How to Create a Registration Flow

Flow builder allows you to tailor your registration style for your event, enabling you to customize each registration step based on your business needs.

Note: Flow builder is only allowed for flex registration style-based events.

Editing the form

In the form section, you can add or edit fields on the registration form

Log in to your Zuddl dashboard.
Navigate to Registration > Flow. This redirects you to the flow builder page.

You enter the flow builder screen in the draft state.
In the form section, you can add or edit fields on the registration form. Edit the display name of the standard fields.

Note: You can only edit the display name of the standard registration fields. Other properties cannot be edited.
Click +Add field to add a new standard or custom field.
1. You can choose from a list of standard fields or create a new custom field (default).
2. Select an option from the Type dropdown to select the data type.
  - Text: for text inputs
  - Email: for inputs in email format
  - Phone number: for inputs in phone number format
  - URL: for inputs in URL format
  - Country: This shows the country list as a dropdown
  - Dropdown: for options to select from a list
  - Multiselect: dropdown options with multi-select
  - Number: for inputs in number format
  - Rich Text: for inputs in rich text format
3. Select the Mandatory checkbox.
4. Under Options, enter the different options in a comma-separated format.
In the same way, you can also add disclaimers to a registration form by clicking the +Add disclaimer button.
After you’ve finished the editing form, close the side pane to view the updated flow diagram.
1. You can also add additional forms in the flow before and after the Ticket selection stage.
  
  Note: You can rename all forms and delete the additional forms that you created. The form that contains First name, Last name, and Email fields and the Thank you step can’t be deleted.
The next step is Ticket selection. Click Add tickets. This redirects to the Tickets tab under Registration > Ticketing. Learn how to add Tickets.

Note: You can drag and drop the ticketing step to and from the start of the flow.
Once you’ve added the tickets, the next step in the flow is to set up your Order page. This is where your customers make payments. A payment gateway is required to facilitate ticket purchases by attendees using preferred payment methods. Click on Set up payment gateway, this takes you to the Payment gateway tab under Registration > Ticketing. Learn how to set up a payment gateway.

After you’ve added a payment gateway, the order page step in the flow looks like this:
You can also Add disclaimer.

Note: You can also Rename/Delete the Order page step.
Finally, edit the Success/Thank you page content. You can edit the standard messaging for Page title and the Sub-text to be shown to your attendees.

If you accidentally delete the Ticket selection and Order page. You can click on the + button in the connecting lines to add them back. The Order page step can only be added if the Ticket selection step is present.

This completes the flow setup, and the data flow is auto-saved.

Publishing the flow

Publishing the flow makes it visible to attendees who plan to register for your event. After you have made all the changes, you can click the Publish button.

On the confirmation pop-up, click Publish. This makes the recently edited registration flow live for your attendees.

Note: The confirmation pop-up appears only when you publish a registration flow for the first time. After that, new changes are published when you click the Publish button.

You can click the </>Get embeddable code to copy the embeddable code to your clipboard to paste it at any desired web page to show the Zuddl registration form and collect registrations.

View and restore version

Once published, you can view the published flow by clicking the three dots icon on the top, as shown in the screenshot below:

If you are making changes to an already published flow, you can restore the published version by clicking the Restore this flow button on the published flow view should you face any errors while editing the flow.

To view the previously published version, do not publish the data being worked upon.

Troubleshooting Errors

If there are any errors in the flow, they will be highlighted, as shown below. You can view more details to understand the error and fix it in the flow.

Since there is no undo option, all your changes are saved instantly and you would not be able to undo any changes made.