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How to use Romify 📖


App 📱

Getting Started

Finding the App - iPhone

Finding the App - Android phones

How do I Register?

How do I Login?

Forgot Password - How do I Reset it?

Preparing the App for an Event

Using Romify Event Lead Scanner in China

Capturing New Leads

Flow

What is a Flow?

Capture methods

Components Used in Questions

Answering Flow Questions

Reviewing and Editing Contact Information

Adding Attachments

Contact Information Capture Methods

- Business Cards & Badges

Business Card & Badge Scanner

- Business Cards

Business Card Scanning

Differences of On-Device and Online Business Card Scanners

Supported Languages Online Business Card Scanner

- Digital Business Cards

Digital Business Cards

-Badges

Badge (QR)

Badge (AI)

-Lists

Event Guest List

Known Contact List

-Manual Entry

Manual Entry

Saving a Lead

How do I Save a Lead?

Editing Existing Leads

How do I Edit a Lead?

How do I Add an Attachment to an Existing Lead?

Creating a Draft

Types of Drafts

How do I Create a Draft?

How do I Complete a Draft?

How do I Delete a Draft?

Can I Draft the Draft?

Event View

Information Widget

Team Goal Widget

Leaderboard

Draft Widget

Business Card Scanner - Add-On Product

Business Card Scanner View

How to Switch From the Business Card Scanner to Live Event Scanning

Main Menu

How do I Switch Between Events?

How do I Log Out?

How do I Switch to the Business Card Scanner?

Phone Settings

Add Other Languages for Dictation | Samsung Phones

Integrations ♾

Magic Words

Salesforce

Pre-requisites for Salesforce Integrations

How do I Integrate Romify with Salesforce?

How do I Connect Romify to Salesforce?

Introduction to Connection Settings | Salesforce

How do I Disconnect Salesforce from Romify?

Introduction to Integration Settings | Salesforce

How do I Disable my Salesforce Integration?

Introduction to Mappings | Salesforce

How do I Create a New Mapping?

How do I Edit an Existing Mapping?

How do I Delete a Mapping?

How do I Link a Romify Event to a Salesforce Campaign?

Why can't I see a Salesforce Field in Romify?

HubSpot

How do I Integrate Romify to HubSpot?

How do I Connect Romify to HubSpot?

Introduction to Connection Settings - HubSpot

How do I Disconnect HubSpot from Romify?

Introduction to Integration Settings | HubSpot

How do I Disable the HubSpot Integration?

Introduction to Mappings | HubSpot

How to Create a New Mapping - HubSpot?

How to Edit an Existing Mapping - HubSpot?

How to Delete Mapping - HubSpot?

Hubspot Duplicate Management

Zapier

Introduction to Zapier Integrations

REST API

Rest API

Webhooks