Customer Spend Tier Tagger

Purpose

Segment all customers by their total_spent value into configurable Bronze, Silver, and Gold tiers, then write the tier label as a meta_data field on each customer record. Useful for loyalty programs, email segmentation, and B2C personalization. Includes dry-run preview before any writes.

Prerequisites

• WooCommerce store with REST API enabled (WooCommerce → Settings → Advanced → REST API)
• Consumer Key and Consumer Secret with Read/Write scope
• Store accessible over HTTPS
• Minimum WooCommerce version: 3.5.0

Parameters

Authentication

WooCommerce uses OAuth 1.0a for HTTP and Basic Auth over HTTPS.

For HTTPS stores (recommended):

Authorization: Basic base64(consumer_key:consumer_secret)

For HTTP stores (development only): Use OAuth 1.0a — include oauth_consumer_key, oauth_nonce, oauth_signature, oauth_signature_method=HMAC-SHA1, oauth_timestamp, oauth_version=1.0

Never log or output consumer_key or consumer_secret values.

See docs/AUTHENTICATION.md for full setup instructions.

Safety

Step 4 executes customer meta writes. Always run with dry_run: true first (the default) and confirm the tier distribution preview before tagging live. Writing a meta field is non-destructive — re-running the skill updates the tier — but verify the threshold values match your program rules.

Workflow Steps

Step 1 — Fetch all customers

GET /wp-json/wc/v3/customers
  ?role=<role>
  &orderby=registered_date
  &order=asc
  &per_page=100
  &page=1

Extract per customer: id, first_name, last_name, email, total_spent, orders_count Paginate until response length < 100. Note total from X-WP-Total header.

Step 2 — Compute tier for each customer

if total_spent >= gold_threshold:
  tier = gold_label
elif total_spent >= silver_threshold:
  tier = silver_label
else:
  tier = bronze_label

Step 3 — Preview

If dry_run: true: output tier distribution summary and sample table, then stop.

Step 4 — Write tier meta

If dry_run: false and user has confirmed:

PUT /wp-json/wc/v3/customers/{id}
  Body: {
    "meta_data": [
      { "key": "<meta_key>", "value": "<tier_label>" }
    ]
  }

Process in batches (sequential PUTs, not batch endpoint — customer batch is not available in WC core). Emit progress after every 50 customers.

API Endpoints Used

GET  /wp-json/wc/v3/customers        — list all customers with spend data
PUT  /wp-json/wc/v3/customers/{id}   — write loyalty tier meta field

Pagination Strategy

WooCommerce REST API uses page/per_page pagination (not cursor-based).

Standard pattern:

page = 1
while True:
  response = GET /endpoint?per_page=100&page=page
  process(response)
  if len(response) < 100: break
  page += 1

Maximum per_page is 100 for most endpoints. The X-WP-Total and X-WP-TotalPages response headers report totals. Always read X-WP-TotalPages on the first request to estimate job size.

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

STARTUP:

╔══════════════════════════════════════════╗
║  SKILL: woo-customer-spend-tier-tagger   ║
║  STORE: <store_url>                      ║
║  TIME:  <ISO-8601 UTC>                   ║
║  MODE:  <DRY RUN | LIVE>                 ║
╚══════════════════════════════════════════╝

PER-OPERATION (emit after each API call batch):

[N/TOTAL] <METHOD> <endpoint> → <result_count> records | params: <key>=<val>

COMPLETION (human format):

╔══════════════════════════════════════════╗
║  COMPLETE: woo-customer-spend-tier-tagger║
║  RECORDS PROCESSED: <n>                  ║
║  OUTPUT: <filename or "stdout">          ║
╚══════════════════════════════════════════╝

COMPLETION (json format):

{
  "skill": "woo-customer-spend-tier-tagger",
  "store": "<store_url>",
  "completed_at": "<ISO-8601>",
  "records_processed": <n>,
  "output_file": "<path or null>",
  "dry_run": <bool>
}

Output Format

Dry-run / preview (human format):

TIER PREVIEW — 1,284 customers (DRY RUN)
Thresholds: Bronze < $200 | Silver $200–$999 | Gold ≥ $1,000

  Tier     Count    % of Base    Avg Spend    Total Spend
  ──────────────────────────────────────────────────────
  🥇 Gold     84       6.5%       $2,341       $196,644
  🥈 Silver  321      25.0%         $412       $132,252
  🥉 Bronze  879      68.5%          $67        $58,893
  ──────────────────────────────────────────────────────
  Total    1,284     100.0%         $301       $387,789

Top 5 Gold customers:
  #  Email                   Total Spent   Orders
  1  alice@example.com       $8,421        47
  2  bob@example.com         $6,102        31
  ...

CSV filename: woo-customer-spend-tier-tagger_<YYYY-MM-DD>.csv Columns: customer_id, email, first_name, last_name, total_spent, orders_count, tier, meta_key, meta_value

Error Handling

Best Practices

• Run with dry_run: true first (the default). Review the tier distribution before tagging.
• Export the CSV after tagging for use in your email marketing platform.
• Re-run monthly to keep tiers current as customers' spend evolves.
• Use meta_key consistently across skills that read loyalty tier data.
• For B2B stores: combine with woo-b2b-customer-overview to exclude trade accounts from consumer tiers.