How to Set Up Store Credit Earning Workflow in 99minds

In this process, we will guide you through configuring a workflow to earn store credit when an order is paid. Make sure you are logged in and redirected to the dashboard screen before you begin.

Ensure you are logged in and redirected to the dashboard screen.

On the left-side menu bar, click on the "Workflow" tab, then select "All Workflow." Here, you will set up the workflow for earning store credit when the order paid trigger is activated.

Begin by creating a new workflow from scratch. Click on "Create Workflow" and choose to create a custom workflow.

Select the trigger type as "Order Paid" and add the condition. Use "Total Amount Paid by the Customer" as the condition, inclusive of shipping and taxes. The amount should be greater than or equal to 40.

For this example, set the amount to 40 dollars. Define the action as "Issue Store Credit." You can choose between different types of store credits such as fixed, percentage, or per unit.

For a fixed amount, assign any specific amount. For a percentage, assign a percentage value, e.g., 10% of the total order value excluding discounts. This percentage will be issued as store credit to the customer.

Similarly, for the per unit option, configure the ratio as needed. For example, a 1:1 ratio could be set where 1 unit of total price results in a store credit of equal value.

Select an option from the dropdown. In this example, choose "Total Price" and set the reward ratio, e.g., 1.

A 1:1 ratio implies that if the customer pays $40, they will receive a store credit of $40. For this demonstration, set the fixed reward amount to 20.

After completing the setup, click on "Save Workflow." Assign a title such as "Issue Store Credit."

For clarity, label it as "Issue Store Credit for Order Paid Event." Feel free to choose any title that fits the purpose.

Note that this field is not mandatory, so proceed by clicking on "Save."

Select any product, for instance, the "Blue Snowboard," and proceed to purchase it.

Fill in all the required fields, including logging in.

Once logged in, your details will automatically populate. Log in to skip filling other details.

After logging in, your shipping address and methods will auto-fill. Simply enter the payment details and click "Pay Now." For the demonstration, use test card details.

Place the order for $62.95. Confirm if the store credit has been issued to the customer.

Navigate to the "Workflow" section under "All Workflows" to see the created trigger.

Open the recent event and check the current timestamp. Review the details of this event.

Verify the action taken, such as "Issue Loyalty Points" or "Issue Store Credit."

Ensure the store credit was issued by checking the recent event details.

In the "Customer" section, confirm the execution of the "Issue Store Credit" action.

Check the store credit details in the "Customer" section to confirm the reward amount, which should be $20 as configured.

This is how you assign store credits as rewards through the Workflow section. Place an order and receive store credits accordingly.

Thank you for following these steps.