Workflows
Automate the follow-up to what happens in your loyalty program. Build a workflow on a visual canvas from a trigger, conditions, and actions, keep it in Draft while you work, and switch it to Active when it's ready.
Automations that react to customer behavior, plus scheduled triggers.
Automate the follow-up to what happens in your loyalty program. Build a workflow on a visual canvas from a trigger, conditions, and actions, keep it in Draft while you work, and switch it to Active when it's ready.
Every workflow starts with one trigger: the moment in your loyalty program that sets it off. See how to pick a trigger, when each one fires, and how its details become variables for the steps that follow.
Split a workflow into True and False paths. Add one or more conditions to a step, combine them with AND or OR, and pick the right operator for numbers, text, or true/false values.
Actions are the steps in a workflow that do something: send an email or a wallet push, add or subtract points, grant a reward, manage a paid membership, and more. See every action, what it does, and how to set it up.
Issue a Shopify gift card from a Toki workflow. Set the balance, code, and message, then add a Send Email step to deliver the card to the customer.
Run a saved workflow for a customer you choose, then follow every run in the Recent Executions card, the full execution history, and the Execution Details page, step by step.
Copy a workflow into a new draft or into another store. Export turns a saved workflow into a snippet of text; Import on the New Workflow page rebuilds the canvas from that text.
Run a workflow on a schedule instead of waiting for a customer action. Create one-time or recurring timers, connect them to a workflow with the Timer Triggered trigger, and follow each run.