KEAP CLIENT SETUP TASKS
At Bubblegum Marketing, we’re excited to set you up with KEAP, however there are a few little tasks we need you to do first as the cleint.
client tasks to setup
please take 15-minutes to complete the following tasks that only you as the client can do
easy and fast
this is very easy and fast for you to do to make your keap account function at its best
support is available
if you get stuck, you can always reach out to cam or one of his team
getting stuck? reach out to cam and the team or book a call
WE need your assistance!
We need your assistance on 5 things that only you as the client can set up… all are very straightforward, and should only take you 15min in total. Please call out if you get stuck
1. Connect your email hosting domain:
Connect your domain so we can start building your email campaigns and templates with a “from email” – see here: https://keap.app/settings/domains – you can also refer to this page for more steps: https://help.keap.com/help/dmarc
2. Create your Calendar Link
Please connect your calendar to Keap: https://keap.app/appointments – then create a CUSTOM URL in Keap Calendar – and then send back to Cam or the team with that Calendar URL so we can add it to your campaigns.
3. Tax Details
Add your ABN and/or Tax details here: https://keap.app/settings/sales/currency
4. Website logins
Please send Cam or the team your website logins (username & password) so we can replace your website forms with Keap website forms. We also highly recommend signing up to spamkill: https://spamkill.co/ and send us your spamkill logins as well.
5. DATABASE AND CONTACTS
Please send Cam or the team your CRM or Database to import into Keap as Contacts. This must be sent as a CSV file.
client
testimonials
"Working with Bubblegum Marketing has revolutionised our business. They launched a single campaign with just 4 emails and 1 automated funnel that created 26 highly qualified leads and $730,000-$740,000 worth of new business. When it comes to Marketing - I'd highly recommend you chat to the Bubblegum Marketing team"
– Trent Giumelli,
Giumelli Group.
BUBBLEGUM MARKETING WILL BE THE X FACTOR IN YOUR BUSINESS
“What our team said was going to take 12 months, Cam and his team at Bubblegum Marketing did in 3 days! The sales pipeline they built for us will revolutionise our business”
– Steve Gillespie,
Millionaire Property Makers.
WE HAD A SALES FUNNEL BUT WE DIDN’T KNOW WHAT WE WERE DOING!
"A couple of months ago we decided to change gears with our online Golf Subscription company and we were looking for some help in the Marketing Department. We have been absolutely thrilled with the results we have been getting and have seen some great things happening. It has been a seamless transition to work with Bubblegum Marketing. They are Rockstars and make my work so much easier!"
-Terri Rice,
Golf Fanatics.