Configuring Invitation Event Workflow Automations

Overview

An Invitation Automation Event Workflow allows you to automatically send invitation emails to participants using a selected email template and define what happens after the invitation is sent. You can configure the workflow name, invitation stage name, email template, and the next workflow step to ensure the invitation process runs smoothly and consistently.

This article explains how to create and configure an Invitation Automation Event Workflow.

Step-by-Step Approach

1. Add an Automation Event Workflow for an Invitation Template

Add a new Automation Event Workflow and assign it to a Invitation Template.
Enter or edit the Name of the workflow.
Click on the Save button.

2. Enter or Edit Name

In the Name field, enter a meaningful workflow name.
To update an existing workflow name, open the workflow and edit the field.
Save your changes.
This helps clearly identify the purpose of the automation workflow.

3. Select Email Template

Go to the Email Template dropdown.
Select the invitation email template you want to use.
Confirm your selection.
This ensures the correct invitation email is sent to participants.

4. Select Next Workflow

Open the Next Workflow dropdown.
Select the workflow that should run after the invitation is sent.
Save your workflow configuration.

This allows you to define the logical next step in the participant journey.

5. Enter or Edit Invitation Stage Name

Locate the Invitation Stage Name field.
Enter the name you want to assign to this invitation stage.
Edit the name anytime if updates are required.
Save your settings.
This label helps track participant progress through invitation-related stages.

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