Creating cart workflows

Workflows are Caddy Pro’s automation engine. A workflow watches for something a customer does (the trigger), checks your rules, and then runs an action — show a popup offer, change the in-cart product recommendations, or generate and apply a coupon. You configure it once, and it runs automatically for every matching customer. No code required.

To create one, go to Caddy > Workflows and click Add New.

Step 1: Choose a trigger

The trigger is the customer behavior that starts the workflow. Three triggers are currently available:

• Added Product(s) to Cart — fires when a customer adds something to their cart. Best for upsells, free gift offers, and threshold-based coupons.
• Viewed Product — fires when a customer views a product page.
• Viewed Page — fires when a customer views a specific page.

Completed Purchase, Saved Product, and Viewed Product Category triggers are marked “Coming Soon” in the editor.

Note: changing the trigger type after you’ve built rules clears those rules (the editor asks you to confirm first), because each trigger supports a different set of rule types.

Step 2: Set your rules

Rules decide who the workflow fires for. The rule types available depend on your trigger:

• Added Product(s) to Cart — Product, Product Category, Cart Count, Cart Total, Customer Role
• Viewed Product — Product, Product Category, Customer Role
• Viewed Page — Page, Customer Role

Each rule has a condition: products and categories use Includes / Doesn’t Include; cart count and cart total use Is / Is Not / Is Greater Than / Is Less Than; customer role and page use Is / Is Not.

Rules within a group must all match (AND). Click Add Rule Group to add an alternative set — the workflow fires if any group matches (OR). For example: “Cart Total Is Greater Than 75 AND Customer Role Is Not wholesale” as one group, with a second group for a specific product category.

Step 3: Pick an action

Display Popup Notification (available for all triggers) — shows a popup with rich text content, plus an optional call-to-action button with custom text and link. Great for announcing a promotion to customers viewing a specific product or page.

Display Product Recommendations (Added to Cart trigger) — replaces the cart’s recommendation slider with your own selection. Choose the source: Best Sellers, Categories, Cross-sells, Up-sells, or Manually Select specific products. You can also attach a discount (Fixed Amount or Percentage) — the discount applies only to items the customer adds from the recommendation, not to the whole cart. Out-of-stock products are filtered out automatically.

Generate & Apply Coupon to Cart (Added to Cart trigger) — clones an existing WooCommerce coupon you select as the template, gives it a unique code with your chosen prefix, applies it to the cart automatically, and expires it after the number of days you set. Each customer gets their own single-use code, so your master coupon never leaks.

Testing safely

Tick Test Mode in the Publish box before publishing and the workflow will only trigger for logged-in administrators. Build it, test the full experience yourself on the storefront, then untick Test Mode to go live. Test-mode triggers and conversions are not counted in your analytics.

Measuring results

The Workflows list shows live performance for every workflow: Triggers (how many times it fired), Conversions (purchases attributed to it), Conversion Rate, and Revenue. Workflow revenue also feeds the Caddy Boosted Revenue metric on your analytics dashboard.

Example: free-gift style coupon over $75

1. Create a WooCommerce coupon for the discount you want to offer (e.g. 10% off).
2. New workflow → trigger Added Product(s) to Cart.
3. Rule: Cart Total → Is Greater Than → 75.
4. Action: Generate & Apply Coupon to Cart → select your coupon as the template, set a prefix like vip-, expire in 1 day.
5. Publish with Test Mode on, add $76 of products to your cart on the storefront, and confirm the coupon applies. Then turn Test Mode off.