What is the Workflow Builder and how does it work?
The WupSales Workflow Builder is a powerful visual automation tool similar to n8n or Zapier, designed specifically for WooCommerce loyalty programs.
What is the Workflow Builder?
A drag-and-drop interface for creating automated actions based on events in your store. Think of it as “if this happens, then do that” – but much more powerful.
Core Components:
1. Triggers (When)
Events that start a workflow:
- WooCommerce Events: New order, order completed, order refunded, product purchased
- WordPress Events: User registration, comment posted, post published
- WupSales Events: Points earned, reward redeemed, tier changed
- Time-Based: Daily/weekly schedules, specific dates
- Manual: Run workflows on-demand
- Webhooks: External services trigger workflows
2. Actions (Then)
What happens when triggered:
- Points: Add/subtract/multiply points
- Rewards: Auto-apply discounts, grant rewards
- Email: Send notifications via WordPress, SMTP, or email services
- Messaging: Send to Telegram, Slack, Discord
- WordPress: Create posts, update users, modify products
- WooCommerce: Update orders, create coupons, modify inventory
- AI Actions: Generate content with GPT, Claude, Gemini
- Database: Custom MySQL queries
3. Logic Blocks
Control flow:
- Conditions: If/else branching
- Loops: Repeat actions
- Delays: Wait before next action
- Variables: Store and reuse data
Example Workflows:
Birthday Bonus:
- Trigger: Daily schedule (checks birthdays)
- Condition: Is today customer’s birthday?
- Action: Add 500 bonus points
- Action: Send birthday email with special offer
VIP Treatment:
- Trigger: Order completed
- Condition: Customer lifetime value > $1000
- Action: Add to VIP customer group
- Action: Send Slack notification to sales team
- Action: Apply 15% discount to next order
Review Incentive:
- Trigger: 7 days after order completion
- Condition: No review yet submitted
- Action: Send email reminder
- Action: Offer 100 bonus points for review
Accessing the Workflow Builder:
Navigate to AI Copilot → Workflow to create and manage your automations.
Pro Tip: Start with pre-built workflow templates and customize them for your needs!
