Follow-Up Groups in Momentify help your team stay organized and accountable by defining how leads are routed after they’re captured at an event. Whether you're assigning follow-ups to specific teams or individual users, this configuration ensures your post-event process runs smoothly.
Why Use Follow-Up Groups?
At the end of a lead interaction in the Momentify Explorer (iPad App), users can:
Set a lead temperature
Enter follow-up notes
And now—assign a follow-up group or user directly from the device
This makes it easier to hand off leads for action and tracking back in Momentify.
How to Set Up Follow-Up Groups (Admin Only)
Log into your Momentify Workspace on the Web.
Click Settings in the side navigation
Go to Workspace Settings
Click the Follow-Up Groups button
If it says “0 groups,” click on it to begin configuration
Enter the names of the groups you want to configure
Examples: “Sales Team A,” “Marketing,” “Customer Success”
Click Done
⚠️ After saving, be sure to refresh your template on Momentify Explorer so these groups appear as selectable options during lead capture.
Optional: Enable Workspace Users as Owners
In addition to groups, Admins can enable user-level assignment:
In Workspace Settings, click on the Workspace Groups configuration
Enable toggle [ON] for "Workspace Users as Owners"
Click Done
At the end of your Explorer Moment, your team will be able to assign:
A Follow-Up Group
A specific team member
Or both
Where It Appears in the App
When using Momentify Explorer, the final screen in the lead capture flow includes:
Lead Temperature
Notes
Follow-Up Group (dropdown)
Assigned User (dropdown)
This information syncs with your lead records in Momentify Web for tracking and follow-up.
Best Practices
Use clear group names that match your internal teams
Encourage field teams to consistently assign leads for better accountability
Analyze follow-up trends in Analytics to improve post-event engagement