GUIDE · Pro and up
Use the Workflows screen to send a chosen email template when a registrant action or event condition triggers your workflow.
On the Workflows screen, create a workflow with one trigger and one email action. Choose an email template for the workflow to send. Select registration, registration cancelled, check-in, time before event, capacity available, or event close as the trigger.
You can create and edit workflows on every plan, including Free. To make a workflow send emails, activate it on the Workflows screen with a Pro or higher plan.
Registration, cancellation, and check-in triggers fire from the related action. The time before event trigger runs on a schedule.
When capacity becomes available, the workflow walks the waitlist in order and offers each opened seat once. A cancelled guest remains excluded from other workflow sends, while the registration cancelled trigger can send to that cancelled guest.
On the Workflows screen, confirm that the workflow is activated before expecting it to send an email. Check the selected trigger and email template before activating the workflow.
The workflow ledger allows at most one send to each guest for each workflow. A retry, double-click, or race cannot send the same workflow email to that guest twice.
If a send crashes after its ledger claim, the reaper checks the stuck claim again after 15 minutes. A workflow failure does not stop the registration or check-in action that triggered it.
Workflow emails count against your monthly email allowance. Free includes 500 emails, Growth includes 5,000, Pro includes 100,000, and Business includes 500,000.
On Free, you can create and edit workflows, but Pro and higher plans can activate them. If your tenant drops below Pro, the workflows deactivate without deletion. An upgrade resumes them as built. An active trial keeps the Free allowance of 500 emails.
Can I build a workflow on Free?
Yes, use the Workflows screen on Free to create and edit it, but activate it on Pro or higher.
Will a workflow email send twice?
No, the workflow ledger allows at most one email send per guest for each workflow.
What happens if a workflow deactivates?
An upgrade reactivates the workflows without deleting their setup.
Which triggers are available?
The Workflows screen offers registration, registration cancelled, check-in, time before event, capacity available, and event close.