Keap Setup

Configure your Keap account for use with iMember360.

Setup Steps

Set up Service Account Key – Generate API credentials in Keap.

Create your Service Account Key for connecting iMember360 to your Keap account.

Set up Membership Tags – Create tag pairs for each membership level.

Set up membership tags in pairs (e.g., “Gold” and “GoldPAYF”) to define permission levels for your content.

Set up Test Users – Create test contacts for each membership level.

Create test users for each membership level to verify your setup before going live.

Set up Products/Subscriptions – Configure your paid products.

Set up products and subscriptions in Keap for paid memberships. Skip this step for free memberships only.

Set up Order Forms – Create order forms for purchases.

Set up order forms and get the link for your buy now button. Skip this step for free memberships only.

Set up Paid Membership – Build your paid membership campaign.

Set up the campaign workflow for paid memberships with password generation and welcome emails.

Set up Free Membership – Set up a free membership option.

Create a free membership signup using a Keap web form with automatic login.

Set up Payment Triggers – Configure failed payment handling.

Set up payment triggers for when an auto charge attempt fails.