How to Connect OptinMonster with Keap (InfusionSoft)

OptinMonster offers seamless integration with Keap email marketing service. Connecting OptinMonster to your Keap email list is very easy.

In this article, you’ll learn how to connect Keap with OptinMonster.

Before you start, as a best practice we recommend you also connect your campaigns to Monster Leads as a backup.

Connect Keap

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to Keap, follow these steps:

1. Navigate to the Integrations view in the campaign builder, search for and select Keap (Infusionsoft).
   
2. Next, select the Register Keap (Infusionsoft) button at the top of the integration section to begin authorization.
   
3. A new window will open requesting you login to your Keap account. Once logged in, select the Keap application you wish to connect with OptinMonster and click the Allow button to authorize the connection between OptinMonster and your Keap account.
   
4. Return to the OptinMonster campaign builder, enter a Keap (Infusionsoft) Account Name (*internal use only), then select the Connect to Keap (Infusionsoft) button.
   
   *The Keap (Infusionsoft) Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Keap integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.
5. Required: Once the Keap integration has been connected select the Keap Tag you wish to assign to leads from the Email Provider Lists field.
   
6. Optional: You can also set Follow-Up Sequences, Lead Source Assignment and Custom Field Header to leads through your Keap integration.
   
7. When you’re finished, Save your campaign.

Add Extra Fields

Field Mapping

Get started using Field Mapping with Keap (Infusionsoft).

Before you begin using Field Mapping with Keap (Infusionsoft), please consider the following:

• The following custom fields are reserved in Keap (Infusionsoft) and cannot be mapped to:
  • phone (use the Phone field to send data to this custom field)
  • couponCode (the Coupon Code won when creating a Gamified spin-to-win campaign)
  • couponLabel (the Coupon Label when creating a Gamified spin-to-win campaign)
• Custom field names should not contain hypens, spaces, or underscores.
• Automatically created custom fields are added as text fields in Keap. This can be avoided by manually creating your custom fields in Keap before mapping to them in OptinMonster.
• You can manage your custom fields in Keap (Infusionsoft) following this guide.

Form Embed Block

Alternatively, you can add any Keap (Infusionsoft) webform to your campaign using our Form Embed block.

Get started adding a custom form to your campaign.

Email Automations

To send emails automatically to new leads you’ll want to configure email automations within your Keap account.

The following guides from Keap may be helpful to get started:

• How to send automated welcome emails
• Create a broadcast

Testing

We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.

Before you begin, please be aware of the following details when testing Keap integrations:

• Unsubscribed or deleted email addresses are not permitted by Keap to be re-subscribed through their API. If you wish to support re-subscription you will need to create your form using Keap’s form builder and add it using our Form Embed block instead.
• Previously submitted or already subscribed leads may be treated differently by Keap than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
• If the lead is captured in Keap but you do not receive any automated emails it indicates the integration from OptinMonster to Keap is correct, and the issue is with the automated email configuration. Keap controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to Keap support directly.

Get started testing with the Live Site Inspector tool.

Spin-a-Wheel Support

If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is not available at this time to send the coupon data to Keap.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

FAQs

Does OptinMonster’s Keap integration support resubscribing leads?

Our integration attempts to resubscribe leads, however, depending on their status in Keap it may not be applied. Specifically, be aware of these details provided by Keap:

Note that the email address status will only be updated to unconfirmed (marketable) for email addresses that are currently in the following states: Unengaged Marketable Unengaged Non-Marketable Non-Marketable Opt-Out: Manual All other existing statuses e.g. List Unsubscribe, Opt-Out System etc will remain non-marketable and in their existing state.

Learn more about Keap Email Status here.

Learn how to view or edit a contact’s marketability status here.

Can I send leads to more than one Tag?

Yes! See our Lead Sharing guide to accomplish this.

How do I configure single or double opt-in?

See our guide on single vs. double opt-in.

Is it possible for me to add a phone field to my campaign?

Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.

Can I assign a Campaign instead of a Tag?

It’s not possible to assign leads to a specific Campaign from our Keap integration. Instead, you’ll want to map a tag sequence within your Keap account following this guide.

Do I need to add OptinMonster to the Allowed IP List?

If you are using the IP allowlist for Keap (InfusionSoft) you will need to add our IP addresses in order for lead data to be passed along.

Our IP addresses are as follows:

• 50.19.60.226
• 50.17.52.222
• 54.147.244.173
• 35.153.24.227
• 50.19.138.155
• 50.19.173.212
• 52.44.205.147
• 34.198.233.235
• 50.16.98.100

Troubleshooting

The campaign is capturing leads but shows 0 conversions in analytics.

Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.

The wrong Tags are populating for my Keap integration.

If you are having issues viewing/selecting your Tag(s) after completing the Keap (InfusionSoft) integration:

IMPORTANT: Following these steps will permanently delete a specific Keap integration from all campaigns you’ve connected to it and cannot be undone. You’ll need to manually integrate individual campaigns to Keap again with this process.

1. Delete the IP addresses you’ve added to your Keap (InfusionSoft) account.
2. Login to your OptinMonster account and navigate to the Account > Integrations page.
3. Locate the Keap (InfusionSoft) integration section and select the Configure button.
   
4. Once expanded, locate the specific Keap integration that isn’t working as expected and select the Disconnect button. This will permanently remove the integration from your OptinMonster account and any campaigns it was assigned to, and cannot be undone.
   
   
5. Add the IP addresses again to your InfusionSoft account.
6. Reconnect Keap (InfusionSoft) with your OptinMonster account following the main section of this guide. Please be aware you’ll need to individually configure each campaign that should send leads to the new Keap integration once it has been added.