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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.
On this page
Connector
Connect WooCommerce, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It finds the Constant Contact contact, stopping if there is none.
03
Draft
It totals orders and refunds per currency and drafts a short note.
04
Confirm
You see any similar note, then the note is added.
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.
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
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
Outreach informed by what each shopper bought
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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