Live event checklist

Run through this list before every event. Most problems on the day come from a flow that wasn't tested, a trial that wasn't started, or a keyword nobody could read from the back row.

A few days before

• Your trial or plan is active. Keywords and QR codes only respond once it is. Check the Billing page.
• You have enough conversations. During the trial, the Billing page shows how many trial conversations are left; once they're used, new text-ins stop. On a paid plan, extra conversations are added automatically. If you've set Limit extra conversations each month, new text-ins stop when you reach it, so raise or remove it for a big event.
• The flow asks one to three questions. The builder warns you at four or more.
• Every step is set up. No step shows Needs attention, and any handout has its file.
• Your email tool is connected, if the flow sends contacts to Mailchimp, Kit, ActiveCampaign, or HubSpot. See Integrations.
• You've tested it end to end on your own phone. See Test your flow.

Your slide, sign, or handout

• The keyword and number are big and in capitals: "Text DEMO to 33777."
• The QR code is on the same slide, if you're using one. Use Download PNG for slides and Download SVG for print. See Download and print your QR code.
• The slide says what people get: the slides, your notes, a checklist.
• You've scanned the QR code from the back of the room, or at the size it will be printed.

On the day

• Text the keyword once more before you go on.
• If you're running a live poll, have the results page open in a browser tab.
• Say the keyword out loud, spell it if it's unusual, and leave the slide up long enough for people to type it. See Promote your keyword.
• Add an Email me a notification step to the flow if you want an email as contacts come in. Put it last so it only fires for people who finish.

Your audience must be on US carriers. Short codes don't work outside the US.