If you’re transitioning from Infusionsoft (Keap) to HighLevel and want to recreate your automation campaigns, you’re likely wondering how the workflows will translate between the two platforms. While there are differences in functionality, HighLevel provides robust tools that allow you to adapt and implement campaigns effectively. This guide walks you through the process of replicating a Keap campaign in HighLevel step by step.
Understanding the Key Differences Between Keap and HighLevel
Before diving into the workflow setup, it’s important to recognize some key differences between Keap and HighLevel:
- Tag Management
- In Keap, tags are often organized into categories and can appear in mixed-case formats.
- In HighLevel, imported tags are consolidated into a single list and converted to lowercase. Additionally, there’s no native tag categorization in HighLevel.
- Internal Forms and Jump Triggers
- Keap allows internal forms and jump-specific triggers, which are not natively available in HighLevel. This requires workarounds or adjustments when replicating certain functionalities.
- Delay Options
- While Keap lets you specify delays in weeks, HighLevel currently supports delays in days. To match a four-week delay, for example, you would set it to 28 days manually.
Step-by-Step: Recreating a Keap Campaign in HighLevel
1. Create a Trigger Tag
Start by setting up a trigger tag to activate the workflow. If you’ve imported your account from Keap, many tags will already be available in HighLevel. To ensure the workflow doesn’t re-trigger unnecessarily, remove the trigger tag immediately after it’s applied.
2. Assign Tags for Workflow Steps
Each step of your automation should assign a corresponding tag. For example:
- Assign the tag “module one” after the first trigger.
This helps track progress and ensures your workflow operates as intended.
3. Configure Delays Between Steps
Keap’s delays, such as “wait for four weeks,” need to be manually adapted in HighLevel. Since HighLevel only allows delays in days, set the delay to 28 days to approximate a four-week wait.
Advanced settings in HighLevel allow you to specify actions, such as scheduling tasks to execute on a particular day (e.g., Sunday). Use these options to refine your workflow.
4. Repeat the Process for Additional Steps
For subsequent steps, follow the same process:
- Assign the next tag (e.g., “module two”).
- Set the appropriate delay.
- Add additional actions, such as sending emails or updating records.
5. Handle Keap-Exclusive Features
If your Keap workflow relies on internal forms or jump-specific triggers, you’ll need to find alternative solutions in HighLevel. While HighLevel doesn’t support these natively, you can often achieve similar results by using tags creatively or integrating external tools.
Challenges and Adjustments
While HighLevel is powerful, you may encounter limitations compared to Keap. For example:
- Tags in HighLevel aren’t categorized, making them harder to organize.
- Some Keap-specific features, like internal forms, aren’t available in HighLevel.
Despite these differences, HighLevel’s flexibility allows for effective workarounds. With careful planning and testing, you can recreate your Keap campaigns with minimal impact.
Tips for a Smooth Transition
- Audit Imported Data
Check that all tags, contacts, and workflows have been accurately imported into HighLevel. Standardize tag formatting if needed. - Test Your Workflows
Run tests to ensure each step triggers as expected. Verify that delays, actions, and tags align with your campaign goals. - Embrace Workarounds
Where features differ, use creative solutions to achieve the desired results. For example, replace internal forms with manual triggers or external integrations.
Conclusion
Recreating a Keap campaign in HighLevel might require some adjustments, but with its customizable workflows and flexible tagging system, you can replicate your automations effectively. By following the steps outlined above, you’ll be able to transition smoothly and make the most of HighLevel’s powerful features.
If you’re ready to optimize your automation setup in HighLevel, start experimenting with your workflows today. Need more tips or guidance? Feel free to reach out!
