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WooCommerce

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Log WooCommerce order history as a Constant Contact note
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Cross-Connector

Give Constant Contact contacts a WooCommerce purchase summary

For marketers and account teams who want a shopper's WooCommerce buying history noted on their Constant Contact contact by their AI assistant.

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Log WooCommerce order history as a Constant Contact note
Add a note to jordan.lee@contoso.com in Constant Contact summarizing their WooCommerce orders this year.
Here is the draft note for Jordan Lee in Constant Contact. - Orders: 7 in the last 365 days, 842.00 USD - Top products: Travel mug and Blend sampler - Refunds: 1, 24.00 USD - Left out: 1 canceled order A similar note from August exists. Shall I add this one anyway?
WooCommerce
Sample figures. Your results come from your own account.
constant-contact-get-contact
woocommerce-get-order
woocommerce-get-order-line
woocommerce-get-refund
constant-contact-get-contact-note
constant-contact-add-contact-note
constant-contact-add-contact
constant-contact-update-contact
constant-contact-add-contact-list
constant-contact-update-contact-list
constant-contact-add-contact-tag
constant-contact-update-contact-tag
constant-contact-add-campaign
constant-contact-update-campaign
constant-contact-resend-campaign-to-non-openers
woocommerce-add-coupon
woocommerce-update-coupon
woocommerce-add-order
woocommerce-update-order
woocommerce-add-order-note
woocommerce-add-refund
woocommerce-add-customer
woocommerce-update-customer
woocommerce-add-product
woocommerce-update-product
woocommerce-update-product-variation
woocommerce-send-order-details

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

WooCommerce

WooCommerce
Run it on your own WooCommerce data.

Connect WooCommerce, pick your AI tool and paste the prompt.

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The problem

Reaching out without knowing what they bought

Before you email or call a shopper it helps to know what they bought, but WooCommerce history does not travel to Constant Contact. Writing a summary means totalling orders, picking out top products and refunds, and typing it on the right contact.

Without PopdockAI

  • Find the shopper's orders in WooCommerce
  • Total spend and note top products and refunds
  • Find the right contact in Constant Contact
  • Type a note and duplicate last month's

With PopdockAI

  • The contact is found, and none is created if missing
  • Orders, lines and refunds are totalled per currency
  • Canceled and failed orders are left out
  • Similar notes are shown, and the note is added only after you confirm

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Add a note to the Constant Contact contact for `{email}` summarising their WooCommerce purchases over the last `{lookback-days}` days (default 365).

**Step 1: Find the contact**

Call `constant-contact-get-contact` with `email-address` = `{email}`. If none comes back, say the shopper is not in Constant Contact and stop; do not create a contact. Note `contact-id`.

**Step 2: Read their WooCommerce history**

Call `woocommerce-get-order` with `customer-email` = `{email}` and `created-date.from` = today minus the lookback. Call `woocommerce-get-order-line` with the same filters and group by `line-name`. Call `woocommerce-get-refund` with `customer-email` = `{email}` over the same window. If there are no orders, say so and stop.

**Step 3: Draft and confirm the note**

Write a note of at most five plain lines, for example: "WooCommerce, last 365 days: 6 orders, 412.50 USD. Last order 2026-08-14 (#1093, completed). Top products: X, Y. Refunds: 1 for 20.00 USD." Use today's date in the first line. Call `constant-contact-get-contact-note` with `contact-id` and, if a similar summary note exists, show it so the user can decide. Show the draft and wait for confirmation.

**Step 4: Add the note**

Call `constant-contact-add-contact-note` with `contact-id` and `content` = the confirmed note.

**Step 5: Report**

Confirm the note was added and repeat its text.

**Rules & Guidelines:**

* Tools whose names start with woocommerce- are on the woocommerce MCP server; tools whose names start with constant-contact- are on the constant-contact MCP server. If a tool from either server is missing, stop and tell the user that both servers must be connected.
* Match records by email address only: WooCommerce `email` / `customer-email` against Constant Contact `email-address`. Trim and lower-case both sides before comparing. Never match on name alone.
* The only write this prompt may make is `constant-contact-add-contact-note`, and only after the user has confirmed. Do NOT call any other write tool. On Constant Contact that means none of `constant-contact-add-contact`, `constant-contact-update-contact`, `constant-contact-add-contact-list`, `constant-contact-update-contact-list`, `constant-contact-add-contact-tag`, `constant-contact-update-contact-tag`, `constant-contact-add-campaign`, `constant-contact-update-campaign`, `constant-contact-resend-campaign-to-non-openers`. On WooCommerce that means none of `woocommerce-add-coupon`, `woocommerce-update-coupon`, `woocommerce-add-order`, `woocommerce-update-order`, `woocommerce-add-order-note`, `woocommerce-add-refund`, `woocommerce-add-customer`, `woocommerce-update-customer`, `woocommerce-add-product`, `woocommerce-update-product`, `woocommerce-update-product-variation`, `woocommerce-send-order-details`.
* Never write to WooCommerce from this prompt.

**Validation:**

* Report money in the order's `currency`; if orders span currencies, total each separately.
* Leave out cancelled and failed orders from the totals, and say how many were left out.

Who it's for

One answer, three teams that use it

Email marketers

Know a contact before you email them

A purchase summary on the contact helps you pick the right offer for each shopper.

Log the last 6 months of WooCommerce orders for sam@fabrikam.com as a note in Constant Contact.

Customer service agents

See history before you call

Orders, top products and refunds are on the contact, so you have context before you pick up the phone.

Add a WooCommerce purchase summary to priya@contoso.com in Constant Contact.

Account managers

Keep notes current without duplicates

Similar existing notes are shown before anything is added, so contacts do not collect repeats.

Update Constant Contact with this year's WooCommerce orders for orders@northwindtraders.com.

How it works

What PopdockAI does when you ask

You give an email and a lookback period, and your AI assistant drafts a purchase summary for the Constant Contact contact. It is added only after you confirm, and WooCommerce is not changed.

01

Ask

You give an email and a lookback period.

Your AI tool

02

Find

It finds the Constant Contact contact, stopping if there is none.

constant-contact-get-contact

03

Draft

It totals orders and refunds per currency and drafts a short note.

woocommerce-get-order
woocommerce-get-order-line
woocommerce-get-refund

04

Confirm

You see any similar note, then the note is added.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for WooCommerce and one secure connection to your AI tool. No code, no exports.

get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
get-data

woocommerce-get-order

Returns WooCommerce orders with status, totals, discounts, shipping, payment method and paid date. Filter by status, customer email or id, order number, created date range, total range or billing last name.
get-data

woocommerce-get-order-line

Returns the product lines on WooCommerce orders: product, SKU, quantity, price, line total and tax. Filter by order, customer, SKU or product id, order status and date range.
get-data

woocommerce-get-refund

Returns WooCommerce refunds with amount, reason, who made them and whether the gateway returned the money. Filter by order, customer, amount range and date range.
get-data

constant-contact-get-contact-note

Returns the notes logged against Constant Contact contacts. Filter by contact, email address, company name and created date.
run-action

constant-contact-add-contact-note

Adds a note to a Constant Contact contact.
run-action

constant-contact-add-contact

Creates a Constant Contact contact from an email address, name, company, job title, phone and email permission, optionally adding it to one contact list.
run-action

constant-contact-update-contact

Updates a Constant Contact contact's name, email, phone, job title, company or email permission. Values left out keep their current values.
run-action

constant-contact-add-contact-list

Creates a Constant Contact contact list with a name, description and favorite flag.
run-action

constant-contact-update-contact-list

Renames a Constant Contact contact list or changes its description or favorite flag.
run-action

constant-contact-add-contact-tag

Creates a Constant Contact tag that contacts can be labelled with, with an optional source.
run-action

constant-contact-update-contact-tag

Renames an existing Constant Contact tag.
run-action

constant-contact-add-campaign

Creates a draft Constant Contact email campaign with a subject, preheader, sender details and custom HTML content. It does not send or schedule it.
run-action

constant-contact-update-campaign

Renames an existing Constant Contact email campaign.
run-action

constant-contact-resend-campaign-to-non-openers

Schedules a resend of a sent Constant Contact campaign to the contacts who did not open it, with a new subject line and a delay in days or minutes.
run-action

woocommerce-add-coupon

Creates a WooCommerce discount coupon with its code, discount type and amount, expiry date, minimum spend, usage limits and whether it can be combined with other coupons.
run-action

woocommerce-update-coupon

Updates an existing WooCommerce coupon by id: code, discount type, amount, expiry date, usage limit and description.
run-action

woocommerce-add-order

Creates a WooCommerce order with up to three product lines, for a registered customer or a guest, with billing name and email, payment method, status and an option to mark it paid.
run-action

woocommerce-update-order

Updates an existing WooCommerce order by id, most often to change its status. Can also mark it paid and set the transaction id, billing email and phone, or the customer note.
run-action

woocommerce-add-order-note

Adds a note to a WooCommerce order by id, either private to store staff or emailed to the customer.
run-action

woocommerce-add-refund

Refunds an amount on a WooCommerce order, through the payment gateway or as a manual refund, with a reason shown on the order.
run-action

woocommerce-add-customer

Creates a WooCommerce customer account from an email address, with optional name, username, company, phone and billing address.
run-action

woocommerce-update-customer

Updates an existing WooCommerce customer by id: name, company, phone, billing email and billing address. Only the values passed are changed.
run-action

woocommerce-add-product

Creates a WooCommerce product with name, type, SKU, regular and sale price, descriptions, stock tracking and publishing status.
run-action

woocommerce-update-product

Updates an existing WooCommerce product by id: name, description, SKU, prices, stock quantity, stock status and publishing status. For a variation use Update WooCommerce product variation.
run-action

woocommerce-update-product-variation

Updates one variation of a WooCommerce variable product by id: SKU, prices, stock quantity, stock status and publishing status.
run-action

woocommerce-send-order-details

Emails the order details (invoice) of a WooCommerce order to the order's billing email address.
Read only.Nothing in WooCommerce Changes

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.

How Popdock AI secures your data

The outcome

Outreach informed by what each shopper bought

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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