1 ᐧ Login to your Glu account
Workflow possibilities are extensive, so this article focuses on the core setup steps. Specific use cases will be covered separately.
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.
