Configuring Event Workflow – Decline

Overview

The Decline Workflow allows event organizers to manage and automate participant actions when a registration or invitation is declined. Users can customize the decline process by defining stages, configuring forms, sending decline emails, and linking workflows for seamless event management.

Step-by-Step Approach

1. Drag and Drop the Decline Workflow on the Main Editor

• Access the Workflow Editor from your event configuration dashboard.
• Drag and drop the Decline Workflow block onto the main editor canvas.
• The edit view will display the following fields: Decline Stage Name, Disable Forms, Forms, Decline Email, Decline with Reason, Continue Registration, Initiation Sequence, and Finalisation Sequence.

2. Edit Workflow Details

• Click the Edit Details icon to modify workflow configurations.
• You can also use the Lock or Delete options to secure or remove the workflow.

3. Enter or Edit Workflow Information

• In the edit view, enter or update the following details:
  • Workflow Name – Provide a name for the workflow.
  • Description – Add a brief description of its purpose.
  • Decline Stage Name – Define the specific stage for the decline action.
  • Decline with Reason – Enable participants to provide a reason for declining.

4. Configure Form Options

• Toggle Disable Forms on or off to control form accessibility during the decline process.
• If forms are enabled, select the desired Forms from the dropdown list.

5. Configure Decline Email and Continue Registration Options

• Select the Decline Email template from the available options to send automated decline notifications.
• Use the Continue Registration option to redirect users to continue registration after decline, if applicable.

6. Add Sequences

• Add an Initiation Sequence to define automated actions that occur when the decline process begins.
• Configure a Finalisation Sequence for actions to be triggered once the decline process is completed.

7. Connect Workflows

• Connect related workflows using input connectors to define the process sequence.
Example: Invitation → Registration → Decline.
• This ensures smooth transitions between workflow stages for a seamless participant experience.

8. Build a Custom Process for Initiation Sequence

As a user you can add custom process that run before the Decline action is executed. 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 + Initiation Sequence button on the Decline block.
• Select the action type you want to include.
• Configure the action details (rules, message content, timing, etc.).
• Configure the action details (rules, message content, timing, etc.).

Apply Conditions(Optional):

• If required, add conditions so actions trigger only when criteria are met (e.g., Event-based, Participant-based, Workflow-based etc.).

9. Build a Custom Process for Finalization Sequence

As a user you can add custom process that run after the Decline action is executed. 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 + Finalization Sequence button on the Decline block.
• Select the action type you want to include.
• Configure the action details (rules, message content, timing, etc.).
• Configure the action details (rules, message content, timing, etc.).

Apply Conditions(Optional):

• If required, add conditions so actions trigger only when criteria are met (e.g., Event-based, Participant-based, Workflow-based etc.).

By configuring the Decline Workflow, event organizers can automate participant decline processes, manage related forms and communications, and maintain a consistent registration experience.