Skip to main content

Documentation Index

Fetch the complete documentation index at: https://juo.io/docs/llms.txt

Use this file to discover all available pages before exploring further.

Actions define what the workflow does once it starts. After a trigger fires and conditions are evaluated, actions determine what happens next. A workflow can contain multiple actions and can branch based on customer responses.

Action categories

  • Interactions: show something to the customer and wait for a response
  • Executions: run automatically without requiring customer input

Interactions

Interactions require customer input to proceed. By default, they display a popup prompting them to confirm or make a choice. In cancellation flows, accepting an offer results in a saved subscription. Customers will see configurable Accept / Decline buttons. Choosing Accept is enough to apply the related action. In other words, you don’t have to follow the Offer Skip interaction with a Skip Order execution. Interactions require the customer to be present in the Customer Portal to see the offer, so they can only be used with customer-initiated triggers.
ActionDescription
PollAsk a question - customer selects from available options
Offer DiscountPresent a discount offer to the customer
Offer SkipOffer to skip the next order
Offer RenewOffer to renew the subscription immediately
Offer Free ProductOffer a free product to the customer
Offer SelectionPresent multiple offer options for customer to choose
Offer Change FrequencyOffer to change subscription frequency
Offer Swap ProductOffer to swap subscription product
Show ContentDisplay custom content with a Next button
Custom OfferDisplay any content with accept and decline options
Show ConfirmationDisplay a confirmation message (optional final step)

Executions

Executions happen instantly without the need of confirmation.
ActionDescription
Apply DiscountApply a discount to the subscription
Pause SubscriptionPause the subscription
Cancel SubscriptionCancel the subscription
Skip OrderSkip the next scheduled order
Add ProductAdd a product to the subscription
Swap ProductSwap a product in the subscription
Change FrequencyChange the subscription frequency
Apply Free ShippingApply free shipping to the subscription
Replace Subscription ProductsReplace all subscription products with a new set of variants
Renew NowTrigger an immediate renewal of the subscription
Remove Subscription ItemRemove a product from the subscription
Dunning ChargeRetry payment after a delay
Dunning DefaultUse standard dunning retry schedule
Dunning FailExpire dunning and fail subscription
Update Custom FieldUpdate a custom field value

Scheduled order actions

These actions are only available with the Next order updated trigger. These actions have two functions:
  1. Modify the upcoming order: Automatically adjust the scheduled order when specific conditions are met (e.g., adding a free gift, applying a discount, or delaying the date).
  2. Validate the renewal: Act as a final check to either approve the scheduled order or block it from processing.
These rules are re-evaluated automatically every time the subscription is updated or interacted with. This ensures the upcoming scheduled order is always synced with your current workflow conditions.
ActionDescription
ApproveApprove the scheduled order and proceed with renewal
Add ItemAdd a product variant to the scheduled order
Remove ItemRemove items matching a product variant from the scheduled order
Update ItemUpdate quantity or price of items in the scheduled order
Apply DiscountApply a discount to the scheduled order
DelayDelay the scheduled order by a number of days
RescheduleChange the scheduled order date
Add AttributeAdd a custom attribute to the scheduled order
Remove AttributeRemove a custom attribute from the scheduled order
Add NoteAdd a note to the scheduled order
Remove All DiscountsRemove all discounts from the scheduled order
BlockBlock the scheduled order with validation errors