schedule-customer-auto-tagging-after-a-purchase

Schedule customer auto-tagging after a purchase

Tags: Auto-Tag, Customers, Orders, Schedule

Selling scheduled events? Using this task, you can automatically tag customers after the event has been completed. Simply tag a product with "autotag Authorized May 15", for example, and Mechanic will tag purchasers of that product with "Authorized", on May 15th.

• View in the task library: tasks.mechanic.dev/schedule-customer-auto-tagging-after-a-purchase
• Task JSON, for direct import: task.json
• Preview task code: script.liquid

Default options

{
  "autotag_prefix__required": "autotag"
}

Learn about task options in Mechanic

Subscriptions

shopify/orders/paid
user/autotag/customer

Learn about event subscriptions in Mechanic

Documentation

Selling scheduled events? Using this task, you can automatically tag customers after the event has been completed. Simply tag a product with "autotag Authorized May 15", for example, and Mechanic will tag purchasers of that product with "Authorized", on May 15th.

This task comes with a single option: "Autotag prefix". Mechanic will watch your incoming orders for any products that have a tag beginning with that prefix. It will then consider the next word in the product tag to be the customer tag you wish to apply. The rest of the tag will be treated as a date, for the purposes of scheduling the customer tagging.

For example, purchases of a product tagged with "autotag Authorized May 15" will result in customers being auto-tagged with "Authorized", on May 15th.

Products may have multiple tags containing autotag information, and Mechanic will check every product in a customer's order, resulting in as many auto-taggings as are appropriate. autotag events as appropriate.

Note: The customer tag to apply must not contain any spaces!

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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