Custom Workflows
Custom workflows is a Juo-exclusive feature that helps merchants transition from generic, one-fits-all subscription offers to dynamic and contextual subscription workflows.
Using a subscription purchase as a trigger, you can use Custom workflows to craft unique SKU swapping sequences, build starter kit + replenishment offers, or add free products or extra discounts to subscriptions who match your criteria for increased loyalty and retention.
Create a Custom workflow
Custom workflows is a custom workflow that can be set up under Experiences > Custom workflows. You can create your Custom workflows by clicking Set up custom workflows button on the Custom workflows card.
To create a new box, click the “Add new” button on the Custom workflows view. Once created, your boxes can be managed from there.
Add the box details
In order to offer Custom workflows, you need to choose the parent product first. The parent product in the Custom workflow works as an “umbrella” for all the items that your customers will be getting in their boxes. Buying the parent product initiates the Custom workflow sequence.
Next, you should name the Custom workflows in a way that works for you. The name of the box can be the same as the name of the parent product or provide some additional details - it will only be visible to you.
Once you change the box status to Active, it will become available to your customers. For now, you can leave it Inactive — just click the Save button to proceed with the box creation.
Define the workflow
A workflow is a series of cycles arranged in a sequence. The first cycle contains the product or products your customers will get immediately after subscribing. The following cycles contain the products they should be getting next, cycle by cycle.
To define the first cycle, click on “Add new step” and select the right product or variant from the product list. You can add one or multiple products or variants, depending on how many products you want to send over each cycle.
Once the first step is defined, you can go ahead and define the following steps in the same manner.
Add conditions
If you want to further customise which products will be sent when and to whom, you can use additional conditions to specify that. Conditions are set for each product or variant separately and can take these parameters:
If you’re tagging your subscribers based on their loyalty, or characteristics, you can use the tags to only send a product in a cycle to specific subscriber groups, e.g. only send an extra product to your first-time subscribers.
You can add or remove certain products into / from a cycle, depending on the time of the year. E.g. you can remove Vit D from your customers’ boxes in the summer months.
Add rules
Juo lets you add additional incentives, such as free products or discounts to each of the cycles you define. To add the incentive, click on “Add rule” below the cycle you want to modify. Here’s what you can add:
You can choose and add any product from your inventory as a free gift added to your workflow.
You can add an additional discount after a number of cycles is completed. The discount can be flat or percentage.
You can add free shipping to a selected cycle as well.
Cycle settings
Once setting up the cycle, you can also apply the same (Parent product) price for all cycles or apply different prices, depending on the defined cycles.
You can also decide what should happen after the entire sequence is complete. You can either repeat the entire cycle from the beginning, or repeat the sequence starting from the cycle you select.
