Running Batch Actions in Report Results

There may be times where you’ll want to segment the contacts that appear in the results of a Graphly report. This article covers how you can do that using Batch

Keap: Create Dynamic Marketing Reports

So you bought Keap, or better yet, Keap. You have a sweet landing page for your webinar and you’ve created some sweet marketing automation that sends a few emails and

Learn how to calculate LTV and CAC inside of Infusionsoft.

Keap Reporting: How to calculate LTV & CAC

Years ago, at a different software company, we were interviewing VC firms with hopes of bringing on one as an investment partner. During an interview, one asked, how much are

Onboarding Info – Pt 2

Thank you! We’ll send you some reports to help your specific business. While we have you here, can you answer a few more questions?

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Export New Customers Report

You can now export New Customer and New Customer Value reports to PDF format! Simply click the download icon in the top left corner of the widget. It will take

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