This article covers how to send an email directly from a deal card in the Keap™ Pipeline, including how to access the email feature on a deal card and what formatting options are available. This article does not cover how to create or manage deal cards or pipelines. For help with pipelines, see how to set up and manage your pipeline in Keap.

Why Sending Emails From a Deal Card Keeps Sales Communication in Context

When managing deals in the Pipeline, switching to a separate email tool or navigating to a contact record to send a follow-up interrupts the sales workflow. Sending an email directly from a deal card in Keap keeps the communication tied to the deal, reduces navigation, and makes it faster to follow up at the moment a deal stage changes or a new action is needed. Deal card emails support full rich text editing including font formatting, lists, text alignment, URL links, and signature blocks.

How to Send an Email From a Deal Card in the Keap Pipeline

1. Select Sales in the left-hand navigation of your Keap account, then select Pipeline.

   

   The screenshot above shows the Keap left-hand navigation with Sales selected and the Pipeline option visible. Selecting Pipeline opens the Pipeline view displaying all deal cards organized by pipeline stage.

2. Select any deal card in the Pipeline to open the deal card details. A deal card is a record that tracks a potential sale through various pipeline stages.

   

   The screenshot above shows the Keap Pipeline view with deal cards displayed in their respective pipeline stage columns. Selecting a deal card opens the deal card details panel where the email icon is located.

3. On the deal card details panel, select the email icon to open the email composition window.

   

   The screenshot above shows the Keap deal card details panel with the email icon visible. Selecting the email icon opens the email composition window where the subject line, preview line, and email content can be entered and formatted before sending.

Available Features in the Deal Card Email Composer

The deal card email composer includes the following fields and formatting options:

• Subject Line — The email subject displayed in the recipient's inbox.

• Subject Preview Line — The preview text displayed below the subject line in the recipient's inbox. If left blank, the first few words of the email content are used automatically.

• Content — The body of the email with full rich text editing support.

The following text formatting options are available in the content editor:

• Bold, Italic, Underline, Strikethrough

• Font styles — Sans Serif, Serif, Monospace

• Font sizes — Small, Normal, Large, Huge

• Numbered List and Bulleted List

• Text alignment — Left, Center, Right

• Strip Formatting

• URL Link

• Signature Block

Note: Attachments cannot be added to deal card emails.

Frequently Asked Questions

What does this article cover?

This article covers how to send an email directly from a deal card in the Keap Pipeline and what formatting options are available in the deal card email composer. This article does not cover how to create or manage deal cards or pipelines. For help with pipelines, see how to set up and manage your pipeline in Keap.

Can I add attachments to a deal card email?

No. Attachments cannot be added to emails sent from a deal card in the Keap Pipeline. If an attachment needs to be included, send the email from the contact record instead.

What is the Subject Preview Line in the deal card email composer?

The Subject Preview Line is the preview text that appears below the subject line in the recipient's email inbox before the email is opened. If the Subject Preview Line field is left blank, the email client will automatically display the first few words of the email content as the preview text.