Workflows overview

Workflows automate what happens around a subscription. Each workflow starts from a trigger, checks conditions you set, and runs actions: showing a subscriber an offer, changing their next order, tagging a customer or sending an event to your email platform. Use workflows to keep subscribers who are about to leave, add value to upcoming orders, recover payments and take repetitive work off your team.

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What starts a workflow

See Triggers for the full list.

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What you can do with workflows

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How a workflow is built

Go to Workflows in Juo and create a workflow. In the visual builder, connect steps in this order:

1. Trigger: the event that starts the workflow.
2. Conditions (optional): split the flow by subscriber, subscription, order or time, for example new subscribers or orders above a value. See Conditions.
3. Actions: what the workflow does. Interactions show something to the subscriber in the Customer Portal, such as a poll or an offer. Executions make changes, such as applying a discount or adding a product. See Actions.
4. End: every path ends with an End node.

• See Guides for proven workflow patterns you can adapt
• Use the technical reference for Triggers, Conditions, and Actions

To change how interactions look to subscribers, select Preview in Editor. See Editor.

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Before you publish

• One published workflow per trigger. To add logic to a trigger that already has a published workflow, extend that workflow instead of creating a second one.
• Test as a subscriber. Open the Customer Portal with a test subscription and go through every path.
• Compare before you commit. Split subscribers between two versions of a step to see which works better. See Experiments.

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Reference

You can also build workflows by asking an AI assistant connected to your store. See Juo MCP.