Send a VIP upsell on large orders and a thank-you on smaller ones

Each new WooCommerce order is checked by its total. Orders over 200 get a VIP offer email and are saved in FluentCRM (pick your VIP tag in that step); smaller orders get a thank-you email and a FluentCRM note on the contact.

WooCommerce

Branch

FluentCRM

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7 steps Setup ~12 min Used on 1.5k sites Revenue Ops Free to import

The Send a VIP upsell on large orders and a thank-you on smaller ones workflow on the FlowMattic canvas, with 7 steps across WooCommerce, Branch, Email, FluentCRM — The workflow as it appears in the builder after import. Each step opens for editing.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
WooCommerce New Order Created
The workflow starts automatically when a new order is created in WooCommerce. FlowMattic captures that data for the steps below.
Step 2Logic
Branch Large order (total over 200)?
The Branch evaluates "Large order (total over 200)?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Step 3Action
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.
Step 4Action
FluentCRM Create or Update Contact
On the Yes path (condition met) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Step 5Action
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.
Step 6Action
FluentCRM Create or Update Contact
On the No path (otherwise) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Step 7Action
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.

What you need

FlowMatticCore
WooCommerce PluginPlugin
FluentCRM PluginPlugin

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.