Auto-tag customers by order app, with Mechanic.

Mechanic is a development platform for Shopify. :)

Auto-tag customers by order app

by Isaac Bowen (team@usemechanic.com)

This task scans your incoming orders, tagging customers based on the Shopify app responsible for creating each order. Run this task manually to tag your customers based on their historical orders.

Runs when an order is created, when a user triggers the task, and when a bulk operation finishes. Configuration includes app titles and customer tags and test mode.

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Documentation

This task scans your incoming orders, tagging customers based on the Shopify app responsible for creating each order. Run this task manually to tag your customers based on their historical orders.

Configure this task with app titles on the left, and customer tags to add on the right.

Use the "Test mode" option to see what the task intends to do, without actually having the task actually make any changes to your customers.

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 an order is created (shopify/orders/create)
when a user triggers the task (mechanic/user/trigger)
when a bulk operation finishes (mechanic/shopify/bulk_operation)
Options
app titles and customer tags (keyval, required), test mode (boolean)
Script
{% if event.topic == "shopify/orders/create" %}
  {% capture query %}
    query {
      order(id: {{ order.admin_graphql_api_id | json }}) {
        customer {
          id
          tags
        }
        events(
          first: 1
          sortKey: CREATED_AT
          query: "verb:placed"
        ) {
          edges {
            node {
              id
              ... on BasicEvent {
                appTitle
              }
            }
          }
        }
      }
    }
  {% endcapture %}

  {% assign result = query | shopify %}

  {% if event.preview %}
    {% capture result_json %}
      {
        "data": {
          "order": {
            "customer": {
              "id": "gid://shopify/Customer/1234567890",
              "tags": []
            },
            "events": {
              "edges": [
                {
                  "node": {
                    "appTitle": {{ options.app_titles_and_customer_tags__keyval_required.first.first | json }}
                  }
                }
              ]
            }
          }
        }
      }
    {% endcapture %}

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

  {% assign app_title = result.data.order.events.edges.first.node.appTitle %}
  {% assign tag_to_add = options.app_titles_and_customer_tags__keyval_required[app_title] %}

  {% if app_title == blank %}
    {% log message: "This order was not created by an app. Skipping." %}
  {% elsif tag_to_add == blank %}
    {% log message: "No tag found for this app. Skipping.", app_title: app_title %}
  {% elsif result.data.order.customer.tags contains tag_to_add %}
    {% log message: "The customer already has the tag for this app. Skipping.", app_title: app_title, tag_to_add: tag_to_add %}
  {% elsif options.test_mode__boolean %}
    {% action "echo" customer_id: result.data.order.customer.id, order_app_title: app_title, customer_tag_to_add: tag_to_add %}
  {% else %}
    {% action "shopify" %}
      mutation {
        tagsAdd(
          id: {{ result.data.order.customer.id | json }}
          tags: {{ tag_to_add | json }}
        ) {
          userErrors {
            field
            message
          }
        }
      }
    {% endaction %}
  {% endif %}
{% elsif event.topic == "mechanic/user/trigger" %}
  {% capture bulk_operation_query %}
    query {
      customers {
        edges {
          node {
            __typename
            id
            tags
            orders {
              edges {
                node {
                  __typename
                  id
                  events(
                    first: 1
                    sortKey: CREATED_AT
                    query: "verb:placed"
                  ) {
                    edges {
                      node {
                        __typename
                        id
                        ... on BasicEvent {
                          appTitle
                        }
                      }
                    }
                  }
                }
              }
            }
          }
        }
      }
    }
  {% 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 bulkOperation_json %}
      {
        "objects": [
          {
            "__typename": "Customer",
            "id": "gid://shopify/Customer/1234567890",
            "tags": []
          },
          {
            "__typename": "Order",
            "id": "gid://shopify/Order/1234567890",
            "__parentId": "gid://shopify/Customer/1234567890"
          },
          {
            "__typename": "BasicEvent",
            "id":" gid://shopify/BasicEvent/1234567890",
            "appTitle": {{ options.app_titles_and_customer_tags__keyval_required.first.first | json }},
            "__parentId": "gid://shopify/Order/1234567890"
          }
        ]
      }
    {% endcapture %}

    {% assign bulkOperation = bulkOperation_json | parse_json %}
  {% endif %}

  {% assign customers = bulkOperation.objects | where: "__typename", "Customer" %}
  {% assign orders = bulkOperation.objects | where: "__typename", "Order" %}
  {% assign events = bulkOperation.objects | where: "__typename", "BasicEvent" %}
  {% assign app_title_counts = hash %}

  {% for event in events %}
    {% assign app_title = event.appTitle %}

    {% if app_title == blank %}
      {% assign app_title = "(not placed via app)" %}
    {% endif %}

    {% assign app_title_counts[app_title] = app_title_counts[app_title] | plus: 1 %}
  {% endfor %}

  {% log app_title_counts: app_title_counts %}

  {% if options.test_mode__boolean %}
    {% assign summaries = array %}
  {% endif %}
          
  {% for customer in customers %}
    {% assign customer_order_ids = orders | where: "__parentId", customer.id | map: "id" %}
    {% assign customer_app_titles = array %}
    {% for event in events %}
      {% if event.appTitle != blank and customer_order_ids contains event.__parentId %}
        {% assign customer_app_titles[customer_app_titles.size] = event.appTitle %}
      {% endif %}
    {% endfor %}

    {% assign tags_to_add = array %}
    {% for app_title in customer_app_titles %}
      {% assign tag = options.app_titles_and_customer_tags__keyval_required[app_title] %}

      {% if tag == blank or customer.tags contains tag %}
        {% continue %}
      {% endif %}

      {% assign tags_to_add[tags_to_add.size] = tag %}
    {% endfor %}

    {% if tags_to_add != empty %}
      {% if options.test_mode__boolean %}
        {% assign summary = hash %}
        {% assign summary["customer_id"] = customer.id %}
        {% assign summary["customer_app_titles"] = customer_app_titles %}
        {% assign summary["customer_tags_to_add"] = tags_to_add %}
        {% assign summaries[summaries.size] = summary %}
      {% else %}
        {% action "shopify" %}
          mutation {
            tagsAdd(
              id: {{ customer.id | json }}
              tags: {{ tags_to_add | uniq | json }}
            ) {
              userErrors {
                field
                message
              }
            }
          }
        {% endaction %}
      {% endif %}
    {% endif %}
  {% endfor %}

  {% if options.test_mode__boolean %}
    {% action "echo" summaries %}
  {% endif %}
{% endif %}
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