Automation logic types Keap

Workflow explanation

Use this mindmap as a checklist when you build or audit a Keap campaign:

1. Entry point: What puts someone into the campaign (tag, form, purchase, integration)?
2. Normalize data: Required fields/tags, naming standards, and de-duplication rules.
3. Segmentation: Decisions that route contacts into the correct path (persona, product, urgency, behavior).
4. Sequences: Emails and internal tasks that move the contact to the next action.
5. Timing: Timers/delays that control when messages fire and when checks happen.
6. Goals: When the desired action happens (purchase, appointment set), jump them forward and stop redundant follow-ups.
7. Handoffs: Create tasks/notes when a human needs to intervene.
8. Integrations: Zapier/API/webhooks for cross-tool data, with explicit failure handling where possible.
9. Reporting: Use consistent tags/fields so you can measure conversion and find leaks.