KeapChecklist

Keap Event Badge Automation & Printing Prep Checklist

Ensure a seamless check-in experience by preparing your Keap data for on-site badge generation and attendee identification.

Event Badge & Check-In Readiness Checklist

Nothing slows down an event like messy data. Use this checklist to ensure your Keap records are perfectly formatted for your badge printing software.

1. Data Cleanup & Normalization

  • [ ] Capitalize First and Last Names using a Keap 'Modify Contact Value' process.
  • [ ] Standardize Company Names (e.g., 'Tixified Inc' vs 'Tixified').
  • [ ] Validate 'Title' fields to ensure proper professional designation on badges.

2. Custom Field Mapping

  • [ ] Map Ticket Tier (VIP, General, Speaker) to a specific custom field.
  • [ ] Assign unique Attendee IDs if using QR code-based check-in.
  • [ ] Verify 'Meal Preference' or 'Special Needs' tags are present for specific icon printing.

3. Automation Triggers

  • [ ] Set up a 'Checked-In' tag to trigger the post-event automation immediately.
  • [ ] Create a 'No-Show' tag for contacts who do not have the 'Checked-In' tag 2 hours after start.

4. Equipment Sync

  • [ ] Export a CSV 'Master List' 24 hours before the event as a manual backup.
  • [ ] Test the API connection between Keap and your badge software.

Pro Tip: Use Tixified's native integration to automate this entire process without manual exports.

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