Alright, so here’s the thing: Keap gives us a ton of data about our contacts—like, a ton. You can see what people bought, how much they spent, how they paid, etc.
But one thing that’s surprisingly tricky to pin down is when someone officially became a customer. Like, their very first purchase.
This question came up recently in our private community (shout out to Susan 👋), and we realized that while the info exists in Keap, isolating it isn’t always straightforward. Sure, you could export purchase data and do the digging in a spreadsheet—but that’s manual, time-consuming, and doesn’t help you the next time you want the same info.
So we put some brainpower on it and came up with a better way—an automated option using PlusThis to calculate and store the “first purchase date” in a custom field that you can reference in searches, reports, or automations. Let’s walk through how it works:
Pretty smooth, right? Once you’ve got this set up, your system just quietly tracks that first purchase milestone in the background—no exports, no spreadsheets, no elbow grease required.
This kind of thing might feel small, but having a reliable “customer since” date opens the door to smarter segmentation, personalized follow-ups, and deeper reporting. PlusThis made it easy to pull off, and now Susan (and anyone else who needs it) can start putting that data to work.
If you give this a shot—or if you have another sneaky Keap problem you’ve been trying to solve—drop a comment or reach out. We love a good puzzle.
Have your own questions?
If you would benefit from a place to ask automation questions when you get stuck, and get ideas and inspiration from other businesses, you can join us in the Monkeypod Membership.
