Where to find this: Inside any workflow, click the + on a connecting line → Add Node → Actions
Introduction
Action nodes are the steps that actually do something when a customer reaches them. The Add Node dialog lists these actions:
Timing and logic nodes (Time Delay, If / Else) are covered in Time Delay & Exit and Triggers & Conditions.
Click any node on the canvas to open its settings panel. Save the panel to apply your changes.
Send Email
Sends an email to the customer.1
Add the node
Pick Send Email in Add Node. A new email node starts with the subject New Email.
2
Open the editor
Click the node. The panel shows a preview of the email (switch between Desktop view and Mobile view). Click Edit to open the Template Editor.
3
Write the email
Set the subject, preview text, title, message, CTA and footer. Use shortcodes. The Available Template Variables card lists the shortcodes for this workflow’s trigger, plus the Redemption group. Click Save.
- The node card shows Emails sent so far.
- Emails use your sender settings from Email Settings.
- The Advanced Editor is available on select plans.
Coupon
Creates a unique Shopify discount code for the customer at this step. Show it in a later Send Email node with the Coupon block in the Advanced Editor.Points Credit
Adds points to the customer’s balance. Available on Shopify stores.Incremental points use the order subtotal, which is why they’re only offered on the Order Paid trigger. If the order can’t be found or its subtotal is zero, the step fails and the customer’s run stops there.
Points Debit
Removes points from the customer’s balance. Available on Shopify stores.
If the customer doesn’t have enough points, the step fails with “Insufficient point balance” and nothing is deducted. The customer doesn’t continue to the next steps, and their subscriber status becomes Failed. You can see the reason in Analytics.
Examples
1. Welcome bonus. Trigger Joined Loyalty Program → Points Credit (Fixed, 100, reason Welcome bonus) → Send Email. 2. Downgrade win-back. Trigger VIP Tier Downgrade → Coupon (Percentage, 15, valid 14 days) → Send Email with the Coupon block. 3. Extra points on paid orders. Trigger Order Paid → Points Credit (Incremental, 1 point for every 20 spent, hold for 14 days).Best practices
FAQs
Can a Coupon node give a free product?
Can a Coupon node give a free product?
No. The Coupon node supports Percentage, Amount and Free Shipping discounts. Free-product rewards are available as a way to redeem.
Does Points Credit apply VIP tier multipliers?
Does Points Credit apply VIP tier multipliers?
The node credits exactly the points you set (or the incremental calculation).
Will a credit in my workflow re-trigger the same workflow?
Will a credit in my workflow re-trigger the same workflow?
A credit fires Earn Points. If your workflow’s trigger is also Earn Points, use No re-entry or a Has Not in This Flow profile filter so customers don’t loop through it again.
Related
Build your first workflow
A step-by-step example from blank canvas to a Live workflow.
Triggers & Conditions
Events that start a workflow, filters, re-entry and If / Else.
Action Nodes
Send Email, Coupon, Points Credit and Points Debit.
Time Delay & Exit
Pause a workflow and end it cleanly.
WhatsApp Node
Send WhatsApp templates through any of 13 providers.
Analytics
Subscribers, timelines, failures and email performance.
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Visit our support hub for help articles, live chat and ticket submission.
Browse the Guides
Documentation across loyalty, referrals, memberships and more.
Install Yuko
Add Yuko to your Shopify store from the Shopify App Store.