Configuring Cancelation Event Workflow Automation
Overview
A Cancelation Automation Event Workflow allows you to define what happens when a participant cancels their event registration. You can configure the cancelation stage name, forms, email templates, and behavior after cancelation is submitted. This ensures the cancelation process runs smoothly and accurately reflects participation reporting.
This article explains how to create and configure a Cancelation Automation Event Workflow.
Step-by-Step Approach
1. Add an Automation Event Workflow for a Cancelation Template
- Add a new Automation Event Workflow and assign it to a Cancelation Template.
- Enter or edit the Name of the workflow.
- Click on the Save button.
2. Select or Unselect “No form interaction required for this cancelation stage”
- Check this option if you do not want to present a cancelation form to the participant.
- Leave it unchecked if a form must be completed.
3. Select a Form from the Forms Select Field
- Use the Forms dropdown to assign the form participants will complete during cancelation.
- This option is only active if form interaction is required.
4. Select a Thank You Page
- From the Thank You Page select field, choose the confirmation page shown after cancelation is submitted.
5. Select a Cancellation Email
- From the Cancellation Email dropdown, select the email template that will be sent to the participant after cancelation is confirmed.
6. Enter or Edit the Cancellation Stage Name
- In the Cancellation Stage Name field, define the name displayed for this cancelation stage.
7. Enter or Edit the Custom Stage Name
- Optionally, provide a Custom Stage Name to better identify this workflow step internally.
8. Click Save
- Once all fields are configured, click the Save button to apply your changes.