We are excited to announce the BETA release of "Workflows," a powerful new feature in PayWhirl Subscriptions for Shopify. Workflows are designed to provide unprecedented customization and automation capabilities for managing your subscriptions. Whether you're looking to segment customers, automate subscription updates, or respond dynamically to subscription events, Workflows has you covered.
Key Features
Customer and Order Tagging
Easily tag customers or orders based on their subscription status, allowing for enhanced segmentation and personalized marketing strategies. View Article
Automated Subscription Updates (Order-Based)
Automate changes to subscriptions after specified billing cycles. This includes:
Adding or removing tags from the customer or the order
Adding a one-time gift product
Adding or swapping products
Removing products or product variants
Applying discounts
Advanced Custom Workflows (Event-Based)
Create custom workflows that trigger based on specific subscription events, such as:
Subscription creation, pause, or resumption
Subscription cancellation or expiration
Subscription payment failures (retrying or final attempt)
Successful subscription payments
Getting Started
Click the "Create Subscription Automation" button to begin using Subscription Automation. This will take you to a new screen where you can define the conditions and actions of your automation workflow.
Creating Order-Based Subscription Automation Workflows
Name Your Workflow: Assign a clear and descriptive name to your new workflow. This will help you identify the workflow easily in your dashboard.
Set Conditions: Define the specific conditions under which this workflow should run. You can create a workflow that applies to all subscriptions or set detailed conditions to target specific subscriptions. Conditions include:
Targeting subscriptions with specific selling plans
Targeting subscriptions with specific selling plan groups
Targeting subscriptions with specific products
Targeting subscriptions with specific variants
Define Actions: Choose the actions to execute when the conditions are met. Actions include:
Adding or removing tags from the customer or the order
Adding a one-time gift product
Adding or swapping products
Removing products or product variants
Applying discounts
Activate and Monitor: Save and activate your workflow. Monitor its performance and make adjustments as needed.
Creating Event-Based Custom Workflows
Choose Custom Workflow
Select Trigger Event(s): Choose the subscription events that will trigger the workflow (e.g., subscription paused or resumed).
Set Conditions: Define the specific conditions under which this workflow should run. You can create a workflow that applies to all subscriptions or set detailed conditions to target specific subscriptions. Conditions include:
Targeting specific selling plans or selling plan groups
Targeting specific products or variants
Targeting customers without active subscriptions
Targeting subscriptions based on order count
Define Actions: Set up the actions to be performed when the event occurs.
Activate and Monitor: Save and activate your workflow. Monitor its performance and make adjustments as needed. It will respond automatically to the selected events.
Managing Workflows
View all your active workflows on your main dashboard.
You can edit, deactivate, or delete workflows as needed.
Use the logs to monitor the workflow executions and their outcomes.
Best Practices
Test your workflows with a small segment of your subscriptions before rolling them out to all customers.
Keep your workflow names descriptive so you can easily manage them as the number of workflows grows.
Regularly review the logs to ensure that the workflows are running as expected.
Workflows in PayWhirl Subscriptions for Shopify open up a new realm of possibilities for subscription management. By leveraging this feature, you can streamline your operations, enhance customer engagement, and drive more value from your subscription offerings. Start exploring Workflows today and transform the way you manage your subscriptions!
Please don't hesitate to reach out if you have any issues or need more help. Our support team can guide you through setting up and managing your workflows.