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How To Use The Keap Email Builder For Email Marketing Automation

Author

Wes Schaeffer
February 06, 2023

Here’s an overview of the new features and benefits of Keap’s new email builder.

(If you want to just watch the video, scroll to the bottom.)

Getting Started

The new Keap email builder is not part of the Campaign Builder, yet, so you’ll start by going to your Infusionsoft logo then Marketing > Email & Broadcasts.

Infusionsoft campaign builder for email marketing excellence.

 

Choose “New broadcast > Email”

Keap Email Broadcast New Email

Choose From The Email Template Gallery

On the next page, you’ll be greeted with a nice selection of email templates.

Infusionsoft email templates for email marketing growth.

 

Your Emails are Auto-saved

This is a nice touch. As you work, your edits are auto-saved, so just let the creative juices flow.

Infusionsoft email marketing auto save email drafts

Preview Your Mobile-Responsive Emails

As you begin to work, you can select from four options at the top:

  1. Test

  2. Preview

  3. Save as Template

  4. Review and Send

  5. Exit

Infusionsoft schedule email marketing broadcasts

When you select Preview, this is the image that comes up.

Note: Take the time to ensure you have an email that looks good on mobile.

Infusionsoft's email marketing has mobile responsive email templates.

New Menu for Design and Blocks (Blocks Replace Snippets)

To the left, you’ll see a new menu with Design and Blocks. (Blocks are essentially what Snippets were in the old email builder.)

infusionsoft_new_campaign_builder_blocks_wes_schaeffer_the_sales_whisperer

Much Better Social Media Options

In the Blocks area is the Social feature.

When you drag that Block to your email, you’ll see a grayed-out box like the one below.

Infusionsoft email marketing templates add_social_media_icons

Once you are in the social media Block, you’ll have the option to add your social media accounts, as you see here.

You can also adjust the icon size as well as the alignment. Very cool and responsive.

Infusionsoft email marketing templates offer social_media_setup

When you are done, the social media icons will look like this. Nice, huh?

Infusionsoft email marketing social media icons

Edit Images In Keap Emails

When you add a new image to your Keap email, you have a lot of options to edit your image within the builder.

For starters, you have a slider that enables you to quickly and easily adjust the size of your image.

Next, you can make the image clickable and have it go to one of several places:

  • A new URL

  • A new email

  • A phone number, which is nice if you want a “Click to Call” feature for your mobile visitors.

  • File download (good when you want to both track engagement via clicks and reduce the size of your emails, which helps them get into the inbox of your recipients.)

  • Landing page

  • Web form

  • Order form

Additionally, you can add a Tag goal to trigger a new follow-up sequence if someone clicks the image, and you can add the Alt text to the image as well to help with SEO.

Finally, you can align the image Left, Center, or Right.

infusionsoft_new_campaign_builder_edit_image_wes_schaeffer_the_sales_whisperer

Video of Keap Email Builder

Below is a quick video of the email builder. Let me know what you think, and if you have additional questions, feel free to contact me, and we’ll set a time to speak.