# What else should I be using to fully benefit from the platform?

We love the email marketing tools and ability to store client/contact data. But those are really the main thing we use. I do plan to edit tags and lead sources to start leads ource tracking to see what is most cost effective. We don't need the e-commerce right now bc we have something else setup. What else am I not using that would be helpful for gathering data for better future strategy, sale conversion, and increasing return overall? I want to be able to show our CEO this is what Keap costs and this is what it brought in with its functionality!

##### Post Metadata
- Posted at: over 6 years ago
- Author title: Franchise Operations/Marketing Support Specialist
- Net upvotes: 1


## Comments
### Comment 1

You should definitely use the tagging features to help segment your audience.  You can use an unlimited number of tags and have an unlimited number of tags on a contact record.  The more data you can capture and tag, the better for future hyper targeting of your markets.

I would also recommend the usage of the Internal Forms  (if you  have Infusionsoft by Keap).  Using the internal forms makes Infusionsoft point and click simple and allows you to really expand the power of Infusionsoft without adding complexity to your daily routine.

If you'd like more info, or would like a free review of how you are using the system and how you could increase your usage, please feel free to reach out.

____________________________________
Jeff Arnold 
4Spot Marketing • 4SpotMarketing.com
11700 W Charleston #170-160 • Las Vegas • NV • 89135
O: 702-721-9763 • C: 702-525-9763


##### Comment Metadata
- Posted at: over 6 years ago
- Author title: President at 4Spot Marketing



### Comment 2

Hi Kelsey - one of the functions I find really helpful is the apointment feature, so people can book directly into my calendar + it links to their client profile. 
You mentioned email marketing - have you set-up automated campaign sequences? That's something that I've loved, simply add a tag to a client and they automaticlly start getting fun info from you, on a regular basis and you only have to add a tag once. 
Shannon

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Empowering Young Professional Women to Take the Trail Less Travelled



### Comment 3

Try the pipeline feature! That can help you see where your leads are in their buying process, and you can attach automation to each stage. They also just added a new google reviews feature where you can see your reviews in your dashboard and request reviews with a click of a button, but I'm not sure if they have rolled it out to all users.

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Hypnotist, ICBCH Certified Instructor




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