Email a report of customers who haven't ordered in X days, with Mechanic.

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Email a report of customers who haven't ordered in X days

Use this task to request or schedule an email digest of customers, having a certain tag, who haven't placed an order in a certain number of days.

Runs Occurs when a user manually triggers the task. Configuration includes required customer tag, include customers who have not placed an order in this many days, email subject prefix, email recipient, send email anyway if no customers are found, send email daily, and send email every monday.

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Documentation

Use this task to request or schedule an email digest of customers, having a certain tag, who haven't placed an order in a certain number of days.

Run this task manually to request a report immediately, or configure the task to run automatically on a schedule.

Developer details

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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.

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Open source
View on GitHub to contribute to this task
Subscriptions
mechanic/user/trigger
{% if options.send_email_daily__boolean %}
  mechanic/scheduler/daily
{% elsif options.send_email_every_monday__boolean %}
  mechanic/scheduler/monday
{% endif %}
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Options
required customer tag (required) , include customers who have not placed an order in this many days (number, required) , email subject prefix (required) , email recipient (required, email) , send email anyway if no customers are found (boolean) , send email daily (boolean) , send email every monday (boolean)
Code
{% assign required_customer_tag = options.required_customer_tag__required %}
{% assign interval_days = options.include_customers_who_have_not_placed_an_order_in_this_many_days__number_required %}
{% assign email_subject_prefix = options.email_subject_prefix__required %}
{% assign email_recipient = options.email_recipient__required_email %}
{% assign send_email_anyway_if_no_customers_are_found = options.send_email_anyway_if_no_customers_are_found__boolean %}

{% if interval_days <= 0 %}
  {% error "The number of days must be greater than 0. :)" %}
{% endif %}

{% assign now_s = "now" | date: "%s" | times: 1 %}

{% if event.topic == "mechanic/user/trigger" or event.topic contains "mechanic/scheduler/" %}
  {% comment %}
    -- get IDs of all customers with the required tag and who have placed an order over X days
  {% endcomment %}

  {%- capture customer_segment_query -%}
    customer_tags CONTAINS '{{ required_customer_tag }}' AND orders_placed(until: -{{ interval_days }}d) = true
  {%- endcapture -%}

  {% assign cursor = nil %}
  {% assign customer_ids = array %}

  {% for n in (1..100) %}
    {% capture query %}
      query {
        customerSegmentMembers(
          first: 1000
          after: {{ cursor | json }}
          query: {{ customer_segment_query | json }}
        ) {
          pageInfo {
            hasNextPage
            endCursor
          }
          edges {
            node {
              id
            }
          }
        }
      }
    {% endcapture %}

    {% assign result = query | shopify %}

    {% assign customer_segment_members = result.data.customerSegmentMembers.edges | map: "node" %}

    {% comment %}
      -- remove the "SegmentMember" portion from IDs for easier use in querying each customer for additional data not available in the segment resource
    {% endcomment %}

    {% for customer_segment_member in customer_segment_members %}
      {% assign customer_ids[customer_ids.size] = customer_segment_member.id | remove: "SegmentMember" %}
    {% endfor %}

    {% if result.data.customerSegmentMembers.pageInfo.hasNextPage %}
      {% assign cursor = result.data.customerSegmentMembers.pageInfo.endCursor %}
    {% else %}
      {% break %}
    {% endif %}
  {% endfor %}

  {% unless event.preview %}
    {% log count_of_customers_who_qualify: customer_ids.size %}
  {% endunless %}

  {% if event.preview %}
    {% assign customer_ids[0] = "gid://shopify/Customer/1234567890" %}
  {% endif %}

  {% comment %}
    -- get additional customer and last order data and save list item in an array for email body processing
  {% endcomment %}

  {% assign list_items = array %}

  {% for customer_id in customer_ids %}
    {% capture query %}
      query {
        customer(id: {{ customer_id | json }}) {
          legacyResourceId
          displayName
          email
          lastOrder {
            legacyResourceId
            name
            processedAt
          }
        }
      }
    {% endcapture %}

    {% assign result = query | shopify %}

    {% if event.preview %}
      {% capture result_json %}
        {
          "data": {
            "customer": {
              "legacyResourceId": "1234567890",
              "displayName": "Alpha Beta",
              "email": "customer@example.com",
              "lastOrder": {
                "processedAt": {{ interval_days | times: -86400 | plus: now_s | minus: 432000 | date: "%Y-%m-%dT%H:%M:%SZ" | json }},
                "legacyResourceId": "1234567890",
                "name": "#PREVIEW"
              }
            }
          }
        }
      {% endcapture %}

      {% assign result = result_json | parse_json %}
    {% endif %}

    {% assign customer = result.data.customer %}

    {% assign lastOrder_days_ago
      = customer.lastOrder.processedAt
      | date: "%s"
      | minus: now_s
      | divided_by: -86400
    %}

    {% capture list_item %}
      <li>
        <a href="{{ shop.admin_url }}customers/{{ customer.legacyResourceId }}">{{ customer.displayName | default: "(unnamed)" }}</a>
        ({{ customer.email | default: "(no email)" }})
        <br>
        Last ordered on {{ customer.lastOrder.processedAt | date: "%Y-%m-%d" }},
        {{ lastOrder_days_ago }} {{ lastOrder_days_ago | pluralize: "day", "days" }} ago
        – <a href="{{ shop.admin_url }}orders/{{ customer.lastOrder.legacyResourceId }}">{{ customer.lastOrder.name }}</a>
      </li>
    {% endcapture %}

    {% assign list_items = list_items | push: list_item %}
  {% endfor %}

  {% comment %}
    -- generate the email subject and body with the list item data from qualifying customers
  {% endcomment %}

  {% capture email_subject %}
    {{ email_subject_prefix }} {{ list_items.size }} {{ list_items.size | pluralize: "customer", "customers" }} found
  {% endcapture %}

  {% if list_items != blank %}
    {% capture email_body %}
      <p>Hello,</p>
      <p>
        Filtering for customers tagged {{ required_customer_tag | json }},
        the following {{ list_items.size }} {{ list_items.size | pluralize: "customer was", "customers were" }}
        found to have not placed an order in the last {{ interval_days }} {{ interval_days | pluralize: "day", "days" }}:
      </p>
      <ul>
      {{ list_items | join: newline }}
      </ul>
      <p>Thanks,<br>- Mechanic, for {{ shop.name }}</p>
    {% endcapture %}

    {% action "email" %}
      {
        "to": {{ email_recipient | json }},
        "subject": {{ email_subject | strip | json }},
        "body": {{ email_body | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }}
      }
    {% endaction %}

  {% elsif send_email_anyway_if_no_customers_are_found %}
    {% capture email_body %}
      Hello,

      We didn't find any customers (tagged {{ required_customer_tag | json }}) having zero orders placed in the last {{ interval_days }} day(s).

      Thanks,
      - Mechanic, for {{ shop.name }}
    {% endcapture %}

    {% action "email" %}
      {
        "to": {{ email_recipient | json }},
        "subject": {{ email_subject | strip | json }},
        "body": {{ email_body | unindent | strip | newline_to_br | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }}
      }
    {% endaction %}
  {% endif %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more