In this article, you'll find:
How does the Rise.ai store credit workflow work
The aim of building store credit workflows is to reward customers automatically after a specific event happens. A workflow would always consist of the following two parts:
'Trigger' - that marks the event that will initiate the workflow
'Action' - that reflects what will happen after the trigger is triggered
Between the above two, you can also add different 'conditions', based on your preference and the aim of the workflow.
For reference, see an example of a workflow, where a customer would be rewarded when they paid for an order, and the total order price is equal to or greater than 99:
The Square 'Order Paid' trigger currently doesn't support tracking a customer's full order history, such as how many times they’ve purchased in the past.
As a result, the following workflow types aren't available when using Square:
First Purchase workflows
Punch Card workflows
You can still create similar flows using Square Segments, which let you group customers based on their behavior (like first-time buyers or VIPs). These segments can then be used as conditions in your workflow.
How to set up the trigger for your Workflow
Within your dashboard, enter the Store Credit tab → Workflows → Create Workflow:
Then, select a trigger, click on Shopify Order Paid → Apply
The Square Order Paid trigger activates when an order is successfully paid.
How to add conditions to your workflow
To add conditions to your workflow, click on the Plus button "Add Step"
Click on Condition
The Condition tool enables automated actions based on specific criteria, with two possible paths: THEN and ELSE. If the criterion is met, the THEN action is executed, if not, the ELSE action occurs.
The Check if block lets you create logic-based paths in your workflow. The flow will only continue if the condition you set is met.
In the Check if panel, choose a property like:
Order line items – Filter based on products in the order (e.g., product title, SKU, quantity).
Item quantity – Number of units purchased for a specific item.
Item total price – Final price for the item, including all units and discounts.
Item base price – Price per unit before any discounts.
Item Id – The item’s internal catalog ID.
Item name – The product name as shown in the order.
Customer email – The customer's email address.
Customer segments – Identify whether the customer is part of a specific segment.
Customer email unsubscribed – True/false value indicating if the customer has unsubscribed from emails.
Customer Id – The internal system ID assigned to the customer.
Order total amount – The full amount of the order after all charges.
Customer Last Name – The customer's last name.
Order total discount – Total value of discounts applied to the order.
Customer First Name – The customer's first name.
Order merchant Id – The ID of the store or merchant that processed the order.
Order Id – The unique identifier for the order.
Customer company name – The name of the company if the customer registered under a business.
Customer created date – The date the customer was added to the system.
Order location Id – The location/store ID where the order was placed (e.g., for POS orders).
Order total service charges – Additional service fees.
Order currency – The currency used in the transaction (e.g., USD, EUR).
Order total tax – The total tax amount included in the order.
Order total tip – The total amount of any tip added by the customer.
Customer phone number – The phone number associated with the customer.
Adding Multiple Conditions: "And" vs "Or"
You can define multiple conditions within a single workflow step by clicking “+ And” or “+ Or.”
+ And – All the listed conditions must be true for the action to proceed.
(For example: Order total is over $100 AND customer is part of VIP segment)+ Or – At least one of the listed conditions must be true.
(For example: Order total is over $100 OR customer is part of VIP segment)
Important:
When setting multiple numerical conditions (e.g., order value, item quantity), it's recommended to list them in order from highest to lowest value for clarity and logic control.
Once you're done setting up the conditions, click on Apply.
How to add an action to your workflow
Within your workflow, click on Action.
After clicking on the action, a side panel will open on the left, where you'll see the list of possible actions:
Fetch Square collection ID – Retrieves the collection ID from Square so you can use it in the logic of your flow.
Fetch Square segment ID – Retrieves the Square segment ID for filtering or conditioning the building.
Issue store credit – Issues store credit to the customer if they meet the defined conditions.
Issue store credit - Action Details:
Customer email address – Select the dynamic field (e.g., “Customer email”) so credit goes to the correct wallet.
Credit type - Choose how credit is calculated:
Fixed amount – A specific credit value (e.g., $10).
Percentage – A percentage of the order value (e.g., 10% of the order)
When this option is selected, two additional fields appear:Give (%) – Enter the percentage you’d like to issue as credit (e.g., 10)
Of – Select the value to base the percentage on:
Order total amount – The full order value after all charges (most common).
Order total discount – The total amount discounted from the order.
Order total service charges – Any extra service fees, such as wrapping or customization.
Order total tax – The total tax charged.
Order total tip – Any tip the customer added.
Example: Setting “Give (%)” to 10 and “Of” to “Order total amount” will issue 10% of the total order as store credit.
Relative amount – Issues credit proportionally based on a set ratio
Useful for campaigns like “Get $5 for every $50 spent.”
When selected, you’ll see:Give – The credit amount to issue.
For every – The value that must be spent to trigger the credit.
Of – What to base the rule on (same options as in Percentage: total amount, discount, service charges, tax, or tip).
Add expiration date
Dynamic – Set the number of days/weeks/months until expiration (e.g., 90 days).
Fixed date – Select a specific expiration date from the calendar.
From Trigger – Sets expiration based on a trigger date.
Add delay
Dynamic – Delays the store credit issuance based on a defined time period.
Fixed – Issues the store credit on a specific date and time you choose.
Add an internal note - Include a note visible only to your team for tracking purposes.
Mark as Liability - Enable this option to classify the issued store credit as a liability in your reports.
Send email notification - You can use the default “Store credit received” email template or select a custom one. Click here to Learn more about how to set up Email notification.
Once you're done setting up the actions, click on Apply.
How to add a delay before/after a condition or an action
You can add a delay to pause the workflow for a specific amount of time before or after a condition or action. This gives you control over when the next step in the automation will run, allowing for flexible timing based on your needs.
To begin setup, click on Delay.
After clicking on Delay, the configuration panel opens where you can define how long the automation should wait before proceeding to the next step.
Wait for: Set the duration of the delay by entering a number (e.g., 1).
Time unit: Choose whether the delay will be in minutes, hours, days, weeks, or months.
In the example shown, the automation waits 1 day after the trigger ("Order Paid") before continuing to the next action.
Once you're done setting up your Workflow, click on Activate.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.