Configuring Payment Workflow

Overview

The Payment Workflow allows you to manage the steps a participant follows when completing payment during registration. From the workflow editor, you can configure workflow details, assign forms and thank-you pages, connect to follow-up workflows, and manage visibility of supporting pages.

Step-by-Step Approach

1. Drag and drop the Payment Workflow onto the Main Editor

Navigate to the Workflow Builder.
From the workflow list or sidebar, drag Payment Workflow onto the Main Editor canvas.
Position it where it best fits in your registration process.

2. Click on Edit details, Lock, or Delete

Hover over or select the Payment Workflow block.
Use the available icons or menu options to:

Edit details – open and configure workflow settings.
Lock – prevent further edits (useful when the workflow is finalized).
Delete – remove the workflow from the editor if no longer required.

3. Enter or edit the workflow name and description

Update the Workflow Name to reflect its purpose (e.g., Standard Event Payment).
Add a Description to help other admins understand the workflow’s function.

4. Enter or edit the In-Progress Stage Name

Define the In-Progress Stage Name that will display when participants are in the payment process.
This helps track participant progress through the workflow.

5. Select Forms from the Forms select field

Choose the Form(s) that will be used during the payment stage.
Ensure the selected form captures all required billing or registration data.

6. Select the Thank You Page from the Thank You Page select field

From the dropdown, select the Thank You Page the participant will see after successful payment.
This page typically confirms registration and provides next-step information.

7. Select the Thank You Email from the Thank You Email field

Choose the Thank You Email template that will be sent automatically after payment is completed.
Make sure the email includes confirmation details and contact information.

8. Select additional pages visible in this workflow

Configure any supporting or optional pages that should be visible within the payment workflow.
These may include policy pages, receipt pages, or supplementary information screens.

9. Connect this workflow to other workflows

From the editor, connect the Payment Workflow to follow-up workflows such as:

Decline
Pre-Arrival
Confirmation
Or any other relevant workflow paths

This ensures the participant moves seamlessly to the correct next step based on their payment status.

10. Build a Custom Process Sequence for Engagement Sequence

As a user you can add custom process that run before the 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 + Engagement Sequence button on the Arrival 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.).

11. Build a Custom Process Sequence for After Payment Sequence

As a user you can add custom process that run after the payment 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.