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KeapWorksheet

Keap On-Site Event Merchandise & Upsell Integration Worksheet

Track on-site sales and sync transaction data back to Keap contact records to calculate true attendee lifetime value.

Bridging Physical Sales to Digital Records

Many event organizers lose valuable data when sales happen at the physical booth. This worksheet helps you plan your Keap data mapping to ensure every on-site dollar is attributed back to the contact record.

The Data Mapping Schema

Before the event starts, define which Keap Custom Fields will house your merchandise data:

  • Custom Field 1: Total On-Site Spend (Currency)
  • Custom Field 2: Items Purchased (Text Area)
  • Custom Field 3: Most Interested Category (Dropdown)

The 'Live' Recording Process

Instruct your staff to use this checklist for every transaction:

1. Look up contact via Keap Mobile App.
2. Note if they are an existing Tixified ticket holder.
3. Apply the 'Purchased - [Item Name]' tag.
4. Update the 'Total Spend' custom field.

ROI Analysis Post-Event

After the event, export your Tixified registration revenue and your Keap merchandise revenue. Use the following formula to calculate ROI:

(Ticket Revenue + Merch Revenue - Total Expenses) / Total Expenses = ROI %

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