Run your first event

How to ask the room to text in, where to watch contacts arrive during the event, and what to do with them afterward.

Make the ask, give people time to send, and let the flow do the rest. Contacts appear in the app as they finish, and you follow up afterward from your own email tool.

During the event

  1. Set it up early. At the start, tell the room they'll get a way to receive what you're promising at the end, such as the slides, so they don't need to photograph every slide.
  2. Make a concrete ask. At the end, say it plainly: "Take out your phone. Scan this QR code, or text DEMO to 33777, and I'll send you today's slides."
  3. Leave the slide up. Keep the keyword and QR code on screen while people type, and say the keyword again.
  4. Watch it work. The Dashboard shows Text-ins and New contacts for the last 30 days. Your flow's row under Data Capture Flows shows Text-ins and Completion. A QR code's trigger card shows how many scans it has so far.

If you're running a live poll, project the results page and leave it up while votes come in.

After the event

  • See who joined. Click Contacts. Use Filters to narrow the list to one keyword, then open anyone to see their conversation.
  • Export them. On Contacts, click Export CSV. If you've filtered the list, export just those people. See Export contacts.
  • Check the numbers. Under Reports, Keyword Activity shows text-ins, contacts, new contacts, and completion for each keyword over a date range.
  • Follow up from your email tool. If the flow adds people to your email tool or CRM, they're already there for your welcome emails. See Integrations.

Before your next event

  • Look at Completion for the flow. If people dropped off, try fewer questions.
  • Use Copy on the flow list to start the next event's flow with its own keyword or QR code, so each event reports on its own.

Frequently asked questions

Can I text everyone who joined after the event?
No. Textiful only replies to people who text in. Follow up from your own email tool, using the addresses you collected.

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