Configuring Payment Waiting List Event Workflow Automation

Overview

A Payment Waiting List Automation Event Workflow allows you to manage participants when event capacity is reached. You can define participant capacity, configure waiting list behavior, set timing rules for completing registration, and control the forms, pages, and workflows used during the payment and waiting list process. This helps ensure a smooth and automated registration and payment experience.

This article explains how to add and configure a Payment Waiting List Automation Event Workflow.

Step-by-Step Approach

1. Add an Automation Workflow for a Payment Waiting List Template

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

2. Enter or Edit Event Participant Capacity

• Enter or update the Event Participant Capacity value.
• This defines the maximum number of participants allowed before the waiting list is activated.

3. Enter or Edit Maximum Time to Complete Registration

• Enter the maximum allowed time for a participant to complete registration.
• This ensures places are released if a participant does not complete the process in time.

4. Enter or Edit Duration

• Enter or update the duration values used within the waiting list workflow.

5. Select Forms from the Forms Select Field

• Select the required Form from the Forms dropdown field.
• This form collects information during the waiting list or payment process.

6. Select Additional Content Pages in This Workflow

• Open the “Additional content pages in this workflow” field.
• Select any additional pages to display during the workflow.

7. Select a Thank You Email

• Select the Thank You Email template to send after successful completion.

8. Select a Thank You Page

• Select the Thank You Page that displays after successful completion.

9. Select a Payment Failed Page

• Select the Payment Failed Page shown when a payment is unsuccessful.

10. Select a Decline Workflow

• Choose the Decline Workflow to define what happens when a payment or registration is declined.

11. Select a Next Workflow

• Select the Next Workflow that runs once payment or waiting list processing is completed.

12. Enter or Edit Order Pending Stage Name

• Enter or update the Order Pending Stage Name.
• This stage reflects when an order is still in process.

13. Enter or Edit Order Completed Stage Name

• Enter or update the Order Completed Stage Name.
• This stage reflects when payment and order completion are successful.

14. Select or Unselect “Use Waiting List”

• Select this option to enable waiting list functionality.
• Unselect it if you do not want to use a waiting list.

15. Click Save

• Click the Save button to apply and activate the Payment Waiting List Automation Event Workflow.