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Workflows – Automate Customer Retention | Yuko
Workflows

Automate every retention touchpoint

Build trigger-based automations that send loyalty rewards, review requests, referral nudges, and membership renewals at exactly the right moment — without writing a single line of code.

No-code builder
Live in 15 minutes
Free plan available
Post-purchase workflow
Active
Trigger
Order fulfilled
Shopify order status → fulfilled
Delay
Wait 3 days
Allow delivery before review request
Condition
Is a repeat customer?
Order count > 1
Yes
Send review request + award 50 loyalty points
No
Send welcome review email only
2,140
Triggered
38%
Review rate
+22%
Repeat orders
Post-purchase rewards
Automated review requests
Referral nudges at the right moment
VIP tier upgrade alerts
Membership renewal reminders
Win-back sequences for lapsed buyers
Points expiry warnings
Birthday loyalty bonuses
Post-purchase rewards
Automated review requests
Referral nudges at the right moment
VIP tier upgrade alerts
Membership renewal reminders
Win-back sequences for lapsed buyers
Points expiry warnings
Birthday loyalty bonuses
47%
Average increase in repeat purchase rate
3.2×
More reviews collected with automated triggers
15 min
Average time to first live workflow
What are Workflows

Retention on autopilot — triggered by real customer behaviour

Most merchants lose customers not from a bad experience, but from silence. An order ships, days pass, and no one follows up. Yuko Workflows changes that.

Connect your Shopify or WooCommerce store once, then define exactly what should happen after a purchase, a review, a referral signup, or a membership renewal. Yuko fires the right message, reward, or action automatically — every time.

  • Visual drag-and-drop builder — no developer required
  • Conditional logic for personalised customer paths
  • Time delays, filters, and branching in one place
  • Works across Loyalty, Reviews, Referrals, and Memberships
Build your first workflow
Loyalty workflows: Shopify only  ·  Reviews workflows: Shopify + WooCommerce
TRIGGER Order fulfilled DELAY Wait 3 days CONDITION Repeat customer? ACTION Award + send email YES +50 pts & review ask NO Welcome email only
Triggers

Every customer moment, captured automatically

Workflows start from the events that matter most in your store. Pick a trigger and Yuko takes it from there.

Order events
Placed · Fulfilled · Delivered
Loyalty milestones
Points · VIP tiers · Expiry
Review submitted
Any rating · Photo added
Referral activity
Shared · Friend converted
Membership events
New · Renew · Lapse
Custom date triggers
Birthday · Anniversary
Shopify + WooCommerce

React the moment an order moves

Fire a workflow when an order is placed, fulfilled, shipped, delivered, or refunded. Pair with time delays to reach customers exactly when the product is in their hands — not before.

Shopify only

Reward customers at the right loyalty moment

Trigger when a customer crosses a points threshold, unlocks a new VIP tier, or is about to lose expiring points. These are the moments where a timely nudge converts into a repeat purchase.

Shopify + WooCommerce

Turn every review into the next action

When a customer submits a review — any rating — Yuko can instantly reward them with loyalty points, trigger a referral invite if the rating is 4 or 5 stars, or notify your team if the rating is low.

Shopify only

Activate your referral engine automatically

Trigger when a customer shares their referral link, when a referred friend signs up, or when a successful conversion unlocks a reward. Chain referral rewards to loyalty points for compounding retention impact.

Shopify + WooCommerce

Automate the full membership lifecycle

Fire when a new member joins, when a renewal is approaching, when a payment fails, or when a lapsed member re-activates. Every membership stage has a trigger — and a workflow waiting for it.

Shopify + WooCommerce

Never miss a meaningful customer date

Schedule workflows for a customer's birthday, their store anniversary, or any custom date field from your CRM. Send birthday bonus points, anniversary discount codes, or seasonal campaign triggers automatically.

How it works

From zero to automated in three steps

No integrations to wire up, no developer required. Connect your store and build your first workflow in minutes.

Step 01

Connect your store

Install the Yuko app from the Shopify App Store or WooCommerce marketplace. Your store data — orders, customers, products — syncs in real time. No API keys to manage.

Step 02

Build your workflow

Open the visual canvas. Choose a trigger event, add actions like sending an email or awarding loyalty points, insert conditional branches, and set time delays — all by dragging and clicking.

Step 03

Activate and measure

Toggle the workflow live with one click. Yuko tracks every trigger fired, action taken, email opened, and reward issued. Use the analytics dashboard to refine and optimise over time.

Workflow actions

One automation layer. Every retention module.

Workflows connect all four of Yuko's modules. Switch between Loyalty, Reviews, Referrals, and Memberships to see what you can automate.

Automate loyalty rewards that keep customers coming back

Stop manually awarding points. Set rules once and Yuko handles every reward, tier upgrade, expiry warning, and birthday bonus automatically — triggered by real purchase and engagement events.

  • Award points automatically on purchase, review, or referral
  • Trigger VIP tier upgrade emails with personalised perks
  • Send points expiry warnings 7, 14, or 30 days in advance
  • Double points during sale events triggered by date rules
Loyalty workflows available on Shopify only
LOYALTY WORKFLOW S Sarah K. Gold tier 1,840 pts +120 M Marcus T. Silver tier 920 pts Expiry soon J Jamie L. Bronze tier 380 pts New WORKFLOW FIRED Sarah earned Gold reward — 120 bonus pts awarded + upgrade email sent 89% Workflow open rate 2.4× Repeat purchase lift 4,200 Points awarded today

Collect more reviews with perfectly timed automated requests

Manually chasing reviews wastes time and yields inconsistent results. Yuko's review workflows send requests after fulfilment, follow up with non-responders, and reward every review left — all automatically.

  • Send review requests N days after fulfilment — you set the delay
  • Automatic follow-up for customers who did not respond
  • Instantly reward reviewers with loyalty points or a discount
  • Flag negative reviews for immediate team notification
Reviews workflows available on Shopify and WooCommerce
REVIEW WORKFLOW Review request email How did you like your order? Hi Sarah, your order #4821 arrived 3 days ago. Take 30 seconds to share your experience. 3.2× More reviews vs manual sending 68% Open rate on review emails FLOW Order fulfilled Wait 3 days Send email Reviewed? Award points

Turn happy customers into a self-sustaining referral engine

The best time to ask for a referral is right after a positive experience. Yuko Workflows identifies those moments and delivers personalised referral prompts automatically — so your best customers do the marketing for you.

  • Trigger referral nudge after a 5-star review or third purchase
  • Automatically notify referrers when their friend converts
  • Chain referral rewards to loyalty points for compounding retention
  • Re-engage dormant referrers with automated reminder sequences
Referral workflows available on Shopify only
REFERRAL WORKFLOW Sarah Referrer Tom Converted Mia Pending Alex Converted Tom converted! Sarah earns 200 pts + $10 credit ! Mia hasn't converted yet Reminder email sent auto — day 7

Automate the full membership lifecycle — from signup to renewal

Memberships fail when merchants forget to follow up. Yuko Workflows handles every step of the membership lifecycle: onboarding, engagement nudges, renewal reminders, and win-back campaigns — without manual effort.

  • Welcome sequence triggered the moment a membership activates
  • Renewal reminders at 30, 14, and 3 days before expiry
  • Automated win-back offer for lapsed members after cancellation
  • Upgrade prompts when members are close to premium tier thresholds
Membership workflows available on Shopify and WooCommerce
MEMBERSHIP WORKFLOW Signup Day 14 nudge Renew -30d Renewed TRIGGER Member signup Send welcome email + perks guide Grant member-only access REMINDER Renewal due in 30 days Email + loyalty points incentive Repeat at 14d and 3d WIN-BACK PATH (if lapsed) Membership ends Wait 7 days Send win-back offer Re-activate membership
Ready-made templates

Start with a proven workflow. Customise in minutes.

Every template is pre-built with best-practice triggers, delays, and actions — based on data from thousands of Shopify and WooCommerce stores.

Post-purchase loyalty reward

Loyalty

Award loyalty points immediately after a purchase is confirmed. Includes a conditional branch that doubles points for VIP-tier customers and sends a personalised tier progress email.

Order placed Award points Send email Check VIP tier

Delivery-triggered review request

Reviews

Waits until estimated delivery before sending a review request, maximising response rates. Non-responders receive one follow-up after 5 days. Reviewers earn 25 loyalty points automatically.

Order fulfilled Wait 4 days Review ask Award pts

Happy customer referral prompt

Referral

Automatically identifies customers who left a 4-star or 5-star review and sends a referral invite within 24 hours, capitalising on peak satisfaction. Fires only once per customer.

5-star review Wait 1 day Send referral link

Membership renewal reminder series

Memberships

A three-email series that reminds members of their expiring subscription at 30 days, 7 days, and the day before. The final email includes an exclusive renewal incentive to reduce churn.

Expiry -30d Email 1 Email 2 -7d Email 3 -1d

VIP tier upgrade celebration

Loyalty

Detects when a customer crosses a VIP tier threshold and immediately sends a personalised congratulations email with new tier benefits, a surprise bonus reward, and a next-milestone preview.

Tier unlocked Instant email Bonus reward

Win-back lapsed customers

Loyalty

Targets customers who have not purchased in 90 days with a points expiry warning, a personalised discount, and a referral incentive to re-engage them before they churn permanently.

No order 90d Pts warning Discount offer
Workflow analytics Last 30 days Triggered today 284 workflows 6,842 Total triggers fired +18% vs last month 73% Email open rate +5pts vs last month $28,400 Revenue attributed +31% vs last month ACTIVE WORKFLOWS Post-purchase VIP upgrade Review request Win-back +3 more
Analytics

See exactly which automations drive revenue

Every workflow comes with a built-in analytics panel. Track triggers fired, emails opened, rewards issued, and revenue attributed — all in one place.

  • Per-workflow performance: open rates, click rates, conversions
  • Revenue attribution linked to each automation
  • A/B test subject lines and send times inside the builder
  • Export reports for stakeholder review at any time
Start measuring retention
Merchant stories

Merchants love what Workflows does for their retention

"We set up a post-purchase review workflow in under 20 minutes. Within the first month our review count tripled and we saw a noticeable bump in repeat purchases from the loyalty points."

KL
Kieran Lawson
Founder, Homeware Store — Shopify

"The membership renewal workflow alone saved us hours every month. Churn dropped by 22% in the first quarter. The conditional logic lets us send different offers to different customer segments — it's genuinely powerful."

NP
Nadia Petrov
Head of Growth, Subscription Box — WooCommerce

"I connected the referral workflow to fire right after a positive review. Our referral signups went up 44% without any extra spend on ads. It just works — and the analytics show exactly where the revenue is coming from."

JM
James Morrow
CEO, Sports Nutrition Brand — Shopify
Get started today

Your retention is losing money
while you read this.

Every day without automated workflows is a day of missed reviews, forgotten referrals, and lapsed memberships. Set up your first workflow free — no credit card, no contract, live in 15 minutes.