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How To Organize Campaigns In Keap

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Organizing campaigns in Keap can be an absolute disaster. Without any defined structure, users build campaigns in completely different ways. And it becomes very difficult to know what a campaign does, what it doesn’t do, and what other campaigns it interacts with. 

In this episode, Tyler shares a simple structure and process to organize and manage campaigns that will reduce the insanity.

How to Organize Campaigns In Keap

Use the Complete Customer Lifecycle stages as campaign categories:

  1. Lead Generation
  2. Nurture & Follow Up
  3. Offers & Conversion
  4. Sales or Checkout
  5. Fulfillment
  6. Upsell
  7. Referrals & Reviews
  8. Reporting & Miscellaneous

Also, use these campaign categories to keep track of the status of each campaign:

  1. Building
  2. Active
  3. Archived

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