Understanding workflow actions

What are actions

Actions are tasks that are executed when triggered or after specific conditions are met.

A workflow can have one or more actions chained together and run in sequence.

Types of actions

How actions work

A trigger starts the workflow.

The workflow runs each action using data from the trigger or conditions.

Each action runs only after the previous one has finished.

Information created or updated by one action can be used in later actions.

Want a full picture? Learn more about how workflows work: How workflows work

Preview actions before running your workflow

When building a workflow, you can preview how each action works before activating it.

Preview mode lets you test your action settings (such as emails) using sample data, ensuring everything works as expected.

This is especially useful for:

Checking email content and variables
Verifying workflow logic
Testing with real customer and product data.

Learn Preview actions in a workflow

Common workflow actions use cases

Action	Common use cases
Send email	• Send back-in-stock notifications to customers • Deliver welcome or confirmation emails • Follow up with customers who didn’t purchase after restock • Send promotional or discount emails • Share order updates or important announcements
Send push notification	• Notify customers when a product is back in stock • Send real-time alerts for time-sensitive offers or low inventory • Remind customers to complete a purchase • Announce limited-time promotions or discounts • Share important updates that require immediate attention
Send internal email	• Alert inventory team when 100+ customers waiting • Notify manager of high-demand products • Daily digest of restock activity • Low inventory warnings with waitlist data
Wait	• Delay follow-up messages after the initial notification • Give customers time to complete a purchase • Space out messages to avoid over-messaging • Create timed sequences (for example, wait 24 hours before sending a reminder)
Create discount code	• Incentivize immediate purchase ("10% off if you buy today") • VIP exclusive discounts • Loyalty reward for patient waitlist customers • Limited-time urgency ("Code expires in 48 hours")
Update subscription status	• Mark subscriptions as Delivered after a notification is sent • Update status to Engaged when a customer interacts with a message • Set status to Converted after a successful purchase • Mark subscriptions as Completed when the workflow finishes • Cancel subscriptions if the customer opts out or no longer qualifies
Add customer tags	• Segmentation: "High-Intent-Customers", "VIP-Waitlist" • Product interest tracking: "Interested-Blue-Tshirt" • Engagement level: "Email-Engaged", "Never-Opened" • Lifecycle stage: "Waitlist-Converted", "Waitlist-Non-Converter" • Future targeting: Use tags in future campaigns
Create draft order	Coming soon
Send message	Coming soon
Send SMS	Coming soon

Examples of workflow actions

Example 1: Send email

Trigger: Product restock

→ Action: Send email (Send a back in stock notification to customers who requested a restock alert)

🔗 Learn more: Send a back in stock notification

Example 2: Send internal email

Trigger: New customer sign up

→ Condition: Customer criterias - Order count: Check if customer has high order value (Proceeds if the condition is True)

→ Action: Send internal email (Notify sales team about high-value subscriber)

🔗 Learn more: Internal notification for high-value new subscribers

Example 3: Wait

Trigger: New customer sign up

→ Action: Send email (Send initial engagement email)

→ Action: Wait (Wait for email delivery and potential engagement)

→ Condition: An event occurred - Email opened (Check if "An event occurred")

→ Action (If False): Send email (Send win-back email with special offer)

🔗 Learn more: Win-back campaign for inactive subscribers

Available triggers, actions, and conditions

Create a workflow

Assign a workflow to your campaign

Last updated 12 days ago

Understanding workflow actions

#What are actions

#Types of actions

💌 Send email

🔔 Send push notification

📩 Send internal email

⏳ Wait

🎁 Create discount code

🚀 Update subscription status

🏷️ Add customer tags

🛒 Create draft order (Coming soon)

💬 Send message (Coming soon)

📱 Send SMS (Coming soon)

#How actions work

#Preview actions before running your workflow

#Common workflow actions use cases

#Examples of workflow actions

#Related articles

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