This guide will show you how to integrate Keap and Voma and set up automations for your offers.
Jump to:
How to integrate with Keap
- Navigate to the Integrations page in your account, and click on New Integration.
- Select Keap from the list of platforms on your Integrations page.
- Log in to your Keap account, select the Keap application you want to integrate with Voma, and then click Allow.
Once you have integrated with Keap, you will see the integration on the Integrations page.
How to create automations
When you're done integrating Keap with your Voma account, you can set up automations in the OfferStack tab of your offer.
- Head to your offer's OfferStack tab, and click on Create an automation (or click on Click here to create a custom automation if the automation you want to create isn't listed on the screen).
- Set the Destination to Keap.
- Specify the Action to take when the automation is triggered, and complete any further details, should it be required for your platform. Then, click Create.
Your automation will now be listed on your Automations page.
🔗 Head over to this guide for more detailed information and a video about creating automations in Voma.
Types of automations
The type of automation determines what will trigger the automation to fire.
- Optin: Triggered when someone submits your optin form
- Abandon Cart: Triggered when someone abandons the cart
- Purchase: Triggered when someone purchases the main product
- Bonuses: Triggered when someone receives a bonus
- Upsell: Triggered when someone purchases the upsell
- Bump: Triggred when someone purchases the order bump
- Cancel main product subscription: Triggered when someone cancels their subscription for the main product, if the main product is a subscription
- Cancel upsell subscription: Triggered when someone cancels their subscription for the upsell, if the upsell is a subscription
Possible actions
The action is what will happen when an automation is fired.
- Add tag
- Remove tag
- Achieve an API goal
GDPR automation
If you have integrated Voma with Keap and enabled the GDPR checkbox on your offer, Voma will automatically apply tags to subscribers in Keap in some cases:
- If someone checks the GDPR checkbox when submitting the offer, add "Voma - GDPR consent" tag to Keap
- If someone is in EU when submitting the offer, add "Voma - Customer in EU" tag to Keap
❔ If you have any questions, please let us know at help@voma.ai or in our live chat at the bottom right of your screen.