Templates are the core of how Momentify collects lead data and delivers content during events. Each template defines what attendees see and fill out, enabling your team to tailor registration, design, and engagement for every Moment.
Use templates across Momentify Explorer, Mobile Self Registration, and Activity Moments to power consistent, branded, and high-conversion event experiences.
Table of Contents
What Is a Template?
A Template in Momentify controls:
The fields used to register attendees
The persona-based layout of the experience
The traits used to track attributes and segmentation
The Results Layout used in the iPad app
Each Moment(s) in your event is assigned a template to control how it looks and how data is captured.
Accessing and Managing Templates
To view and manage your workspace’s templates:
Navigate to Content > Templates from the left-hand menu
You’ll see a list of all templates in your workspace with their name and description
Click the pencil icon to edit an existing template in your Workspace
Editing a Template
When editing a template, you’ll see three tabs at the top:
1. Registration
Add form fields and control what the attendee sees during check-in or lead capture.
Add fields (e.g., name, company, role) to have users register with
Include optional opt-in text and disclaimers
2. Traits (Coming Soon)
Set up structured data points that allow you to group and analyze leads based on shared characteristics. These will segment and guide the users to the persona defined result screen.
3. Layout (Beta)
Design how different personas or segments experience content—visually and structurally—based on how your team sets up the traits.
⚠️ Want access to Layouts? Contact your Momentify rep for early access.
Template Settings (Gear Icon)
Click the gear icon at the top right of any template to access visual and display settings. This includes:
Template Title & Description
Registration Title (displayed to attendees)
Background Image (shown during registration)
Screensaver Title, Subtitle, and Help Text
Screensaver Image (shown when the iPad is idle)
🚨 Important: Changes made in this settings panel will apply to every Event and Explorer Moment where this template is used. Make sure the branding and messaging work across multiple use cases or create a duplicate template for specific events.
What’s Next?
Once your template is saved, assign it to a Moment from the Event view. From there, your team can begin capturing and qualifying leads—backed by the content and structure you’ve designed.