Understanding workflow actions
Learn the basics of 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
💌 Send email
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.
Example:
Trigger: Product restock → Action: Send back-in-stock email
Personalize your notifications using dynamic variables: Understanding personalization variables in email templates
🔔 Send push notification
Title: The title appears at the top of the notification. Use variables to personalize the message.
Body: The main message of the notification, used to share details or prompt action.
Example:
Trigger: Product restock
→ Action: Send email (Send a back-in-stock notification to customers who requested a restock alert)
→ Action: Wait (Wait 1 day)
→ Action: Send push notification (Send a push notification to remind the customer the item is back)
Personalize your notifications using dynamic variables: Understanding personalization variables in email templates
📩 Send internal email
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.
Example:
Trigger: New customer sign-up
→ Action: Send email (Send a welcome email containing a link to a high-value catalog or offer)
→ Action: Wait (Wait 2 days for the customer to interact)
→ Condition: An event occurred - Email clicked (Check if the customer clicked the link in the email)
→ Action (If True): Send internal email (Notify the sales team that this is a "Hot Lead" because they engaged with the content)
Personalize your notifications using dynamic variables: Understanding personalization variables in email templates
⏳ Wait
Time & Unit: Set how long the workflow should wait before moving to the next step.
Example:
Trigger: New customer sign-up
→ Action: Send email (Send an initial welcome email)
→ Action: Wait (Wait 3 days before follow-up)
→ Action: Send email (Send follow-up brand story email)
🎁 Create discount code
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.
Example:
Trigger: Product restock
→ Condition: Customer criteria - Order count (Check if the customer has multiple orders)
→ Action (If True): Create discount code (Create an exclusive VIP discount code)
→ Action: Send email (Send a back-in-stock notification email that includes the exclusive discount)
Take a quick look: Back in stock with exclusive discount for loyal customers
🚀 Update subscription status
New status: Select the subscription status you want to update the customer to.
Example:
Trigger: New customer sign up
→ Condition: Customer criteria - Accepts marketing = True
→ Action (If True): Update subscription status - Engaged (If they accepted marketing)
→ Condition: Customer criteria - Accepts marketing = False
→ Action (If True): Update subscription status - Cancelled (If they did not accept marketing)
🏷️ Add customer tags
Tags: Enter the tags you want to use to categorize the customer, separated by commas.
Example:
Trigger: New customer sign up
→ Condition: Customer criterias - Order count (Check if the customer has more than 5 orders)
→ Action (If True): Add customer tags (Add the "VIP" tag to the customer profile) Take a quick look: Tag VIP customers based on purchase history
Personalize your notifications using dynamic variables: Understanding personalization variables in email templates
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
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
Related articles
Available triggers, actions, and conditionsCreate a workflowAssign a workflow to your campaign📩 Need help?
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