How to Tag Inactive Customers for Win-back Campaigns with Pipedream

Pipedream > Workflows > New

Create new workflow in Pipedream

Go to pipedream.com and click 'New Workflow' in the top right. You'll land on the workflow builder with an empty canvas. Click the first box labeled 'Select a trigger' to open the app selector. This workflow will run on a schedule, not triggered by events.

1. 1Click 'New Workflow' in the dashboard
2. 2Click 'Select a trigger' in the workflow canvas
3. 3Choose 'Schedule' from the trigger options
4. 4Set frequency to 'Daily' at your preferred time

Workflow > Add Step > WooCommerce > List Orders

Add WooCommerce step to fetch orders

Click the + button below your schedule trigger to add a new step. Search for WooCommerce in the app list and select it. Choose the 'List Orders' action. You'll need to connect your WooCommerce store by entering your site URL and generating API credentials.

1. 1Click the + button to add a new step
2. 2Search for and select 'WooCommerce'
3. 3Choose 'List Orders' from the actions list
4. 4Click 'Connect Account' and enter your store details

WooCommerce Step > Configuration

Configure order date filtering

In the WooCommerce step, set the 'after' parameter to filter orders. You need to calculate 90 days ago from today. Set per_page to 100 to handle larger batches efficiently. The status should be set to 'completed' to only count actual purchases, not pending orders.

1. 1Set 'Status' to 'completed'
2. 2Set 'Per Page' to 100
3. 3Leave 'After' blank for now - we'll calculate this in code
4. 4Set 'Order' to 'date' and 'Order By' to 'desc'

Workflow > Add Step > Code > Run Node.js Code

Add code step to process order data

Click + to add another step and choose 'Run Node.js Code'. This step will filter orders older than 90 days and extract unique customer email addresses. You'll write JavaScript that loops through the WooCommerce response and builds a list of inactive customers.

1. 1Click + to add a new step
2. 2Select 'Run Node.js Code' from the options
3. 3Clear the default code in the editor
4. 4Paste the customer filtering logic

Add this Node.js code to your processing step to calculate the 90-day cutoff and filter inactive customers while avoiding duplicates. Paste this in the 'Run Node.js Code' step after connecting WooCommerce.

export default defineComponent({
  async run({ steps, $ }) {
    const cutoffDate = new Date();

export default defineComponent({
  async run({ steps, $ }) {
    const cutoffDate = new Date();
    cutoffDate.setDate(cutoffDate.getDate() - 90);
    
    const orders = steps.woocommerce.$return_value || [];
    const customerEmails = new Set();
    const inactiveCustomers = [];
    
    // Get all customers who ordered in the last 90 days
    orders.forEach(order => {
      const orderDate = new Date(order.date_created);
      if (orderDate >= cutoffDate && order.status === 'completed') {
        customerEmails.add(order.billing.email.toLowerCase());
      }
    });
    
    // Now get ALL customers from older orders to find inactive ones
    const olderOrders = await $.send.http({
      method: 'GET',
      url: `${steps.woocommerce.$auth.url}/wp-json/wc/v3/orders`,
      params: {
        before: cutoffDate.toISOString(),
        status: 'completed',
        per_page: 100
      },
      auth: {
        username: steps.woocommerce.$auth.key,
        password: steps.woocommerce.$auth.secret
      }
    });
    
    // Find customers who ordered before but not recently
    olderOrders.data.forEach(order => {
      const email = order.billing.email.toLowerCase();
      if (!customerEmails.has(email)) {
        inactiveCustomers.push({
          email: email,
          last_order: order.date_created,
          total_spent: parseFloat(order.total),
          first_name: order.billing.first_name,
          last_name: order.billing.last_name
        });
      }
    });
    
    console.log(`Found ${inactiveCustomers.length} inactive customers`);
    return inactiveCustomers;
  }
});

Workflow > Add Step > Mailchimp > Update List Member

Add Mailchimp connection step

Add another step and search for Mailchimp. Select 'Update List Member' action since we'll be updating existing subscribers with tags. Click 'Connect Account' and authorize Pipedream to access your Mailchimp account. You'll need to select your audience/list from the dropdown.

1. 1Click + to add a new step
2. 2Search for and select 'Mailchimp'
3. 3Choose 'Update List Member' from actions
4. 4Connect your Mailchimp account
5. 5Select your main audience from the dropdown

Mailchimp Step > Field Mapping

Configure customer email mapping

In the Mailchimp step, map the email address from your code step output to the 'Email Address' field. Set the status to 'subscribed' to ensure the contact remains active. You'll reference the previous step's data using the step picker that appears when you click in input fields.

1. 1Click in the 'Email Address' field
2. 2Select the email from your code step output
3. 3Set 'Status' to 'subscribed'
4. 4Leave other fields as default for now

Mailchimp Step > Tags Section

Add win-back tag configuration

Scroll down to the Tags section in the Mailchimp step. Click 'Add Tag' and enter 'win-back-90d' or your preferred tag name. This tag will trigger your re-engagement campaign sequence. Make sure the tag name matches exactly what you've set up in your Mailchimp automation rules.

1. 1Scroll to the 'Tags' section
2. 2Click 'Add Tag'
3. 3Enter 'win-back-90d' as the tag name
4. 4Confirm the tag will be added to the contact

Mailchimp Step > Settings > Loop Options

Add loop logic for multiple customers

Your code step likely identified multiple inactive customers, but the Mailchimp step only processes one. Click the settings icon on the Mailchimp step and enable 'Run this step for each item' option. This tells Pipedream to execute the Mailchimp action once per customer email in your array.

1. 1Click the gear icon on the Mailchimp step
2. 2Find the 'Loop' or 'Iterate' option
3. 3Select your code step's customer array as the loop source
4. 4Enable 'Run for each item'

Workflow > Test Button

Test the workflow

Click 'Test' in the top right to run your workflow manually. Watch each step execute and check the logs for any errors. The WooCommerce step should return order data, your code should filter to inactive customers, and Mailchimp should confirm successful tagging.

1. 1Click 'Test' in the workflow header
2. 2Watch each step execute in sequence
3. 3Check the logs for any error messages
4. 4Verify customers were tagged in Mailchimp

Workflow > Deploy Button

Deploy the workflow

Once testing succeeds, click 'Deploy' to activate the scheduled workflow. It will now run daily at your specified time. You can monitor executions in the workflow history and adjust the schedule or logic as needed based on your campaign performance.

1. 1Click 'Deploy' in the workflow header
2. 2Confirm the deployment in the modal
3. 3Check the status shows as 'Active'
4. 4Review the next scheduled run time