In this article you will find:

  1. What are the workflow conditions?

  2. Explanation of each offered condition.

  3. How to select a condition for your workflow.

To view an overview of how to build a workflow through Rise and the different options you have, check out this video:

What are conditions:

In the workflow you can use conditions to choose which customers are relevant for the action you set up afterwards.

Possible conditions:

  • Order Total Price: The total price of the current purchase, including shipping & tax. For example: If a customer spent more than $100 in a single purchase, then a $10 Store Credit will be issued.

  • Order Subtotal Price: The subtotal price of the order, this doesn't include shipping & tax and also doesn't take into account any discounts used on the order.

  • Total Spent: The amount that the customer has spent in their lifetime. For example: if a customer spent more than $1000 in their lifetime at your store, then a customer tag: "Gold" will be added to the customer. You can also add another action - Issue Store Credit.

  • Orders Count: The number of purchases a customer made at your store. For example: If a customer made more than 3 orders, then a $10 store credit will be issued.

  • Customer Tags: Tags the customer is tagged with in Shopify. For example: If a customer is tagged as "Gold", then issue store credit.

  • Product IDs: The ID of a specific product. For example: if a customer purchased an item that its product ID is 9956312, then issue store credit.

  • Account Owner: Any customer that holds an account in your store. For example: If a customer has an account at your store, then issue Store Credit.

  • Customer Created At: The date the customer was created at. For example: If a customer was created after May 20, 2019, then issue store credit.

How to select a condition/s for your workflow:

After selecting your trigger, click the "Add condition" button.

On the left side, a menu will be displayed. Click the dropdown box in order to select a condition.

Once selecting your condition, set your own values and set up your rule.

For example: if the total order value is greater than $250, proceed to the next action.

You can set unlimited conditions in each step. So you can custom your rules to your own needs, without creating multiple workflows.

In order to do so, click the “Add another condition” button.

Once you’ve finished selecting and editing your conditions, you can move forward to choosing an action.

If you set up multiple conditions in one workflow, make sure that they are set up from the highest to lowest value For example ($1000-> 750 -> 500):

Tips:

  • Make a test purchase to make sure the conditions are set up correctly.

  • Set up conditions based on your customers’ behavior and your weak points (AOV, customer retention, etc).

Related articles:

Got more questions or any feature ideas?

Please contact us through the chat box or mail to Rise Support.

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