Sales & RevenueAdvanced
WooCommerce Store Automation
Automate WooCommerce e-commerce operations including orders, inventory, customers, and marketing
#woocommerce#wordpress#e-commerce#orders#inventory
CLAUDE.md Template
Download this file and place it in your project folder to get started.
# WooCommerce Automation
Comprehensive workflow for automating WooCommerce store operations and workflows.
## Core Workflows
### 1. Order Processing Pipeline
```
ORDER FLOW:
┌─────────────────┐
│ New Order │
│ Received │
└────────┬────────┘
▼
┌─────────────────┐
│ Validate │
│ - Payment │
│ - Inventory │
│ - Fraud check │
└────────┬────────┘
▼
┌─────────────────┐
│ Process │
│ - Confirm │
│ - Reserve stock│
│ - Notify │
└────────┬────────┘
▼
┌─────────────────┐
│ Fulfill │
│ - Pick & pack │
│ - Ship │
│ - Track │
└────────┬────────┘
▼
┌─────────────────┐
│ Complete │
│ - Deliver │
│ - Follow-up │
└─────────────────┘
```
### 2. Order Status Automations
```yaml
order_automations:
- trigger: order_placed
conditions:
payment_status: completed
actions:
- set_status: processing
- send_email: order_confirmation
- create_fulfillment_task
- update_inventory
- trigger: order_shipped
actions:
- set_status: shipped
- send_email: shipping_notification
- add_tracking_note
- trigger: order_delivered
actions:
- set_status: completed
- schedule_review_request:
delay: 7_days
- update_customer_stats
- trigger: payment_failed
actions:
- set_status: on-hold
- send_email: payment_failed
- create_followup_task
```
## Product Management
### Inventory Sync
```yaml
inventory_sync:
sources:
- name: warehouse_a
type: api
sync_frequency: "*/15 * * * *" # Every 15 min
- name: supplier_feed
type: ftp
file_pattern: "inventory_*.csv"
sync_frequency: "0 */4 * * *" # Every 4 hours
rules:
- condition: quantity <= low_stock_threshold
actions:
- set_stock_status: "onbackorder"
- send_alert: low_stock
- create_purchase_order
- condition: quantity == 0
actions:
- set_stock_status: "outofstock"
- hide_from_catalog: false
- show_back_in_stock_form: true
```
### Product Data Structure
```yaml
product_template:
name: "{{product_name}}"
type: "simple" # simple, variable, grouped, external
general:
regular_price: "{{price}}"
sale_price: "{{sale_price}}"
sku: "{{sku}}"
inventory:
manage_stock: true
stock_quantity: "{{quantity}}"
backorders: "notify"
low_stock_threshold: 5
shipping:
weight: "{{weight}}"
dimensions:
length: "{{length}}"
width: "{{width}}"
height: "{{height}}"
shipping_class: "{{shipping_class}}"
attributes:
- name: "Color"
values: ["Red", "Blue", "Green"]
visible: true
variation: true
- name: "Size"
values: ["S", "M", "L", "XL"]
visible: true
variation: true
categories: ["{{category}}"]
tags: ["{{tags}}"]
images:
- src: "{{image_url}}"
alt: "{{image_alt}}"
```
### Bulk Product Updates
```yaml
bulk_operations:
- name: price_increase
filter:
category: "electronics"
stock_status: "instock"
action:
update_price:
type: percentage
value: 10
- name: sale_promotion
filter:
tag: "summer_sale"
action:
set_sale_price:
discount: 25
schedule:
start: "2024-06-01"
end: "2024-06-30"
- name: update_shipping
filter:
weight_greater_than: 5
action:
set_shipping_class: "heavy_items"
```
## Customer Management
### Customer Segments
```yaml
customer_segments:
- name: vip_customers
criteria:
total_spent: ">= 1000"
order_count: ">= 5"
actions:
- assign_role: "vip_customer"
- apply_discount: 15
- send_vip_welcome
- name: at_risk
criteria:
last_order: "> 90 days"
total_spent: ">= 200"
actions:
- add_tag: "at_risk"
- send_win_back_campaign
- name: first_time_buyers
criteria:
order_count: 1
registered: "< 30 days"
actions:
- send_onboarding_series
- offer_second_purchase_discount
```
### Customer Lifecycle Emails
```yaml
email_automation:
welcome_series:
- delay: 0
template: welcome_email
subject: "Welcome to {{store_name}}!"
- delay: 3_days
template: product_highlights
subject: "Our Best Sellers You'll Love"
- delay: 7_days
template: first_purchase_offer
subject: "Special Offer: 10% Off Your First Order"
post_purchase:
- delay: 0
trigger: order_completed
template: order_confirmation
- delay: 3_days
template: shipping_update
condition: order_status == "shipped"
- delay: 14_days
template: review_request
condition: order_status == "completed"
win_back:
- delay: 30_days
condition: no_order_since
template: miss_you_email
subject: "We Miss You! Here's 15% Off"
- delay: 60_days
condition: no_order_since
template: last_chance
subject: "Last Chance: 20% Off Just for You"
```
## Marketing Automation
### Coupon Management
```yaml
coupon_automations:
- name: birthday_coupon
trigger: customer_birthday
coupon:
type: percent
amount: 20
individual_use: true
usage_limit: 1
expiry: 30_days
notification:
email_template: birthday_coupon
- name: abandoned_cart_coupon
trigger: cart_abandoned
delay: 24_hours
coupon:
type: percent
amount: 10
minimum_amount: 50
expiry: 7_days
notification:
email_template: abandoned_cart
- name: loyalty_reward
trigger: order_count_reached
threshold: 10
coupon:
type: fixed_cart
amount: 25
individual_use: true
```
### Cart Recovery
```yaml
cart_recovery:
triggers:
- cart_abandoned_minutes: 60
- cart_value_minimum: 30
sequence:
- delay: 1_hour
template: cart_reminder_1
subject: "You left something behind..."
include_cart_items: true
- delay: 24_hours
template: cart_reminder_2
subject: "Your cart is waiting"
include_discount: false
- delay: 72_hours
template: cart_reminder_3
subject: "Last chance + 10% off"
include_discount: true
discount_code: "COMEBACK10"
```
## Analytics & Reporting
### Sales Dashboard
```
SALES OVERVIEW - LAST 30 DAYS
═══════════════════════════════════════
Revenue: $45,230 (+12.5%)
Orders: 892 (+8.3%)
AOV: $50.70 (+3.9%)
Conversion: 3.2% (+0.4%)
TOP PRODUCTS:
┌────────────────────────┬────────┬─────────┐
│ Product │ Sold │ Revenue │
├────────────────────────┼────────┼─────────┤
│ Premium Widget │ 245 │ $12,250 │
│ Standard Package │ 189 │ $7,560 │
│ Deluxe Bundle │ 156 │ $9,360 │
└────────────────────────┴────────┴─────────┘
SALES BY CHANNEL:
Direct ██████████████░░ 65%
Organic ████████░░░░░░░░ 22%
Paid ████░░░░░░░░░░░░ 10%
Referral █░░░░░░░░░░░░░░░ 3%
```
### Inventory Report
```yaml
inventory_report:
metrics:
- total_products: 1,234
- in_stock: 1,089
- out_of_stock: 98
- low_stock: 47
alerts:
- type: out_of_stock
products: 98
action: reorder_required
- type: low_stock
products: 47
threshold_days: 14
- type: overstock
products: 23
recommendation: run_promotion
```
## API Integration Examples
### WooCommerce REST API
```javascript
// Create Order
const order = {
payment_method: "bacs",
payment_method_title: "Direct Bank Transfer",
set_paid: true,
billing: {
first_name: "John",
last_name: "Doe",
email: "john@example.com",
address_1: "123 Main St",
city: "San Francisco",
state: "CA",
postcode: "94103",
country: "US"
},
line_items: [
{
product_id: 93,
quantity: 2
}
],
shipping_lines: [
{
method_id: "flat_rate",
method_title: "Flat Rate",
total: "10.00"
}
]
};
// Update Product Stock
const updateStock = {
stock_quantity: 100,
manage_stock: true
};
// Create Coupon
const coupon = {
code: "SAVE20",
discount_type: "percent",
amount: "20",
individual_use: true,
exclude_sale_items: true,
minimum_amount: "50.00"
};
```
## Best Practices
1. **Automate Status Updates**: Keep customers informed
2. **Sync Inventory Real-time**: Prevent overselling
3. **Segment Customers**: Personalize marketing
4. **Recover Abandoned Carts**: Capture lost revenue
5. **Monitor Stock Levels**: Set low-stock alerts
6. **Optimize Email Timing**: Test send times
7. **Track Conversions**: Measure marketing ROI
8. **Backup Regularly**: Protect order dataREADME.md
What This Does
Comprehensive workflow for automating WooCommerce store operations and workflows.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/WoocommerceAutomation
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/WoocommerceAutomation/
Step 3: Start Working
cd ~/Documents/WoocommerceAutomation
claude
Best Practices
- Automate Status Updates: Keep customers informed
- Sync Inventory Real-time: Prevent overselling
- Segment Customers: Personalize marketing
- Recover Abandoned Carts: Capture lost revenue
- Monitor Stock Levels: Set low-stock alerts
- Optimize Email Timing: Test send times
- Track Conversions: Measure marketing ROI
- Backup Regularly: Protect order data