Accurate Keap Analytics

The Best Keap Attribution Dashboards

Integrate Keap with SegMetrics and unlock insights, revenue attribution and customer journey metrics. Get a handle on the KPIs that matter most for your marketing funnels. SegMetrics: built by marketers, for marketers.

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How SegMetrics works

You have questions. SegMetrics has answers.

When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.

SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.

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SegMetrics reports stacked in layers

How SegMetrics Optimizes Your Keap Marketing

Attribute revenue, not clicks

See the money each campaign actually produced, not the traffic it sent.

Optimize every send

Tie revenue to individual emails and sequences instead of opens and clicks.

Find your best segments

Filter by any action or attribute to see which groups convert and which stall.

Measure lifetime value

Track what a customer is worth across every repeat purchase, upgrade and renewal.

All-in-one marketing and sales automation software for small businesses.

Keap (formerly Infusionsoft) is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing, and e-commerce.

However, opening an email is just one step in a customer’s journey. SegMetrics joins your nurture sequence to the rest of your funnel, including the ads that brought in your most profitable leads. Understand your entire customer journey, by connecting lead sources to purchases they make weeks, months or years later.

Using SegMetrics as your Keap reporting tool lets you truly optimize your funnel. You will be able to identify the customer segments that perform best through your email sequences, not just which sources generated the best leads.

When you get started with Keap and SegMetrics you can see the revenue of every group of leads through every sequence.

Don’t have Keap yet? Get Keap. Or go to your Keap login.

Need help? Ask questions in our in-app support.

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Trusted by 3,000+ Marketers and Agencies

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Joanna Wiebe
Founder, Copyhackers

“Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’.”

Copyhackers
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Brendan Dubbels
Senior Partner Manager, Ontraport

“At Ontraport, we don’t usually promote many other systems... however, SegMetrics has really made a huge difference in our business.”

Ontraport
Eben Pagan
Eben Pagan
Founder, Eben Pagan Training

“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”

Eben Pagan Training

Uncover the hidden profit in every part of your funnel

SegMetrics Optimizes

Your Email Funnels

Do your emails build trust and drive sales—or push prospects away? Without full funnel data, you’re emailing in the dark.

With SegMetrics you can:

  • Track the financial impact of every email and every funnel you send
  • Discover the exact messaging and offers that turn engagement into revenue
  • Optimize your funnels for different segments, no matter how long your customer journey
Optimize Email Funnels report in SegMetrics

DIAGNOSTIC SEGMENTATION

Filter your leads by any action or attribute

SegMetrics syncs with your email marketing platform or CRM. This means you can filter by custom fields and tags to identify contacts who have clicked an ad, attended a webinar, joined a sales call, entered an email sequence and more.

Any action or attribute you track in your CRM, SegMetrics can filter your people based on it — and show you the impact it has on your bottom line.

Filter your leads by any action or attribute report in SegMetrics

GROW AVERAGE ORDER VALUE

Maximize LTV with Upsell Insights

Your funnel is more than a single sale. Increase revenue with upsells and cross-sells. Discover which offers drive the biggest AOV for each segment, and double down on what’s working.

SegMetrics shows you lifetime value by offer and cohort. See how one-time deals become long-term revenue. Maximize each purchase, from first click to final upsell.

Optimizing nurture sequences report in SegMetrics

What syncs with Keap

Everything SegMetrics reads from your Keap account, and how the connection is made.

What syncs
  • Contacts
  • Payments
  • Subscriptions
  • Tags
Connection

Native integration

A direct, first-party connection — authorise once and data flows automatically.

Plan level

Basic

Core data sync — available on every SegMetrics plan.

Category

Email Marketing

Pre-built Keap dashboards

Deploy any of these inside SegMetrics with one click — they fill themselves in from your Keap data.

Browse all 100+ dashboard templates

Discover the untapped profits hiding in your marketing