Keap Post-Event Insight & Survey Automation Checklist

Closing the Loop: Automated Feedback Systems

Data gathered immediately after an event is 4x more accurate than data gathered a week later. Use this checklist to build a Keap automation that triggers the moment your event ends.

Phase 1: The Survey Setup

• [ ] Create the Keap Web Form: Include fields for NPS (Net Promoter Score), 'Favorite Session', and 'One Thing to Improve'.
• [ ] Set the 'Attended' Trigger: Ensure Tixified has applied the 'Attended' tag via the check-in app to target only those who were present.
• [ ] Create the 'Thank You' Redirect: After the survey, redirect users to a '20% off next year' discount page.

Phase 2: The Campaign Sequence

Phase 3: Managing the Data

Create a Keap Dashboard Widget that displays your average NPS score. For any score below 6, set a 'Task' for your customer success team to reach out personally and rectify the situation. For any 9 or 10, trigger a 'Case Study' request email.