> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yuko.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Build visual automations that react to loyalty, VIP, referral, membership and order events by sending emails and WhatsApp messages, issuing coupons and adjusting points.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Workflows
</Note>

## 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](/emails/overview) 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.

## How a workflow fits together

```
Trigger  ──→  Time Delay  ──→  If / Else ──Yes──→  Send Email  ──→  Exit
                                   │
                                   └──No───→  WhatsApp  ──→  Exit
```

* **Trigger:** the event that starts the workflow, plus optional trigger and profile filters and re-entry rules. See [Triggers & Conditions](/workflows/triggers-and-conditions).
* **Actions:** **Send Email**, **Coupon**, **Points Credit**, **Points Debit**, **WhatsApp**, **Engati** and **kwikEngage**. See [Action Nodes](/workflows/action-nodes), the [WhatsApp node](/workflows/whatsapp-node) and [Partner Nodes](/workflows/partner-nodes).
* **Timing:** **Time Delay**. See [Time Delay & Exit](/workflows/wait-and-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](/workflows/analytics).

## 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.

<Info>The workflow editor needs a desktop-sized screen. On a phone, Yuko shows *"Workflow editor requires desktop view"*.</Info>

## 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.

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme — see [Theme App Embed](/installation-and-setup/theme-app-embed).</Check>
<Check>Your loyalty program is enabled under **Loyalty Program Status** at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs**.</Check>
<Check>Your point labels are set in [Loyalty Settings](/loyalty/program-settings).</Check>

## Get started

<Steps>
  <Step title="Follow the tutorial">
    [Build your first workflow](/workflows/build-your-first) walks through a complete example.
  </Step>

  <Step title="Pick a trigger">
    See the full list in [Triggers & Conditions](/workflows/triggers-and-conditions).
  </Step>

  <Step title="Add actions">
    Choose from [Action Nodes](/workflows/action-nodes) and the [WhatsApp node](/workflows/whatsapp-node).
  </Step>

  <Step title="Go Live and monitor">
    Turn the workflow on, then watch subscribers and emails in [Analytics](/workflows/analytics).
  </Step>
</Steps>

## Best practices

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

## FAQs

<AccordionGroup>
  <Accordion title="Are there ready-made workflow templates?">
    Not today. New workflows start from scratch with **Create from Scratch**.
  </Accordion>

  <Accordion title="What happens to customers already in a workflow if I set it to Draft?">
    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](/workflows/analytics) for subscribers still marked **In Progress**.
  </Accordion>

  <Accordion title="Can a workflow call my own server?">
    Not from the workflow builder. For outbound data, see [Integrations](/integrations/overview).
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Build your first workflow" icon="rocket" href="/workflows/build-your-first">
    A step-by-step example from blank canvas to a Live workflow.
  </Card>

  <Card title="Triggers & Conditions" icon="bolt" href="/workflows/triggers-and-conditions">
    Events that start a workflow, filters, re-entry and If / Else.
  </Card>

  <Card title="Action Nodes" icon="play" href="/workflows/action-nodes">
    Send Email, Coupon, Points Credit and Points Debit.
  </Card>

  <Card title="Time Delay & Exit" icon="hourglass" href="/workflows/wait-and-exit">
    Pause a workflow and end it cleanly.
  </Card>

  <Card title="WhatsApp Node" icon="whatsapp" href="/workflows/whatsapp-node">
    Send WhatsApp templates through any of 13 providers.
  </Card>

  <Card title="Analytics" icon="chart-line" href="/workflows/analytics">
    Subscribers, timelines, failures and email performance.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>


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