Mô tả

This virtual course is perfect for anyone who is just starting with the Max Classic version of Keap, or just starting to take it more seriously.

And just to be clear - the Max Classic version of Keap is the edition of the software that was previously known as Infusionsoft.

I built this course to answer all the questions you didn’t know you needed to ask. I’ve worked with too many smart people who felt dumb because Keap just wasn’t clicking for them, and for many it was because they never got a solid foundation of understanding when they started.

This course covers automation theory, and some tips and advice for "thinking" about Keap, and the role it can play in your business. But we'll also open up the software and cover some of the core functions that will be part of your day-to-day usage, and important for maximizing the ROI you get from Keap moving forward.

We'll talk about the CRM, adding and organizing contacts, using tags and custom fields, sending and split testing broadcasts, using dynamic content, configuring lead sources and lead scoring, and so much more.

To help make the content as digestible as possible, it has been divided into five video sections - and most modules are 5-15 minutes long.

Whether you plan to become a professional Keap consultant, or you plan to hire out the day-to-day management of your campaigns, this course will help you understand the system at a new level and position you to get more out of it in the long run.

Note: This course is designed for Keap Users with the Max Classic version of the software, to establish a baseline level of confidence using the platform.

So – if you’re a new user, you’re in the right place. But even if you’ve had Max Classic (formerly known as Infusionsoft) for a while, this course will help identify blind spots and validate what you’re already doing.

Oh, and one more caveat - this course was recorded when the software was called Infusionsoft. So, throughout the course I'll use that language - if you still call it Infusionsoft, then that'll be a non issue, but if you call it Keap, or Max Classic, then when I say "Infusionsoft" you'll want to switch it to Keap.


Bạn sẽ học được gì

Use the basic elements of Infusionsoft more effectively.

Understand how to think about Infusionsoft and where it fits in your business.

Design and configure your Infusionsoft dashboard to get the information you need easily.

Plan and implement a lead scoring algorithm to help identify the hottest prospects in your database.

Run searches and reports to quickly find targeted groups of contacts in your CRM.

Send email broadcasts to quickly communicate a message or offer with a segment of your audience.

Set up a plan for handling bounced email addresses and unsubscribes.

Configure tags and tag categories to help keep your database organized.

Import contacts from other systems to reduce multi-system chaos.

Add and manage additional users for your Infusionsoft account.

Foundational Training for Keap Max Classic Users

Yêu cầu

  • You should already have a Max Classic Keap account (this is the version that was previously known as Infusionsoft).

Nội dung khoá học

6 sections

Green Section: Start Here

9 lectures
Module 1.1: Welcome and Orientation
06:52
Module 1.2: How to think about Infusionsoft
08:39
Module 1.3: What is Infusionsoft
07:13
Module 1.4: Help Resources
09:16
Module 1.5: Basic Navigation
24:24
Module 1.6: Company Records
08:25
Module 1.7: Lead Generation and Visitor Tracking
22:31
Module 1.8: MyDay, Tasks, Calendar
05:40
Module 1.9: The Contact Record
18:51

Orange Section

9 lectures
Module 2.1: Importing Contact Records
19:02
Module 2.2: Data Clean-Up
10:39
Module 2.3: Custom Fields and Tags
11:08
Module 2.4: How to add, manage, and edit custom fields
13:51
Module 2.5: How to add and manage users
10:20
Module 2.6: How to complete your profile and settings
21:26
Module 2.7: How and way your company info matters
06:04
Module 2.8: The Branding Center
16:44
Module 2.9: Three Buckets
06:41

Brown Section

6 lectures
Module 3.1: Tags and Tag Categories
11:48
Module 3.2: How does Monkeypod use tags
15:46
Module 3.3: How to create, delete, manage, remove, or apply tags
18:32
Module 3.4: CRM Settings
13:28
Module 3.5: Adding Contacts Manually
06:09
Module 3.8: Using Dashboard Widgets
17:58

Teal Section

6 lectures
Module 4.3: How to stylize your emails
11:56
Module 4.4: How to customize your emails by using merge fields
07:56
Module 4.5: How to use and edit images in your emails
11:34
Module 4.6: How to save and reuse email templates
05:11
Module 4.7: Dynamic Content
05:58
Module 4.8: Email list hygiene, and why your open rates may have changed
13:44

Purple Section

6 lectures
Module 5.2: API Intro
06:17
Module 5.3: Lead Scoring
17:06
Module 5.4: Lead Scoring use cases
11:19
Module 5.6: Running mass actions on a group of contacts
09:04
Module 5.7: 5 Infusionsoft Efficiency tips
09:40
Module 5.8: Marketplace Tour
08:37

Odds and Ends

3 lectures
B.1: Journey Mapping
11:33
B.2: Linked Contacts
05:29
B.3: What are Opportunities?
06:16

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