Configuring Public Registration Event Workflow Automations
Overview
A Public Registration Automation Event Workflow allows you to automate the
registration
experience for participants who register publicly for an event. You can define
which registration form is used, which pages are displayed, 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 Public Registration Automation
Event Workflow.
Step-by-Step Approach
1. Add an Automation Event Workflow for a Public Registration Template
- Add a new Automation Event Workflow and assign it to a Public Registration Template.
- Enter or edit the Name of the workflow.
- Click on the Save button.
2. Select Forms from the Forms Select Field
- Select the Form to be used during the public registration process from the Forms dropdown list.
This form defines the information collected from participants during registration.
3. Select Pages from the Pages Select Field
- Select the Pages that should be displayed during the public registration process from the Pages select field.
These may include additional information or content the participant views throughout the workflow.
4. Select Thank You Page from the Thank You Page Select Field
- Select the Thank You Page that participants see after successfully completing their registration.
5. Select Thank You Email from the Thank You Email Select Field
- Select the Thank You Email template that is automatically sent when a participant completes registration.
6. Select Decline Workflow from the Decline Workflow Select Field
- Select a Decline Workflow that defines what happens when a public registration is declined.
7. Select Next Workflow from the Next Workflow Select Field
- Assign a Next Workflow that determines what should happen after the public registration workflow is completed.
8. Enter or Edit Registration Completed Stage
- Enter or update the Registration Completed Stage name to indicate when registration has been successfully processed.
9. Enter or Edit Registration in Progress Stage Name
- Enter or edit the Registration in Progress Stage name to track participants who are still completing their registration.
10. Saving the Registration Workflow
- After selecting all fields, click on the Save button.