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AI Sales & CRM · Revenue Ops

Reward repeat buyers with a VIP upsell and thank first-timers

On each new order, a Branch checks the customer’s lifetime order count: loyal repeat buyers get a VIP upsell offer and tag, while new customers receive a friendly welcome.

WooCommerceWooCommerce BranchBranch EmailEmail FluentCRMFluentCRM
~12 min setup used by 1.5k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

WooCommerce → Branch → Email
6 steps
WooCommerce
TRIGGER
WooCommerce · New Order Created
The workflow starts automatically when a new order is created in WooCommerce. FlowMattic captures that data for the steps below.
Branch
LOGIC
Branch · Repeat customer (3+ orders)?
The Branch evaluates "Repeat customer (3+ orders)?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Email
ACTION
Email · Send Email
On the Yes path (condition met) — Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
FluentCRM
ACTION
FluentCRM · Add Tags to Contact
On the Yes path (condition met) — FluentCRM — adds one or more tags to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Email
ACTION
Email · Send Email
On the No path (otherwise) — Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
FluentCRM
ACTION
FluentCRM · Add Note to Contact
On the No path (otherwise) — FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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