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Before Your First Event

Harsh Shah avatar
Written by Harsh Shah
Updated this week

Welcome to Momentify! Before you begin using the platform at your next event, here are a few important things to know. Whether you’re using the iPad App or the Web Application, this guide will help you confidently engage attendees and capture meaningful insights.

This article includes the following key concepts:

Age Verification

When someone begins their experience at your booth, the first thing they’ll see is an age verification screen:

  • Over 13: They’ll proceed to a short registration form

  • Under 13: No personal data is collected. The interaction will be anonymous

Selecting Traits

Once age is confirmed, attendees will be asked to:

  1. Select their Role: This helps us understand who they are

  2. Select their Objective (if applicable): This helps tailor what they see next

Exploring Results

After selection, attendees are shown a personalized Results Screen. Here’s what to expect:

  • Right side: An overview of the relevant programs or offerings based on their role

  • Left side: A collection of assets (like PDFs, videos, and QR codes) they can interact with or take with them

Tip: Use the icon indicators to quickly identify asset types: PDF, Video, QR Code, or a Mix.

Ending the Session

Once the conversation with the attendee is complete:

  1. Tap “End Session” in the top right corner

  2. Fill in any missing information (e.g., name, contact details)

  3. Ask if they’d like a follow-up (you can note this right then)

After they walk away, you’ll have the option to assign a Lead Temperature: Hot, Warm, or Cold.

This step is optional but helpful. If you choose a temperature, it’s a best practice to add a quick note (e.g., “Interested in internship info”).

Helpful Tips

Here are a few quick shortcuts to make things easier while you’re live at the event:

  • Access Settings: Triple tap the top right corner of the iPad screen to open admin settings

  • Shortcuts Button: On the any screen, click the Shortcuts button (link icon) to view a full list of all available offerings - great for answering adhoc questions

That's All!

You’re now ready to start using Momentify! The experience is designed to be intuitive, but these tips should help you get the most out of your first event. If you ever need help, your workspace admin or our support team is here to assist.

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