The most common use cases for utilizing a Reference List are:

1. setting up a Known Reference List for Flow questions
   1. Ex: You want to upload a list of your Sales team’s names allowing the lead scanner to select which Sales rep the lead should be assigned to
2. setting up an Event Guest List as a Capture Method.
   1. Ex: You are hosting a happy hour or a dinner event with a pre-defined guest list
   2. Ex: You are attending a trade show and received the full list of registrants ahead of time

Please refer to the examples below for both scenarios.

Using a Salesforce List in Flow Questions

<aside> 💡 Creating a Salesforce Reference List is only available if Romify is connected to Salesforce.

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• To use your reference list, navigate to Flows (1), select an existing Flow or create a new one (2) and add a Flow question (3)

• Create a New Question (4)
• Select Field to Update - choose a Salesforce lookup field that takes the ID of the records you are querying using the reference list you created before (5)
  • Learn how to create Salesforce Reference List here
• Reference List - choose the list you created before (6)
• Save changes (7)

Using the Upload Reference List feature for the Event Guest List Capture Method

• Event Guest List - on the Event details view within the Event Flows box, click the Add Guest List button (1)