Workflow examples

A workflow is easier to understand with an example. Below are a few commonly used workflows you can copy right away. You can read how to create them in How do I create a workflow?.

1. Give big customers a VIP label

• Event: Payment paid

• Condition: Amount is greater than 500

• Action: Assign label(s) to customer: “VIP”

That way you immediately see in your customer list which customers spend a lot, and you can filter on that label.

2. Label an overdue payment and remove it again

• Event: Two workflows. First “Payment failed”, then “Payment paid”.

• Condition: None

• Action: For “Payment failed”: assign the label “Overdue payment”. For “Payment paid”: remove that same label again.

That way the label is only on customers whose last payment has failed.

3. Send a welcome email to new customers

• Event: Customer created

• Condition: None

• Action: Send e-mail: choose your welcome template

Create an email template first under Settings > Templates. With {name} you address the customer personally.

4. Label customers from Belgium

• Event: Customer created

• Condition: Country equals Belgium

• Action: Assign label(s) to customer: “Customer Belgium”

Useful to filter on later, for example for different pricing or communication.

5. Clean up labels after a cancelled subscription

• Event: Subscription (Advanced) cancelled

• Condition: None

• Action: First “Remove all labels from customer” and then “Assign label(s) to customer”: “Former customer”

Actions run from top to bottom. If “Remove all labels” is at the top, the customer only keeps the label “Former customer” afterwards.

6. Label buyers of a specific product

• Event: Order paid

• Condition: Products contains “Vegetable box”

• Action: Assign label(s) to customer: “Vegetable box customer”

That way you can approach customers of a specific product later.