Campaign Automation

Keap Purchase Automation: Enrollment, Tagging & Course Access Delivery

Built a purchase automation in Keap to handle enrollment, tagging, onboarding emails, and course access delivery.

Keap campaign automation canvas showing purchase triggers, onboarding sequences, tagging, and course access delivery steps.
Built a purchase automation in Keap to handle enrollment, tagging, onboarding emails, and course access delivery.

Overview

Designed a structured purchase automation in Keap that routes buyers based on payment path (full pay vs deposit), applies tags, triggers onboarding emails, and delivers course access. This reduces manual admin work and improves customer experience.

What I Did

  • Designed full-pay vs deposit branching logic
  • Implemented onboarding emails and tag-based segmentation
  • Connected purchase events to course access delivery workflow

Tools & Features

  • Keap Campaign Builder / Automation Builder
  • Product purchased goals and tag application
  • Onboarding + deadline email sequences

Tags

  • Keap
  • campaign builder
  • purchase automation
  • onboarding
  • tagging
  • course access
  • marketing automation

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