Advanced Workflow Setup for 99Minds

This document provides step-by-step instructions on setting up an advanced workflow in 99Minds, focusing on the change in VIP tier trigger. You will learn how to configure triggers, conditions, and actions to automate customer rewards in your system.

Step 1

To begin, ensure the customer is logged in and redirected to the dashboard screen. This is the starting point for setting up the workflow.

Step 2

Navigate to the Workflow tab and click on All Workflows. Here, you will find various triggers available in 99Minds. We will start the setup from scratch.

Step 3

In the advanced workflow section, locate the "Change in VIP Tier" trigger. This is among the multiple triggers provided by the system.

Step 4

Select the "VIP Tier Change" trigger. This trigger activates the workflow when a customer's VIP tier is modified. Set the "VIP Tier Change" as your trigger.

Step 5

You can assign conditions to determine actions. For instance, assign the action to issue store credit based on conditions. In this example, we assign the action "Issue Store Credit."

Step 6

Assign a store credit amount, such as $12, and save the workflow. Enter a title for this workflow, for instance, "VIP Tier Change Trigger."

Step 7

When a VIP tier changes, the user will automatically receive a store credit of $12. Save this configuration. This field is optional.

Step 8

Close this section and verify the flow listing page. The "VIP Tier Change Trigger" should appear with an active status. This workflow executes whenever a user's tier is altered.

Step 9

You can test this on the dashboard. Go to the customer section, select any customer, such as "John Doe," and change the VIP tier if necessary.

Step 10

For example, change the assigned VIP tier to "Richard Williams" and click Submit. This will update the customer from "Dim Lover" to "Richard."

Step 11

Check the workflow section to verify that this trigger has been executed as expected.

Step 12

Observe the execution results, including store credit issuance and success status with the current timestamp. Confirm that the user received a $12 store credit.

Step 13

This concludes the setup of an advanced workflow in 99Minds for the "Change in VIP Tier" trigger. Thank you for following along.