> ## 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) audit profile, Vortex IQ

> What the Vortex IQ Keap (Infusionsoft) health audit checks: Keap (Infusionsoft): Deliverability, Automation Health & Revenue-at-Risk

**[Nerve Centre KPIs](/nerve-centre/kpi-cards/keap) · [Audit Profile](/nerve-centre/kpi-cards/keap/audit) · [Sentiment Settings](/nerve-centre/kpi-cards/keap/sentiment)**

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?

## What this audit checks

### 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

### 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

### 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)

### 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

### 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

## Severity thresholds

| Signal                   | Warn | Critical |
| ------------------------ | ---- | -------- |
| `bounce_rate`            | 2    | 5        |
| `spam_rate`              | 0.1  | 0.3      |
| `unsubscribe_rate`       | 0.5  | 2        |
| `delivery_rate`          | 98   | -        |
| `open_rate`              | 15   | -        |
| `revenue_divergence_pct` | 30   | 50       |

## 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