BIG things are happening in your small business CRM and automation platform, and we just announced all the details in our Product Update Livestream. But if you weren’t able to join or simply want a refresher (a lot was covered), you’re in luck because we’re summarizing it all right here.
You can read the updates below or catch up via the replay video, but either way, make sure you carve out some time for these updates because they’re going to change the game.
From free Proven Automation Templates and the announcement of Keap AI to Automation Builder updates and so much more, these advancements will save you time, help you craft even more impressive campaigns and facilitate a better user experience than ever before.
Proven Automation Templates
Itching to utilize more of your CRM and business automation software but can’t find the time? We have the answer: Proven Automation Templates. These campaigns have been tried, tested and loved by thousands of businesses — that’s why they’re called Proven Automation Templates, because they work. Save time and usher in a consistent customer experience and steady workflows with these resources (12 are available for free, and additional templates are available to purchase. Contact your CSM for details).
Who it’s for: All customers
App availability: All editions (Grow, Ignite, Scale, and Ultimate)
What’s new? 12 free Proven Automation Templates and 40 additional ones available to purchase.
When it’s live in your app: Contact your Customer Success Manager to access these templates!
Keap AI
We all have writer’s block from time to time, and it’s always inconvenient. AI tools have helped. However, the downside is that they often produce content that’s too generic because they don’t know your audience or your business. With Keap AI, you don’t have to worry about that because it was designed to leverage your unique business and customer profiles to create content and messaging that aligns with your voice and resonates with your customers.
How does it work? Well, our AI Automation Assistant can produce automations and workflows in less time. It will help you create the perfect customer journey by bringing to life Easy Automations, filled with all of the assets you need to help move your audience forward. In addition to AI Automation Assistant, we’re providing AI Content Assistant to specifically help you craft emails in Keap with a simple prompt. Tailor the content with features like tone, creativity, and length to craft the perfect message for your customer.
Who it’s for: All customers depending on their app edition.
App availability:
- AI Automation Assistant: All editions (Grow, Ignite, Scale, and Ultimate)
- AI Content Assistant: All editions except Ultimate (Grow, Ignite, and Scale)
What’s new? Keap AI is here and it includes our AI Content Assistant as well as our AI Automation Assistant.
When it’s live in your app: Available now
Automation Builder
In order to save you time and deliver a more streamlined, user-friendly interface, we're making a few changes to our Automation Builder, including consolidating sections, adding easy access options for taking action on your drafts and published automations, and more. Get the details below.
Who it’s for: All customers
App availability: All editions (Grow, Ignite, Scale, and Ultimate)
What’s new? My Automations consolidates Advanced Automations and Easy Automations* into one page view. Plus, you'll have easy access to automation templates, the ability to take bulk action, and intuitive navigation buttons for filtering and managing categories.
*Please note that Easy Automations are not yet available in Keap Ultimate, but they’re coming soon!
When it’s live in your app: Coming soon
Pipelines
It’s time to say goodbye to Pipelines frustrations. If you navigate to the Pipelines section of your app, you’ll be greeted by new viewing options, ensuring you have holistic, comprehensive insights into all your business’ pipelines. You’ll also notice new bulk action capabilities!
Who it’s for: All customers
App availability: All editions except Ultimate (Grow, Ignite, and Scale)
What’s new? Pipelines moved to your My Day section, and we’ve added a new Summary View for all active Pipeline viewing along with a new List View for any pipeline with bulk-action capabilities.
When it’s live in your app: Available now
Two-factor authentication
Keap is dedicated to providing a secure environment to protect your data. With that goal in mind, we added two-factor authentication to your app. This helps provide a more secure environment by protecting against common threats, such as password breaches, phishing attacks and unauthorized access.
Who it’s for: All customers
App availability: All editions (Grow, Ignite, Scale, and Ultimate)
What’s new? Two different forms of authentication are now required to access your app. You can set up text and/or email verification.
When it’s live in your app: Available now
Appointment updates
If you manage appointments for other users, two-factor authentication’s increased security would make that a bit more complicated. We’ve remedied this by changing the way you access other user’s calendars.
Who it’s for: Customers and partners who manage appointments for other users
App availability: All editions except Ultimate (Grow, Ignite, and Scale)
What’s new? Any user with a manager role or higher can now create, view and edit other users' appointment types in Keap. They will be able to use other's appointment types in several places (like My Automations or any area where you can attach a booking link). In order for the appointment manager to access a user's calendar, the user must first sign in to their Google or Outlook calendar and share it with the appointment manager.
When it’s live in your app: Available now
Affiliates (fka Referral Partners)
Simple and streamlined will always trump complex and confusing, especially when it comes to software features. That’s why we set out to update the Referral Partners Affiliates section of your app, which is now called Affiliates. This update provides a simplified navigation experience and solves for outdated UI functionality.
Who it’s for: All customers
App availability: Ultimate
What’s new? We’ve renamed the capability back to “Affiliates,” relocated the Affiliates section to Marketing, and simplified the Affiliate viewing and creation experience (including guided materials).
When it’s live in your app: September
API Legacy Keys
As part of Keap’s focus on providing a fast, modern, reliable and secure platform, we’re making significant upgrades and improvements to our API. Our first update is to Legacy Keys. Legacy Keys are older technology, so we’re upgrading to give developers a consistent, clear, concise path to add custom integrations to their Keap applications. This will also make way for faster resolutions and less need to contact support when issues do arise.
Who it’s for: Customers using Legacy Keys
App availability: All editions (Grow, Ignite, Scale, and Ultimate)
What’s new? Starting Oct. 31, 2024, Keap is sunsetting the use of API Legacy Keys for all users. To help with this transition, we’re providing help documentation, access to our API team on the integration forum, and the option to request a quote for custom development work.
Resources to help with API Legacy Sunset:
Landing pages
When you go to create and edit landing pages, you’re in for a treat! We’ve packed that section of your app with three major updates, one of which you’ve been anticipating for a while (Hint: It has to do with copying a page!).
Who it’s for: All customers depending on their app edition.
App availability:
- Copy page feature: All editions (Grow, Ignite, Scale, and Ultimate)
- Calendly embed: All editions, except Ultimate and Max Classic
- Public form update: All editions, except Ultimate and Max Classic
What’s new?
- Copy page feature: Easily and quickly copy a page right from within your Landing Page editor. Just create or edit a landing page, go to Pages on the far-right navigation, and use the new icon to copy your desired page.
- Calendly embed: You no longer need a third-party integration to embed your Calendly appointments on a Keap landing page! All you have to do is grab your scheduling link from Calendly, drag an appointments widget to your landing page, toggle on the new Calendly appointments section and paste your link. You can also tag your contacts and add tracking like Google Analytics
- Public form update: Public form users who used a URL redirect instead of a thank you page often told us they struggled with the iframe, so we removed it! Now you’ll have a truly seamless experience when working with your public forms.
When it’s live in your app:
- Copy page feature: Available now
- Calendly embed: September
- Public form update: Available now
Email Builder
Emails are an essential part of following up and strengthening relationships with leads and customers. That’s why we set out to improve your app’s Email Builder. With the help of customer feedback, we made three new updates that will eliminate frustration, increase your testing capabilities and save you time.
Who it’s for: All customers
App availability: All editions (Grow, Ignite, Scale, and Ultimate)
What’s new? You can now: send test emails to any valid email address (including non-users), search for uploaded images, and convert legacy email to the new builder so you don’t have to rebuild campaigns.
When it’s live in your app: Now available: Convert legacy email. Coming end of August: Search Images and Send Test emails
Two-way texting
You want to be able to connect with your customers and leads at every possible opportunity, but it’s hard to do that when you can’t reply to their texts. Well, gone are the days of not being able to have a two-way conversation with your audience because two-way texting is now live in your Keap app.
Who it’s for: All customers
App availability: All editions (Grow, Ignite, Scale, and Ultimate) in the U.S. only
What’s new? Expand your customer communications with Keap two-way texting! Through the Keap Marketing line, small businesses can respond to their customers’ text replies after a text broadcast (or text message automation) is shared. You’ll also notice a new “Comms” option within your navigation bar and a new “Keap Marketing Number” menu item available for having two-way conversations.
When it’s live in your app: Available now (for customers in the U.S.)
Next up: Experience the benefits
Now that you know what’s new, all that’s left to do is enjoy! Log into your Keap app and get to exploring (we suggest starting with Keap AI — it’s incredible).
If you’re not a Keap customer yet, let’s change that so you can dive into these updates and start experiencing the best CRM for small business and automation software around. Schedule a call with us to learn what sets us apart and how Keap can take your business to new heights.
