Keap CRM Tutorials: Using Note Templates To Print Money On Demand

Clients use my Keap CRM Services to get the most out of their Keap CRM.

An often overlooked nugget I show all of my clients is how to use Note Templates to act as triggers to automate many common tasks such as:

• Adding or removing Keap Tags

• Starting or stopping Keap Follow-Up Sequences

• Assigning Tasks to any of your users

• Sending one-off emails to anyone, whether they are an Infusionsoft user or not

• Triggering legacy Action Sets

• Updating Contact Records

• And more 

Keap Note Templates are essentially one-click options for accelerating your internal workflows.

The most inexperienced users can be taught to leverage the power of these Note Templates in a matter of minutes because you name them for the action they automate.

So as long as you have thought through the naming convention of your Note Templates, you and your team should be up and running in no time.

Let’s take a look at how to create and use them.

Start in the Campaign Builder and add the “Note applied” icon to your canvas and connect it to a sequence.

Give it an “obvious” name, so you can easily look it up on the Contact record to apply it, i.e., “Cancel Subscription,” “Add to Birthday Sequence,” etc.

From the Contact record, scroll down to the tabs below the main contact field, and under the Tasks tab, scroll down to “Notes” and click the drop-down box on the right that says, “Note Template.”

Once you select the desired Note template, click the blue text “Add Note,” and let the magic happen.

Common scenarios for using Keap Note Templates include:

• A new product or subscription order if it happened offline, such as at a tradeshow.

• A cancellation (RELEASE THE KRAKEN!)

• Tracking trouble tickets/support calls.

• Confirming appointments. 

You’ll notice that the scenarios above are created when you interact with clients and prospects over the phone, in person, or via email.

If they come in via Web Forms, you can use that as the trigger to begin your automation.

This is a key point to remember since at least 50% of all Keap users are brick-and-mortar businesses that process a lot of their orders and client interactions live and in person.

If you still have questions about whether or not Keap is right for your business and would like to see a Keap demo, check this out.

If you’re ready to order Infusionsoft and you want to secure over $1,741 in bonuses and savings by ordering through me, please contact me now, and I’ll help you secure your own Infusionsoft application today.

If you already have your own Keap application and need to get more out of it, just pick the block of time for my Infusionsoft Services that fits your budget at my Keap CRM Butler page and get ready to get more leads, convert more sales, and make more money…while you sleep.

Market like you mean it.Now go sell something.