Every Workflow is built from triggers, logic and actions. This page lists each one. Workflows has 30+ triggers and 50+ actions.
Triggers
A trigger is the event that starts a Workflow. A Workflow has one trigger.
Popular Triggers:
- Subscription Created: a new subscription is created. Fires once per subscription.
- Recurring Order Placed: a subscription order is placed. Fires once per order. Can be set to run once per subscription or only once per unique subscriber
- Subscription Canceled: a subscription is canceled. Can fire more than once if the subscription is reactivated and canceled again.
Other Triggers:
- Manual Execution: runs once on records you provide, when you click Execute.
- Subscription SKU Swapped: a subscription’s product is changed to a different product.
- Subscription Reactivated: a canceled subscription is turned back on.
- Subscription Frequency Changed: a subscription’s shipping frequency is changed.
- Subscription Components Changed: a product in a bundle subscription is added, removed, or changed.
- Subscription Quantity Changed: a subscription’s quantity is changed.
- Subscription Address Changed: a new shipping address is set on a subscription.
- Subscription Payment Changed: a new payment method is set on a subscription.
- Subscription One-click Link Redeemed: a customer uses a 1-Click link for a subscription.
- Recurring Order Placed: a subscription order is placed.
- Order Rejected: the store rejects an order at placement.
- Order Canceled: the store cancels an order at placement.
- Order Reminder: a reminder is sent for an upcoming order.
- Order Sent Now: an order is moved to place today.
- Order Skipped: an upcoming order is skipped.
- Order Deleted: an order is deleted.
- Order Address Changed: a new shipping address is set on an upcoming order.
- Order Payment Changed: a new payment method is set on an upcoming order.
- Order Date Changed: an upcoming order’s date is changed.
- Order Failed Generic Error: an order fails to place because of an unknown error.
- Order Failed Retriable Error: a failed order enters the retry flow.
- Order One-click Link Redeemed: a customer uses a 1-Click link for an order.
- Item Created: an item is added to an order.
- Item Quantity Changed: an item’s quantity is changed.
- Item Removed: an item is removed from an order.
- One-time Item Converted to Subscription: a one-time item is converted to a subscription.
- Item Price Changed: an item’s price is changed through the API.
- Item Placed: an item’s order is placed.
- Item Out of Stock at Placement: an item is out of stock when its order places.
- Subscriber Created: a customer creates their first subscription.
- Subscriber Canceled: a customer cancels their last active subscription.
Logic
Logic checks conditions and routes the Workflow down different paths.
Popular Logic Steps:
- A/B Test: splits records into test groups. Control the traffic split. Advanced options to set the seed on how the dice are rolled (customer, subscription, order). Defaulted to 50/50 split on the customer.
- Conditional Split that send records down different paths. For example, customize what gift a customer receives based on what they are already subscribed to.
Data Manipulation Logic Steps:
- Edit Fields: sets or changes fields.
- For Each: repeats for each record.
- Summarize: calculates totals.
- Provide Data: adds your own data.
Actions
An action is what Ordergroove does when the Workflow runs.
Popular:
- Add a discount: adds a one-time discount to an upcoming item or order.
- Add a free gift: adds a free gift to an upcoming order.
- Send to Klaviyo: sends event and customer data to Klaviyo.
- Send to Attentive: sends event and customer data to Attentive.
- Send to any system (webhook): sends event and customer data to any system through a webhook.
- Do nothing (end branch): ends a branch without taking action.
Other:
- Look up subscriptions: finds subscriptions that match the step’s filters.
- Cancel a subscription: cancels a subscription and its future shipments.
- Change subscription delivery frequency: changes how often a subscription ships.
- Change subscription next order date: changes the date of a subscription’s next order.
- Change subscription payment method: changes a subscription’s payment method.
- Swap subscription product: changes a subscription’s product.
- Change subscription quantity: changes a subscription’s quantity.
- Change subscription shipping address: changes a subscription’s shipping address.
- Turn item into a subscription: creates a subscription from an item on an order.
- Add a new subscription upsell: adds a new subscription to an upcoming order.
- Look up a subscription: gets a subscription’s details.
- Reactivate a subscription: turns a canceled subscription back on.
- Update subscription details: updates a subscription’s price, components, offer, cancel reason, or custom data.
- Count subscriptions: counts subscriptions that match your criteria.
- Look up customers: finds the store’s customers.
- Look up a customer: gets a customer’s details.
- Create a customer: creates a customer account.
- Update customer details: updates a customer’s custom data or locale.
- Look up orders: finds orders.
- Cancel an order: cancels an upcoming order.
- Change order payment method: changes an upcoming order’s payment method.
- Change order date: changes an upcoming order’s date.
- Change order shipping address: changes an upcoming order’s shipping address.
- Look up an order: gets an order’s details.
- Send an order now: places an upcoming order right away.
- Update order extra data: updates an order’s extra data.
- Count orders: counts orders that match your criteria.
- Look up orders (advanced): finds orders and returns only the fields you need.
- Look up payment methods: finds customer payment methods.
- Look up a payment method: gets a payment method’s details.
- Add a payment method: adds a payment method for a customer.
- Update a payment method: activates or deactivates a payment method.
- Look up products: finds subscription-eligible products.
- Look up a product: gets a product’s details.
- Update a product: updates a product’s settings.
- Look up order items: finds items on orders.
- Change order item price: changes and locks an item’s price.
- Swap an order item’s product: changes an item’s product.
- Change order item quantity: changes an item’s quantity.
- Add an item to an order: adds an item to an upcoming order.
- Add a one-time upsell item: adds a one-time item to an upcoming order.
- Remove an order item: removes an item from an order.
- Look up an order item: gets an item’s details.
- Count items: counts items that match your criteria.
- Look up addresses: finds customer addresses.
- Look up an address: gets an address’s details.
- Add an address: adds an address for a customer.
- Update an address: activates or deactivates an address.
- Look up one-time discounts: finds one-time discounts.
- Add a one-time discount: adds a one-time discount to an item, order, or shipping rate.
- Remove a one-time discount: removes a one-time discount.
- Look up a one-time discount: gets a one-time discount’s details.
- Update a one-time discount: updates a one-time discount.
- Count one-time discounts: counts one-time discounts that match your criteria.
Connections
- Klaviyo: native.
- Attentive: native.
- Other email providers and systems: by webhook.
FAQ + Troubleshooting
- What can I filter by?
- Filters are exceptionally powerful and you can filter by any attribute stored within Ordergroove. Default filters on the trigger node include information related to that core ordergroove event. For example, if it is a subscription created trigger it will have subscription related info such as start date, product, location, and frequency.
- If you do not see the filter you want you can always add a 'lookup' step and create a filter following the lookup step. For example 'Look up a customer' and then add a filter step for 'Customer created' after XX date.
- Can I filter or segment by custom data?
- Yes, if you pass this content into Ordergroove via Subscription Extra Data, Customer Extra Data, or Order Extra data.
- Which order does an order-count trigger affect?
- A trigger is the event that kicks off a workflow, so any actions will impact the next order. A trigger set to order 3 fires when order 3 is placed and applies its action to order 4. For recurring-order use cases the minimum value is 2; a value of 0 never fires.
- How do I target the first recurring order?
- Use the Subscription created or Subscriber created trigger. The action then lands on the first recurring order after checkout.
- When does a workflow discount apply?
- To the customer's next upcoming order. Workflow discounts don't apply at checkout.
- Do workflow discounts stack with my subscriber discount or other incentives?
- Yes, by default they stack. To avoid stacking, customize the one-time incentive workflow action to a specific upcoming order instead.
- How does a free gift (GWP) get added?
- The gift is added to the customer's next upcoming order as a $0 item on the order, so customers can see it upcoming in the Subscription Manager and all relevant emails such as Order Reminder.
- What happens if the gift is out of stock?
- The order still places without the gift. A gift never ships on its own if every other item on the order is out of stock. Moving the gift to a later order isn't supported yet.