Skip to main content
Where to find this: Shopify admin → Apps → Yuko Loyalty → Workflows → Create Workflow

​
Introduction

In this tutorial you’ll build a VIP upgrade bonus workflow:
When a customer moves up to a higher VIP tier, they get 200 bonus points and an email congratulating them on the new tier. The built-in Tier unlocked email only covers a customer’s first tier, so this workflow fills the gap for upgrades.

​
Before you start

Yuko app is installed on your Shopify store — see Install Yuko on Shopify.
The Yuko Theme App Embed is enabled in your active theme — see Theme App Embed.
Your loyalty program is enabled under Loyalty Program Status at Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs.
Your point labels are set in Loyalty Settings.
VIP tiers are set up with at least two tiers. See VIP Tiers.
Your sender details are set in Account → Email Settings. See Email Settings & Custom Domains.

​
Setup guide

1

Create the workflow

Go to Workflows and click Create Workflow → Create from Scratch. The new workflow opens on the canvas as a Draft.
2

Name it

Click the title at the top and rename it, for example VIP upgrade bonus.
3

Choose the trigger

Click the Trigger node. In the trigger list (grouped by Loyalty, VIP Tiers, Referral, Membership and Orders), search for and select VIP Tier Upgrade.
4

Set re-entry

In the trigger panel under Re-entry criteria, choose Allow re-entry, so a customer who upgrades again later (Silver → Gold → Platinum) gets the bonus each time.
5

Optional: limit it to one tier

Under Trigger filters, click Add, choose the Current Tier Name field and set it to, for example, Gold. Only upgrades into Gold will enter the workflow. Skip this step to reward every upgrade.
6

Add a Points Credit node

Click the + on the line below the trigger. In Add Node, pick Points Credit. Set Method to Fixed amount of points, Points to earn to 200 and Credited reason to VIP upgrade bonus. Save the node.
7

Add a Send Email node

Click the + below Points Credit and pick Send Email. In the node panel, click Edit to open the Template Editor. Write a subject such as Welcome to {{ current_tier_name }}, {{ first_name }}! and a message that mentions the bonus and the new balance with {{ points_balance }}. Click Save, then go back to the workflow.
8

Check the Exit

Every path already ends in an Exit node (“The automation will stop here.”). There’s nothing to configure.
9

Send yourself a test

In the Template Editor, click Send Test Email to see the email in your inbox with sample data.
10

Go Live

Changes save automatically (you’ll see Saved at the top). Click Turn on workflow. The status changes from Draft to Live. Running workflows Live is available on select plans.

​
How it works

  1. A customer’s tier is re-evaluated and they move to a higher tier. Yuko fires VIP Tier Upgrade.
  2. If the customer passes your trigger filters and re-entry rule, they become a subscriber of the workflow.
  3. Points Credit adds 200 points with the reason VIP upgrade bonus. You’ll see it in the customer’s activity on the Customers page.
  4. Send Email sends your email. Shortcodes like {{ current_tier_name }} are filled in for this customer.
  5. The subscriber reaches Exit and is marked Completed in Analytics.

​
Variations

  • Wait before emailing: add a Time Delay of 1 Day(s) before Send Email, with Set a delay until a specific time of day at 10:00.
  • WhatsApp instead of email: swap Send Email for the WhatsApp node.
  • Different bonus per tier: add an If / Else node after the trigger with Current Tier Name equals Platinum. Give the Yes path a bigger Points Credit.
  • Downgrade win-back: build a second workflow on VIP Tier Downgrade with a Coupon and a Send Email.

​
Best practices

Use a clear Credited reason. It appears in the customer’s points history, so support can see where the points came from.
Mind the order. Put Points Credit before Send Email so {{ points_balance }} already includes the bonus.
Watch the first few subscribers. Open Analytics after going Live and check that subscribers reach Completed.

​
FAQs

Pick the trigger carefully. Once a trigger is set, the trigger panel shows its filters and re-entry settings rather than the trigger list. To use a different trigger, create a new workflow.
Running workflows Live is available on select plans. You can still build and save workflows as Draft.
Yes. Points credited by a workflow count as earned points, so the built-in Points earned email (if active) also sends. Turn it off, or rely on it instead of a separate Send Email node.

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.

Book a Free Setup Call

Talk to our team for personalised setup help.Time: 30 minutes

Contact Support

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.