Keap Purchase Automation: Enrollment, Tagging & Course Access Delivery
Built a purchase automation in Keap to handle enrollment, tagging, onboarding emails, and course access delivery.
Campaign Automation
Keap Automations Library: Managing Purchase Workflows at Scale
Organized and maintained a searchable library of purchase automations for multiple offers in Keap.
Overview
Maintained a structured library of purchase-related automations using consistent naming and publish discipline. This makes it easy to audit, update, and scale workflows without breaking customer journeys.
What I Did
- Implemented consistent automation naming and organization patterns
- Managed publishing and lifecycle updates safely
- Performed QA to ensure correct automation triggers per offer
Tools & Features
- Keap Automations index and categories
- Publish controls and usage visibility (active contacts)
- Workflow governance and maintenance practices
Tags
Related Keap Skills
Campaign Automation
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