This guide will walk you through setting up a discounting strategy using PayWhirl's workflow feature, available on Traction plans and above.
Step 1: Creating a New Workflow
Click on the PayWhirl App and navigate to the 'Workflows' tab in your dashboard.
Click the 'Create Subscription Automation' button.
Name your workflow for easy identification, e.g., 'Loyalty Discount'.
Step 2: Defining Subscription Conditions
In the 'Subscription conditions' section, click on 'Set conditions'.
Select the appropriate conditions that define which subscriptions this workflow will apply to. If no conditions are set, it will apply to all subscriptions
With these conditions, the customer would have to be subscribed to one of the two monthly billing plans and have a product called "Premium Coffee".
Step 3: Configuring Discount Milestones
Click the 'add trigger' button and select the order you want to start getting the discount.
Click 'Add action' and choose 'Add discount'.
Specify the discount details (e.g., '5% off' and 'applies to this and all future orders').
For Further Milestones
Add a trigger to the 6th Order: e.g. configure a 10% discount.
Add a trigger to the 12th Order: e.g. configure adding a free gift product
Step 4: Finalizing and Activating the Workflow
Review the workflow to ensure all settings are correct.
Save the workflow and ensure its status is 'active'.
Important Notes
This feature is designed for subscriptions on Traction plans and above.
We recommend communicating the benefits of this discount structure to your subscribers. You can use the description section of the selling plan to let them know how it works.
Monitor the impact of the workflow and make adjustments as needed.
Support
For assistance with setting up your progressive discounting workflow or any other questions about using PayWhirl, please contact our customer support team.