All updates

Branch a custom workflow with a router

Custom workflows gain a router node that branches on conditions, following the first matching branch or all of them, with an otherwise branch and a test view.

01 ·Send a workflow down different paths with a router

Custom workflows can now branch. A new router node splits a workflow into paths, each defined by one or more conditions built on a data selector, and a broker chooses whether the workflow follows only the first branch that matches or every branch that matches. An otherwise branch catches anything that meets no condition, each branch holds its own steps, and a branch left incomplete is flagged. A test step shows whether each branch's conditions pass, so a broker can check the logic before it goes live.

Router node
first match, or all matches
New tradersjoined ≤ 7d
VIP tiertier is VIP
Otherwiseno match
Illustration · Each branch runs on its conditions; an otherwise branch catches the rest
Why it matters

Most loyalty automations are not one straight line. A router lets a broker handle new traders, lapsed traders, and VIPs from a single workflow, each down its own path, which is what turns custom workflows into something that can run a real program rather than one rule at a time.

Also in this build
Fix

The leaderboard now shows the correct total after a bulk update that subtracts from a custom field, matching what the member list already showed.

17 Oct
Fix

The embedded leaderboard widget no longer times out on one broker's environment, so its traders can see standings again.

17 Oct