Consolidating Workflows and Notifications into ‘Email Automations’

We’ve successfully consolidated all offer types into a single setting (Offer Management). We’re also working on consolidating Catalog, Conditions, and the Price Editor under one unified setting.

Following the same approach, I believe it makes sense to consolidate Workflows and Notifications under one unified setting for the following reasons:

• Users are often confused about the difference between the two.

• They function very similarly, both following an email-based IFTTT logic.

• Many users are not aware that Workflows are offer status–based, while Notifications are based on general triggers.

This presents a good opportunity to simplify the experience by combining them into a single setting to help our users understand what these are.
Proposed approach:

• Create a single setting called “Email Automations” that includes both Workflows and Notifications (and we can add any related email templates here as well instead of having them scattered around different settings).

• Rename Workflow section to “Status Automations” with a tooltip explaining their purpose.

• Rename Notification section to “Offer Automations” with a tooltip explaining their purpose.

Hosting both under one setting would improve visibility and help users discover, understand, and configure both automations at the same time.

This is just an idea and I am totally open for feedbacks and once I gather more feedbacks I will submit it as feature / enhancement request.