1 ᐧ Login to your Glu account
The possibilities with workflows are almost limitless, so we've restricted this article to the basic setup steps and will provide individual use cases as separate articles.
2 ᐧ Create a new workflow
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 that identifies what the workflow will do.
3 ᐧ Add a trigger that starts the workflow
Workflows always start with a trigger. I.e. An event that starts the chain of events you configure within the flow.
The number of triggers you have access to will be unique to your Glu setup - here's a list of the most commonly used:
Trigger | Happens when |
Contact added | A new profile is added to Glu (via any means) |
Member enrolled | A new member enrols to your programme(s) |
Order created | An new order/sale happens online or in-store |
Booking created | A new booking is made via your booking engine |
Booking status changed | From 'Arriving' to 'Checked-in' for example |
Referral completed | A referral code is used against a transaction |
Anniversary of a date | A set period of time has lapsed since a date |
4 ᐧ Configure the conditions of your trigger
Every trigger has conditions that determine how it operates and these will appear in a configuration bar to the right when you add your first.
You can click on a trigger node block at anytime to change its type or conditions.
Worth noting - Much like actions, some triggers can also send events / metrics to your CRM (for communication purposes), so Glu now shows both the CRM icon and the event / metric name for easy reference when building flows.
5 ᐧ Add an Action or Condition to your workflow
From the workflow canvas, click 'Add' (+) and choose either an action that you'd like to happen or a condition, which will split the workflow into two paths.
Configure your chosen action or condition in the side bar which will appear automatically.
Then click 'Done' to save - you can edit by clicking on the node block at anytime.
