To edit or create a new Workflow, do the following:
On the left-hand side, click on “Workflows”
2. Click on the “Create Workflow” button
OR
Choose an existing Workflow to edit under Workflow Name
3. If you choose an existing workflow, you will get the option to “Edit”
Which will prompt the options as you would get when creating a new workflow
You can edit/update the name of your Workflow here:
4. You can set up different workflows based on the following:
Conditions: You can change the conditions here. For instance, for a general discount you would remove the “AND” section. However, if you want to add conditions for first time customer or repeat customers, you can do so here:
Initial Message: You can compose and edit your initial message depending on your preferences. (Note: Always make sure to pay attention to compliance, our system is set up in a way that will inform you if your message isn’t compliant.)
You can also add more dynamic text and choose from the following:
Discount: You can set up your discount percentage, fixed price discount or a free shipping discount in this section. You can also choose whether you want the LiveRecover discount to combine with other discounts. You can further choose if you want the code to work on one-time purchases only or also on subscription orders:
Agent’s Response: You can also edit the response you’d like our agents to send to your customers once they’ve said “yes” to getting the discount:
Scheduling: You can schedule your workflow based on your preference. For instance, if you’re running a limited time discount, you can set a start and end date:
Once you’re satisfied with how everything looks, you can save your Workflow as a draft or you can click on “Launch Workflow”
