TABLE OF CONTENTS

1. Overview

2. Connect Keap at the Airmeet Community level

3. Connect Keap at the Airmeet Event level

    3.1. How to create Keap List?

    3.2. Sync Airmeet to Keap

    3.3. Sync Keap to Airmeet

        3.3.1. How to add a contact on Keap and map it to a Tag?

    3.4. Add Custom fields in Airmeet & Keap.

        3.4.1. Add Custom field on Airmeet

        3.4.2. Add Custom field on keap

4. Things to keep in mind

1. Overview

Easily sync Keap contacts with your Airmeet event as participants.

2. Connect Keap at the Airmeet Community level

Step 1: Log in at www.airmeet.com with your organizer id. Click on the Integration tab from the left-hand side of the community dashboard.

Step 2: Under the Apps section, search for Keap and click on the Connect button.

Step 3: Click the "Log in and authorize your Keap" button and allow the relevant permissions.

Step 4: Select your Keap account from the dropdown and click on click the "Allow" button.

Step 5: Your Keap application is authorized and connected to the Airmeet community.

3. Connect Keap at the Airmeet Event level

Once the Keap is connected to Airmeet Community, you can connect both platforms at the event level. Let's see how to enable integration at the event level.

Step 1: Go to your particular Event dashboard and click on the Integration tab.

Step 2: Click on the Enable button, and under the general tab, select the Keap List.

3.1. How to create Keap List?

To create a Keap List, you need to create a "Tag" on your Keap account. Let's see how you can create a tag in Keap.

Step 1: Click on the Profile icon, > go to Settings, scroll down, and select Tags.

Step 2: Click "Add a Tag" and enter the tag details. Click on "Save."

Cont.

Step 3: Select the Keap list shown above and enable the "direct access link." The direct access link is the unique link sent from Airmeet to the Keap platform under contacts properties.

Note: Only the first name, last name, and email fields are mapped by default. The user needs to map the other registration fields on the event integration settings page.

3.2. Sync Airmeet to Keap

Once you have selected the desired list and enabled the direct access link from the general tab, you can map the Airmeet registration fields with Keap contact properties for adding/updating contacts in your Keap account.

Once the required fields are mapped together, you can click on Save. After the integration is live, all Airmeet registrants will be sent to the Tag List created or selected under General Settings, along with the direct access link (if enabled).

3.3. Sync Keap to Airmeet

Map the Airmeet registration fields with Keap contact properties here for pre-filling the registration form on Airmeet.

A unique link will be sent to the mapped contacts to enter the event on the email ID from Keap.

3.3.1. How to add a contact on Keap and map it to a Tag?

Step 1: Click on Contacts > People tab > Add a contact > Enter Contact details.

Note: Name & Email are mandatory fields.

Step 2: Once the contact is created, select it and map it to a Tag selected on Airmeet.

Step 3: Select the tag from the dropdown option and click "Apply Tag."Only the contacts will be synced to the Airmeet event, and the contact will be sent a unique joining link from Airmeet.

Important Note: Data sync between Keap & Airmeet takes approximately 60 minutes, and data sync from Airmeet to Keap is done in real-time.

3.4. Add Custom fields in Airmeet & Keap.

3.4.1. Add Custom field on Airmeet

You can add a custom field on Airmeet by following the steps:

Go to Registrations tab > Registration Form > Change form > Edit the default form or add custom fields by clicking on +Add Custom Field.

3.4.2. Add Custom field on keap

You can create a custom field on Keap and map the same on Airmeet. Let's see how you can add a custom field on Keap.

Step 1: Click on your "Profile" icon > "Settings" > Click on "Custom Feilds." 

Step 2: Click the "Create new" button from the right-hand side corner and select "Custom contact field."

Step 3: Enter the Field name & Field type. Click on "Create Field".

You can view the custom field on the Airmeet events dashboard when mapping the fields.

4. Things to keep in mind

• Participants registered for the Airmeet Event before enabling this integration for the event will not be added automatically. You must export from Airmeet and upload a CSV file in Keap to add those participants.
• Default mapping only includes the first name, last name, and email fields. The user needs to map the other registration fields on the event integration settings page

Need more help? Contact [email protected] or visit our 24*7 Support Lounge.