The Business Fixer Blog by Wes Schaeffer, The Sales Whisperer®

Create If/Then Conditional Statements With Keap CRM

Written by Wes Schaeffer | Jan 05, 2023

Send Relevant Content To Your Prospects With Keap CRM/Infusionsoft Decision Diamonds

Conditional statements (if/then logic) in computer programming are magic.

It's like artificial intelligence for your inbound marketing and sales automation.

Your computer can actually look at what your visitors, prospects, and customers are doing and apply the logic you gave it to perform another task or function based on the answer it sees.

This is what the Keap Decision Point Routing function does with easy-to-use drag and drop icons inside the Keap Campaign Builder.

However, at first glance, it is not obvious how to create the Keap Decision Diamond, so I created this pictorial guide to help you make magic.

But, Wes, why so many steps? Why is Keap so hard to use?"

Shh!

This process will segment and automate the correspondence and follow-up communications you have with your prospects and clients 24 hours a day, 7 days a week, 365 days a year, you will never have boyfriend/girlfriend/spouse "issues," will do it on time, every time, nationwide, globally and will document the fact it has done it immediately.

 

 

Try getting a know-it-all tech geek or $25 Infusionsoft Consultant From UpWork to be THAT DARN EFFICIENT, ACCURATE,  AND RESPONSIVE!

Keap Decision Diamonds: Step-by-Step 

1. Start with a Keap CRM goal (goals are round icons) and at least two Keap sequences 


2. Connect the Keap goal to the first sequence.

 

Keap Decision Point Rules - Connect first sequence.
 
 

3. Connect the Keap goal to multiple sequences, and BAM!, the decision point (decision diamond) appears.

 

Keap Decision Diamond Rules:
Connect the second sequence to see Decision Diamond appear.
 

4. Connect all applicable Keap sequences.

 

Keap Decision Diamond Rules - Connect all sequences.
 

5. Click on the actual Keap decision diamond to edit its rules.

 

Click to set.
 

6. Start editing the fields sequentially.

 

Keap Decision Diamond Rules If-Then Step 1.
 

7. This shows how to edit the Keap Tags, but this applies to Form Submissions, Company Role, etc. (This is just an example.)

 

 
Keap Decision Diamond Rules If-Then Set Tags Step 2.
 

8. Continue editing each field.

 
Keap Decision Diamond Rules If-Then Set Tags Step 3.
 
 
 
 

9. Here I've selected the Keap Tags I'm looking for.

 
Infusionsoft Decision Diamond Rules If-Then Set Tags Step 4.
 

10.a. Add additional mandatory criteria—"+" means "AND"—or alternative criteria—"..." means "OR."

Keap Decision Diamond Rules Add Remove Alternative Criteria
 

10.b. Here is what the criteria look like when you select "+."

 
Keap Decision Diamond Rules Alternative Criteria
 

10.c. You'll see these additional icons when you add criteria options.

Keap Decision Diamond Rules Alternative Criteria Add Remove
 
 

11. Double-click the Keap sequence.

 
Keap Decision Diamond Rules add email to the follow-up sequence.
 

12. Apply the Keap Process—Tag, Note, Task, etc.— and/or Communications.

 
Keap Decision Diamond Rules add correct Tags to the follow-up sequence.
 

13. Kick up your heels and enjoy your time freedom after creating your Keap Decision Diamond Routing.

 

Kick your feet up as a happy Keap decision point rules creator.
 

If you still have questions about ordering Keap for your business and would like to see Keap in action check this out.

If you're ready to get started with Keap and you want to secure thousands in bonuses and savings by ordering through me, please contact me now, and I'll help you buy Keap today.

If you already have your own Keap application and need to get more out of it, just pick the block of time for my Keap Services that fits your budget at my CRM Butler page and get ready to get more leads, convert more sales and make more money...while you sleep.

Now go sell something.