Configuring Profile Event Workflow Automation

Overview

A Profile Automation Event Workflow allows you to define what happens when a participant completes or updates their profile as part of an event workflow. You can assign a Profile Template, configure the workflow name, and define which workflow runs next. This ensures the participant journey continues smoothly and the correct actions are triggered automatically.

This article explains how to add and configure a Profile Automation Event Workflow.

Step-by-Step Approach

1. Add an Automation Workflow for a Profile Template

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

2. Select Profile from the Profile Select Field

• Open the Profile select field.
• Select the Profile Template to be used in this workflow.

3. Select Next Workflow from the Next Workflow Select Field

• Open the Next Workflow select field.
• Select the workflow that should run after the Profile workflow has been completed.

4. Click on Save Button

• Click the Save button to apply and activate the Profile Automation Event Workflow.