Please review the below to ensure that not only is your Event set up for success in the Romify Hub, but your Mobile App is also ready to go!

<aside> 🚨

This article should be considered if you:

• made any configuration changes within the Romify Hub
• are using a new capture method for the first time
  • ex: you typically use AI Badge capture but are trying out the event guest list for the first time
• purchased an API kit to scan badges using Romify’s Badge QR code scanning method </aside>

Romify Hub - Technical Check

On the off chance an issue arises, please confirm the below at least 5 days prior to the event start date to allow our team enough time to troubleshoot & resolve:

• Enable Admin Testing mode within your upcoming event….

  • Perform a few test scans with the event’s primary capture method (AI Badge, Guest List, Badge QR, etc) to ensure:

    • all flow questions are shown correctly in the Mobile App
    • all necessary data is mapping correctly from the Romify Hub & Mobile App to your CRM
      • Test scan both a lead that is already in your CRM and a net new lead
    • the scanned leads are properly storing within the Romify Hub

    *If using an API Kit with Romify’s Badge QR Capture Method, please test using the sample QR codes provided within the Event Organizer’s API Kit

<aside> 💡

As a reminder, any test scans performed in Admin Testing mode will also push to your CRM and should be manually deleted from your CRM if desired.

Should you forget to transition the event from Admin Testing mode to Live, the system will automatically due this at midnight prior on the event’s start date.

</aside>

Mobile App - Ensure User Success

On the off chance an issue arises, please confirm the below at least 2 days prior to the event start date to allow our team enough time to troubleshoot & resolve:

• Enable User Training mode within your upcoming event...

• Ask that each mobile app user who is attending this event perform 2-3 test sans to ensure:

  • all end users have the app downloaded to their devices
  • all end users are logged in and familiar with using the app, including how to verify the captured contact details with their prospect, prior to having conversations on the trade show floor
  • all devices and cameras are working/scanning properly

  *If using an API Kit with Romify’s Badge QR Capture Method, please send the sample QR codes provided within the Event Organizer’s API Kit to your Mobile App Users for test scans

• Ask that each mobile app end user perform the following checks:

  • Verify they have the most up-to date version of Romify’s app
  • Confirm their device has ample storage/memory
  • Review Romify’s Lead Capture Best Practices

<aside> 💡

Any test scans performed in User Training mode will not push to your CRM and will be automatically deleted from your Romify Hub at midnight prior on the event’s start date.

Should you forget to transition the event from User Training mode to Live, the system will automatically due this at midnight prior on the event’s start date.

</aside>

On-Site Event Checklist:

• Ensure you are connected to a reliable WiFi or HotSpot network whenever possible.
• Perform a test scan with your own badge upon check-in.

Troubleshooting:

• If the app is stalling or failing to capture leads:
  • Log out, force quit the app and re-login
  • Restart your mobile device to ensure your network connections are refreshed.
  • Delete and reinstall the Romify app
• Take note of our technical support team’s contact information for any urgent assistance, [email protected], or be sure to have your company’s Romify Admin contact information handy.

Related Resources: