Congratulations on your decision to make Keap Ultimate the hub of your marketing and sales automation tech stack.

We are excited to get you started, and here’s what’s included in your setup:

ADMIN

  • Set up user to be used as the primary ‘mail from’ user 
  • Add/set up additional users with designated roles as needed
  • Ensure all billing and account information is correct, including CANN-Spam requirements
  • Set up defaults for footer opt-out link and opt-out confirmation page

CRM

  • Migrate up to 10,000 contacts from your current database (additional contacts are 10 cents per contact)
  • Create Tag Categories according to the ConvertMORE proprietary conversion-centric tag category system
  • Create tags as dictated by the requirement of the imported database and apply to migrated contacts
  • Set up and organize Contact Custom Fields according to our proprietary system plus company requirements
  • Create new custom fields as dictated by the imported database
  • Set up referral partner defaults (optional)
  • Set up one referral partner commission program (optional)

EMAIL MARKETING

  • Hande all email authentication requirements
  • Set up branded email templates

AUTOMATIONS (Previously ‘CAMPAIGNS’)

  • Set up Campaign Categories according to our proprietary system
  • Migrate or set up 3 starter Automations choosing from the following:
    • A primary lead generation campaign 
    • A lead nurture campaign 
    • A basic sales funnel campaign (lead gen to primary sale)
    • An evergreen webinar campaign (counts as 2 and requires additional software)
    • A course or program delivery campaign
    • A subscription management campaign (for businesses using Memberium)
  • Set up Universal Purchase Actions Automation
  • Set up a Contact Us campaign for support submissions (optional)

E-COMMERCE

  • Migrate existing or set up new products (up to 20)
  • Set up payment processors (a merchant account + standard PayPal)
  • Set up global failed payment automation
  • Set up Quotes, Invoices, and Receipts templates with brand details
  • Set up order form template (optional)
  • Set up order forms for up to 5 existing products (optional)

WEBSITE INTEGRATION

  • Add lead gen forms to the site based on the chosen campaigns under “MARKETING CAMPAIGNS”
  • Add Order Form links to existing sales pages
  • Integrate Gravity Forms with Keap (optional)
  • Add tracking code for Lead Source attribution

OTHER INTEGRATIONS

  • Up to 2 additional software integrations with Keap

EXCLUSIONS:

  • Export and organize the database from the current system (Note: we will provide guidance based on the specifics of your system and database complexity.)
  • Copy, content, images, and other brand-specific requirements
  • Additional premium software (examples: PlusThis, Zapier) 
  • Order history migration*
  • Active and/or canceled subscription migration*
  • Credit Card migration*

* Migration of financially sensitive data requires a special security clearance and must be done by the migration team at Keap.