Create a workflow
Learn how to create and configure a workflow to control how and when customers receive notifications. This guide walks you through setting up triggers, conditions and actions.
Create and set up a workflow
Start creating a workflow
Click the
icon to add a condition or action, and build your workflow according to your needs.
Hover over the block to change or delete the workflow block.
Click the block and select 'Edit description' to add a custom description for your workflow block.
For a workflow condition, you can choose either the True or False branch to continue building the next actions.
Manage workflow triggers
📝 Read more about workflow triggers: Workflow triggers
Manage workflow conditions
📝 Read more about workflow conditions: Workflow conditions
Select variable: Choose the customer attribute you want to evaluate.
Operator: Pick the comparison rule (Equal to, Not equal to, Greater than, Less than, Greater than or equal to, Less than or equal to).
Compare value: Enter the value you want to compare against the selected variable.
AND / OR: Combine multiple criteria to create more advanced conditions—use AND when all conditions must be true, or OR when any single condition can trigger the branch.
Add criteria: Click Add criteria to include additional conditions as needed.
Event: Select the event you want to check for.
Email: Choose the specific email associated with the event, or leave it as Any email to check whether the event occurred for any customer.
Manage workflow actions
📝 Read more about workflow actions: Workflow actions
Tags: Enter the tags you want to use to categorize the customer, separated by commas.
Discount code: Enter the custom code you want to generate or click “Generate random code” to create one automatically.
Discount type: Select the type of discount you want to apply (Percentage/Fixed amount).
Discount value: Specify the value of the discount based on the selected discount type.
Combinations: Choose which types of discounts this code can be combined with, such as product, order, or shipping discounts.
This code is only valid for the specific customer and product selected in the workflow.
Subject: Enter a custom subject line to replace the default subject in the selected email template.
Email template: Choose the email template you want to send to the customer.
Email of recipient: Enter the internal email address that should receive this notification.
Subject: Add a subject line for the internal email, or use variables to include dynamic information.
Content: Write the message to be sent in the internal email.
New status: Select the subscription status you want to update the customer to.
Time & Unit: Set how long the workflow should wait before moving to the next step.
Workflow examples
Example 1: Simple restock notification
Trigger: Product Restocked
→ Action: Send Email (Restock notification)
→ Wait: 48 hours
→ Condition: Customer has not purchased
→ Action: Send Follow-up Email (Reminder)Example 2: VIP early access
Trigger: Product Restocked
→ Condition: Customer Total Spent > $500
→ YES: Action: Create Discount Code (15% off)
→ YES: Action: Send Email (VIP early access)
→ YES: Wait: 2 hours
→ Condition: Customer Total Spent < $500
→ YES: Action: Send Email (Standard notification)Example 3: Engagement-based follow-up
Trigger: Product Restocked
→ Action: Send Email (Initial notification)
→ Wait: 24 hours
→ Condition: Email Opened = False
→ YES: Action: Send Email (Re-engagement with subject line test)
→ Condition: Email Clicked = True
→ YES: Action: Create Draft Order (with discount)
→ YES: Action: Add Customer Tag ("High-Intent")Related articles
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