Tag: Keap

Every week, we send helpful insights, training updates, and reminders to our Home Service Owner community.

But instead of sending one-off messages manually, we built a repeatable process in Keap Classic (Infusionsoft) that lets us design, personalize, and deliver every broadcast efficiently — while keeping the tone warm and human.

Step 1: Accessing the Broadcast Tool

It starts in Keap’s main dashboard.
We go to Marketing → Email & Broadcasts, then click + New Email Broadcast.

This is our control center — where each announcement, promo, or newsletter begins.
No complicated automation here; just a clean, one-time email to a segmented audience.

Step 2: Choose a Template or Start From Scratch

Keap gives you three starting options:

• Use a blank email — start from zero for complete creative control.
• Select a pre-made template — great if you want a professional layout fast.
• Use a recently sent email — ideal if you’re resending to a similar audience.

Step 3: Design Your Email

Inside the drag-and-drop builder, you can:

• Add text, images, buttons, and dividers.
• Adjust styles, spacing, and layout.
• Personalize content using merge fields, such as ~Contact.FirstName~.

Example: “Hey ~Contact.FirstName~, we’ve got something exciting to share!”

Step 4: Set Your Subject Line & Pre-header

Your subject and preview text are critical for open rates. Pro Tip:
Keep subject lines under 50 characters
Use the preview to spark curiosity or summarize the email

Step 5: Choose Your Recipients

You can send to:

• Tags
• Saved searches
• Individual contacts or lists

Only marketable contacts will receive your email. Avoid sending to unengaged or unverified contacts.

Step 6:  Send or Schedule

You’ll get the option to:

• Send immediately
• Schedule for a specific date/time

Before sending:

• Preview mobile & desktop
• Test all links
• Review time zone

Final Tips

• Personalize every email with your contact’s name.
• Keep messages short and visually clean.
• Test before sending to catch any issues early.
• Reuse and improve successful templates to save time.

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That’s it!
You’ve now learned how to create, schedule, and send a broadcast email in Keap Classic — the same process we use to reach Home Service Owners and other client segments efficiently.