Keap (Infusionsoft)

SegMetrics gives you the ability to analyze your Keap campaign performance and connect it to other data sources. With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

Integration Overview

SegMetrics provides a native OAuth integration with Keap (formerly Infusionsoft) that automatically syncs your marketing data. The integration connects:

• Ad spend data from your advertising platforms
• Purchase data from your payment processors
• Contact data from your Keap account

Key Benefits:

• Complete historical data import - all existing data syncs automatically
• Real-time contact synchronization - new leads and updates sync instantly
• No special setup required - contacts just need to exist in your Keap account
• Cross-platform attribution - connects ad spend to purchases via email matching

Connect Keap to SegMetrics

Step 1: Access Integration Setup

1. Click the gear icon in the top right corner of SegMetrics
2. Click "Integrations" from the dropdown menu

Step 2: Select Keap Integration

1. Once on the Integrations page, select the CRM list
2. Click "Connect" next to Keap

Step 3: OAuth Authorization

1. Click "Connect" to open the activation window
2. SegMetrics will redirect you to Keap for secure OAuth authentication
3. Log into your Keap account and authorize SegMetrics access
4. You'll be returned to SegMetrics with confirmation of successful connection

> Important: As of February 2025, Keap discontinued Legacy API Keys. SegMetrics uses OAuth authentication, which provides better security and automatic token management.

Historical Data Sync

Automatic Import

When you connect Keap to SegMetrics, ALL historical data from your Keap account is synced automatically. This includes:

• All existing contacts and their profile information
• Historical purchase and transaction data
• Tag assignments and list memberships
• Custom field values and contact preferences
• Campaign and sequence interaction history

Data Accumulation Benefit

> Pro Tip: Once Keap is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Keap data in your SegMetrics reports.

Payment Integration Options

Option 1: Keap Native Payments (Recommended)

If you're using Keap's payment integrations:

• No additional setup required - payment data integrates automatically
• Complete e-commerce tracking - all transactions sync seamlessly
• Revenue attribution - purchases connect to marketing touchpoints

Option 2: External Payment Processor

If you don't have payment integration with your Keap account:

• Connect your payment processor directly to SegMetrics
• Use whichever processor can act as your single source of truth
• Email-based matching - SegMetrics connects purchases to Keap contacts via email addresses

SegMetrics Reports for Keap Data

Once your Keap data is imported, use these specific reports to analyze different aspects of your marketing:

For New Leads

Acquisition Report - View and analyze new lead generation:

1. Navigate to Acquisition in SegMetrics
2. Create new acquisition report
3. Filter by date range and lead sources
4. Add filters for campaigns, UTM parameters, or contact sources

For Tag and List Analysis

Nurture Report - Track tag-based and list performance:

1. Navigate to Nurture in SegMetrics
2. Create new nurture report
3. Filter by specific tags or lists from Keap
4. Analyze performance by tag segments and list memberships

For Email and Page Engagement

Engagement Report - Analyze funnel page and email metrics:

1. Navigate to Engagement in SegMetrics
2. View email performance and page engagement metrics
3. Track click-through rates and page interactions
4. Monitor funnel page performance and conversion rates

For Revenue Analysis

Orders Report - Analyze customer purchases and revenue:

1. Navigate to Orders in SegMetrics
2. Create new orders report
3. Filter by Keap customers and date ranges
4. Analyze purchase patterns and revenue attribution

For Subscription Business

Subscriptions Report - Track subscription metrics (if applicable):

1. Navigate to Subscriptions in SegMetrics
2. Monitor recurring revenue and subscription performance
3. Track churn rates and subscription lifecycle metrics
4. Analyze subscription cohorts and retention

For Deal Tracking

Deal Pipelines Report - Monitor sales pipeline performance:

1. Navigate to Deal Pipelines in SegMetrics
2. Track deal progression through sales stages
3. Monitor pipeline conversion rates and deal values
4. Analyze sales team performance by pipeline stage

> Note: Deal Pipelines report only appears if your Keap integration supports deals and pipelines functionality.

Custom Dashboard Integration

All reports can be saved for:

• Later analysis and comparison
• Custom dashboard creation for executive reporting
• Automated reporting and team sharing

Cancellations

Keap has no internal data-point for a Canceled At date. There is an available End Date data point, but that is not automatically set by Keap, and can't be relied on to be set to the actual date of cancellation.

Thus, we use the following calculation to determine the date of cancellation:

1. If the status is currently set to "Active" then the subscription is not cancelled
2. If the status is currently set to "Inactive" and there is an End Date set in Keap, use that date.
3. If the status is currently set to "Inactive" and there is no End Date, then use the last billed date (which Keap calls the PaidThruDate)

For Keap, that means that as soon as the subscription is canceled by the customer, the subscription is set to "canceled" even if there is a "grace period" remaining on the subscription.

Email Link Tracking Setup

Enhanced Click Tracking

To improve attribution accuracy from Keap emails, add contact identification to your email links:

Link Format:

 http://example.com/?seg_cid=~Contact.Id~

Example:

• Original link: https://yoursite.com/landing-page   
• Enhanced link: https://yoursite.com/landing-page?seg_cid=~Contact.Id~   

Benefits

• Cross-device tracking - identifies visitors even on different devices
• Improved attribution - connects email clicks to downstream conversions
• Better funnel analysis - more accurate customer journey mapping

Additional Resources

• Improving Tracking Fidelity: //docs.segmetrics.io/article/74-improving-tracking-fidelity
• URL Builder: //docs.segmetrics.io/article/79-tracking-links-url-builders

Frequently Asked Questions

Q: What time zone is Keap data synced in?

A: Keap data is synced in EST. SegMetrics reports display data based on the timezone you set in your Account Settings.

Q: Do I need tracking links to get my Keap account data?

A: No, you don't need tracking links to import your existing Keap data. However, tracking pixels provide additional detail about which specific links visitors clicked in ads, emails, or campaigns.

Q: How do I ensure my contacts will be imported successfully?

A: Verify user permissions in Keap: Menu > Admin > Users > Select authorized user > Edit Permissions > User > Ensure "Can view all records" and "Can search" are set to "Yes".

Q: Can I create reports for invoices and cart sales?

A: Yes, SegMetrics uses the e-commerce data from Keap's integrations. For complex sales processes with invoices, consider using funnel reports to track each step (sales call → signup → invoice → payment).

Q: How quickly does data sync between Keap and SegMetrics?

A: New data sync times depend on your plan. Standard plan is every 8 hours via OAuth integration. The initial historical data import may take several minutes to hours depending on your account size, but you'll have access to all historical data once complete.

Q: My users in a campaign are not matching what's in Keap. Why not?

When using the "Include in date range" option for Contact Tags, there are some times when the number of contacts in a campaign will have a different number than the official Keap reporting.

This occurs when a sequence is started by something other than a tag, and a contact goes through the sequence multiple times.

SegMetrics monitors the date that a tag is applied to a contact, which prevents it from detecting when a user goes through a sequence multiple times without some configuration.

Solving the Discrepancy

There are two ways to resolve this discrepancy:

1) Use tags to start sequences instead of forms

This will require contacts to have a tag applied to start the sequence, thus preventing contacts to go through the sequence twice.

2) Remove the Sequence Tag When the Campaign Is Finished

Another way to solve this issue is to remove the sequence tag when the campaign is complete. This is commonly done with 2 tags, a "Historical -> Campaign Started" tag that tracks what actions the contact has taken throughout their time on the list, and a "Campaign -> Campaign Started" tag that is added and removed when a contact starts and ends a campaign, respectively.