Drip - Setting up your Workflow and Email Template

Some aspects of this article require programming knowledge about HTML and Shopify Liquid.

When using the Govalo/Drip integration you must have Workflows set up in Drip, both for Gift Cards and Store Credit issued through Govalo, which will listen to the corresponding event sent by Govalo and trigger the email containing the Gift Card or Store Credit details.

In this article

You can set up both workflows before integrating the apps. Let's start by setting one up for gift cards sent. After that, we can repeat the steps, with some small changes, to create a workflow for store credit. Also check the latest section in this document in case you have Recharge integrated with Govalo.


Setting up your Gift Card Workflow

1

In your Drip account, go to Workflows and click + New Workflow > Start From Scratch.

2

First you'll set up your Trigger. Click in Trigger > See more events:

3

In the Edit Trigger popup, leave the drop-down selector on the left set as Drip, and set the one on the right to Performed a custom event. Fill the field Which custom event? with "Received gift card", and click Update Trigger.

4

Next you'll set up an Action, through which an email will be sent. Click in Action, then in the Edit Action popup, leave the drop-down selector on the left set as Drip, and set the one on the right to Send an email to a person.

You can set up your email template with the Visual Builder or the Text/HTML Builder. We will go with the latter, so we can add our custom template to it. Select it then click Update Action:

5

Give your workflow a title (e.g. "Received gift card") and fill out the fields accordingly, so your customers can identify where the email is coming from:

6

Scroll down until you see the email editor. In the editor, click Source to switch the editing mode, then paste the sample template you see below:

<p>You received a Govalo gift card!</p>
<br>
<p>Hi {{ event.recipient }}! {% if event.sent_to_self %}Here's your gift card.{% else %}{{ event.customer }} thinks you deserve to treat yourself.{% endif %}</p>

{% if event.sent_to_self %} 
{% else %} 
	{% if event.gift_note != "" %}
		<br>
		<p>They also wanted us to tell you this:</p>
		<p>{{ event.gift_note }}</p>
		<br>
	{% else %} 
	{% endif %} 
{% endif %}

<p><a href="https://redeem.govalo.com/card/{{ event.hash }}" target="_blank">Redeem your gift card</a></p>
<br>
<p>Value: {{ event.card_value}} </p>
<br>

<p>Gift card image:</p>
<p><img alt="Gift card image" style="height: 300px; width: auto;" src="{{ event.gift_card_image }}" /></p>
	

Note: the template presented above is merely a suggestion of how you can make use of the variables sent by the Govalo event in a structured email. You may modify it as necessary. For more information about the variables sent with Govalo events, see Drip - Variables for use in the email template.

7
Toggle ON the setting Resend this email each time a person triggers this action, then click Save Email.
8

Back to your workflow setup, make sure it's toggled ON:


Setting up your Store Credit Workflow

Setting up the Store Credit workflow is similar as setting up the Gift Card one, so you can repeat the same steps, with a few minor differences:

  • In Step 3, the custom event is named "Send store credit"
  • In Step 6, you can use a slightly different template (also change it as needed):
  • <p>You received a store credit of {{ event.card_value}}!</p>
    <br>
    <p>Hi {{ event.recipient }}! {{ event.customer }} thinks you deserve to treat yourself.</p>
    <br>
    <p><a href="https://redeem.govalo.com/card/{{ event.hash }}" target="_blank">Redeem your store credit</a></p>
    	

If Recharge or Bold Subscriptions is integrated: setting up your Subscription Gift Workflow

If Govalo is integrated with Recharge or Bold Subscriptions, you must also set up a workflow for when a Subscription Gift is issued:

  • In Step 3, the custom event is named "Received subscription gift"
  • In Step 7, you can use a slightly different template (also change it as needed):
  • <p>You received a subscription gift!</p>
    <p>Hi {{ event.recipient }}! {% if event.sent_to_self %}Here's your subscription gift.{% else %}{{ event.customer }} thinks you deserve to treat yourself.{% endif %}</p>
    
    {% if event.sent_to_self %} 
    {% else %} 
    	{% if event.gift_note != "" %}
    		<p>They also wanted us to tell you this:</p>
    		<p>{{ event.gift_note }}</p>
    	{% else %} 
    	{% endif %} 
    {% endif %}
    
    <p><a href="https://redeem.govalo.com/subscription/{{ event.hash }}" target="_blank">Redeem your subscription</a></p>
    <p>Value: {{ event.card_value}} </p>
    <p>Subscription image:</p>
    
    <p><img alt="Gift card image" style="height: 300px; width: auto;" src="{{ event.gift_card_image }}" /></p>
    <br>
    	
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