KeapWorksheet

Keap Event Attendee Segmentation Strategy Worksheet

Maximize your marketing impact by properly segmenting your attendees. This worksheet helps you define tags and custom fields for Keap.

Mastering Data Organization in Keap for Events

Effective event marketing relies on knowing exactly who is in your database. This worksheet helps you map out your tagging structure before you launch your event on Tixified.

Pro Tip: Consistency is key. Use a standard naming convention like [EventYear] - [TicketType] - [Action] to keep your Keap app organized.

Section 1: Core Tagging Categories

Registration Status

  • Registered (Main)
  • Waitlisted
  • Incomplete Purchase
  • Cancelled/Refunded

Attendee Persona

  • VIP / Executive
  • General Admission
  • Sponsor / Partner
  • Speaker / Staff

Section 2: Custom Field Mapping

Beyond tags, custom fields allow for deeper personalization in your Keap emails. List the fields you need Tixified to sync:

Field Name Data Type Usage Case
Event_Dietary_Reqs Dropdown/Text Catering management
Tixified_Order_ID Number Financial reconciliation
Seat_Assignment Text On-site logistics

Section 3: Engagement Scoring

Assign point values to attendee actions to identify your most loyal fans:

  • ✓ Registered for Early Bird: +10 points
  • ✓ Referred a Friend: +20 points
  • ✓ Attended Previous Year: +15 points

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