To create a new event, simply go to the Events tab in the main menu (1) and click on the New Event button (2).

Basic Information

• Name - add the name of the event you and/or your team are attending (1)
  • Tips/Best Practices:
    • Always start the event name with the Year for easy sorting within Romify’s Hub
      • Example: 2025 Romify Annual Conference
    • Confirm that your event name is identical to the event name in your CRM to ensure effective mapping
• Event Starts/Ends - enter the actual dates when the event starts and ends (2). The event itself can be set to last a maximum of 14 days.

<aside> ✍🏻 NOTE: The app will automatically add 7 additional days before and after the event.

Use Cases:

Before: Your team is attending a happy hour the night before the conference starts.

After: Your team is staying to attend a user workshop after the conference ends.

</aside>

• Event Location or Timezone - enter the location of the event (3). The event will go live automatically based on the location setting.
• Event Goals and Budget - enter the amount of leads you are aiming to capture. You can also enter the total budget of the event including all the costs (4).

<aside> ✍🏻 NOTE: these values will be used to calculate automated event statistics

</aside>

• Click the Next button (5)

Select Event Users

• Search - search for users that you want to add to the team (1)
• Adding Users - add users to the team by clicking their name or their respective checkbox. Selected users will show in the right side column (2).
• Removing Users - remove users from the team by simply clicking their name (3)
• Invite Users - send email invitations to the new users you want capturing leads at the event (4)
• Click the Next button (5)