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.A direct connection sends every event that matches the trigger. To send only some of them, add an IF operator before you publish. Follow Send an event only when it matches.
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.
Send an event only when it matches
Use this when a matching trigger is too broad. This path sends a webhook only when a trigger’s Rule meets one or more conditions (for example, loyalty card transaction’s Points total is greater than 100). You still need a trigger and a webhook callout on the canvas. Save and publish the same way as in Create and publish a workflow.1
Add an IF operator
From Operators, drag IF onto the canvas.An IF uses one of the five action and operator slots in the workflow. Read Limits.
2
Connect the trigger to the IF
Drag a line from the trigger to the IF. The condition panel can take rules only after a trigger is connected.
3
Add a rule
Click the IF. The panel title is Condition. Open Rule 1.Select:
- Default: Choose a field from the trigger event. Set the operator and value.
- Custom: Type the path to a field in the trigger event. A custom path starts with
trigger.or with the ID of an earlier block, and you choose the field type. Set the operator and value.
4
Connect True
Drag a line from True to the webhook callout that should run when the rules match.Connect False only when those events should go to a different callout. Each of True and False connects to one next block. Leave False unconnected when those events should not be sent.A missing value or a value that does not match the operator makes the rule false, so the run follows False. If False is unconnected, the event is not sent.
Publish the workflow and keep it Active. A matching event reaches the endpoint on True. A non-matching event follows False and is not delivered when that output is empty.
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.

