Send your customers reorder reminders, with Mechanic.

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Send your customers reorder reminders

Useful for customers who need recurring reminders to reorder. Optionally filtering by a customer tag, it monitors the most recent order for each customer, and sends them reminders every x days since that order.

Runs Occurs every day at midnight (in local time) and Occurs when a bulk operation is completed. Configuration includes only include customers having this tag, number of days to wait between emails, email subject, email body, and test mode.

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Documentation

Useful for customers who need recurring reminders to reorder. Optionally filtering by a customer tag, it monitors the most recent order for each customer, and sends them reminders every x days since that order.

This task runs daily, at midnight in your store's timezone. This task will send emails to the address on file for the customer, falling back to the email on file for the order if the customer has no email address.

To test this task, enable test mode, and save. You'll find a new "Run task" button, which will report the emails that would be sent on the current date.

Developer details

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?)

Open source
View on GitHub to contribute to this task
Subscriptions
{% if options.test_mode__boolean %}
  mechanic/user/trigger
{% endif %}
mechanic/scheduler/daily
mechanic/shopify/bulk_operation
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
only include customers having this tag, number of days to wait between emails (number, required), email subject (required), email body (multiline, required), test mode (boolean)
Code
{% assign only_include_customers_having_this_tag = options.only_include_customers_having_this_tag %}
{% assign interval_d = options.number_of_days_to_wait_between_emails__number_required %}
{% assign email_subject = options.email_subject__required %}
{% assign email_body = options.email_body__multiline_required %}
{% assign test_mode = options.test_mode__boolean %}

{%- capture cutoff_days -%}
  -{{ interval_d }} days
{%- endcapture -%}
{% assign cutoff_date = "now" | date: "%F", advance: cutoff_days %}

{% if event.topic contains "mechanic/scheduler/" or event.topic == "mechanic/user/trigger" %}
  {%- capture search_query -%}
    last_order_date <= {{ cutoff_date }}
    {%- if only_include_customers_having_this_tag != blank %} AND customer_tags CONTAINS '{{ only_include_customers_having_this_tag }}'{%- endif -%}
  {%- endcapture -%}

  {% log customers_search_query: search_query %}

  {% capture bulk_operation_query %}
    query {
      customerSegmentMembers(
        query: {{ search_query | json }}
      ) {
        edges {
          node {
            __typename
            id
            defaultEmailAddress {
              emailAddress
            }
            lastOrderId
          }
        }
      }
    }
  {% endcapture %}

  {% action "shopify" %}
    mutation {
      bulkOperationRunQuery(
        query: {{ bulk_operation_query | json }}
      ) {
        bulkOperation {
          id
          status
        }
        userErrors {
          field
          message
        }
      }
    }
  {% endaction %}

{% elsif event.topic == "mechanic/shopify/bulk_operation" %}
  {% if event.preview %}
    {% capture jsonl_string %}
      {"__typename":"CustomerSegmentMember","id":"gid://shopify/CustomerSegmentMember/1234567890","lastOrderId":"gid://shopify/Order/1234567890"}
    {% endcapture %}

    {% assign bulkOperation = hash %}
    {% assign bulkOperation["objects"] = jsonl_string | parse_jsonl %}
  {% endif %}

  {% assign customers = bulkOperation.objects | where: "__typename", "CustomerSegmentMember" %}

  {% for customer in customers %}
    {% comment %}
      -- get additional data from this customer's last order
    {% endcomment %}

    {% capture query %}
      query {
        order(id: {{ customer.lastOrderId | json }}) {
          email
          name
          processedAt
        }
      }
    {% endcapture %}

    {% assign result = query | shopify %}

    {% if event.preview %}
      {% capture result_json %}
        {
          "data": {
            "order": {
              "email": "preview@example.com",
              "name": "%PREVIEW",
              "processedAt": {{ cutoff_date | json }}
            }
          }
        }
      {% endcapture %}

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

    {% assign order = result.data.order %}
    {% assign customer_email = customer.defaultEmailAddress.emailAddress | default: order.email %}

    {% assign processed_at_s = order.processedAt | date: "%s" | times: 1 %}
    {% assign age_d = "now" | date: "%s" | times: 1 | minus: processed_at_s | divided_by: 86400 | round %}
    {% assign age_d_modulo = age_d | modulo: interval_d %}

    {% if age_d == 0 %}
      {% continue %}

    {% elsif age_d_modulo != 0 %}
      {% capture message -%}
        Order {{ order.name }} ({{ customer_email }}) was placed on {{ processed_at_s | date: "%F" }}. Next email is due in {{ interval_d | minus: age_d_modulo }} day(s).
      {%- endcapture %}

      {% log message %}

      {% continue %}

    {% else %}
      {% assign email_options = hash %}
      {% assign email_options["to"] = customer_email %}
      {% assign email_options["subject"] = email_subject | replace: "ORDER_NUMBER", order.name %}
      {% assign email_options["body"] = email_body | replace: "ORDER_NUMBER", order.name | strip | newline_to_br %}
      {% assign email_options["reply_to"] = shop.customer_email %}
      {% assign email_options["from_display_name"] = shop.name %}

      {% if test_mode %}
        {% log email_options %}
      {% else %}
        {% action "email" email_options %}
      {% endif %}
    {% endif %}
  {% endfor %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more
Defaults
Email subject
It's time to reorder!
Email body
Hello,

It's been X days since your last order (ORDER_NUMBER). <a href="https://{{ shop.domain  }}/">Return to our store</a>

Thanks,
{{ shop.name }}