Step 2: Connect PostgreSQL

Configure the revenue settings and load customer analytics data from your database.

1. In Revenue Configurator, add number values for churnRiskThreshold = 0.7, upsellThreshold = 0.8, and retentionDiscount = 25.
2. Open Retrieve Customer Metrics and set Query to SELECT customer_id, usage_score, engagement_score, support_tickets, payment_history, plan_type, mrr FROM customer_analytics WHERE active = true.
3. Credential Required: Connect your Postgres credentials in Retrieve Customer Metrics.
4. Connect Revenue Configurator to Retrieve Customer Metrics.

Step 3: Set Up Revenue Opportunity Analyzer

Analyze each customer’s churn risk and upsell potential to determine the correct engagement path.

1. Open Revenue Opportunity Analyzer and paste the full JavaScript logic for churn risk and upsell scoring (provided in the workflow).
2. Verify the node references $node['Revenue Configurator'].json for threshold values.
3. Connect Retrieve Customer Metrics to Revenue Opportunity Analyzer.

Revenue Opportunity Analyzer outputs to Retention Risk Filter, Upsell Candidate Filter, and Reactivation Need Filter in parallel.

Step 4: Configure Branch Filters and Stripe Lookups

Route each customer to the appropriate engagement campaign and enrich data from Stripe.

1. In Retention Risk Filter, set the condition to Left Value = {{ $json.recommended_action }} and Right Value = retention_campaign.
2. In Upsell Candidate Filter, set the condition to Left Value = {{ $json.recommended_action }} and Right Value = upsell_campaign.
3. In Reactivation Need Filter, set the condition to Left Value = {{ $json.recommended_action }} and Right Value = engagement_campaign.
4. In Fetch Stripe Customer, set Method to GET, URL to https://api.stripe.com/v1/customers/{{ $json.customer_id }}, and add an Authorization header with Bearer {{ $credentials.stripe.secretKey }}.
5. Repeat the same Stripe settings for Fetch Stripe Customer 2 and Fetch Stripe Customer 3.
6. Credential Required: Connect your Stripe credentials for the HTTP Request nodes (Stripe secret key is referenced in the Authorization header).

Step 5: Configure Email Outputs

Send personalized campaigns based on the routing decisions and Stripe-enriched customer data.

1. In Dispatch Retention Email, set Send To to {{ $json.email }} and Subject to Special Offer - We Value Your Business 💎.
2. Ensure the retention email body includes the expressions {{ $node['Revenue Configurator'].json.retentionDiscount }} and {{ $node['Revenue Opportunity Analyzer'].json.customer_id }}.
3. In Dispatch Upsell Email, set Send To to {{ $json.email }} and Subject to Ready to Unlock More Value? 🚀.
4. In Dispatch Reengagement Email, set Send To to {{ $json.email }} and Subject to We Miss You! Let's Get You Back on Track 🎯.
5. Credential Required: Connect your Gmail credentials in all three email nodes: Dispatch Retention Email, Dispatch Upsell Email, and Dispatch Reengagement Email.

Step 6: Test and Activate Your Workflow

Run a manual test to validate the end-to-end flow before turning on the schedule.

1. Click Execute Workflow and confirm Retrieve Customer Metrics returns active customer rows.
2. Verify Revenue Opportunity Analyzer outputs fields like recommended_action, churn_risk, and upsell_potential.
3. Confirm each path runs: customers should pass through the correct filter node and into the corresponding Stripe lookup and email node.
4. Check your inbox for sample emails sent by Dispatch Retention Email, Dispatch Upsell Email, or Dispatch Reengagement Email.
5. When results look correct, switch the workflow to Active so Scheduled Revenue Review runs daily at 06:00.