Start by logging in to your Glu admin.
From the left-hand menu, go to Workflows (reverse arrows icon).
Click Create new to start building your first workflow.
Give the workflow a name.
You’ll land in an empty workflow canvas. Start by adding your first Trigger.
Choose a trigger from the list to define when the workflow should start.
For example, select an event like “Order Created,” “Contact Created,” “Membership created,” or “Booking created,” depending on the reward you want to automate.
Configure the trigger conditions in the right-hand panel using the available fields and operators. Examples:
Total spend → Equals → 250
Date of birth → Equals → 12/03/1988
Tags → Has all of → VIP
🤓 Tip: Use “contains/has any” for broader matches, and “equals/has all” for exact matches.
Now add an Action.
From the canvas, click Add action and choose one from the list (e.g., Apply member credit, Send email, Add gift card).
Configure its settings in the right-hand panel (amounts, message content, expiry, tags, etc.).
Click Save when you’re done.
🤓 Tip: Chain multiple actions to run in sequence - for example, Add member credit, then Send email.
