Workflows: Tiers and Functionality
Workflows are available on a tiered system (basic, intermediate, and advanced), some conditions and actions can be configured with all plans, but some are only eligible on specific Loop plans or with the Custom Rules Add-on. If you see a condition or action in your Workflows with a lock symbol next to it, please reference the charts below to see which plan(s) that condition or action is available on.
Tip: If you'd like to learn more about general functionality, please review the main Workflows article and the Workflows Use Cases article.
In this article:
- Conditions available by Workflow tier
- Actions available by Workflow tier
- Workflow Templates available by Workflow tier
- Workflow Tiers available by Loop Plan
Conditions available by Workflow tier
| Condition | Basic | Intermediate | Advanced | |
| Customer | Bonus credit total | ✅ | ||
| Failed payments | ✅ | |||
| Keep items count | ✅ | |||
| Number of orders | ✅ | |||
| Partial return credit count | ✅ | ✅ | ||
| Return Count | ✅ | |||
| Tag | ✅ | |||
| Order | Country | ✅ | ✅ | ✅ |
| Date | ✅ | ✅ | ✅ | |
| Discount | ✅ | ✅ | ||
| Return count | ✅ | |||
| Tag | ✅ | ✅ | ✅ | |
| Total Value | ✅ | ✅ | ||
| Product | ID | ✅ | ✅ | ✅ |
| Return reason | ✅ | ✅ | ||
| SKU | ✅ | ✅ | ✅ | |
| Tag | ✅ | ✅ | ✅ | |
| Type | ✅ | ✅ | ✅ | |
| Vendor | ✅ | ✅ | ✅ | |
| Return | Item count | ✅ | ✅ | |
| Method | ✅ | ✅ | ✅ | |
| Outcome | ✅ | ✅ | ✅ | |
| Total value | ✅ | ✅ |
Actions available by Workflow tier
| Action | Basic | Intermediate | Advanced |
| Disable Label | ✅ | ✅ | |
| Exchange Shipping Method | ✅ | ✅ | ✅ |
| Exclude Outcomes | ✅ | ✅ | ✅ |
| Exclude return methods | ✅ | ✅ | ✅ |
| Handling fees | ✅ | ✅ | ✅ |
| Keep Item / Donate | ✅ | ✅ | |
| Manual Review / Reject Item | ✅ | ✅ | |
| Partial Return Credit | ✅ | ✅ | |
| Processing Event | ✅ | ✅ | |
| Return window | ✅ | ✅ | ✅ |
| Shop Now Bonus Credit | ✅ | ||
| Store Credit Incentive | ✅ |
Workflow Templates available by Workflow tier
| Template | Basic | Intermediate | Advanced |
| Ask a question / Image upload | ✅ | ✅ | |
| Conditional outcomes | ✅ | ✅ | ✅ |
Workflow Tiers available by Loop Plan
- Basic Workflows are available on:
- Flat Rate Starter
- Usage Based Starter
- Flat Rate Essential (no add-on necessary)
- Flat Rate Advanced (no add-on necessary)
- Basic
- Intermediate Workflows are available on:
- Usage Based Essential
- Advanced Workflows are available on:
- Usage Based Advanced
- Flat Rate Essential + Custom Rules add-on
- Flat Rate Advanced + Custom Rules add-on
- Pro
- Plus
Note: If you're interested in upgrading to a higher Workflows tier, please contact your Merchant Success Manager to make an amendment to your account.