This article covers how to create a group widget on the Keap™ dashboard and how to share a group widget with other users, including how to select the groups to display in the widget and how Admin users can share widgets across accounts. The group widget feature is available for Keap Pro and Max accounts only. This article does not cover how to create or manage contact groups. For help with contact groups, see how to create and manage contact groups in Keap.

Why Adding a Group Widget to Your Dashboard Saves Time

Tracking the size of contact groups — such as active leads, past customers, or newsletter subscribers — normally requires navigating to the Contacts section and filtering manually. A group widget on the Keap dashboard shows the current contact count for each selected group directly on the home page, so the information is visible every time Keap is opened without any additional navigation. Selecting a group in the widget opens the full contact list for that group immediately.

How to Create a Group Widget on the Keap Dashboard

1. On the Keap dashboard, select the more menu (the three-dot or overflow menu icon) on any existing dashboard widget.

   

   The screenshot above shows the Keap dashboard with the more menu icon selected on an existing widget. Selecting the more menu icon opens a dropdown menu. The Manage Widgets option appears in this dropdown menu.

2. Select Manage Widgets from the dropdown menu.

   

   The screenshot above shows the Keap dashboard more menu dropdown with the Manage Widgets option visible. Selecting Manage Widgets opens the widget management panel where new widgets can be added to the dashboard.

3. Select Add in the widget management panel.

   

   The screenshot above shows the Keap widget management panel with the Add button visible. Selecting Add opens the widget type selection panel where the type of widget to add is chosen.

4. Select Groups from the widget type options.

   

   The screenshot above shows the Keap widget type selection panel with the Groups option visible. Selecting Groups opens the group widget configuration panel where the widget name and groups to display are configured.

5. Enter a name for the widget and select one or more contact groups to display in the widget. The contact count for each selected group will be shown on the widget on the dashboard.

   

   The screenshot above shows the Keap group widget configuration panel. The widget name field appears at the top of the panel. The group selection list displays all available contact groups. Select each group to include its contact count in the widget display on the dashboard.

6. Select Save to add the group widget to the dashboard.

   

   The screenshot above shows the Save button in the Keap group widget configuration panel. Selecting Save saves the widget configuration and adds the group widget to the Keap dashboard.

7. The group widget is now visible on the Keap dashboard. Select any group name displayed on the widget to open the full contact list for that group.

   

   The screenshot above shows the Keap dashboard with the new group widget displaying the contact counts for each selected group. Each group name in the widget is selectable — selecting a group name opens the full contact list for that group directly from the dashboard.

How to Share a Group Widget With Other Users

Admin users can share a group widget with other users in the Keap account. When a widget is shared, it is added to each selected user's dashboard automatically.

1. Create the group widget to be shared by following the steps in the How to Create a Group Widget section above.

2. On the Keap dashboard, select the more menu on the group widget to be shared.

   

   The screenshot above shows the Keap dashboard with the more menu icon selected on the group widget. The dropdown menu appears with the Share Widget option visible.

3. Select Share Widget from the dropdown menu.

   

   The screenshot above shows the Keap group widget more menu dropdown with the Share Widget option visible. Selecting Share Widget opens the widget sharing panel.

4. Select the users to share the widget with from the user list in the widget sharing panel.

   

   The screenshot above shows the Keap widget sharing panel with the user list visible. Select each user who should receive the shared group widget. The widget will be added to the dashboard of each selected user after the sharing is confirmed.

5. Select Update Widget Sharing to confirm the sharing selection.

   

   The screenshot above shows the Update Widget Sharing button in the Keap widget sharing panel. Selecting Update Widget Sharing confirms the sharing selection and adds the group widget to each selected user's dashboard.

6. The group widget will be added to the dashboard of each user selected in the sharing panel.

Frequently Asked Questions

What does this article cover?

This article covers how to create a group widget on the Keap dashboard and how to share a group widget with other users. The group widget feature is available for Keap Pro and Max accounts only. This article does not cover how to create or manage contact groups. For help with contact groups, see how to create and manage contact groups in Keap.

Which Keap plans include the group widget feature?

The group widget feature is available for Keap Pro and Max accounts only. It is not available in Keap Classic or other Keap plans.

Who can share a group widget with other users?

Only Admin users can share a group widget with other users in the Keap account. For more information about user roles and permissions in Keap, see Keap user roles and permissions.

Can I view the contacts in a group directly from the group widget?

Yes. Selecting any group name displayed on the group widget opens the full contact list for that group directly from the Keap dashboard without needing to navigate to the Contacts section separately.