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How to use Romify 📖


App 📱

Getting Started

Preparing the App for an Event

Capturing New Lead

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 Card

-Badges

Badge Scan

-Lists

Event Guest List

Known Contact List

-Manual Entry

Manual Entry

Editing Existing Lead

How to Edit the Lead?

Event View

Information Widget

Team Goal Widget

Leaderboard

Business Card Scanner - Add-On Product

Business Card Scanner View

How to Switch From Business Card Scanner to Live Event?

Main Menu

How to Switch Between Events?

How to Log Out?

How to Switch to Business Card Scanner?

Integrations ♾

Salesforce

Pre-requisites for Salesforce Integration

How to Integrate Romify to Salesforce?

How to Connect Romify to Salesforce?

Introduction to Connection Settings - Salesforce

How to Disconnect Salesforce from Romify?

Introduction to Integration Settings - Salesforce

How to Disable Salesforce Integration?

Introduction to Mappings - Salesforce

How to Create a New Mapping - Salesforce?

How to Edit an Existing Mapping - Salesforce?

How to Delete Mapping - Salesforce?

How to Link Romify Event to Salesforce Campaign?

Why can't I see the Salesforce field in Romify?

HubSpot

How to Integrate Romify to HubSpot?

How to Connect Romify to HubSpot?

Introduction to Connection Settings - HubSpot

How to Disconnect HubSpot from Romify?

Introduction to Integration Settings - HubSpot

How to Disable 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?

Hub ☁️

Introduction

What Romify Hub Is?

How to Get Started?

Events

Introduction to Events

How to Create an Event?

How to Import Events?

How to Delete an Event?

How to Edit Event Details?

How to Add or Remove Users from Event?

How to Add or Remove Event Flows?

How to Enable and Disable Capture Methods for Event?

How to Set Up Primary Capture Methods?

How to Set Up Event Guest List Capture Method?

How to Set Up Badge Scan Capture Method?

How to Set Up Business Card & Badge Scanner/Photo Capture Methods in One Component?

How Event Statuses Work?

When Tokens Are Used?

Leads

Introduction to Leads

How to Delete a Lead?

How to Edit a Lead?

How to (Re)send a Lead to Salesforce?

Users

Introduction to Users

How to Invite Users?

How to Edit a User?

How to Delete a User?

How to Set Up an Administrator User?

How to Suspend a User?

How to Prevent Admin User Consuming Tokens

Flows

Introduction to Flows

How to Create a New Flow?

How Select Contact Information Capture Methods

How to Create a New Question?

How to Edit Flow Questions?

How to Edit Flow Details?

Beyond Events

Business Card Scanner

Introduction to Business Card Scanner

How to Add or Remove Business Card Scanner Users?

Setup

Organization

Introduction to Organization

Tokens

How to Buy More Tokens?

Authentication

Introduction to Authentication

Capture Methods

Setting Up the Capture Methods

Lists

Introduction to Lists

How to Setup Salesforce Reference List?

How to Upload Reference List?

Reference Lists - Use Cases

How to Refresh All Known Contacts List? (1)

User Settings

User Settings