Configuring Registration Workflow

Overview

The Registration Workflow allows users to design and manage participant registration processes for an event. Users can define registration stages, select forms, configure thank-you pages and emails, and include additional pages in the workflow. This ensures a smooth registration experience for participants and allows workflows to integrate seamlessly with other event processes.

Step-by-Step Approach

1. Drag and Drop a Registration Workflow on the Main Editor

Access the Workflow Editor from your event configuration dashboard.
Drag and drop the Registration Workflow block onto the main canvas area.
This initializes the registration workflow for further customization.

2. Enter or Edit Workflow Name and Description

In the workflow details panel, enter or update the Workflow Name and Description.
Use clear, descriptive names for easier identification.

3. Enter or Edit the Pending Registration Stage Name

Specify or update the Pending Registration Stage Name.
This stage represents participants who have started but not yet completed registration.

4. Select a Form Page from the Form Page Select Field

Choose the appropriate Form Page to collect participant information during registration.

5. Select a Thank You Page from the Thank You Page Select Field

Choose the Thank You Page to display after participants complete the registration process.

6. Select a Thank You Email from the Thank You Email Select Field

Choose the Thank You Email template to automatically send confirmation emails to participants.

7. Select Additional Pages Visible in the Workflow from the Pages Select Field

Add any additional pages participants should see during the registration workflow, such as terms or optional information pages.

8. Click on Edit Details, Lock, or Delete

Use the available action options for the workflow block:

Edit Details – Modify workflow configurations.
Lock – Prevent further edits to secure the workflow.
Delete – Remove the workflow block if no longer required.

9. Connect this Block to Other Blocks: Decline / Pre-Arrival / …

Link the Registration Workflow block to other workflow blocks such as Decline, Pre-Arrival, or other subsequent actions.
This ensures a logical progression for participant registration and subsequent stages.

10. Build a Custom Process Sequence for Registration - Engagement Sequence

As a user you can add custom process that run before the Registration action is processed. Examples include:

Send a follow-up notification or reminder.
Tag or update participant profile fields.
Trigger conditional steps based on response.
Add participants to a segment or group.
Start another automated workflow.

To do this:

Click the Engagement Sequence button on the Registration block.
Select the action type you want to include.
Configure the action details (rules, message content, timing, etc.).
Repeat this step to chain multiple actions and create a process sequence.

Apply Conditions(Optional):

If required, add conditions so actions trigger only when criteria are met.

11. Build a Custom Process Sequence for Registration - After registration actions