Configuring Event Cancelation Workflow

Overview

The Event Cancelation Workflow allows you to automate the actions that occur when an event is canceled. As a user, you can add the workflow to the Main Editor, customize the workflow name and description, define the cancelation stage name, assign a cancelation email template, and manage workflow settings using the Edit details, Lock, and Delete options.

Step-by-Step Approach

1. Drag and Drop the Event Cancelation Workflow onto the Main Editor

• Navigate to the workflow configuration area.
• Locate the Event Cancelation Workflow block.
• Drag and drop the block onto the Main Editor canvas.
• The workflow block is now placed and ready for configuration.

2. Enter or Edit the Workflow Name and Description

• Click on the Event Cancelation Workflow block to open its configuration panel.
• Enter a Workflow Name to clearly identify the purpose of the cancelation workflow.
• Add a Description to provide additional context or instructions.
• Save your changes.

3. Enter or Edit the Event Cancelation Stage Name

• In the configuration panel, locate the Event Cancelation Stage Name field.
• Enter a clear and meaningful stage name that reflects when the workflow should be executed.
• Update or modify the stage name at any time as needed.
• Save your changes.

4. Select the Event Cancelation Email

• Go to the Event Cancelation Email drop-down field.
• Select the email template that will be sent when the event is canceled.
• Ensure the selected email template is configured with the correct messaging before assigning it.

5. Manage Workflow Actions — Edit Details, Lock, or Delete

You can manage the Event Cancelation Workflow block using the following options:

• Edit details
  Opens the workflow configuration so you can update fields such as the name, description, stage name, and cancelation email.
• Lock
  Prevents further edits to the workflow to maintain process consistency.
• Delete
  Removes the Event Cancelation Workflow block from the Main Editor.

6. Build a Custom Process Sequence for Event Cancelled Sequence

As a user you can add custom process that run before the Pre-arrival 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 + Event Cancelled Sequence button on the Event Cancelation 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.
(e.g., Event-based, Participant-based, Workflow-based etc.).

Note: Deleting the workflow cannot be undone. Ensure it is no longer required before removing it.