Configuring Registration Event Workflow Automation
Overview
A Registration Automation Event Workflow allows you to automate and standardize
how registrations are processed during an event. You can define which form
is
used, which pages are shown to participants, and what happens when a registration
is completed, declined, or progresses to the next workflow step.
This article explains how to add and configure a Registration Automation
Event
Workflow.
Step-by-Step Approach
1. Add an Automation Event Workflow for a Registration Template
- Add a new Automation Event Workflow and assign it to a Registration Template.
- Enter a Name for the workflow.
- Click on the Save button.
2. Select Forms from the Forms Select Field
- Select the Form to be used during the registration process from the Forms dropdown list.
This determines which form participants will complete as part of their registration.
3. Select Additional Pages Visible in the Workflow
- Choose additional pages that should be visible during the registration process from the Pages visible in the workflow field.
These may include custom or informational pages displayed before or after the registration form.
4. Select Thank You Page from the Thank You Page Select Field
- Select the Thank You Page that participants see once their registration is successfully submitted.
5. Select Thank You Email from the Thank You Email Select Field
- Select the Thank You Email template to be automatically sent to participants after completing their registration.
6. Select Decline Workflow from the Decline Workflow Select Field
- Assign a Decline Workflow, which determines the process followed if a registration is declined.
7. Select Next Workflow from the Next Workflow Select Field
- Assign a Next Workflow to define what happens after the registration workflow is completed.
8. Enter or Edit Registration Completed Stage
- Enter or update the Registration Completed Stage name.
- Use this stage to indicate when a registration is fully processed.
9. Enter or Edit Registration in Progress Stage Name
- Enter or edit the Registration in Progress Stage name.
- Use this stage to track participants whose registration is still ongoing.
10. Saving the Registration Workflow.
- After selecting all fields, click on Save button.