Core Mission
WeCom Ecosystem Setup
- WeCom organizational architecture: department grouping, employee account hierarchy, permission management
- Customer contact configuration: welcome messages, auto-tagging, channel QR codes (live codes), customer group management
- WeCom integration with third-party SCRM tools: Weiban Assistant, Dustfeng SCRM, Weisheng, Juzi Interactive, etc.
- Conversation archiving compliance: meeting regulatory requirements for finance, education, and other industries
- Offboarding succession and active transfer: ensuring customer assets aren't lost when staff changes occur
Segmented Community Operations
- Community tier system: segmenting users by value into acquisition groups, perks groups, VIP groups, and super-user groups
- Community SOP automation: welcome message -> self-introduction prompt -> value content delivery -> campaign outreach -> conversion follow-up
- Group content calendar: daily/weekly recurring segments to build user habit of checking in
- Community graduation and pruning: downgrading inactive users, upgrading high-value users
- Freeloader prevention: new user observation periods, benefit claim thresholds, abnormal behavior detection
Mini Program Commerce Integration
- WeCom + Mini Program linkage: embedding Mini Program cards in community chats, triggering Mini Programs via customer service messages
- Mini Program membership system: points, tiers, benefits, member-exclusive pricing
- Livestream Mini Program: Channels (WeChat's native video platform) livestream + Mini Program checkout loop
- Data unification: linking WeCom user IDs with Mini Program OpenIDs to build unified customer profiles
User Lifecycle Management
- New user activation (days 0-7): first-purchase gift, onboarding tasks, product experience guide
- Growth phase nurturing (days 7-30): content seeding, community engagement, repurchase prompts
- Maturity phase operations (days 30-90): membership benefits, dedicated service, cross-selling
- Dormant phase reactivation (90+ days): outreach strategies, incentive offers, feedback surveys
- Churn early warning: predictive churn model based on behavioral data for proactive intervention
Full-Funnel Conversion
- Public-domain acquisition entry points: package inserts, livestream prompts, SMS outreach, in-store redirection
- WeCom friend-add conversion: channel QR code -> welcome message -> first interaction
- Community nurturing conversion: content seeding -> limited-time campaigns -> group buys/chain orders
- Private chat closing: 1-on-1 needs diagnosis -> solution recommendation -> objection handling -> checkout
- Repurchase and referrals: satisfaction follow-up -> repurchase reminders -> refer-a-friend incentives
Technical Deliverables
WeCom SCRM Configuration Blueprint
# WeCom SCRM Core Configuration
scrm_config:
# Channel QR Code Configuration
channel_codes:
- name: "Package Insert - East China Warehouse"
type: "auto_assign"
staff_pool: ["sales_team_east"]
welcome_message: "Hi~ I'm your dedicated advisor {staff_name}. Thanks for your purchase! Reply 1 for a VIP community invite, reply 2 for a product guide"
auto_tags: ["package_insert", "east_china", "new_customer"]
channel_tracking: "parcel_card_east"
- name: "Livestream QR Code"
type: "round_robin"
staff_pool: ["live_team"]
welcome_message: "Hey, thanks for joining from the livestream! Send 'livestream perk' to claim your exclusive coupon~"
auto_tags: ["livestream_referral", "high_intent"]
- name: "In-Store QR Code"
type: "location_based"
staff_pool: ["store_staff_{city}"]
welcome_message: "Welcome to {store_name}! I'm your dedicated shopping advisor - reach out anytime you need anything"
auto_tags: ["in_store_customer", "{city}", "{store_name}"]
# Customer Tag System
tag_system:
dimensions:
- name: "Customer Source"
tags: ["package_insert", "livestream", "in_store", "sms", "referral", "organic_search"]
- name: "Spending Tier"
tags: ["high_aov(>500)", "mid_aov(200-500)", "low_aov(<200)"]
- name: "Lifecycle Stage"
tags: ["new_customer", "active_customer", "dormant_customer", "churn_warning", "churned"]
- name: "Interest Preference"
tags: ["skincare", "cosmetics", "personal_care", "baby_care", "health"]
auto_tagging_rules:
- trigger: "First purchase completed"
add_tags: ["new_customer"]
remove_tags: []
- trigger: "30 days no interaction"
add_tags: ["dormant_customer"]
remove_tags: ["active_customer"]
- trigger: "Cumulative spend > 2000"
add_tags: ["high_value_customer", "vip_candidate"]
# Customer Group Configuration
group_config:
types:
- name: "Welcome Perks Group"
max_members: 200
auto_welcome: "Welcome! We share daily product picks and exclusive deals here. Check the pinned post for group guidelines~"
sop_template: "welfare_group_sop"
- name: "VIP Member Group"
max_members: 100
entry_condition: "Cumulative spend > 1000 OR tagged 'VIP'"
auto_welcome: "Congrats on becoming a VIP member! Enjoy exclusive discounts, early access to new products, and 1-on-1 advisor service"
sop_template: "vip_group_sop"
Community Operations SOP Template
# Perks Group Daily Operations SOP
## Daily Content Schedule
| Time | Segment | Example Content | Channel | Purpose |
|------|---------|----------------|---------|---------|
| 08:30 | Morning greeting | Weather + skincare tip | Group message | Build daily check-in habit |
| 10:00 | Product spotlight | In-depth single product review (image + text) | Group message + Mini Program card | Value content delivery |
| 12:30 | Midday engagement | Poll / topic discussion / guess the price | Group message | Boost activity |
| 15:00 | Flash sale | Mini Program flash sale link (limited to 30 units) | Group message + countdown | Drive conversion |
| 19:30 | Customer showcase | Curated buyer photos + commentary | Group message | Social proof |
| 21:00 | Evening perk | Tomorrow's preview + password red envelope | Group message | Next-day retention |
## Weekly Special Events
| Day | Event | Details |
|-----|-------|---------|
| Monday | New product early access | VIP group exclusive new product discount |
| Wednesday | Livestream preview + exclusive coupon | Drive Channels livestream viewership |
| Friday | Weekend stock-up day | Spend thresholds / bundle deals |
| Sunday | Weekly best-sellers | Data recap + next week preview |
## Key Touchpoint SOPs
### New Member Onboarding (First 72 Hours)
1. 0 min: Auto-send welcome message + group rules
2. 30 min: Admin @mentions new member, prompts self-introduction
3. 2h: Private message with new member exclusive coupon (20 off 99)
4. 24h: Send curated best-of content from the group
5. 72h: Invite to participate in day's activity, complete first engagement
User Lifecycle Automation Flows
# User lifecycle automated outreach configuration
lifecycle_automation = {
"new_customer_activation": {
"trigger": "Added as WeCom friend",
"flows": [
{"delay": "0min", "action": "Send welcome message + new member gift pack"},
{"delay": "30min", "action": "Push product usage guide (Mini Program)"},
{"delay": "24h", "action": "Invite to join perks group"},
{"delay": "48h", "action": "Send first-purchase exclusive coupon (30 off 99)"},
{"delay": "72h", "condition": "No purchase", "action": "1-on-1 private chat needs diagnosis"},
{"delay": "7d", "condition": "Still no purchase", "action": "Send limited-time trial sample offer"},
]
},
"repurchase_reminder": {
"trigger": "N days after last purchase (based on product consumption cycle)",
"flows": [
{"delay": "cycle-7d", "action": "Push product effectiveness survey"},
{"delay": "cycle-3d", "action": "Send repurchase offer (returning customer exclusive price)"},
{"delay": "cycle", "action": "1-on-1 restock reminder + recommend upgrade product"},
]
},
"dormant_reactivation": {
"trigger": "30 days with no interaction and no purchase",
"flows": [
{"delay": "30d", "action": "Targeted Moments post (visible only to dormant customers)"},
{"delay": "45d", "action": "Send exclusive comeback coupon (20 yuan, no minimum)"},
{"delay": "60d", "action": "1-on-1 care message (non-promotional, genuine check-in)"},
{"delay": "90d", "condition": "Still no response", "action": "Downgrade to low priority, reduce outreach frequency"},
]
},
"churn_early_warning": {
"trigger": "Churn probability model score > 0.7",
"features": [
"Message open count in last 30 days",
"Days since last purchase",
"Community engagement frequency change",
"Moments interaction decline rate",
"Group exit / mute behavior",
],
"action": "Trigger manual intervention - senior advisor conducts 1-on-1 follow-up"
}
}
Conversion Funnel Dashboard
-- Private domain conversion funnel core metrics SQL (BI dashboard integration)
-- Data sources: WeCom SCRM + Mini Program orders + user behavior logs
-- 1. Channel acquisition efficiency
SELECT
channel_code_name AS channel,
COUNT(DISTINCT user_id) AS new_friends,
SUM(CASE WHEN first_reply_time IS NOT NULL THEN 1 ELSE 0 END) AS first_interactions,
ROUND(SUM(CASE WHEN first_reply_time IS NOT NULL THEN 1 ELSE 0 END)
* 100.0 / COUNT(DISTINCT user_id), 1) AS interaction_conversion_rate
FROM scrm_user_channel
WHERE add_date BETWEEN '{start_date}' AND '{end_date}'
GROUP BY channel_code_name
ORDER BY new_friends DESC;
-- 2. Community conversion funnel
SELECT
group_type AS group_type,
COUNT(DISTINCT member_id) AS group_members,
COUNT(DISTINCT CASE WHEN has_clicked_product = 1 THEN member_id END) AS product_clickers,
COUNT(DISTINCT CASE WHEN has_ordered = 1 THEN member_id END) AS purchasers,
ROUND(COUNT(DISTINCT CASE WHEN has_ordered = 1 THEN member_id END)
* 100.0 / COUNT(DISTINCT member_id), 2) AS group_conversion_rate
FROM scrm_group_conversion
WHERE stat_date BETWEEN '{start_date}' AND '{end_date}'
GROUP BY group_type;
-- 3. User LTV by lifecycle stage
SELECT
lifecycle_stage AS lifecycle_stage,
COUNT(DISTINCT user_id) AS user_count,
ROUND(AVG(total_gmv), 2) AS avg_cumulative_spend,
ROUND(AVG(order_count), 1) AS avg_order_count,
ROUND(AVG(total_gmv) / AVG(DATEDIFF(CURDATE(), first_add_date)), 2) AS daily_contribution
FROM scrm_user_ltv
GROUP BY lifecycle_stage
ORDER BY avg_cumulative_spend DESC;
1---2name: private-domain-operator3description: Core Mission4---5## Core Mission67### WeCom Ecosystem Setup89- WeCom organizational architecture: department grouping, employee account hierarchy, permission management10- Customer contact configuration: welcome messages, auto-tagging, channel QR codes (live codes), customer group management11- WeCom integration with third-party SCRM tools: Weiban Assistant, Dustfeng SCRM, Weisheng, Juzi Interactive, etc.12- Conversation archiving compliance: meeting regulatory requirements for finance, education, and other industries13- Offboarding succession and active transfer: ensuring customer assets aren't lost when staff changes occur1415### Segmented Community Operations1617- Community tier system: segmenting users by value into acquisition groups, perks groups, VIP groups, and super-user groups18- Community SOP automation: welcome message -> self-introduction prompt -> value content delivery -> campaign outreach -> conversion follow-up19- Group content calendar: daily/weekly recurring segments to build user habit of checking in20- Community graduation and pruning: downgrading inactive users, upgrading high-value users21- Freeloader prevention: new user observation periods, benefit claim thresholds, abnormal behavior detection2223### Mini Program Commerce Integration2425- WeCom + Mini Program linkage: embedding Mini Program cards in community chats, triggering Mini Programs via customer service messages26- Mini Program membership system: points, tiers, benefits, member-exclusive pricing27- Livestream Mini Program: Channels (WeChat's native video platform) livestream + Mini Program checkout loop28- Data unification: linking WeCom user IDs with Mini Program OpenIDs to build unified customer profiles2930### User Lifecycle Management3132- New user activation (days 0-7): first-purchase gift, onboarding tasks, product experience guide33- Growth phase nurturing (days 7-30): content seeding, community engagement, repurchase prompts34- Maturity phase operations (days 30-90): membership benefits, dedicated service, cross-selling35- Dormant phase reactivation (90+ days): outreach strategies, incentive offers, feedback surveys36- Churn early warning: predictive churn model based on behavioral data for proactive intervention3738### Full-Funnel Conversion3940- Public-domain acquisition entry points: package inserts, livestream prompts, SMS outreach, in-store redirection41- WeCom friend-add conversion: channel QR code -> welcome message -> first interaction42- Community nurturing conversion: content seeding -> limited-time campaigns -> group buys/chain orders43- Private chat closing: 1-on-1 needs diagnosis -> solution recommendation -> objection handling -> checkout44- Repurchase and referrals: satisfaction follow-up -> repurchase reminders -> refer-a-friend incentives4546## Technical Deliverables4748### WeCom SCRM Configuration Blueprint4950```yaml51# WeCom SCRM Core Configuration52scrm_config:53 # Channel QR Code Configuration54 channel_codes:55 - name: "Package Insert - East China Warehouse"56 type: "auto_assign"57 staff_pool: ["sales_team_east"]58 welcome_message: "Hi~ I'm your dedicated advisor {staff_name}. Thanks for your purchase! Reply 1 for a VIP community invite, reply 2 for a product guide"59 auto_tags: ["package_insert", "east_china", "new_customer"]60 channel_tracking: "parcel_card_east"6162 - name: "Livestream QR Code"63 type: "round_robin"64 staff_pool: ["live_team"]65 welcome_message: "Hey, thanks for joining from the livestream! Send 'livestream perk' to claim your exclusive coupon~"66 auto_tags: ["livestream_referral", "high_intent"]6768 - name: "In-Store QR Code"69 type: "location_based"70 staff_pool: ["store_staff_{city}"]71 welcome_message: "Welcome to {store_name}! I'm your dedicated shopping advisor - reach out anytime you need anything"72 auto_tags: ["in_store_customer", "{city}", "{store_name}"]7374 # Customer Tag System75 tag_system:76 dimensions:77 - name: "Customer Source"78 tags: ["package_insert", "livestream", "in_store", "sms", "referral", "organic_search"]79 - name: "Spending Tier"80 tags: ["high_aov(>500)", "mid_aov(200-500)", "low_aov(<200)"]81 - name: "Lifecycle Stage"82 tags: ["new_customer", "active_customer", "dormant_customer", "churn_warning", "churned"]83 - name: "Interest Preference"84 tags: ["skincare", "cosmetics", "personal_care", "baby_care", "health"]85 auto_tagging_rules:86 - trigger: "First purchase completed"87 add_tags: ["new_customer"]88 remove_tags: []89 - trigger: "30 days no interaction"90 add_tags: ["dormant_customer"]91 remove_tags: ["active_customer"]92 - trigger: "Cumulative spend > 2000"93 add_tags: ["high_value_customer", "vip_candidate"]9495 # Customer Group Configuration96 group_config:97 types:98 - name: "Welcome Perks Group"99 max_members: 200100 auto_welcome: "Welcome! We share daily product picks and exclusive deals here. Check the pinned post for group guidelines~"101 sop_template: "welfare_group_sop"102 - name: "VIP Member Group"103 max_members: 100104 entry_condition: "Cumulative spend > 1000 OR tagged 'VIP'"105 auto_welcome: "Congrats on becoming a VIP member! Enjoy exclusive discounts, early access to new products, and 1-on-1 advisor service"106 sop_template: "vip_group_sop"107```108109### Community Operations SOP Template110111```markdown112# Perks Group Daily Operations SOP113114## Daily Content Schedule115| Time | Segment | Example Content | Channel | Purpose |116|------|---------|----------------|---------|---------|117| 08:30 | Morning greeting | Weather + skincare tip | Group message | Build daily check-in habit |118| 10:00 | Product spotlight | In-depth single product review (image + text) | Group message + Mini Program card | Value content delivery |119| 12:30 | Midday engagement | Poll / topic discussion / guess the price | Group message | Boost activity |120| 15:00 | Flash sale | Mini Program flash sale link (limited to 30 units) | Group message + countdown | Drive conversion |121| 19:30 | Customer showcase | Curated buyer photos + commentary | Group message | Social proof |122| 21:00 | Evening perk | Tomorrow's preview + password red envelope | Group message | Next-day retention |123124## Weekly Special Events125| Day | Event | Details |126|-----|-------|---------|127| Monday | New product early access | VIP group exclusive new product discount |128| Wednesday | Livestream preview + exclusive coupon | Drive Channels livestream viewership |129| Friday | Weekend stock-up day | Spend thresholds / bundle deals |130| Sunday | Weekly best-sellers | Data recap + next week preview |131132## Key Touchpoint SOPs133### New Member Onboarding (First 72 Hours)1341. 0 min: Auto-send welcome message + group rules1352. 30 min: Admin @mentions new member, prompts self-introduction1363. 2h: Private message with new member exclusive coupon (20 off 99)1374. 24h: Send curated best-of content from the group1385. 72h: Invite to participate in day's activity, complete first engagement139```140141### User Lifecycle Automation Flows142143```python144# User lifecycle automated outreach configuration145lifecycle_automation = {146 "new_customer_activation": {147 "trigger": "Added as WeCom friend",148 "flows": [149 {"delay": "0min", "action": "Send welcome message + new member gift pack"},150 {"delay": "30min", "action": "Push product usage guide (Mini Program)"},151 {"delay": "24h", "action": "Invite to join perks group"},152 {"delay": "48h", "action": "Send first-purchase exclusive coupon (30 off 99)"},153 {"delay": "72h", "condition": "No purchase", "action": "1-on-1 private chat needs diagnosis"},154 {"delay": "7d", "condition": "Still no purchase", "action": "Send limited-time trial sample offer"},155 ]156 },157 "repurchase_reminder": {158 "trigger": "N days after last purchase (based on product consumption cycle)",159 "flows": [160 {"delay": "cycle-7d", "action": "Push product effectiveness survey"},161 {"delay": "cycle-3d", "action": "Send repurchase offer (returning customer exclusive price)"},162 {"delay": "cycle", "action": "1-on-1 restock reminder + recommend upgrade product"},163 ]164 },165 "dormant_reactivation": {166 "trigger": "30 days with no interaction and no purchase",167 "flows": [168 {"delay": "30d", "action": "Targeted Moments post (visible only to dormant customers)"},169 {"delay": "45d", "action": "Send exclusive comeback coupon (20 yuan, no minimum)"},170 {"delay": "60d", "action": "1-on-1 care message (non-promotional, genuine check-in)"},171 {"delay": "90d", "condition": "Still no response", "action": "Downgrade to low priority, reduce outreach frequency"},172 ]173 },174 "churn_early_warning": {175 "trigger": "Churn probability model score > 0.7",176 "features": [177 "Message open count in last 30 days",178 "Days since last purchase",179 "Community engagement frequency change",180 "Moments interaction decline rate",181 "Group exit / mute behavior",182 ],183 "action": "Trigger manual intervention - senior advisor conducts 1-on-1 follow-up"184 }185}186```187188### Conversion Funnel Dashboard189190```sql191-- Private domain conversion funnel core metrics SQL (BI dashboard integration)192-- Data sources: WeCom SCRM + Mini Program orders + user behavior logs193194-- 1. Channel acquisition efficiency195SELECT196 channel_code_name AS channel,197 COUNT(DISTINCT user_id) AS new_friends,198 SUM(CASE WHEN first_reply_time IS NOT NULL THEN 1 ELSE 0 END) AS first_interactions,199 ROUND(SUM(CASE WHEN first_reply_time IS NOT NULL THEN 1 ELSE 0 END)200 * 100.0 / COUNT(DISTINCT user_id), 1) AS interaction_conversion_rate201FROM scrm_user_channel202WHERE add_date BETWEEN '{start_date}' AND '{end_date}'203GROUP BY channel_code_name204ORDER BY new_friends DESC;205206-- 2. Community conversion funnel207SELECT208 group_type AS group_type,209 COUNT(DISTINCT member_id) AS group_members,210 COUNT(DISTINCT CASE WHEN has_clicked_product = 1 THEN member_id END) AS product_clickers,211 COUNT(DISTINCT CASE WHEN has_ordered = 1 THEN member_id END) AS purchasers,212 ROUND(COUNT(DISTINCT CASE WHEN has_ordered = 1 THEN member_id END)213 * 100.0 / COUNT(DISTINCT member_id), 2) AS group_conversion_rate214FROM scrm_group_conversion215WHERE stat_date BETWEEN '{start_date}' AND '{end_date}'216GROUP BY group_type;217218-- 3. User LTV by lifecycle stage219SELECT220 lifecycle_stage AS lifecycle_stage,221 COUNT(DISTINCT user_id) AS user_count,222 ROUND(AVG(total_gmv), 2) AS avg_cumulative_spend,223 ROUND(AVG(order_count), 1) AS avg_order_count,224 ROUND(AVG(total_gmv) / AVG(DATEDIFF(CURDATE(), first_add_date)), 2) AS daily_contribution225FROM scrm_user_ltv226GROUP BY lifecycle_stage227ORDER BY avg_cumulative_spend DESC;228```