Setting Up Your Workflows

In this article you'll find:

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:

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:

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Within your dashboard, enter the Store Credit tab → Workflows → Create Workflow:
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​Then, select a trigger, click on Shopify Order Paid → Apply

To add conditions to your workflow, click on the blue plus button "Add Step"
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Click on Condition

The Condition can be set up in one of two ways: Basic logic, or Custom code.

​Basic Logic Method

​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.
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In the Check if panel, choose a property like:

Custom Code Method

This section allows you to customize the condition using code snippets written by you, or using the Code with AI option:

These conditions must return either True or False.

Please note - the variables used in the code snippet must be in the Payload of the condition. To see the variables available to use and their type, click on the {...} button to the right of the condition tile:

This will open a sidebar with all available input data:

To review the type, hover over the desired variable:

Test the code using the Test Condition button:

Fill in the desired payload data, then click the Run Tests button. The output test result should be either True, or False.

Once you're done setting up the conditions, click Apply.
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​Please note:

Within your workflow, click on Action.
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After clicking on the action, a side panel will open on the left, where you'll see the list of possible actions:

This action allows you to automatically issue Store Credit to a customer once the workflow conditions are met.
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When selecting this action, a configuration panel will appear on the right. Here's a breakdown of the available settings:

Add Shopify Tag
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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.
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Once you're done setting up the actions, click on Apply.

The Fetch Shopify Collection ID action allows brands to tailor rewards based on collection-specific criteria. You can choose to reward customers when their order includes at least one item from a designated Shopify collection, or—conversely—when their order excludes items from that collection.

This flexibility is ideal for running targeted promotions, incentivizing purchases from specific collections, or excluding certain products from loyalty campaigns, ensuring your rewards strategy aligns with your business goals.

1. Select the "Fetch Shopify Collection ID" Action:
Add this action to your workflow where you want to check for collection-based purchases.

2. Locate Your Collection ID:

​Please note: This action is only supported for Manual collections.

3. Add a Follow-up Condition:

Insert the condition: "Check if Collection IDs includes any of", then paste the Collection ID from your Shopify admin.

Use the "Then" branch to define actions for orders that include items from the selected collection.

The 'Fetch Shopify Segment ID action' enables merchants - when this action is followed by a segment-based workflow condition - to either reward customers who are part of one or more specific Shopify segments, or, alternatively, to exclude those customers from receiving certain rewards

4. Add a Follow-up Condition:

Insert the condition: "Check if 'is in segment' is true". This ensures that only customers who are in the desired segment will be eligible for the subsequent reward.

5. Continue the Workflow:

Use the "Then" branch to define rewards or other actions for customers in your selected segment.

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
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​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.
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​Important -
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When you use Delay as its own action block, the delay applies to the entire workflow execution.
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This means the workflow pauses completely until the delay is over.

Because the next action has not been executed yet, no credit is created or displayed anywhere during the delay period. The workflow simply waits, and the next action (such as “Issue Store Credit”) will only run once the delay time has passed.

When setting up your workflows in Rise.ai, you can ensure that rewards issued by these workflows are included in your store’s Cashback analytics and history. These insights can be viewed and monitored from the dedicated Cashback tab in your Rise.ai dashboard.

To include workflow rewards in Cashback analytics and history:

Any future rewards issued by workflow actions tagged with Cashback will now be automatically included in your Cashback tab’s analytics and history tables.
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A post-purchase update occurs when items are added to an existing order after the checkout process is complete.
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It is important to note that Rise treats manual order edits and automated upsells in the exact same way. In both scenarios, the original order ID remains the same, but the total order value increases.
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This logic applies to:

To ensure your customers are rewarded accurately and to prevent duplicate rewards, the Rise workflow is designed to trigger only once per order within a 48-hour window.
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This means that if an order’s total value increases after the initial purchase (due to either a manual edit or an upsell), the workflow will not run a second time. Consequently, the customer will receive Store Credit based only on the original order amount.
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Important: If an order is updated with additional items and you wish to reward the customer for the extra amount, you will need to issue the difference manually through the Rise dashboard → Customer wallets → choose the specific customer → click on Issue store credit.
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Example: