> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Keap (Infusionsoft) on Vortex IQ > Monitor Keap (Infusionsoft) pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Keap (Infusionsoft) pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **32** | **2** | **Build your own** | **Ready to build yours** | **12** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 32 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ---------------------------------------------- | ------------------- | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Share of sends that bounced. Rising bounces hurt sender reputation - investigate list quality. | | **Keap Email Revenue vs Storefront Revenue** | Protect revenue | Merchant rule | Reconciles Keap-attributed revenue against the storefront's own order revenue for the same customers - exposes attribution gaps and double-counting. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Spam complaints per send. Above 0.1% puts deliverability at risk. | | **Storefront Buyers Not in Any Keap Campaign** | Protect revenue | Merchant rule | Paying storefront customers who never enter a Keap automation - missed lifecycle revenue. Enrol them. | | **Total Revenue** | Grow revenue | Merchant rule | Order/transaction revenue attributed to Keap email + checkout over the window. The hero number. | | **Active Subscribers (Est.)** | Run operations | Merchant rule | Estimated subscribed, reachable contacts (marketable email\_status). | | **CRM Data Hygiene Score** | Run operations | Alert band 95 / 80 | Composite of two confirmed real Keap Contact fields (requested via the /contacts optional\_properties param): share with a populated email\_addresses entry and share with a | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Email broadcasts grouped by status (sent, draft, scheduled). | | **Checkout-to-Order Rate** | Grow revenue | Merchant rule | Share of started checkouts (draft orders) that became paid orders. | | **Checkouts Started** | Customer experience | Merchant rule | Checkouts begun (draft orders) from email clicks, where Keap reports it. | | **Click-to-Open Rate** | Grow revenue | Alert band 10 / 3 | Clicks as a share of opens - engagement quality independent of open-rate inflation. | | **Conversion Rate** | Grow revenue | Merchant rule | Orders as a share of emails sent - ties send volume to revenue. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Share of sends accepted by the inbox provider. Below 95% needs attention. | | **Email Click Rate** | Grow revenue | Alert band 2 / 0.5 | Share of delivered emails that earned a click. The clearest engagement signal. | | **Email Health KPIs** | Protect revenue | Merchant rule | Delivered, bounced and unsubscribed at a glance - your deliverability vitals. | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Share of delivered emails opened. iOS Mail Privacy inflates this - pair with click-to-open. | | **Engagement Funnel** | Grow revenue | Merchant rule | Sent โ†’ delivered โ†’ opened โ†’ clicked, showing where engagement drops off. | | **Flow Count Summary** | Grow revenue | Merchant rule | How many automation campaigns exist on the account. | | **Flow Status Breakdown** | Grow revenue | Merchant rule | Automation campaigns split by status (published, draft). | | **Flow Trigger Types** | Grow revenue | Merchant rule | Automation campaigns grouped by what triggers them (goals / sequences). | | **Flows List** | Grow revenue | Merchant rule | Every automation campaign and its current status. | | **List Count** | Grow revenue | Merchant rule | Number of tags / audiences on the account. | | **List Health Summary** | Grow revenue | Merchant rule | Total reachable members across all tags / audiences. | | **Lists Overview** | Grow revenue | Merchant rule | Every audience (tag) with its member count. | | **Placed Orders Total** | Run operations | Merchant rule | Orders attributed to Keap in the window. | | **Refund Rate** | Protect revenue | Merchant rule | Share of attributed orders later refunded (status REFUNDED / PARTIALLY\_REFUNDED). | | **Revenue per Recipient** | Grow revenue | Merchant rule | Revenue divided by emails sent - what each address is worth per send. | | **Revenue per Send** | Grow revenue | Merchant rule | Revenue divided by emails sent - the efficiency of each send. | | **Segments Overview** | Catalogue quality | Merchant rule | Saved segments (tag categories) and their sizes. | | **Top Lists by Name** | Grow revenue | Merchant rule | Largest audiences (tags) by member count. | | **Total Sends** | Run operations | Merchant rule | Total email broadcasts sent across the window. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Unsubscribes per send. A spike signals list fatigue or off-target content. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | -------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreli | Report only | ### Build your own automated fixes 2 checks report findings on Keap (Infusionsoft) today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **9 read** and **3 write** operations across campaigns, tagcontacts, account profiles, campaign sequencecontacts, contacts, emails on Keap (Infusionsoft). Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=keap) | Resource | Read operations | Write operations | | ------------------------- | --------------- | ---------------- | | campaigns | 2 | 0 | | tagcontacts | 1 | 1 | | account profiles | 1 | 0 | | campaign sequencecontacts | 0 | 1 | | contacts | 1 | 0 | | emails | 1 | 0 | | orders | 1 | 0 | | tags | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Keap (Infusionsoft) workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*