KEAP Web Forms

  1. What Fields Do You Want On Form: First Name, Last Name, Email Address, Phone Number, Specific Questions.
  2. Form Thank You Page Url: Confirm Submission, Check Email, Offer Next Steps, Support Email Address
  3. What to Trigger in KEAP
  4. Do You Want to Be Notified When Form Is Field Out? If so, provide email adddress(es)

KEAP Order Forms

  1. Name and Price of Product
  2. Product Category
  3. Short Description
  4. Order Form Theme
  5. One-Time Charge and/or Subscription
  6. Terms and Conditions
  7. Upsells
  8. Promotions/Discounts
  9. Thank You Page
  10. Do You Want to Be Notified When Product/Subscription Is Purchased? If so, provide email adddress(es)
  11. Taxed?
  12. Shippable?
  13. Form Thank You Page Url: Confirm Submission, Check Email, Offer Next Steps, Support Email Address
  14. What to Trigger in KEAP
  15. Billing Automations for Recurring Payments (subscriptions)

KEAP Emails

  1. From Name/Email Address
  2. Subject Line
  3. Email Template
  4. Engagement Tracking
  5. Any Links/Images
  6. Signature Line
  7. Who to send the email to
  8. Who not to send the email to
  9. When to send the email