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Where to find this: Shopify admin → Apps → Yuko Loyalty → Workflows

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Introduction

Workflows are automations you build on a visual canvas. Each workflow starts with one trigger (an event such as Earn Points, VIP Tier Upgrade or Order Delivered), then runs the steps you add: wait, branch with If / Else, send an email or WhatsApp message, create a coupon, or credit or debit points. Use workflows when the built-in emails aren’t enough, for example to send a WhatsApp message when a customer reaches a new tier, wait three days before a follow-up, or treat VIP customers differently from everyone else.

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How a workflow fits together

  • Trigger: the event that starts the workflow, plus optional trigger and profile filters and re-entry rules. See Triggers & Conditions.
  • Actions: Send Email, Coupon, Points Credit, Points Debit, WhatsApp, Engati and kwikEngage. See Action Nodes, the WhatsApp node and Partner Nodes.
  • Timing: Time Delay. See Time Delay & Exit.
  • Logic: If / Else splits customers into a Yes and a No path.
  • Exit: every path ends in an Exit node that Yuko adds for you.
Each customer who enters a workflow is a subscriber. You can follow every subscriber’s path in Analytics.

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The Workflows list

  • Create Workflow → Create from Scratch opens a new, blank workflow.
  • Tabs: All, Live and Draft, plus an Event Type filter and search.
  • Columns: Title, Trigger Type, Subscribers and Status (Live or Draft).
  • Select several workflows to set them Live, set them to Draft, or delete them in bulk.
New workflows start as Draft. Changes on the canvas save automatically. When you’re ready, click Turn on workflow to make it Live. Running workflows Live is available on select plans.
The workflow editor needs a desktop-sized screen. On a phone, Yuko shows “Workflow editor requires desktop view”.

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Workflows and built-in emails

The emails under Loyalty → Emails, Referral → Emails and Membership → Emails run on the same engine, but you manage them from those tabs, not from the Workflows list. If you build a workflow on the same trigger as a built-in email, turn the built-in email off so customers don’t get two messages.

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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.

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Get started

1

Follow the tutorial

Build your first workflow walks through a complete example.
2

Pick a trigger

See the full list in Triggers & Conditions.
3

Add actions

Choose from Action Nodes and the WhatsApp node.
4

Go Live and monitor

Turn the workflow on, then watch subscribers and emails in Analytics.

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Best practices

Start small. A trigger, one action and an exit is a complete workflow. Add branches once the basics work.
Set re-entry deliberately. Decide whether a customer should go through the workflow once, every time, or at most once per period.
Check Analytics after launch. Failed steps show the reason, so you can fix setup issues early.

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FAQs

Not today. New workflows start from scratch with Create from Scratch.
A Draft workflow stops accepting new subscribers. Customers who are already in it, for example waiting on a Time Delay, carry on through their remaining steps. Check Analytics for subscribers still marked In Progress.
Not from the workflow builder. For outbound data, see Integrations.

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.