In this article you will find:

  1. What are “triggers”.

  2. How to select a trigger (“Select Trigger”) for your WorkFlow.

  3. Explanation on each offered condition.

What are “triggers":

Triggers are different options to initiate a WorkFlow on which you can reward/segment your customers. 

How to select a trigger to initiate a WorkFlow

  • Select a trigger from the triggers list.

Possible triggers:

  • Order Created - the WorkFlow will be activated when an order is complete, even if the payment wasn't captured.

  • Order Paid -the  WorkFlow will be activated only when the payment is captured, which enables fraud prevention. This trigger is only available for our Pro plan users and above.

  • Account Created - the WorkFlow will be activated when an account has been created at your store.

  • Unused Store Credit - the WorkFlow will be activated when a customer has a credit balance remaining in their Loyalty Card or Gift Card. To set it up, you can use the pre-made WorkFlow in the Reminders tab:

  • Successful referral- when a customer refers a friend, and then the friend creates a purchase. You can use our pre-made Workflow to easily set this up. 


  • Using different Workflows with different combinations of triggers will enable you to cover more use cases.

  • You can only use one trigger in each WorkFlow, with multiple conditions and actions.

Related articles:

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