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Set up Test Users

Create test users in Keap to verify your membership levels are working correctly. Each membership level should have at least one test user.

Create a Test User

Section titled “Create a Test User”

  1. Log into your Keap application

  2. Go to CRM > Contacts

  3. Click Add a Contact

  4. Enter first name, last name, and email address

  5. Click Save

  6. Click the Additional Info tab

  7. Enter a password for the test user

  8. Click Save

Repeat for each membership level you want to test.

Add Membership Tags

Section titled “Add Membership Tags”

After creating a test user, assign the appropriate membership tag:

  1. Open the contact record

  2. Click the Tags tab

  3. Search for and select the membership tag (e.g., “Gold”)

  4. Click Apply this Tag

  5. Click Save

Example assignments:

  • Free test user → “Free” tag
  • Silver test user → “Silver” tag
  • Gold test user → “Gold” tag
  • Platinum test user → “Platinum” tag