Ergo Documentation

1. Workflows
1.1. Understanding workflow
1.2. Workflow library
1.3. Managing workflows
2. Integration
3. Subscription & Billing
3.1.Action credit
3.2.Plan limit
3.3.Billing
4. Automation tips

Each workflow consists of a trigger, conditions, and actions.

  1. Trigger: Workflow is triggered by time or by the event run in your e-Commerce store, such as an order is placed, a customer is added, or a product is created.
  2. Condition: Condition works like a filter. For example, if your store has 200 orders per day and you want to perform actions on not all but only the high-value orders, the condition you need to set would be “Order amount is greater than a certain amount”.
  3. Action: Action is the task that will be performed by the workflow, such as adding products to collections, tagging customers, or capturing payment for orders.

shopify automation workflow 2

On the Library page, you can see a list of 100+ prebuilt workflow templates, arranged into different groups to help you select the most appropriate workflow template more easily:

  • Most Popular Templates
  • New Templates
  • Best Collection
  • Categories

After surfing for the most suitable template, you can click on the button “Create workflow from template” to apply the chosen template to a workflow you want right away.

shopify automation templates

View workflow

All your created workflows are listed on the Workflows page. You can click on the “View” icon in each respective workflow to view the details.

Edit workflow

You can edit workflow by simply clicking Edit button on the Workflow Details page. You can make changes to the conditions and actions of the workflow to your liking. Once done, please make sure to save the workflow to keep the adjustments.

Delete workflow

Deleting a workflow means you won’t be able to recover it in the future. To delete a workflow, click on the Delete icon in each respective workflow on the Workflows page.

Activate/ Deactivate workflow

You can temporarily pause the workflow for future use by changing workflow status to Inactive. Once a workflow is deactivated, it is still saved within the app but won’t be functioning. To activate the workflow again, simply change its status back to Active.

shopify automation manage workflow

Integration overview

Integrations provide your workflows with additional functionality, typically by adding more action types. Integrations require configuration. 

To enable an integration, click the “Integration” tab, select the app you want to integrate, and follow the instructions on the screen. 

shopify automation integration

Some integrations will require a 3rd party service. For example, in order to use SendGrid, you need a paid account with this service and setup API access. 

shopify automation integration sendgrid

Not finding an Integration?

If you’re looking for an integration that’s not in our list, please let us know. We’re constantly building more and more integrations and we want to work on yours! So please, let us know what you’re interested in!

What is an action credit?

Action credit is the number of credits burned when the action is performed. Some actions cost more credits than others because they cost us money to perform on your behalf, such as sending email or SMS text messages.

How are action credits deducted?

Action credits are only deducted when an action is performed. They are not deducted when checking conditions to see if an action should be performed. For example, if you have a workflow that is looking for a particular condition in order and your store gets thousands of orders, but the condition only occurs rarely, you’ll only be charged when the conditions are met and the action is performed.

How are action credits calculated in case that workflow is triggered by time?

In case that workflow is triggered by time, each action may be performed on multiple items.

Check the example below:

You have a workflow to publish all the products in “Black Friday” collection at a specific time. There are 100 products belonging to this collection.

Action “Publish product” costs 1 credit for each time it’s performed.
When the workflow is run, it will publish 100 products which means the action “Publish product” is performed 100 times. Therefore, total credits burned for this run is 100 credits.

black friday automation template

How many credits will I need each month?

That depends on how much you use Ergo Automation (hopefully a lot)!

Check the example below:

You have one workflow that is triggered when an order is created. The workflow checks if the order amount is greater than $5000 to tag the customer as “VIP customers”.

Action “Tag customer” costs 1 credit for each time it’s performed.
Let’s say you have 3000 orders per month and 10% of your orders are greater than $5000, you will need 300 credits (300 times action is performed * 1 credit per time) per month for this workflow.

shopify auto tagging

What is the plan limit?

Each plan is limited by the number of credits per billing cycle. You can use these credits to run as many workflows as you want until you run out of credits.

shopify automation credit

What happens if I hit my credit limit?

When you hit 70% or 90% of your credit limit, we’ll email you letting you know that you are running low on credits and should either upgrade or tweak your workflows. When you hit the threshold, you’ll be notified as well.

You still are able to use Ergo to build and modify your workflows, but all the workflows will be paused until your credit limit is extended in case you upgrade your subscription plan or until your next billing cycle starts.

Ergo Pricing

There are 5 subscription plans that Ergo is offering. In each plan, you will be provided with a specific number of credits per month. You can use these credits to run as many workflows as you want until you run out of credits. 

Depending on the complexity of your workflows, the system will deduct an equivalent number of credits each time a workflow runs.

 

Free

Starter

Growth

Pro

Enterprise

Monthly fee

0$

4.95$

19.95$

49.95$

99.95$

Number of credits/ billing cycle

100

250

1,000

3,000

10,000

Number of workflows

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

How will I be charged?

We offer a free plan forever with 100 credits available. If you need more credits, please select a paid plan.

You will be charged a subscription fee corresponding to your selected plan for every 30-day billing cycle.

Can I optimize the workflow so that it burns fewer credits?

Actually, you can!

As an example, let’s say you want to tag a customer as “VIP customer” if their order amount is greater than $5000.
You can create a workflow like this:
1. When an order is created (trigger)
2. Check if the order amount is greater than $5000 (condition)
3. If Yes, tag customer as “VIP customer” (action)

shopify automation example 1

You can even optimize the workflow as below:
When an order is created (trigger)
1. Check if the customer is already tagged as a “VIP customer” or not (condition 1)
2. If Yes, do nothing
3. Else, check if the order amount is greater than $5000 (condition 2)
4. If Yes, tag customer as “VIP customer”

shopify automation example 2

The second workflow will not perform the action if the customer is already tagged as “VIP customer”, so it can save you credits.