To create a new flow, go to the Flows tab in the main menu (1), and click on the New Flow button (2).

New Flow

• Name - Enter the name of the Flow that best describes its purpose (1)

<aside> ✍🏻 NOTE: The name of the Flow will only be shown to the user if there are multiple Flows connected to one event.

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• Create - click to start the configuration (2)

Set Up

• Data Collected with This Flow – Select which contact details you want the end user to provide and which fields should be required (1). Add qualifying questions by clicking the pencil icon (2) or by selecting the “Create First Question” button (3)
• Flow Details - View the basic details of this flow. You can edit the label and info text, and update the status (4)
• Flow Statistics - view the creation and modification dates of the Flow, the last time and place it was used, and the total number of times the Flow has been utilized (5)
• Capture Methods - select which of the capture methods will be available for end users & which one will be the Primary method (6)
• Integration - add Flow mapping defaults for the Salesforce or HubSpot integration
  • You will be redirected to the mapping settings (7)

<aside> 💡 This step is only available if Romify is connected to Salesforce or HubSpot. Learn more about mappings for Salesforce integrations here, or about mappings for HubSpot integrations here.

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Contact Information

• Required - we have 3 options for required fields:

  • Always Required Fields – these fields cannot be made optional. The required fields are First Name, Last Name, and Company Name. This information is necessary to create a new lead and must be provided (1)
  • Never Required Fields – these fields cannot be made mandatory. They include Prefix, Middle Name, Suffix, Title, Mobile Phone, Direct Phone, Company Phone, Fax, Website, and Street. Making these fields required would make the lead enrichment process too complex and could cause errors if the information is not available (2)
  • Fields You Can Make Required – these fields are optional by default, but you can make them required if the information is essential for your organization when creating a new lead. These fields include: Email (the only field Romify sets as required by default), Postal Code, Country, State, City, Contact’s Country, Contact’s State, and Contact’s City (3)

  

• Available Contact Fields – These fields are not enabled by default. You can add them by clicking the “Add” button (4). If you no longer need them, simply click the “Remove” button (5)