Triggers & Conditions

Where to find this: Shopify admin → Apps → Yuko Loyalty → Workflows → (any workflow) → click the Trigger node

Introduction

Every workflow starts with one trigger, the event that puts a customer into the workflow. On the trigger node you can also:

add trigger filters (conditions on the event’s data) and profile filters (conditions on the customer),
choose a re-entry rule.

Inside the workflow, an If / Else node splits customers into a Yes and a No path using the same kinds of conditions.

Triggers

The trigger list is grouped into Loyalty, VIP Tiers, Referral, Membership and Orders, and you can search it. A trigger only appears when its module is turned on. For example, booster triggers need Booster Campaigns, and membership triggers need Memberships.

Loyalty

Trigger	Fires when
Earn Points	A customer earns points (including points credited by a workflow)
Redeem Points	A customer redeems points for a reward
Points Adjusted	Points are adjusted manually, for example from the Customers page
Points Expiring Reminder	A customer’s points are about to expire
Points Expired	A customer’s points expire
Reward Expiry Reminder	A redeemed reward is about to expire
Reward Expired	A redeemed reward has expired
Joined Loyalty Program	A customer joins the loyalty program
Birthday Reminder	A customer’s birthday is coming up
Customer Birthday	On the customer’s birthday
Anniversary Reminder	A customer’s anniversary is coming up
Customer Anniversary	On the customer’s anniversary
One-time Campaign Points Awarded	A customer receives points from a One-time Campaign that has Trigger workflow events turned on
Benefit Unlocked	A tier, booster or membership benefit is executed for a customer (including each recurring execution)
Booster Campaign Entered	A customer takes their first qualifying action in a booster campaign
Booster Campaign Progression	A customer’s progress toward a booster goal advances (streak step, milestone, spending goal)
Booster Campaign Rewarded	A customer completes a booster campaign and its rewards are issued (fires once, even with several rewards)

VIP Tiers

Trigger	Fires when
VIP Tier Entry	A customer qualifies for a VIP tier for the first time
VIP Tier Upgrade	A customer qualifies for a higher tier
VIP Tier Downgrade	A customer’s tier is downgraded after retention expires
VIP Tier Retained	A customer re-qualifies before their retention window expires
VIP Tier Retention Warning	A customer’s retention window expires in about 30 days
VIP Milestone Nudge	A customer passes a progress milestone (25%, 50%, 75%, 90%) toward the next tier
VIP Period Start	A new qualifying period begins (the calendar year rolls over or the rolling window shifts)

Referral

Trigger	Fires when
Referrer welcome	A customer joins the referral program as a referrer
Friend reward unlocked	A referred friend claims their friend reward
Referrer Rewarded	A referrer is rewarded for a successful referral
Referral Completed	A referral is completed

Membership

Trigger	Fires when
Membership Subscribed	A customer subscribes to a membership for the first time
Membership Upgraded	A subscription changes to a higher-priced plan
Membership Downgraded	A subscription changes to a lower-priced plan
Membership Paused	A subscription is paused
Membership Reactivated	A paused or cancelled membership is activated again
Membership Cancelled	A subscription is cancelled

Orders

Trigger	Fires when
Order Paid	A Shopify order is paid
Order Delivered	A Shopify order is marked delivered

Trigger filters

After you pick a trigger, click Add under Trigger filters to only let in events that match. Conditions are grouped, and you choose whether groups and conditions combine with AND or OR. Each condition has a Field, an Operator (such as equals, contains, is greater than) and a Value. The fields depend on the trigger:

Fields	Triggers
Email, First name, Last name, Phone number	Every trigger except Benefit Unlocked
City, Country Code	Order, loyalty, VIP, booster and membership triggers
Points Balance, Total Earned Points	Loyalty, VIP and booster triggers
Point Source	Earn Points, Redeem Points, Points Expired, Points Adjusted, One-time Campaign Points Awarded
Days Before	Points Expiring Reminder, Reward Expiry Reminder, Birthday Reminder, Anniversary Reminder, VIP Tier Retention Warning
Campaign Identifier, Campaign Name	One-time Campaign Points Awarded
Current Tier Name	VIP triggers
Previous Tier Name	VIP Tier Upgrade, VIP Tier Downgrade
Tier Progress %	VIP Tier Entry, Upgrade, Downgrade, Retained, Retention Warning, Milestone Nudge, Period Start
Milestone %	VIP Milestone Nudge
Booster Campaign Name, Booster Campaign Type, Booster Completed Actions, Booster Campaign Progress %	Booster triggers
Benefit Module, Benefit Type	Benefit Unlocked
Membership Name, Subscription Status	Membership triggers
Referral Link	Referral triggers and several loyalty triggers
Category, Collection, Product Name, Product ID, Variant ID, Order Status, Order Financial Status, Order Fulfillment Status, Currency, Language, Province Code, Order Count	Order Paid, Order Delivered (Currency, Product Name and Province Code are also available on Earn Points)

One-time campaign conditions

To run a workflow for one specific One-time Campaign:

In the campaign, turn on Trigger workflow events and copy its read-only Identifier.
In the workflow, use the One-time Campaign Points Awarded trigger.
Add a trigger filter Campaign Identifier equals the identifier you copied. Or use Campaign Name to match on the name.

The identifier never changes, so it’s safer than the name if you might rename the campaign.

Profile filters

Click Add under Profile filters to filter on the customer rather than the event. Choose a Condition type:

Condition type	What it checks
User Action	Whether the person has performed an action, with a count and a Time frame
Properties About Someone	A property of the customer, such as email or name
IN or NOT in the EU	Is / Is Not in a Region (European Union or United States)
Receive Marketing	Whether the customer accepts marketing (Yes / No)
Has Not in This Flow	The customer hasn’t been in this workflow At Any Time, or In The Last N Hours, Days, Months or Years

Re-entry criteria

Under Re-entry criteria on the trigger node, set whether a customer can go through the workflow more than once:

Option	Behaviour
No re-entry	”Profiles will only enter once, even if trigger conditions are met again.”
Allow re-entry	”Profiles will re-enter whenever trigger conditions are met.”
Allow re-entry after a time period	Re-enter only after a Time period you set in hours, days or weeks has passed

If / Else

Add If / Else from the Logic group in Add Node: “Profiles are split into two paths based on whether they meet the condition.” Customers who match take the Yes path. Everyone else takes the No path. The If / Else panel has two sections:

Source-Based Filters: conditions on the trigger’s data, with the same fields as the trigger filters above.
Profile Filters: the same condition types as the trigger’s profile filters.

Each path continues to its own actions and ends in its own Exit.

Examples

1. Thank-you for a specific campaign. Trigger One-time Campaign Points Awarded → filter Campaign Identifier equals your Diwali campaign → Send Email “Your festive bonus is here”. 2. Tiered birthday message. Trigger Customer Birthday → If / Else Points Balance is greater than 1000 → Yes: WhatsApp message, No: Send Email. 3. Retention nudge. Trigger VIP Tier Retention Warning → Send Email reminding the customer how to keep their tier.

Best practices

Filter at the trigger when you can. Customers who don’t match never enter, which keeps Analytics clean. Use If / Else when both groups need something.

Use Has Not in This Flow to stop customers from getting the same message too often, even with re-entry allowed.

Turn off the matching built-in email. If you build a workflow on Earn Points or Birthday Reminder, turn off the built-in email for that event to avoid duplicates.

FAQs

Why don't I see the membership or booster triggers?

Triggers only appear when their module is active. Turn on Memberships or Booster Campaigns first.

Is there a trigger for 'customer inactive for X days'?

No. For win-back flows, use VIP Tier Retention Warning, VIP Tier Downgrade or Points Expiring Reminder.

Is there an Order Placed or Order Fulfilled trigger?

No. Use Order Paid or Order Delivered.

Build your first workflow

A step-by-step example from blank canvas to a Live workflow.

Events that start a workflow, filters, re-entry and If / Else.

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Send Email, Coupon, Points Credit and Points Debit.

Time Delay & Exit

Pause a workflow and end it cleanly.

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Send WhatsApp templates through any of 13 providers.

Analytics

Subscribers, timelines, failures and email performance.

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Triggers & Conditions

Introduction

Triggers

Loyalty

VIP Tiers

Referral

Membership

Orders

Trigger filters

One-time campaign conditions

Profile filters

Re-entry criteria

If / Else

Examples

Best practices

FAQs

Build your first workflow