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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 98
  • Last activity January 09, 2026 19:48
  • Member since May 20, 2025 18:09

Hey there! I'm James — the newest member of the Thryv + Keap Product Success Team. Feel free to let me know how I can help!

  • Activity overview
  • Badges (3)
  • Articles (39)
  • Posts (0)
  • Comments (12)
  • Activity overview
  • Badges (3)
  • Articles (39)
  • Posts (0)
  • Comments (12)

Articles

Recent activity by James Montgomery Recent activity Votes
  • Goals - API

    1. Keap™
    2. Automation
    3. Advanced Automations

    API Goals connect your app integrations to your automation sequences. Configure your API goal, then connect the goal to a sequence. For example, check out how to create custom API goals when using ...

    • James Montgomery
    • June 02, 2025 16:47
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • When Trigger - Web Page Automation

    1. Keap™
    2. Automation
    3. Advanced Automations

    Please note that this feature is only available for Ultimate and Classic editions of KeapImportant Note! This feature does not work when the user is using the Safari web browser. Safari has a setti...

    • James Montgomery
    • October 15, 2025 17:13
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Goals - Product Purchased

    1. Keap™
    2. Automation
    3. Advanced Automations

    Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API. This goal will only be trigg...

    • James Montgomery
    • October 21, 2025 11:44
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Set Up Appointments in Keap

    1. Keap™
    2. My Day
    3. Appointments

    With Keap Appointments, you can manage your schedule by viewing, rescheduling, or canceling appointments with ease. Quickly send your booking link to contacts via email or text, or use share the li...

    • James Montgomery
    • December 17, 2025 13:51
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Field Timers

    1. Keap™
    2. Automation
    3. Advanced Automations

    Field Timers allow you to schedule a marketing piece based on a date or date/time field in the contact record. There are two default date fields in every contact record: Anniversary Date and Birth...

    • James Montgomery
    • May 20, 2025 23:23
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Date Timers

    1. Keap™
    2. Automation
    3. Advanced Automations

    Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro-Tip! You can override the default time zone with the time zone of the contact reco...

    • James Montgomery
    • May 20, 2025 23:16
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Delay Timers

    1. Keap™
    2. Automation
    3. Advanced Automations

    Delay timers schedule the amount of time that elapses between sequence communications and/or processes. The delay timer is very flexible giving you a great deal of control over when a communication...

    • James Montgomery
    • May 20, 2025 23:18
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Booking page

    1. Keap™
    2. My Day
    3. Appointments

    Now that you have setup your booking page, it's time to start using it. Contacts who click your booking link will be shown a calendar and times you're available. Your availability will be displayed...

    • James Montgomery
    • May 27, 2025 21:21
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Set Up Your Booking Page

    1. Keap™
    2. My Day
    3. Appointments

    Once your Google calendar or Outlook calendar has been connected to Keap, you will set up your booking page.  In this article you will personalize the attributes of the appointment day and time the...

    • James Montgomery
    • December 17, 2025 13:51
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments Automation

    1. Keap™
    2. My Day
    3. Appointments

    You can automate your follow up as you create and manage your appointments with access to your Easy Automations on the Appointments page. Any appointment types that are involved in an Easy Automati...

    • James Montgomery
    • August 21, 2025 13:47
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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