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Nerve Centre KPIs · Audit Profile · Sentiment Settings Keap is the small-business operator’s whole stack - contacts, email broadcasts, automation campaigns and checkout orders in one place. This audit answers: (1) is the OAuth token healthy and scoped, (2) are deliverability vitals (bounce / spam / unsubscribe / delivery) keeping the sending domain safe, (3) is the automation + list estate clean (live campaigns, healthy segments), and (4) when email revenue diverges from the storefront, is there an attribution gap or a cohort of buyers never enrolled in a campaign that’s costing lifecycle revenue?

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What this audit checks

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Authentication & access

  • OAuth access token valid (auth on /account/profile) and not expired/revoked
  • Refresh token present and refresh succeeds against /token
  • Granted scope covers contacts + tags + emails + campaigns + orders (full)
  • Keap app subdomain (app_id) resolves to the expected account

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Deliverability & sender reputation

  • Bounce rate above 5% over the trailing 30 days
  • Spam complaint rate above 0.1%
  • Unsubscribe rate above 2% (list fatigue or off-target content)
  • Delivery rate below 95% (inbox-provider rejection)
  • Share of contacts in non-marketable / hard-bounce email_status rising

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Engagement & revenue attribution

  • Email open rate below 10% sustained (deliverability or content problem)
  • Click rate below 0.5% (weak engagement)
  • Revenue per send / per recipient trending down vs prior period
  • Refund rate on attributed orders above baseline
  • Checkout-to-order rate collapsing (draft orders not converting)

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Automation & list hygiene

  • Automation campaigns stuck in draft / never published (idle lifecycle revenue)
  • Active campaign count zero while contacts are being added (no nurture)
  • Thin segmentation - fewer than 3 meaningful tags / segments
  • Active subscribers (marketable) shrinking week-over-week
  • Large unsegmented audience emailed as a single blast

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Cross-channel: revenue-at-risk (the killer area)

  • Keap-attributed revenue diverges >30% from the storefront sibling’s order revenue for the same contacts (attribution gap / double-count)
  • Paying storefront customers (commerce sibling) with no active Keap campaign engagement - missed lifecycle revenue
  • Refund spikes concentrated on email-attributed orders versus organic storefront orders
  • Contacts marketable in Keap but flagged non-marketable / suppressed on the email sibling (Klaviyo/Mailchimp) - consent drift

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Severity thresholds

SignalWarnCritical
bounce_rate25
spam_rate0.10.3
unsubscribe_rate0.52
delivery_rate98-
open_rate15-
revenue_divergence_pct3050

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Data sources

  • GET https://api.infusionsoft.com/crm/rest/v1/account/profile - Auth + account sanity
  • GET https://api.infusionsoft.com/crm/rest/v1/contacts - Contact inventory + email_status (marketable share)
  • GET https://api.infusionsoft.com/crm/rest/v1/tags - Tag / audience inventory + segmentation depth
  • GET https://api.infusionsoft.com/crm/rest/v1/emails - Broadcast send/open/click/bounce/unsubscribe stats
  • GET https://api.infusionsoft.com/crm/rest/v1/campaigns - Automation campaign status (published vs draft), active/completed counts
  • GET https://api.infusionsoft.com/crm/rest/v1/orders - Order revenue, status, refunds for attribution + revenue-at-risk
  • GET https://api.infusionsoft.com/crm/rest/v1/transactions - Payment-level detail for refund-rate reconciliation