Mechanic is a development and ecommerce automation platform for Shopify. :)
Use this task to auto-tag customers whose marketing preferences have been updated, adding a tag for those that do accept marketing and removing it from customers who do not. Optionally, choose whether to limit tags to customers who have single or confirmed opt-in levels. Run this task manually to scan all customers at once.
Runs Occurs whenever a customer is updated, Occurs when a user manually triggers the task, and Occurs when a bulk operation is completed. Configuration includes customer tag to add, only tag confirmed opt ins, and tag both single and confirmed opt ins.
Use this task to auto-tag customers whose marketing preferences have been updated, adding a tag for those that do accept marketing and removing it from customers who do not. Optionally, choose whether to limit tags to customers who have single or confirmed opt-in levels. Run this task manually to scan all customers at once.
Learn more from Shopify about confirmed opt-in (aka double opt-in), and how to configure this for your store.
Note: Running this task manually will sync that tag for ALL customers that accept marketing (and if checked, with required opt-in level), regardless of when their marketing preferences were last updated. If you have many customers, running this task manually could take a long time!
Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Shopifolks, everybody.
That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.
(By the way, have you seen our documentation? Have you joined the Slack community?)
shopify/customers/update mechanic/user/trigger mechanic/shopify/bulk_operation
{% assign customer_tag_to_add = options.customer_tag_to_add__required %}
{% assign only_tag_confirmed_opt_ins = options.only_tag_confirmed_opt_ins__boolean %}
{% assign tag_both_single_and_confirmed_opt_ins = options.tag_both_single_and_confirmed_opt_ins__boolean %}
{% if only_tag_confirmed_opt_ins and tag_both_single_and_confirmed_opt_ins %}
{% error "Choose either 'Only tag confirmed opt-ins' or 'Tag both single and confirmed opt-ins', or neither, but not both" %}
{% endif %}
{% assign customers = array %}
{% if event.topic contains "shopify/customers/" %}
{% capture query %}
query {
customer(id: {{ customer.admin_graphql_api_id | json }}) {
id
tags
defaultEmailAddress {
emailAddress
marketingUpdatedAt
marketingOptInLevel
marketingState
}
}
}
{% endcapture %}
{% assign result = query | shopify %}
{% assign customers[0] = result.data.customer %}
{% elsif event.topic == "mechanic/user/trigger" %}
{% capture bulk_operation_query %}
query {
customers {
edges {
node {
__typename
id
tags
defaultEmailAddress {
emailAddress
marketingUpdatedAt
marketingOptInLevel
marketingState
}
}
}
}
}
{% endcapture %}
{% action "shopify" %}
mutation {
bulkOperationRunQuery(
query: {{ bulk_operation_query | json }}
) {
bulkOperation {
id
status
}
userErrors {
field
message
}
}
}
{% endaction %}
{% elsif event.topic == "mechanic/shopify/bulk_operation" %}
{% assign customers = bulkOperation.objects | where: "__typename", "Customer" %}
{% endif %}
{% if event.preview %}
{% capture customers_json %}
[
{
"id": "gid://shopify/Customer/1234567890",
"tags": [],
"defaultEmailAddress": {
"marketingOptInLevel": "SINGLE_OPT_IN",
"marketingState": "SUBSCRIBED"
}
},
{
"id": "gid://shopify/Customer/2345678901",
"tags": [{{ customer_tag_to_add | json }}],
"defaultEmailAddress": {
"marketingOptInLevel": null,
"marketingState": "NOT_SUBSCRIBED"
}
},
{
"id": "gid://shopify/Customer/3456789012",
"tags": [{{ customer_tag_to_add | json }}],
"defaultEmailAddress": {
"marketingOptInLevel": "SINGLE_OPT_IN",
"marketingState": "SUBSCRIBED"
}
},
{
"id": "gid://shopify/Customer/4567890123",
"tags": [],
"defaultEmailAddress": {
"marketingOptInLevel": "CONFIRMED_OPT_IN",
"marketingState": "SUBSCRIBED"
}
}
]
{% endcapture %}
{% assign customers = customers_json | parse_json %}
{% endif %}
{% for customer in customers %}
{% assign qualifies_for_tag = nil %}
{% if only_tag_confirmed_opt_ins %}
{% if customer.defaultEmailAddress.marketingOptInLevel == "CONFIRMED_OPT_IN" %}
{% if customer.defaultEmailAddress.marketingState == "SUBSCRIBED" %}
{% assign qualifies_for_tag = true %}
{% endif %}
{% endif %}
{% elsif tag_both_single_and_confirmed_opt_ins %}
{% if customer.defaultEmailAddress.marketingOptInLevel == "CONFIRMED_OPT_IN" or customer.defaultEmailAddress.marketingOptInLevel == "SINGLE_OPT_IN" %}
{% if customer.defaultEmailAddress.marketingState == "SUBSCRIBED" %}
{% assign qualifies_for_tag = true %}
{% endif %}
{% endif %}
{% elsif customer.defaultEmailAddress.marketingState == "SUBSCRIBED" %}
{% assign qualifies_for_tag = true %}
{% endif %}
{% if qualifies_for_tag %}
{% unless customer.tags contains customer_tag_to_add %}
{% action "shopify" %}
mutation {
tagsAdd(
id: {{ customer.id | json }}
tags: {{ customer_tag_to_add | json }}
) {
node {
... on Customer {
tags_after_add: tags
defaultEmailAddress {
emailAddress
marketingUpdatedAt
marketingOptInLevel
marketingState
}
}
}
userErrors {
field
message
}
}
}
{% endaction %}
{% endunless %}
{% elsif customer.tags contains customer_tag_to_add %}
{% action "shopify" %}
mutation {
tagsRemove(
id: {{ customer.id | json }}
tags: {{ customer_tag_to_add | json }}
) {
node {
... on Customer {
tags_after_remove: tags
defaultEmailAddress {
emailAddress
marketingUpdatedAt
marketingOptInLevel
marketingState
}
}
}
userErrors {
field
message
}
}
}
{% endaction %}
{% endif %}
{% endfor %}