KeapChecklist

Keap Multi-City Event Tour Logistics & Automation Checklist

The ultimate checklist for managing regional tagging, localized scheduling, and timezone-aware automations within one Keap app.

Scaling Your Tour with Keap

Running an event series across multiple cities requires a high level of organization within Keap to prevent 'communication crossover.' Use this checklist to ensure your regional events run like clockwork.

1. The Regional Tagging Structure

  • Create City-Specific Tags: [Tour] - City - NYC, [Tour] - City - LA, etc.
  • Create Regional Lead Sources for ROI tracking.
  • Set up 'Global Exclusion' tags to prevent multi-city registrants from getting duplicate emails.

2. Timezone-Aware Automation

  • Verify Keap App Timezone settings.
  • Use Keap 'Field Timers' based on the specific event date field for each city.
  • Schedule 'Know Before You Go' emails to send at 8:00 AM *Local Time* of the host city.

3. Tixified Venue Integration

  • Link each Tixified event page to its corresponding Keap City Tag.
  • Enable QR Code Check-in specifically for each venue.
  • Set up automated 'Post-Event Survey' for each city to gather regional feedback.

4. Local Partner/Sponsor Sync

  • Create a 'Partner Notification' sequence to alert local sponsors when a ticket is sold in their region.
  • Automate fulfillment for local 'VIP Swag Bags' via Keap Task notifications.

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