To edit flow questions, navigate to the Flows tab on the main menu (1), and select the corresponding row for the desired Flow to open its Details view (2).

Edit Questions

• Qualification Questions - the current steps of the Flow are shown here (1)
• Edit Qualification Questions - click the pencil icon to make changes (2)

• Order of Questions - change the question order by dragging and dropping the 2 blue lines next to each question (1)
• Edit a Flow Question - click on the flow question (1) to open its details (2) and edit/add its criteria or delete the question altogether (2).
  • If you are connected to a CRM:
    • Map the question to the appropriate HubSpot or Salesforce field.
      • This determines where responses to the question will be stored in the CRM.
    • NOTE: Questions using the Picklist component only allow the Label to be edited within Romify, since this is what end users see in the mobile app. The Value field is locked because it is pulled directly from the connected CRM.
      • To add, edit, or remove picklist values, first update the corresponding field in the CRM. Once the changes sync to Romify, the updated values will be available for use.

💡 Learn more about creating Flow questions here.

Did we miss something? Not to worry! Just email our support team at [email protected] ✌️