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Keap Post-Event Feedback-to-Case Study Automation Template

Turn happy attendees into marketing assets by automating the transition from survey feedback to social proof and testimonials.

Convert Smiles into Sales: The Feedback Automation

Most organizers send a single 'How was the event?' email and stop there. With this Keap template, you will segment your feedback and automatically turn high-praising attendees into brand advocates and case study subjects.

The Survey Structure

Use a survey tool (like Keap’s native forms or Typeform) to ask for a Net Promoter Score (NPS) from 1-10.

Conditional Automation Logic:

  • NPS 1-6 (Detractors): Trigger 'Apology & Internal Review' task for the customer success team.
  • NPS 7-8 (Passives): Trigger 'Next Year Discount' email to build loyalty.
  • NPS 9-10 (Promoters): Trigger the 'Case Study Invitation' sequence.

The 'Case Study' Invitation Email Template

Subject: [First Name], you're a star! Can we share your story?

Hi [First Name],

We were thrilled to see you rated your experience at [Event Name] a [NPS Score]! It means the world to us.

Because you had such a positive experience, we'd love to feature your journey in our upcoming attendee spotlight. Would you be willing to hop on a 10-minute Zoom call or answer 3 quick questions via email?

As a thank you, we'll give you a VIP ticket for our next event!

Are you in? Just reply 'YES' to this email.

Capturing Video Testimonials

For those who click 'YES', send an automated Keap follow-up with a link to a video recording tool (like VideoAsk or Loom). Have the video automatically stored in the Contact's file in Keap for easy retrieval by your marketing team.

Key Benefits

  • Generate authentic marketing assets without manual outreach.
  • Identify and solve attendee issues before they hit public review sites.
  • Build a library of success stories for your next ticket launch.

Don't let your event impact fade.

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