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Create Store Credit & Loyalty Workflows
Create Store Credit & Loyalty Workflows

Gain incredible ROI and increase your customer retention rate by using our workflows to send automated Store Credit to your customers.

Hila Butbul avatar
Written by Hila Butbul
Updated over a week ago

In this article you will find:

  1. How to send store credit based on specific triggers.

  2. How to send store credit based on specific conditions.

  3. How to create fixed/dynamic rewards.

  4. How to tag customers based on specific conditions.

  5. Flow examples and use cases.

To begin, click on the Workflows tab in your Rise Dashboard. 

You can either select one of our pre-made workflows or create your own. Our pre-made workflows are also customizable and are good for quick implementation.

After clicking on a pre-made workflow, you can read why it was made, and the rewards rules in it. Then, you can choose if you'd like to customize it or activate it directly.

You can also create your own workflow from scratch:

At any time, you can test the flow, this will trigger an email with the store credit, and will add the store credit to the customers' loyalty card under the note: "Test".

  1. How to set up specific triggers:

    Click 'Select Trigger'

  • Order paid - store credit will be sent once the payment is captured.

  • Account created -  store credit will be sent once a customer created a new account at your store.

  • Successful Referral- you can learn more about our referral program here.

  • Review Created- you can integrate with one of the review apps we are integrated with to reward customers for creating a review in your store.

2. How to set up specific conditions:

Click 'Add Condition'

  • Order total price - the total value of the cart (including shipping fees). For example, if a customer’s cart value is over $100, the customer automatically receives $10 as store credit.

  • Order subtotal price: the price of the items in the cart, without including taxes and shipping. This also doesn't take into account any discounts that were applied to the order.

  • Total spent: the total amount a customer spent at your store. For example: if a customer’s total lifetime spent is over $2000, the customer will automatically receive a $100 reward.

  • Order count - the number of individual purchases a customer made at your store. Example: If a customer makes 3 purchases at your store, they will automatically receive a $20 reward.

  • Product IDs  - use this condition to promote new products. For example: if a customer purchases product X, the customer automatically receives $5 in store credit. You can locate your product ID in the product page URL on your Shopify admin:

You can have a few product IDs in one condition:  

  • Customer tags - this condition is based on tags associated with your customers in Shopify. For example: If a customer’s tag is “VIP”,  the customer automatically receives 7% back as store credit.

  • Customer Store Account - If a customer has an existing account in your store. You can choose to reward customers that have or don't have an account (enabled\disabled).

    For example: if a customer has an account, they automatically receive 5% back for each purchase in store credit.

  • Customer created - this condition is good for retaining new customers, or bringing in old customers back to your store. For example: If a customer was created between 6-12 months ago, the customer automatically receives $15 as store credit. Please note that this will reward once a customer purchases at your store, and won't automatically send out a reward.

Please note: 

  • You can define multiple conditions in one workflow.

  • If you define two or more condition in one workflow, remember to set the conditions from the highest value to the lowest value.

3. How to set up an action:

Click 'Add Action'

  • Issue Store Credit: this issues store credit to the customer's loyalty card. You can learn more about the different conditions you can set up within this action here.

  • Issue Limited Store Credit: with this option you can limit the issued store credit rewards to be redeemed only by purchasing products from specific collections. Insert the collection ID you'd like the store credit to be redeemable in.

    Please note: this option will create discount codes as opposed to gift card codes in the backend, meaning that the credit won't be able to be redeemed with other discounts, can't be applied for shipping & tax and can't be accumulated.

  • Add customer tags: customers who match the conditions will be tagged. This tag will appear in their Shopify customer as well as on Rise.

    Within the action, you have the option to customize the reward email content under the notifications secition. You can edit the content of the email subject, email title and email body text. You can also choose to send the emails through Klaviyo.

For a complete template customization, go to the Emails tab and customize the Store Credit email:

4. After you're done, give your new program a name and turn it on (don't forget to save!).

Related articles:

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