To select a Flow’s Capture Method, navigate to the Flows tab in the main menu (1), and select the corresponding row for the desired Flow to open its Details view (2).

Capture Methods

• Capture Methods - Romify has multiple options for capturing leads (1):

  • Badge AI - allows the user to take a photo of a lead’s badge. Romify AI will translate the details on the badge and look for additional details from various online sources to assist with data enrichment
  • Business Card - allows the user to take a photo of a business card. Romify will scan and translate all of the details from the card into the Romify app
  • Manual Entry - allows the user to manually enter a lead’s contact details
  • Digital Business Card - allows the user to scan a digital business card’s QR code. Romify will return the details from the QR card & automatically fill in the correct fields in the app
  • Known Contact List - allows the user to select a name from a pre-defined list. The Known Contact List combines all of your CRM contacts with all contacts ever scanned using Romify
  • Event Guest List - allows the user to select a name from an uploaded Event Guest List. Administrators can upload this pre-defined list during new event creation.
  • Badge (QR) - Allows the user to scan the QR code on a conference badge

  <aside> ✍🏻 NOTE: The Badge (QR) Method requires a pre-event integration with the event organizer’s registration platform. Learn more here.

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• Primary - set up a primary (or default) capture method for each event ensuring this is the first capture method option presented to the user for each scan (2)

• Enabled - set alternative capture methods allowing users to easily switch from the Primary capture method to the secondary capture methods (3)

• Info Box – provides a brief description of how each capture method works (4)

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