At Romify, we use three different statuses to describe events: Planned, Live, and Completed. This article will explain what each status means and when to use them.

Planned

For designing a future event:

• The Event will not be visible in the Romify Mobile App

For the Planned status, we have two sub-statuses:

• Testing & Training

  Testing mode - allows for administrators to test the mobile app and integrations

  • The Event will be visible in the Romify Mobile App only to Event Users who are Administrators
  • Integrations work the same as for a normal Live Event
  • All Leads created in the Romify app & Hub while in Testing mode will be deleted once Testing mode is turned off

<aside> 🚨 NOTE: You will still have to manually delete the leads from your end system/CRM (ie. Salesforce, HubSpot, etc.).

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Training mode - allows for end user training before the Live Event

• The Event will be visible in the Romify Mobile App to all Event Users
• All integrations are disabled preventing any training leads from entering your end system or CRM
• All Leads created in the Romify app & Hub while in Training mode will be deleted once Training mode is turned off

Live

The event is currently in progress:

• The Event is visible in the Romify Mobile App for all event users
• All integrations are active and leads are forwarded to your end system/CRM in real time

Completed

The Event has ended and no more leads are expected to be captured from our end users:

• The Event is no longer visible in the Romify Mobile App
• The Event can no longer capture new leads

Failed

The Event will be marked as FAILED if:

• There is not enough tokens in the system preventing the Event from going LIVE
• There are 0 users and 0 leads when the event is automatically or manually closed
• There are some users but 0 leads when the event is automatically or manually closed

Time Windows for the LIVE Event Status

The Maximum time an event can be in the LIVE status is 28 days

• The Event duration (time between Start Date and End Date) can be a maximum of 14 days
• The Event can be manually set to the LIVE status as early as 7 days before the Event Start Date by your Administrator; See automated timelines below
• An Event will automatically be set to the COMPLETED status 7 days after the Event End Date, but can be manually set to this status sooner by your Administrator

Automation of Event Statuses

Planned (including Testing and Training mode) → Live

• To ensure your Event is LIVE on time, the system will automatically activate it at midnight, local time, the evening before the Event Start Date.

Live → Completed

• To ensure accurate record keeping and timely reporting, the system will automatically finalize your event as COMPLETED seven days after it Event End Date, based on the event's local time.