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See purchases, refunds and email history in one place
For support teams who want a customer's WooCommerce orders and Drip history together, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Every support ticket needs a trip to Drip and WooCommerce
A customer's marketing history is in Drip and their purchases and refunds are in WooCommerce. Checking both per ticket, including guest checkouts with no customer record, takes too long.
Without PopdockAI
- Look up the subscriber in Drip
- Search WooCommerce customers and guest orders
- Read refunds and their reasons
- Notice conflicts like an unsubscribe on a recent buyer
With PopdockAI
- Drip status, tags, score and campaigns are read
- WooCommerce orders and refunds are added, guest orders too
- Each currency is totaled separately
- A gaps section flags conflicts and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build one view of the person with email `{email}` across Drip (marketing) and WooCommerce (purchases), including orders and refunds from the last `{lookback-days}` days (default 365).
**Step 1: Find the person in Drip**
Call `drip-get-subscriber` with `email` set to `{email}`. Note their person-id, status, tags, lead score, lifetime value and created date. If nothing comes back, record "not a Drip subscriber" and skip to Step 3.
**Step 2: List their Drip campaigns**
Call `drip-get-campaign-subscriber` with `email` set to `{email}`. List each campaign name with its campaign status.
**Step 3: Find the customer in WooCommerce**
Call `woocommerce-get-customer` with `email` set to `{email}`. Note the customer-id, created date, paying-customer flag and billing city and country. If nothing comes back, the person may have checked out as a guest; continue to Step 4 anyway, because orders are matched by email too.
**Step 4: Read their orders and refunds**
Compute the start date as today minus `{lookback-days}` days (365 if blank). Call `woocommerce-get-order` with `customer-email` set to `{email}` and `created-date.from` set to that date. Then call `woocommerce-get-refund` with the same `customer-email` and `created-date.from`.
**Step 5: Report**
- Identity: name, email, Drip person-id, WooCommerce customer-id (or "guest")
- Marketing: Drip status, tags, lead score, and each campaign with its status
- Purchases: order count, total spent per currency, first and last order date, and any open orders (pending, on-hold or processing)
- Refunds: count, total per currency, and reasons
- Gaps: one line per disagreement, such as unsubscribed in Drip but ordering recently, Drip lifetime value far from WooCommerce total spent, or a paying WooCommerce customer who is not in Drip
**Rules & Guidelines:**
* Tools whose names start with drip- are on the drip server; tools whose names start with woocommerce- are on the woocommerce server. Both servers must be connected.
* Match people across the two systems by email, compared case-insensitively with surrounding spaces removed. Drip uses `email`; WooCommerce uses `email` on customers and `customer-email` on orders, order lines and refunds.
* This prompt is read-only. Do not call any write tool on either server, including `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-unsubscribe-subscriber`, `woocommerce-update-customer`, `woocommerce-update-order`, `woocommerce-add-order-note` or `woocommerce-add-refund`.
**Validation:**
* If neither server knows `{email}`, say so in one line and stop.
* If WooCommerce has orders under `{email}` but no customer record, report them as guest orders, not as an error.
* If the names differ between the two systems, show both rather than picking one.
* Never add amounts in different currencies together; total each currency separately.Who it's for
One answer, three teams that use it
Support agents
Answer tickets with the full history
See orders, refunds with reasons and email engagement in one profile while you reply.
What has dana@fabrikam.com ordered and refunded in WooCommerce, and are they subscribed in Drip?
Store managers
Spot open orders and refunds fast
Open orders and refunds for a customer are listed so you can sort out an issue in one pass.
Does lee@contoso.com have open WooCommerce orders or refunds in the last 90 days?
Email marketers
Find paying customers missing from Drip
The gaps section shows paying customers absent from Drip and unsubscribes on recent buyers.
Is jo@northwindtraders.com in Drip, and how much have they spent in WooCommerce this year?
How it works
What PopdockAI does when you ask
You give an email address and a lookback, and your AI assistant builds one customer profile. It only reads, so neither system changes.
01
Ask
You give an email address and how far back to look.
02
Read
It reads the Drip subscriber, tags, score and email campaigns.
03
Add
It reads WooCommerce customer orders and refunds, including guest orders.
04
Report
You get one profile with a gaps section for disagreements.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
drip-get-subscriber
drip-get-campaign-subscriber
woocommerce-get-customer
woocommerce-get-order
woocommerce-get-refund
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Purchases, refunds and email history in one place
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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