KeapChecklist

Keap Event Attendee Profile Enrichment Checklist

Ensure your attendee data is complete and actionable. Use this checklist to capture dietary needs, T-shirt sizes, and professional interests during registration.

Attendee Profile Enrichment Checklist

The value of your CRM is directly proportional to the quality of the data inside it. This checklist helps you maximize every attendee record in Keap.

Step 1: Map Custom Fields. Ensure you have Keap custom fields created for: Dietary Restrictions, T-shirt Size, Job Title, and Company Name.
Step 2: Define Demographic Tags. Create a naming convention like: [EVT-DEMO] Industry: Tech, [EVT-DEMO] Role: Executive.
Step 3: Registration Logic. Set Tixified to pass data into specific Keap fields rather than just notes.
Step 4: Social Media Verification. Use an automation tool to ping LinkedIn profiles based on the email provided and update the Keap Contact URL field.
Step 5: Post-Purchase Survey. Send a secondary automation to ask for 'Session Interests' if not captured during the initial checkout.

Data Quality Pro-Tips

Always use 'Dropdown' or 'Radio Button' fields in Keap rather than 'Text' fields whenever possible. This prevents data fragmentation (e.g., 'Marketing Manager' vs 'Mgr of Marketing').

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