Setting Up Order Submitted Workflow Trigger Steps

Introduction

In Gymini, setting up workflow triggers based on order submissions can enhance your automation capabilities, offering you a range of conditions and custom values to work with. This guide walks you through the process of setting up "Order Submitted" workflow trigger steps and highlights the benefits of using this feature over the traditional "Order Form Submission" triggers.

Overview

The "Order Submitted" workflow trigger steps in Gymini allow you to create more dynamic and responsive workflows by leveraging a variety of conditions and custom values that are specific to order submissions. This feature is designed to give you more control and precision in setting up your workflows, helping you to tailor your automation strategies to different scenarios and customer behaviors.

Setting Up the Trigger Step

To set up an "Order Submitted" workflow trigger step, ensure it is marked as the trigger step. Here, you will find specific "if-else" conditions that you can utilize, including:

  • Order Condition Category: Allows you to choose from various conditions such as the order source, the funnel from which the order is coming, the total amount of the order, and the payment gateway used (e.g., PayPal, Stripe).

  • Product Specific Conditions: Enables you to specify the product that the condition should focus on.

  • Submission Type: Allows for further specification in conditions.

Utilizing Custom Values

One of the standout features of this trigger step is the availability of specific custom values that are not accessible with "Order Form Submission" triggers. These include details about the order such as:

  • Order Source

  • Currency Details: Symbol and code.

  • Order Total: Numeric total of the order.

  • Discount Details: Code used, whether a discount was applied, and the total discount amount.

  • Order Creation Date

  • Payment Gateway Used

  • Customer Details: Including custom ID, name, email, phone, and address details.

These custom values offer a rich source of data to fine-tune your workflows to individual customer actions and preferences.

Please Note:

These Custom values will not show up in the custom values drop down unless the Order Submitted Trigger is one of the workflow trigger steps.

Transitioning from Order Form Submission Triggers

While the "Order Submitted" workflow trigger steps offer enhanced capabilities, it is important to note that they do not affect existing workflows set up with "Order Form Submission" triggers. However, it is recommended to gradually transition to "Order Submitted" triggers to take advantage of the additional features and capabilities they offer.

Use conditions related to order details or product details in the If branches to direct the workflow based on the cart value/products purchased/funnel.

Conclusion

The "Order Submitted" workflow trigger steps in Gymini offer a more advanced and flexible approach to setting up your workflows, with a range of specific "if-else" conditions and custom values to choose from. While it is not mandatory to switch from "Order Form Submission" triggers, making the transition can provide you with more tools and options to optimize your automation strategies. Start leveraging this feature to create more responsive and dynamic workflows in Gymini.

Last updated