Auto-tag customers based on email domain with Mechanic.

Mechanic is the one-tool-does-it-all automation app for Shopify. :)

Auto-tag customers based on email domain

by Isaac Bowen (team@usemechanic.com)

Useful in a million scenarios. The merchant who requested this task has discounts set up based on customer tag, and they're using this task to guarantee that qualifying customers see their discount immediately – even if they just signed up!

Runs when a customer is created. Configuration includes customer email domains and customer tag to apply.

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Developer details

Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Gurus, 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.

Events
when a customer is created (shopify/customers/create)
Options
customer email domains (required, multiline), customer tag to apply (required)
Script
{% comment %}
  This task works with shopify/customers/update, should the merchant
  be interested in that event as well. :)
{% endcomment %}

{% assign customer_email_domain = customer.email | split: "@" | last %}
{% assign customer_tags = customer.tags | split: ", " %}
{% assign customer_qualifies = false %}

{% capture newline %}
{% endcapture %}

{% assign qualified_email_domains = options.customer_email_domains__required_multiline | split: newline %}
{% if qualified_email_domains contains customer_email_domain %}
  {% assign customer_qualifies = true %}
{% endif %}

{% if customer_tags contains options.customer_tag_to_apply__required %}
  {% assign customer_qualifies = false %}
{% endif %}

{% if event.preview or customer_qualifies %}
  {% capture customer_tags_to_apply %}{% if customer.tags != blank %}{{ customer.tags }}, {% endif %}{{ options.customer_tag_to_apply__required }}{% endcapture %}

  {
    "action": {
      "type": "shopify",
      "options": [
        "update",
        [
          "customer",
          {{ customer.id | json }}
        ],
        {
          "tags": {{ customer_tags_to_apply | json }}
        }
      ]
    }
  }
{% endif %}
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