Automate the follow-up to everything in your program

Loyalty programs rarely fail at the launch. They fail in the follow-up: the "welcome to Gold" email nobody set up, the expiring points nobody mentioned, the lapsed member nobody nudged. Workflows make the follow-up automatic — you build it once, switch it on, and it runs for every customer it applies to.

Trigger, condition, action

Every workflow is drawn on a visual canvas from three kinds of steps:

• A trigger — the moment that starts it, from 40+ program events: points earned, a tier unlocked, a paid membership renewal that failed, a review created, a survey answered, a birthday
• Conditions — checks that split the workflow into a true and a false path, by points amount, tier or another detail of the run
• Actions — what Toki does next

A customer unlocks a tier and gets a congratulations email. A customer earns points on a big order and gets a bonus reward. A renewal payment fails and the member gets a reminder before their perks lapse. One canvas, no code.

Actions on the whole program

Workflows don't just send messages; they change the program itself:

• Messages — send an email or a push notification to the member's wallet pass
• Balances and rewards — credit or debit points, grant a reward, create a gift card, hand out lottery tickets
• Memberships — grant, extend, cancel or reactivate a paid membership
• The program — update a segment, switch an activity on or off, request a review
• Your own systems — wait, call an HTTP endpoint, run custom code, send an event to your tools, or run a Shopify mutation

Run it on your calendar

Timers fire once at a date you set or repeatedly at an interval, and start any workflow. Pair one with the Change Activity Status action and the program runs on schedule: double points every Friday at 6pm and off on Sunday night, a monthly balance reminder, a flash promotion set up weeks ahead. More mechanics like this are on the gamification page.

Messages without another tool

Campaigns cover the simple case: a wallet push, an email or a wallet notification, sent automatically when a customer does something — earns points, unlocks a membership, refers a friend — or on a schedule you set, to everyone or a segment. Test sends go to the customers you pick before anything goes live. And everything still flows to your email and SMS stack: Toki sends events and member properties to Klaviyo, Attentive and Postscript, and Shopify Flow can complete Toki activities.

Ship automation safely

New workflows start as drafts. Test one on a customer you choose before switching it on, read every run in the execution history, export a workflow to reuse it, and check every outgoing webhook in the webhook logs. Switching a workflow back to draft pauses it without deleting it. For what to automate first, our guides to post-purchase emails and referral email templates are good starting points.

Workflows come with Toki's paid plans, from $49/month with a 14-day free trial — see pricing. Install Toki or book a demo to build your first workflow with us.