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In this article you'll find:
How does the Rise.ai store credit workflow work
The aim of building store credit workflows is to reward customers automatically after a specific event happens. A workflow would always consist following two parts:
'Trigger' - that marks the event that will initiate the workflow
'Action' - that reflects what will happen after the trigger is triggered
Between the above two, you can also add different 'conditions', based on your preference and the aim of the workflow.
For reference, see an example of a workflow, where a customer would be rewarded when they paid for an order, and the total order price is equal to or greater than 100:
How to set up the trigger for your workflow
Within your dashboard enter the Store Credit tab → Workflows → Create Workflow:
Then, select a trigger, click on Wix order paid → Apply
The Order Paid trigger activates when an order is successfully paid.
How to add one or more conditions to your workflow
After that, Click on the black plus button "Add Step"
Click on Condition
The Condition tool enables automated actions based on specific criteria, with two possible paths: THEN and ELSE. If the criterion is met, the THEN action is executed,
if not, the ELSE action occurs.
Check if - is where you define the properties that the Workflow will use.
In the Check If section, you can find different properties -
Customer data:
Customer email - The email from which the order was purchased.
Customer phone number - The phone number of the customer who purchased the order.
Customer first/last name - The name of the customer who purchased the order.
Total order price - the cart's total value (including shipping fees).
For example: if a customer’s cart value is over $100, the customer automatically receives $10 as store credit.Subtotal order price - The price of the items in the cart, excluding taxes and shipping, while including any discounts applied to the order.
Once you're done setting up the conditions, click on Apply.
Please note:
You can define multiple conditions in one workflow by clicking Add Criterion.
If you define two or more conditions in one workflow, remember to set the conditions from the highest value to the lowest.
How to set up actions for fixed and dynamic rewards
Click on Action:
Possible actions -
Issue Store Credit
Once conditions are met, store credit will be issued automatically. You can set the rewarded store credit to be issued in several ways:
Fixed Amount A fixed amount of store credit will be sent if the conditions are met.
Percentage Store credit will be issued as a percentage of the value type selected. You can give back a percentage from the Total Order Price, or from the Subtotal Order Price
For every: For every $X spent in one purchase, reward $Y.
You can use this action based on the Total Order Price, or from the Subtotal Order Price
Within the Issue Store Credit action, you can also set up the following:
Add expiration date: Set a date when the store credit will expire.
Add delay: Delay the issuance of store credit for a specified period.
Add an internal note: Include a note visible only to your team for tracking purposes.
Send email notification: Notify the customer via email about the issued store credit.
How to add a delay before/after a condition or an action
A delay allows you to pause the automation process for a specified period before moving on to the next condition/action.
Click on Delay:
For example: if you want to wait one day before issuing store credit, you can set a delay to manage this timing.
Once you're done setting up your Workflow don't forget to click on Activate.
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