How to Tag Customers by Purchase with Pipedream

Dashboard > New > Start from scratch

Create new Pipedream workflow

Go to pipedream.com and click New in the top navigation. Select 'Start from scratch' to build a custom workflow. This gives you full control over the trigger configuration and data processing steps needed for order-based tagging.

1. 1Click 'New' in the top navigation bar
2. 2Select 'Start from scratch' from the template options
3. 3Name your workflow 'WooCommerce to Mailchimp Tagging'

Workflow Canvas > Add your first step > WooCommerce

Add WooCommerce webhook trigger

Click 'Add your first step' and search for WooCommerce. Select the 'Order Created' webhook trigger to capture new orders instantly. This webhook fires within 5 seconds of checkout completion, giving you real-time access to purchase data.

1. 1Click 'Add your first step'
2. 2Search for and select 'WooCommerce'
3. 3Choose 'Order Created (Instant)' from the trigger list
4. 4Connect your WooCommerce store using the API key

WooCommerce Admin > Settings > Advanced > Webhooks

Configure WooCommerce webhook in your store

Copy the webhook URL from Pipedream and add it to your WooCommerce webhooks. Go to WooCommerce > Settings > Advanced > Webhooks and create a new webhook for 'Order created' events. This connects your store to the Pipedream trigger.

1. 1Copy the webhook URL from your Pipedream trigger
2. 2In WooCommerce admin, go to Settings > Advanced > Webhooks
3. 3Click 'Add webhook'
4. 4Set Topic to 'Order created' and paste the webhook URL

Pipedream Workflow > Test Section

Test the webhook connection

Place a test order in your WooCommerce store to verify the webhook fires correctly. You should see order data appear in Pipedream within 10 seconds. Check that line items, customer email, and product categories are captured properly.

1. 1Go to your store and add a product to cart
2. 2Complete checkout with a test email address
3. 3Return to Pipedream and check the 'Test' section
4. 4Verify order data appears with customer and product details

Workflow Canvas > + > Code

Add code step for tag logic

Click the + button below your trigger and select 'Code'. This Node.js step will analyze the order data and determine which tags to apply based on purchased products. You'll map product categories or specific items to Mailchimp tags.

1. 1Click the + button below the WooCommerce trigger
2. 2Select 'Code' from the step options
3. 3Choose 'Run Node.js code'
4. 4Name the step 'Generate Tags from Order'

This Node.js code analyzes the WooCommerce order data and creates smart tags based on product categories, order value, and customer history. Paste it into your 'Generate Tags from Order' code step.

async (event, steps) => {
  const order = steps.trigger.event
  const tags = []

async (event, steps) => {
  const order = steps.trigger.event
  const tags = []
  
  // Tag by product categories
  if (order.line_items && order.line_items.length > 0) {
    order.line_items.forEach(item => {
      if (item.categories) {
        item.categories.forEach(cat => {
          tags.push(`purchased-${cat.slug}`)
        })
      }
      
      // Tag specific high-value products
      if (parseFloat(item.price) > 100) {
        tags.push('high-value-item')
      }
    })
  }
  
  // Tag by order value
  const total = parseFloat(order.total)
  if (total > 200) {
    tags.push('vip-customer')
  } else if (total > 100) {
    tags.push('high-value-customer')
  } else {
    tags.push('standard-customer')
  }
  
  // Tag new vs returning customers
  if (order.customer_id === 0) {
    tags.push('new-customer')
  } else {
    tags.push('returning-customer')
  }
  
  // Remove duplicates and return
  const uniqueTags = [...new Set(tags)]
  
  return { tags: uniqueTags }
}

Workflow Canvas > + > Mailchimp

Add Mailchimp step

Click + again and search for Mailchimp. Select 'Add or Update List Member' action to either create new contacts or update existing ones with tags. This handles both new customers and returning buyers automatically.

1. 1Click + to add another step
2. 2Search for and select 'Mailchimp'
3. 3Choose 'Add or Update List Member'
4. 4Connect your Mailchimp account via OAuth

Mailchimp Step > Configuration

Map customer data fields

Configure the Mailchimp step to pull customer email from the WooCommerce order data. Map billing name to first/last name fields and set the subscription status based on marketing preferences. Use the data from your webhook test to verify field paths.

1. 1Set Email Address to steps.trigger.event.billing.email
2. 2Map First Name to steps.trigger.event.billing.first_name
3. 3Map Last Name to steps.trigger.event.billing.last_name
4. 4Set Status to 'subscribed' or reference marketing consent field

Mailchimp Step > Tags Field

Configure dynamic tagging

In the Tags field of the Mailchimp step, reference the tags array created by your code step. Use steps.generate_tags_from_order.tags to pull the computed tags based on purchased products. This ensures each customer gets product-specific tags automatically.

1. 1Scroll to the Tags section in Mailchimp configuration
2. 2Click the reference data button (looks like {})
3. 3Select steps > generate_tags_from_order > tags
4. 4Verify the reference shows as steps.generate_tags_from_order.tags

Workflow Canvas > Deploy > Test

Test complete workflow

Deploy your workflow and place another test order to verify the complete flow works. Check that the customer appears in Mailchimp with correct tags within 60 seconds of checkout. Verify that email sequences trigger based on the applied tags.

1. 1Click 'Deploy' in the top right corner
2. 2Place a test order with different products
3. 3Check Mailchimp audience for the new contact
4. 4Verify correct tags are applied and sequences trigger