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Auto-tag customers when they purchase a matching product

Tags: Auto-Tag, Customers, Orders, Products

Configure this task with search terms that describe certain products, and this task will apply the tags of your choice to every customer who purchases a matching product or product variant. Run this task manually to tag all customers who have a qualifying order already on file.

Default options

{
  "search_query__required": "sku:ABC123",
  "search_for_products__boolean": false,
  "search_for_product_variants__boolean": true,
  "customer_tags_to_apply__required_array": [],
  "test_mode__boolean": true
}

Learn about task options in Mechanic

Subscriptions

shopify/orders/paid
mechanic/user/trigger
mechanic/shopify/bulk_operation

Learn about event subscriptions in Mechanic

Documentation

Configure this task with search terms that describe certain products, and this task will apply the tags of your choice to every customer who purchases a matching product or product variant. Run this task manually to tag all customers who have a qualifying order already on file.

This task auto-tags customers who have paid orders on file for products or product variants that match the search query you add.

Sample searches:

  • A specific SKU: search product variants for sku:ABC123
  • All products with a certain tag: search products for tag:holiday
  • All products with a certain type: search products for product_type:"Gift Card"
  • A product with a certain title: search products for title:"Short sleeve t-shirt"

To ensure expected results, use this task with test mode enabled, before disabling test mode.

Installing this task

Find this task in the library at tasks.mechanic.dev, and use the "Try this task" button. Or, import this task's JSON export – see Importing and exporting tasks to learn how imports work.

Contributions

Found a bug? Got an improvement to add? Start here: ../../CONTRIBUTING.md.

Task requests

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