Configuring Profile Workflow
Overview
The Profile Workflow allows you to manage how participant profile information is collected or updated during the event journey. You can add the Profile Workflow to your process, configure workflow details, and select the profile settings that define which fields are displayed to participants.
Step-by-Step Approach
1. Drag and drop the Profile Workflow onto the Main Editor
- Go to the Workflow Builder.
- Locate the Profile Workflow block.
- Drag and drop the block onto the Main Editor canvas.
- Position it at the point in the workflow where participants should complete or update their profile.
2. Click on Edit details, Lock, or Delete
- Select the Profile Workflow block.
- Use the available actions:
- Edit details – Opens the configuration panel for the workflow.
- Lock – Prevents further edits once configuration is complete.
- Delete – Removes the workflow from the Main Editor if no longer required.
Note: Deleting a workflow block cannot be undone.
3. Enter or edit the workflow name and description
- Click Edit details.
- Enter a Workflow Name that clearly identifies the purpose of the workflow (e.g., Profile Update).
- Add a Description to provide additional context for other administrators.
- Save your changes.
4. Select Profile
- Go to the Profile select field.
- On the profile pop-up, drag and drop the required profile into the select field.
- Ensure the selected profile includes all required data fields for your event or process.
Outcome
Once configured, the Profile Workflow becomes part of the participant journey, allowing users to complete or update their profile information as required within the overall workflow.