
After finishing the text, you can use the signature button to personalize the email.
The email will be send immediately. You can choose for a delay but when it comes to a purchase, the best thing is to send it right away.
After sending the first, you can create a second email.
Here you can use also the blank email to fill it in for yourself.
Don’t forget to use the function Signature. It can really personalize your email.
This second email you can send with a delay of 4 days. You can choose a specific time, which works the best for your customer.
Add your booking link.
One of the options you can do after these emails is to send an email with an invitation link to book an appointment with you. You can create a booking link in Keap itself.
After you insert the link in the email, you can check it by clicking on it.
Here you can see all the possibilities in days and time.
After you inserted the booking link, the best thing to do is to send it with a delay. For example three days and you can change the time to 8:10 AM.
It’s best to send every email on a different time, so it is a little bit random.
You can repeat the emails as many times as you want to but you can also choose to stop this when an action occurs.
Stop when an appointment is scheduled.
If you want to stop sending emails after a appointment is scheduled, you can choose this option in your dashboard.
Click on the plus and select the action. In this case you can click on 'Appointment is scheduled'.
This is the overview after you filled in all the emails and when to stop.
How to create a task for yourself or your staff.
There is a possibility to create a task for yourself as soon as, for example, the second email goes to the customer.
Click on the plus to create another action.
Select ‘Create a task’.
You can start the task with filling in the task title, for example Follow up with contact. In the description you can fill in the assignment for yourself, including the contact’s details.
In the due date you can insert the date when the task should be completed.
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