Workflows: Tiers and Functionality

Edited

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

Hide Products

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.