Basic workflow: multiply points based on condition

Workflow Objective

Apply a points multiplier only when the transaction meets a specific condition.

For example:

• Multiply points by 3 if a specific product appears

• Multiply points by 2 if the amount exceeds a threshold

• Apply a bonus only to certain customers

Example Scenario

Let's build this case:

If a transaction includes a specific product, multiply the points by 3.
If it does not include it, do nothing.

This pattern can be easily reused for:

• Categories

• Brands

• Amount ranges

• Customer segments

Step 1 – Create a new workflow

1. Access Workflows

2. Click on Create workflow

3. Assign a descriptive name, for example:
   “Multiplier for specific product”

Step 2 – Select the trigger

Select the trigger:

✅ Points Added

This trigger activates every time a transaction generates points (for purchase, import, bonus, etc.).

Once selected, the workflow already has:

• Transaction data

• Customer data

• Product list (if any)

Step 3 – Add a condition

1. Click on Add step

2. Select Condition

The condition will allow us to decide whether to apply the multiplier or not.

Condition Configuration

• Value 1: items

• Operator: Equal to

• Value 2: ID of the product we want to detect

💡 In this example, the product identifier is used, but the same approach can be applied to categories, brands, or other fields.

The condition automatically creates two branches:

• True

• False

Step 4 – Configure the “True” branch

In the True branch:

1. Click on Add to True

2. Select the action Multiply Points

3. Define the multiplier, for example:

   • Multiplier: 3

This will make:

• The points from the transaction are automatically multiplied

• The result is applied to the customer in real-time

Step 5 – “False” branch (optional)

In this case, it is not necessary to add any action in the False branch.

If the condition is not met:

• The workflow ends

• The transaction retains the original points

Step 6 – Test the workflow

Before activating it, it is highly recommended to test it:

1. Import an existing transaction using its ID

2. Review the loaded data

3. If necessary, edit the content of the transaction

4. Run the workflow

Verify:

• That the condition is met when appropriate

• That the points are multiplied correctly

• That there are no side effects

Step 7 – Save and activate

Once validated:

1. Save the workflow

2. Activate it

From that moment on:

• It will run automatically on each transaction

• It will only apply the multiplier when the condition is true

What you have learned in this workflow

With this example, you have already used:

• A trigger

• A condition

• Two logical branches

• An action on points

• The testing system

• The complete visual flow

It is the foundation upon which more complex workflows are built.

Common variations of this workflow

This same pattern can be easily adapted to:

• Multiply points by category

• Multiply points by brand

• Apply multiplier for minimum amount

• Bonus only for customers with X points

• Temporary promotions combined with dates