Adding and Configuring a Global Contact Process

Overview

The Global Participant Process allows administrators to automate actions, queries, and wait conditions triggered by participant-related changes across all events. Admins can build process flows using action, query, and wait blocks, define trigger rules, and manage configuration settings. This ensures consistent and scalable automation for participant management.

Step-by-Step Approach

• On the General Dashboard, go to Global Processes.
• Click Add Participant Process to create a new process.

2. Enable Edit Mode

• Toggle Edit mode to begin configuring the process flow.

3. Add and Configure an Action Block

• Click the green + icon to add an Action Block.
• Select Entity — choose the object the action applies to (for example, Participant, Registration, Event, etc.).
• Select Action Type — select the action you want the system to perform.
• Select Trigger Value — define the value or condition that will trigger this action.
• To remove an action, click the Trash icon.

4. Add and Configure a Query Block

• Click the blue + icon to add a Query Block.
• Select Entity — choose the object you want to query.
• Select Query Type — choose the type of query to run.
• Select Trigger Value — define when or how the query will be executed.
• To remove a query, click the Trash icon.

5. Add and Configure a Wait Block

• Click the orange + icon to add a Wait Block.
• Select Entity — choose the applicable object.
• Select Key–Value Pair — define the condition or field values that determine the wait logic.
• To remove a wait block, click the Trash icon.

6. Execute Single Row Actions – Process Management

View details

• Click View Details to open the Process Flow Overview.
• Change the process flow to Edit mode.
• Save the process flow update.

This allows you to visually design and control the logic of the participant process.

7. Execute Single Row Actions – Configuration Options

Change name

• Select Change Name to update the process name.

Set Object Change Trigger

• Select Set Object Change Trigger to define when the process should run.
• Available trigger options include:
• Created
• Updated

Delete

• Select Delete to permanently remove the participant process when it is no longer required.

Notes

• Edit mode must be enabled before you modify the process.
• Always save changes to apply updates to the process flow.
• Use drag-and-drop tools to structure block sequences clearly and logically.