As May is getting started and the season of renewal kicks into gear, it’s the perfect time to freshen up the way you manage your business contacts, improve your email deliverability, and take advantage of Solution Launchpad if you’re a Keap partner.
Accomplish all this and more with the new features we rolled out in April, which are now live in your Keap app! Let’s dive into the details, starting with updates to the Contact Record.
What’s New with the Keap Contact Record: A Clearer Picture, All in One Place
Managing your contacts shouldn’t feel like digging through weeds, but for many businesses, it does. If you’re constantly scrolling through clutter or jumping between tabs just to find a note, form, or tag history for your contacts, you’re not alone.
That’s exactly why we’ve made important changes to the Contact Record.
With our latest updates, it’s easier to get what you need faster. We’ve streamlined the features you rely on most, like activity history, notes, and forms, so you can stay focused and move quicker.
Here’s what’s new:
Activity History You Can Trust
- View changes to contact scores alongside other interactions
- See full form submission data — not just that it was submitted
- Track when tags were both added and removed
Smarter Notes Panel
- Add notes inline, no pop-ups required
- Use optional fields like subject lines and time stamps
- Pin key notes so they always stay visible without you having to dig for them
Effortless Task Management
- Create and view tasks from the contact record without losing context
- Keep your workflow moving without toggling between screens
Forms, Front and Center
- Submit internal forms right from the contact panel
- View full submission details directly from the contact’s activity history
Tag Smarter, Work Faster
- Apply tags instantly from the new Tag panel
- Access detailed tag history, including removals
- Filter and click for more insight
Contact Score Tracking
- Changes to a contact’s score will now appear in the activity history, enabling you to easily see how scores evolve over time
More Updates: Email Authentication and Solution Launchpad
Email Authentication: Stay Ahead of Industry Standards
With Google™ and Yahoo® tightening authentication standards, Keap now recommends setting your DMARC policy to at least p=quarantine. If you're adding a new domain, this helps ensure better email deliverability.
Already authenticated? You’re good for now!
Get the Details
Solution Launchpad: Reach More Customers at Once
For our Keap Partners, we’ve added batch install capabilities to Solution Launchpad. Now, you can share your solutions with up to 100 customers at once. Just paste your list, click install, and we’ll handle the rest. Plus, you’ll get a detailed report of what succeeded and what didn’t.
Read About Solution Launchpad
Other Exciting Updates are Around the Corner
Spring is the perfect time for fresh growth and optimized workflows. Use these feature updates to do just that. But these aren’t the only changes we have in store for you ...
If you want to hear about even more updates and improvements coming to your app, join us for our Product Update Livestream on June 25. We’ll be sharing the latest innovations happening between Keap and Thryv®. You do not want to miss this.
Register here to secure your free spot!
