I get this question quite a bit.
Can I run two businesses from ONE Keap Max Classic (Infusionsoft) application?
(As if running one business isn’t hard enough?)
If you don’t use Keap Max Classic (Infusionsoft) or know what it is, head over to our review page where we break it all down.
So the answer? Yes. But it can be tricky and potentially dangerous if you mix things up (see my checklist below).
I’ve searched the Keap user agreement and haven’t found anything that states this is not allowed.
So, if you run multiple businesses and you think you can do it all within one Keap Max Classic (Infusionsoft) application, here’s a checklist to consider our options.
First, what you can’t do and possible limitations of running two businesses from one Keap Max Classic (Infusionsoft) application:
- You can’t change the default logos per company (unsubscribe pages, confirmation pages, quote/invoice pages, etc). So if you can use a universal logo (or no logo), you’re all set.
- You can’t change the default CAN-SPAM address at the bottom of your emails per company. If you can use a universal address, you’re all set.
- You can’t change the default merchant account for your shopping cart, but you can change merchant accounts per order form.
- You can’t change the default currency. So if you run one business in one country and another in another country, this will be impossible to by-pass.
- You can’t change user signatures per company, so you’ll need to ‘hard-code’ them into your emails or add another user account (suggested for DKIM support)
- If a contact unsubscribes from one business, they’ll be unsubscribed from both businesses, in cases where a contact has opted into both businesses.
- You can only create one opportunity pipeline for a sales team, though this can be moderately hacked
Second, what you should do if you are running multiple businesses with Keap Max Classic.
- Campaign naming structure needs to be very organized and thorough.
- The tagging structure needs to be insanely organized and thorough (this is uber important). Click here to see more about this.
- Anyone else using your application (admin, support, sales reps, consultants, etc) will need to understand the intricacies of your naming structure. I suggest official documentation.
- If you’re using the referral partner center, make sure your commission programs are labeled with each business and that referral partners don’t get added to both business’ commission programs.
- Double check every broadcast email list so you don’t send the wrong people the wrong email. This can obviously have a very negative effect on your businesses.
- Make sure any plugins you’ll be using can support your Keap Max Classic infrastructure with two businesses. In most cases, this hasn’t been an issue for me.
- Add another user account so you can update your DKIM records with both domains.
And finally, there’s one over-arching question to ask yourself. Do you want the hassle of dealing with the above checklist with everything you do or would you rather keep things clean and separate? From my own experience, I know running two smaller businesses from one Keap application can be managed by following this checklist.
I’m sure there are quite a few miscellaneous things I haven’t come across yet, but these are the major ones I’ve seen.
If you’re looking to get set up with a new Keap Max Classic account for another business, please use this form to get in touch.
Do you run more than one business? If not, here’s a great article about why you should consider starting your second business.
