Monkeypod Blog

Automation training, marketing strategy, tips and tricks, and tool recommendations and tutorials. Enjoy.
Monthly Loop Campaign

Monthly Loop Campaign

There are plenty of scenarios in business where you want something to happen on a recurring basis - and we've covered the fundamentals of looping campaigns in Keap, but today I wanted to share a twist on this for a looping monthly fulfillment process. So, for context,...

Dynamic Global Merge Fields

Dynamic Global Merge Fields

You can write your Keap emails in whatever language makes the most sense - right? But if you want to use the date merge fields to personalize your content, then when it merges in the month (or the day of the week), it can disrupt the whole message.That's not exactly...

How to Automatically Mirror Notes between Keap Contacts

How to Automatically Mirror Notes between Keap Contacts

I think notes are one of the most under-appreciated Keap features. They're flexible - notes can be applied manually to record an offline interaction, or automatically as a step in a sequence.And if you're diligent about applying notes at key milestones, then the notes...

Single Sequence Unsubscribe [Updated]

Single Sequence Unsubscribe [Updated]

In the footer of every email we send through Keap there is, by default, a global unsubscribe link. This is generally good, because it let's contacts unsubscribe when their needs change and they decide they no longer want to hear from us.If someone unsubscribes it...

How to Round Robin Anything

How to Round Robin Anything

So, just so we're all on the same page, a round robin is a way of distributing things equally. A common example would be assigning leads to your different sales reps. And in this post we're going to show you how you can use Zapier and Google Sheets build your own...

Lead Scoring in Keap

Lead Scoring in Keap

This blog post is all about the Lead Scoring feature in the Max Classic version of Keap. (And just as a reminder, the Max Classic version was formerly called Infusionsoft.) But before we get to how this feature works, I wanna first talk about what it does, so you can...

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The Migration - a Monkeypod Documentary

Every time I’ve read your blog or log into the private Facebook user group I learn something new from the Monkeypod gang. And the courses that I’ve purchased and gone through have been invaluable to my business. Thanks!

Randy Elder

President, Randy J. Elder, CPA, P,C.

Greg is on my top 5 list of most Keap knowledgeable people on the planet.

Kevin Mogavero

Founder, KRM Development

Greg is my Infusionsoft saviour. His passion and in-depth knowledge of the CRM, together with an incredible sense of humour, makes him the perfect person to calm you down when you are struggling with your CRM. I could not thank him enough for all the times when he saved me and showed me the little tricks that he has mastered over the years with Infusionsoft. If you work with Infusionsoft, Greg is the person to speak to.

Magdelena Oramus

Executive Assistant, Agero Group

When I joined Infusionsoft in 2012, Greg was the trainer assigned to me. He was absolutely the best! Recently, when I couldn’t figure something out, I wrote to Greg for help and, after answering my question, he suggested I join his membership program. I did, and it was a great decision. I learned more in the first three days then I had in the past few years.

My goal was to upgrade how I’m using Infusionsoft, and with the help of Greg and his team, it’s already happening. I’m hooked and appreciate all the help I’ve gotten already.

Joan Sotkin

Prosperity & Mindset Mentor, Prosperity Place

Great, to-the-point Starter Kit course with some helpful "ninja tricks" sprinkled in.

I'm really happy I bought the course to quickly get comfortable with navigating and beginning to use [Keap].

I feel that I saved myself a lot of time and headache by not spinning my wheels on my own.

Thanks for the high-quality (and entertaining) instruction, Greg!

Jennica Mayfield

Founder, Boscus Digital