Important:
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 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 on an order, and the total order price is equal to or greater than 100:
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 Shopify Order Paid trigger activates when an order is successfully paid.
How to add conditions to your workflow
After that, Click on the blue 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.
Check if - is where you define the properties that the Workflow will use.
In the Check If section, you can find different properties -
Total Price - the cart's total value (including shipping fees).
For example: if a customer’s cart value is over $100, the customer automatically receives $10 as store credit.Subtotal Price: The price of the items in the cart, excluding taxes and shipping, while including any discounts applied to the order.
Customer Lifetime Value - the total amount a customer spent at your store.
For example: if a customer’s total lifetime value is over $2000, the customer will automatically receive a $100 reward.Customer Order Count - the number of purchases a customer made.
For example: If customers make 3 purchases at your store, they will automatically receive a $20 reward.Customer Created At - The date the customer account was created in Shopify.
Product ID: Identifies the products associated with a specific order.
Source Location ID: Refers to the location ID tied to the source of the order.
Customer Tags: The tags applied to the customer within your Shopify admin.
Once you're done setting up the conditions, click on Apply.
Please note:
You can define multiple conditions in one workflow by clicking Add Criterion.
If you define two or more conditions in one workflow, remember to set the conditions from the highest value to the lowest.
How to add an action to your workflow
Within your workflow, click on Action.
After clicking on action a side panel will open on the left, where you'll see the list of possible actions:
Issue Store Credit action
This action allows you to automatically issue Store Credit to a customer once the workflow conditions are met.
When selecting this action, a configuration panel will appear on the right. Here's a breakdown of the available settings:
Credit type
Fixed Amount A set amount of Store Credit will be issued once the conditions are met.
Example: $10 store credit for completing a purchase.
Percentage Store Credit will be calculated as a percentage of the selected value type. You can choose from:
Customer lifetime value - The total amount the customer has spent in your store.
Subtotal order price - The order amount before shipping and tax.
Total order price - The full order amount including shipping and tax.
Example: Give back 10% of the order subtotal.
Relative amount: Store Credit is issued based on how much the customer spends. You define how much credit to give for every X amount spent.
For example, you can set:
Give: $5
For every: $50
Of:
Customer lifetime value - The total amount the customer has spent in your store.
Subtotal order price - The order amount before shipping and tax.
Total order price - The full order amount including shipping and tax.
Expiration type
Toggle on Add expiration date, and choose between:
Dynamic – Set the number of days/weeks/months until expiration (e.g., 90 days).
Fixed date – Select a specific expiration date from the calendar.
Delay type
Toggle on “Add delay” if you want to delay when the credit is issued, then set:
Dynamic
Set a delay based on a time period (e.g., days, weeks, hours) from when the trigger occurs.Issue store credit in – Enter the number (e.g., 3)
Select a time – Choose from days, weeks, or hours
Fixed
Set an exact date and time for when the store credit should be issued.Issue store credit on – Choose a specific calendar date and time
Add an internal note Include a note visible only to your team for tracking purposes.
Send email notification Notify the customer via email about the issued store credit. If enabled, Rise will automatically send an email to notify the customer when they receive store credit.
Under Email template, you can choose:
The default store credit email
Or a custom template
If you're using a custom template, enter its Template ID in the Custom template ID field.
To find the Template ID:
Go to the Notifications tab → Click the template → Copy the last part of the URL (e.g.,a53c-5f158af9114e)
Add Shopify Tag
This action allows you to automatically tag customers who meet the workflow conditions. The tag will appear both in their Shopify customer profile and in Rise.
Tag - Enter the tag you want to apply to customers who qualify.
Example: Add a “Gold” tag to customers with a lifetime spend over $2000.
Shop ID - To find your shop ID, add "/shop.json" to your store's URL, then search for "shopId".
* The Shop ID must be added within the workflow setup, so tags are added based on this action.
Once you're done setting up the actions, click on Apply.
How to add a delay before/after a condition or an action
A delay allows you to pause the automation process for a specified period before moving on to the next condition/action. This feature can be applied before or after a condition or action, providing flexibility in the execution timing.
Click on Delay:
For example: if you want to wait one day before issuing store credit, you can set a delay to manage this timing.
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.