PrerequisitesPrepare:
- An active Loyalty v2 program.
- An endpoint that accepts HTTP
POSTrequests. - A webhook secret key if you want to verify signatures.
- A role with the following permissions: Read Workflows, Create and modify Workflows, Publish Workflows, and Activate and deactivate Workflows. Admin and User already include them. See Workflow access.
Create and publish a workflow
Go to the Workflows section in the Dashboard.1
Create the workflow
In Workflows, click Create workflow.Enter a Name and an optional Description. Click Save draft to open the canvas.
2
Add a trigger
From Building blocks, drag a trigger, like Loyalty transaction or Loyalty activity, onto the canvas.Click on the trigger. Use the right panel to choose its group and event. Loyalty transaction triggers also include a status filter.The panel shows the trigger ID. Read Identifiers for the rules.
3
Add an action
From Actions, drag an action, like Webhook callout, onto the canvas. Click on the action and enter its Endpoint URL.The URL must use
http or https. You can also add up to 10 custom headers.4
Connect the building blocks
Drag a line from the trigger’s right output. Connect it to the left input of an action.A trigger can connect to several webhook callouts. A webhook callout can also accept several triggers.
5
Save and publish
Click Save to store your changes. You can save an unfinished draft. Saving does not start the workflow. Save still needs a name and a valid, unique ID.Click Publish when the graph is complete. Confirm Publish. The first publish of a draft makes the workflow Active.
Publishing an Inactive workflow stores a new version. It does not start runs until you activate the workflow.
The workflow status is Active. Matching Loyalty v2 events can now start a workflow run.
Verify webhook signatures
Generate a secret in Project settings > Webhooks. Validate thex-voucherify-signature header when your endpoint receives a callout.
Read Webhook authentication for signature verification examples.
Deactivate a workflow
Set a published workflow to Inactive to stop new runs. Activate and Deactivate ask you to confirm. Deactivation does not cancel runs that have already started. Read Deactivation and version behavior for details.Restore an earlier version
In a workflow canvas, you can restore an earlier version to get back to a previous state.1
Open Versions
In the designer sidebar, open Versions. The list shows Current draft and published versions.
2
Review a version
Select a published version. The canvas is read-only.
3
Restore as draft
Open the version menu and click Restore as draft. That version becomes your working copy. Click Save and Publish to make it live.
Next steps
Go to the following pages for more information:- Review workflow options and limits for configuration options, statuses, and limits.
- Review Workflows webhooks for payload structures.
- Use Webhook sendouts to inspect deliveries and retry failed sendouts.
- Review webhook response and retry behavior.

