The most common use cases for utilizing a Reference List are:

1. setting up an Event Guest List as a Capture Method.
   1. Ex: You are hosting a happy hour or a dinner event with a pre-defined guest list
   2. Ex: You are attending a trade show and received the full list of registrants ahead of time
2. setting up a Known Reference List for Flow questions
   1. Ex: You want to upload a list of your Sales team’s names allowing the lead scanner to select which Sales rep the lead should be assigned to

Please refer to the examples below for both scenarios.

Uploading an Event Guest List for the Event Guest List Capture Method

• Select the Event you would like to add the list to from your Events List view
• Event Guest List - click the Add Guest List button (found in the Event details view within the Event Flows box) (1)

  • Tip: If you would like to upload a .csv file directly to the event as opposed to creating a Reference List first, you can do this by transferring your original data to the Master Template file found below and selecting the “Upload New List” Option straight from the Purple Box shown below

    MASTER _ Romify Event Guest List Upload Template - Sheet1.csv

• Select Flow - Select the Flow that the list should be added to (2). Click the Next button (3).

• Select Guest List Source - Select an existing list or upload a new list (4). Click the Next button (5).

• For the Upload New List option, simply Drag and Drop your .CSV file, using our Master Template’s format (you may download the file below), or click on the box to select one (7). You also have the option to set the Event Guest List to be the Primary capture method (8). Click the Next button (9).

  • Note: Be sure your information has been transferred to the below Master Template prior to upload

    MASTER _ Romify Event Guest List Upload Template - Sheet1.csv

• For the Add Guest List - for the Select Existing List option (4), choose the Reference list that was created earlier (6)

  • Learn how to create Reference List here

• Review - review the number of contacts that were uploaded to confirm accuracy (10) and click the Done button (11).
• You can also remove the Event Guest List as a capture method by clicking the Remove button (12)

• Event Guest List - once setup is complete, the words “Event Guest List” will appear as a selected capture method in the Event Flows box (13)