Segment Woocommerce Customers for Targeted Marketing with Rfm Analysis

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "5db1ea37-aa49-4081-8fd0-fa9416cbcff4",
      "name": "Manual Start",
      "type": "n8n-nodes-base.start",
      "position": [
        0,
        0
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c6c0b7d2-e1d4-442d-aff5-b206426411bc",
      "name": "Weekly Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        0,
        200
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "e00baa15-fd2c-444b-9c31-189d6b9986c7",
      "name": "Fetch Orders From WooCommerce",
      "type": "n8n-nodes-base.wooCommerce",
      "position": [
        200,
        0
      ],
      "parameters": {
        "options": {
          "after": "={{ $now.minus(1, 'year').toISO() }}",
          "status": "completed"
        },
        "resource": "order",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "wooCommerceApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ef5905d0-4db8-4e57-bc4e-44b72d3bf4a6",
      "name": "Compute RFM Segmentation",
      "type": "n8n-nodes-base.code",
      "position": [
        480,
        0
      ],
      "parameters": {
        "jsCode": "// Group orders by customer and calculate RFM\nconst orders = $input.all();\nconst customers = {};\nconst today = new Date();\n\n// Process orders\norders.forEach(order => {\n  const customerId = order.json.customer_id || order.json.billing.email;\n  if (!customerId) return;\n  \n  if (!customers[customerId]) {\n    customers[customerId] = {\n      customerId: customerId,\n      customerName: `${order.json.billing.first_name} ${order.json.billing.last_name}`,\n      email: order.json.billing.email,\n      orders: [],\n      totalSpent: 0,\n      orderCount: 0\n    };\n  }\n  \n  const orderDate = new Date(order.json.date_created);\n  customers[customerId].orders.push({\n    date: orderDate,\n    total: parseFloat(order.json.total)\n  });\n  customers[customerId].totalSpent += parseFloat(order.json.total);\n  customers[customerId].orderCount++;\n});\n\n// Calculate RFM values\nconst customerData = Object.values(customers).map(customer => {\n  // Recency: Number of days since last purchase\n  const lastOrderDate = Math.max(...customer.orders.map(o => o.date));\n  const recency = Math.floor((today - new Date(lastOrderDate)) / (1000 * 60 * 60 * 24));\n  \n  // Frequency: Number of orders\n  const frequency = customer.orderCount;\n  \n  // Monetary: Total spent\n  const monetary = customer.totalSpent;\n  \n  return {\n    customerId: customer.customerId,\n    customerName: customer.customerName,\n    email: customer.email,\n    recency: recency,\n    frequency: frequency,\n    monetary: monetary,\n    lastOrderDate: new Date(lastOrderDate).toISOString().split('T')[0]\n  };\n});\n\n// Sort for quartile calculations\nconst sortedByRecency = [...customerData].sort((a, b) => a.recency - b.recency);\nconst sortedByFrequency = [...customerData].sort((a, b) => b.frequency - a.frequency);\nconst sortedByMonetary = [...customerData].sort((a, b) => b.monetary - a.monetary);\n\n// Quartile calculation helper\nfunction getQuartile(sortedArray, value, field, ascending = false) {\n  const index = sortedArray.findIndex(item => item[field] === value);\n  const quartile = Math.ceil((index + 1) / sortedArray.length * 4);\n  return ascending ? quartile : 5 - quartile;\n}\n\n// Assign RFM scores\nconst rfmScores = customerData.map(customer => {\n  const rScore = getQuartile(sortedByRecency, customer.recency, 'recency', true);\n  const fScore = getQuartile(sortedByFrequency, customer.frequency, 'frequency');\n  const mScore = getQuartile(sortedByMonetary, customer.monetary, 'monetary');\n  \n  const rfmScore = `${rScore}${fScore}${mScore}`;\n  \n  // Determine segment\n  let segment = '';\n  if (rScore >= 4 && fScore >= 4 && mScore >= 4) {\n    segment = 'Champions';\n  } else if (rScore >= 3 && fScore >= 3 && mScore >= 4) {\n    segment = 'Loyal Customers';\n  } else if (rScore >= 3 && fScore >= 1 && mScore >= 3) {\n    segment = 'Potential Loyalists';\n  } else if (rScore >= 4 && fScore <= 2) {\n    segment = 'New Customers';\n  } else if (rScore >= 3 && fScore >= 3 && mScore <= 2) {\n    segment = 'Promising';\n  } else if (rScore <= 2 && fScore >= 3) {\n    segment = 'Need Attention';\n  } else if (rScore <= 2 && fScore <= 2 && mScore >= 3) {\n    segment = 'About to Sleep';\n  } else if (rScore <= 2 && fScore >= 3 && mScore >= 3) {\n    segment = 'At Risk';\n  } else if (rScore <= 2 && fScore <= 2 && mScore <= 2) {\n    segment = 'Lost';\n  } else {\n    segment = 'Others';\n  }\n  \n  return {\n    ...customer,\n    rScore,\n    fScore,\n    mScore,\n    rfmScore,\n    segment,\n    avgOrderValue: customer.monetary / customer.frequency\n  };\n});\n\nreturn rfmScores;\n"
      },
      "typeVersion": 2
    },
    {
      "id": "5702ae22-50a8-4a53-9fef-593a9e4c8001",
      "name": "Generate Segment Summary",
      "type": "n8n-nodes-base.code",
      "position": [
        840,
        0
      ],
      "parameters": {
        "jsCode": "const items = $input.all();\n\n// Segment translation and priority definitions\nconst segmentDetails = {\n  'Champions': { fa: 'Champions', priority: 1, action: 'Send VIP offer and exclusive discount code' },\n  'Loyal Customers': { fa: 'Loyal Customers', priority: 2, action: 'Invite to loyalty club and introduce new products' },\n  'Potential Loyalists': { fa: 'Potential Loyalists', priority: 3, action: 'Encourage more interaction and suggest complementary products' },\n  'New Customers': { fa: 'New Customers', priority: 4, action: 'Send welcome message and encourage second purchase' },\n  'Promising': { fa: 'Promising', priority: 5, action: 'Send product reminders and additional education' },\n  'Need Attention': { fa: 'Need Attention', priority: 6, action: 'Investigate reasons for inactivity and send comeback campaign' },\n  'About to Sleep': { fa: 'About to Sleep', priority: 7, action: 'Send new products and return incentives' },\n  'At Risk': { fa: 'At Risk', priority: 8, action: 'Send personalized message with heavy discount' },\n  'Lost': { fa: 'Lost', priority: 9, action: 'Offer return deal and \"We Miss You\" campaign' },\n  'Others': { fa: 'Others', priority: 10, action: 'Manual review for behavior analysis' },\n};\n\n// Count customers per segment\nconst segmentCounts = {};\n\nfor (const item of items) {\n  const seg = item.json.segment || 'Others';\n  if (!segmentCounts[seg]) segmentCounts[seg] = 0;\n  segmentCounts[seg]++;\n}\n\n// Build HTML table\nlet html = `\n<h2 style=\"text-align: center;\">RFM Summary Report - ${new Date().toISOString().split('T')[0]}</h2>\n<table border=\"1\" cellpadding=\"8\" cellspacing=\"0\" style=\"width:90%; margin:auto; border-collapse:collapse; font-family:sans-serif;\">\n  <thead style=\"background:#e6f2ff;\">\n    <tr>\n      <th>Segment</th>\n      <th>Customer Count</th>\n      <th>Marketing Suggestion</th>\n    </tr>\n  </thead>\n  <tbody>\n`;\n\nObject.entries(segmentCounts)\n  .map(([key, count]) => ({\n    key,\n    count,\n    priority: segmentDetails[key]?.priority || 999,\n    label: segmentDetails[key]?.fa || key,\n    action: segmentDetails[key]?.action || '-'\n  }))\n  .sort((a, b) => a.priority - b.priority)\n  .forEach(({ label, count, action }) => {\n    html += `\n      <tr>\n        <td>${label}</td>\n        <td>${count}</td>\n        <td>${action}</td>\n      </tr>\n    `;\n  });\n\nhtml += `\n  </tbody>\n</table>\n`;\n\nreturn [{ json: { html } }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "4b4993f8-25d0-4109-bec7-41902c065eb3",
      "name": "Build Report Page",
      "type": "n8n-nodes-base.html",
      "position": [
        1120,
        0
      ],
      "parameters": {
        "html": "<head>\n  <meta charset=\"UTF-8\">\n  <style>\n    body {\n      font-family: sans-serif;\n      background-color: #f7f7f7;\n      padding: 20px;\n    }\n    h2 {\n      text-align: center;\n      color: #333;\n    }\n    table {\n      width: 100%;\n      border-collapse: collapse;\n      margin-top: 20px;\n      background-color: #fff;\n    }\n    th, td {\n      border: 1px solid #ccc;\n      padding: 8px 12px;\n      font-size: 14px;\n      text-align: center;\n    }\n    th {\n      background-color: #e6f2ff;\n    }\n    tr:nth-child(even) {\n      background-color: #f9f9f9;\n    }\n    .segment {\n      font-weight: bold;\n      color: #2e7d32;\n    }\n  </style>\n</head>\n{{ $json.html }}\n"
      },
      "typeVersion": 1.2
    },
    {
      "id": "76665a4f-a27d-42a2-81dd-4e62411a7129",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        -460
      ],
      "parameters": {
        "width": 740,
        "height": 440,
        "content": "## \ud83d\udee0\ufe0f Setup Instructions for This Workflow\n\nBefore running this workflow, make sure to do the following:\n\n1. **Connect Your WooCommerce Store**  \n   Go to the `Fetch Orders From WooCommerce` node and replace the placeholder credentials with your own WooCommerce API credentials.\n\n2. **(Optional) Customize RFM Logic**  \n   If needed, update the segmentation rules inside the `Compute RFM Segmentation` node.\n\n3. **(Optional) Edit Marketing Suggestions**  \n   You can change the text of recommended actions in the `Generate Segment Summary` node.\n\nOnce configured, use the `Manual Start` for testing or enable the `Weekly Trigger` for automation.\n\nEnjoy your customer insights! \ud83c\udfaf\n"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Manual Start": {
      "main": [
        [
          {
            "node": "Fetch Orders From WooCommerce",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Weekly Trigger": {
      "main": [
        [
          {
            "node": "Fetch Orders From WooCommerce",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Compute RFM Segmentation": {
      "main": [
        [
          {
            "node": "Generate Segment Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Segment Summary": {
      "main": [
        [
          {
            "node": "Build Report Page",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Orders From WooCommerce": {
      "main": [
        [
          {
            "node": "Compute RFM Segmentation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• wooCommerceApi

About this workflow

This workflow is designed for eCommerce store owners and marketing teams who use WooCommerce. It helps segment customers based on their purchasing behavior using the RFM (Recency, Frequency, Monetary) model. By identifying high-value customers, new buyers, and at-risk segments,…

Source: https://n8n.io/workflows/4880/ — original creator credit. Request a take-down →

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