Page Builder Steps allow you to configure the sequence of views a registrant, speaker, or exhibitor sees when interacting with your event site. Each step is a container for one or more pages, which are filtered to show only when applicable. If no pages apply, the step is automatically skipped, creating a smooth user experience.

This functionality is available across modules like Registration, Self Check-In, Call for Papers, Exhibitor, Golf Sponsor, and more.

How do page builder steps work?

Each Step contains zero or more Pages.
Filters on each page determine if it is shown.
Only the first matching page (or the first with no filters) is displayed.
If no pages apply, the step is skipped entirely.

Steps are used to guide registrants through customized flows based on roles, permissions, or form logic.

Access the Page Builder configurations

Use the menu paths below to access each Page Builder configuration:

For Registration: Go to the Setup menu, click Registration, and select Page Builder.
For Self Check-In: Go to the Setup menu, click Registration, and select Self Check-In Page Builder.
For On-Site Registration: Go to the Setup menu, click Registration, and select On-Site Page Builder.
For Call for Papers: Go to the Setup menu, click Proposal, and select either Call for Papers (Phase 1) or (Phase 2) Page Builder.
For Speakers: Go to the Setup menu, click Session, and select Speaker Portal Page Builder.
For Exhibitors: Go to the Setup menu, click Exhibitor, and select Exhibitor Page Builder (or Exhibitor Personnel Page Builder).
For Golf Sponsors: Go to the Setup menu, click Golf Sponsor, and select Golf Sponsor Page Builder (or Golf Sponsor Personnel Page Builder).
For Password Recovery: Go to the Setup menu, click General, and select Forgot Password Page Builder.

Each Page Builder follows identical functionality, but displays content based on the module selected.

Understand Step types

1. Intermediate Steps

These are fully customizable steps used to collect specific data. You can add, edit, reorder, or delete these at any time to collect:

Profile and Contact Info
Housing and Air Travel details
Session or Proposal Data
Activities or Personnel Forms

2. Special and required Steps

These steps are foundational and cannot be moved or deleted:

Landing Page

The Landing Page is always the first step in a Page Builder sequence. Registrants, speakers, or potential speakers reach this page by clicking the URL for the registration site.

Set the Theme: You may define a specific Theme for this step. If no theme is defined, the system uses the default theme from Theme Setup. Subsequent pages will follow the theme of the Landing Page unless otherwise specified in their individual page options.
Configure Fields: The only field that can be added to this page is the Login Form.
Login Form Options: Login Forms include an option to remember the email address used to log in for the event.

Note: This setup also applies to the Exhibitor Public Page Builder.

Self Check-In specific Steps (Kiosk)

No Registration Found: This step appears second in the Self Check-In Page Builder sequence. It defines the path for registrants whose registration cannot be located via email. Admin Users can configure what happens next for these registrants, and you can connect this step to the Landing Page of the On-Site Registration site via the On-Site Registration Page Builder.
Registration Found: This is the third step in the Self Check-In Page Builder. It defines the process for registrants who successfully log in at a kiosk, allowing them to complete check-in steps before moving to the Completion Step to print their badge.

Basic Information

This step appears second in the Call for Papers Phase 1 and Phase 2 Page Builders. It is used to collect and display key information related to Proposal submissions and Session details for events.

Review Page

The Review Page is typically the final step for data entry. Upon re-logging in through the Landing Page, users are directed back to this Review Page.

Configure Review Page Options: Go to Page Options to set the Promo Code and Financial Summary display. Choose between Show Both (default), Only Show Financial Summary, or Show Neither. This setting determines if these items appear automatically at the bottom of the page body.

Payment and PayPal Pages

Payment Page: This step follows the Review Page. It allows users to enter payment info and supports multiple transaction types, additional payment fields, and Address Verification System (AVS) checks.
PayPal Login Page: This step is added automatically when PayPal is enabled. It redirects registrants to the PayPal login page.
PayPal Review/Confirm Page: This step follows the PayPal Login Page. Once the registrant confirms their payment, they are redirected to the event’s Completion Page.

Completion Page

The Completion Page finalizes the process. In Self Check-In and On-Site Registration builders, this page also facilitates badge printing.

To configure the Completion Page:

Enter a Name.
Select an Action Type: Choose Display Template (select a pre-designed template), Redirect to Review, or Redirect to URL (enter the destination URL).
Set Login Status: Choose "Yes" or "No" for Keep user logged into system.
Configure Emails: Select an available email template to Send email to user or choose Do not send.
Apply Filters: Use filters to show this specific step only to certain registrant groups.
Click Save.

Add an intermediate Step

Navigate to the Page Builder list for your chosen module.
Hover your mouse in the space between two existing steps to reveal the Add Step Icon.
Click the Add Step Icon.
Fill in the Name (required).
Select the Section Type (Generic, Housing, or Air Travel).
Click Add to insert the new step into your sequence.

Modify or reorder Steps

Hover your cursor over the Step Number on the left side of the list to reveal the action icons.
To Reorder: Click and hold the Move Icon, then drag the step to its new position.
To Update Settings: Click the Edit Icon to change the step name or configuration.
To Remove: Click the Delete Icon and click OK in the confirmation dialog box.