Auto-tag customers by sales channel, with Mechanic.

Mechanic is an automation development platform for Shopify. :)

Auto-tag customers by sales channel

by Isaac Bowen (team@usemechanic.com)

Use this task to tag customers, as their orders come in, based on which sales channel they used for their purchase. Run this task manually to backfill tags for 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 sales channel names and tags and test mode.

15-day free trial – unlimited tasks

Documentation

Use this task to tag customers, as their orders come in, based on which sales channel they used for their purchase. Run this task manually to backfill tags for customers based on their historical orders. Use test mode to see what this task would do, if test mode wasn't enabled. :)

YouTube: Watch the development video!

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
sales channel names and tags (keyval, required), test mode (boolean)
Script
{% if event.topic contains "shopify/orders/" %}
  {% capture query %}
    query {
      order(id: {{ order.admin_graphql_api_id | json }}) {
        customer {
          id
          tags
        }
        publication {
          name
        }
      }
    }
  {% endcapture %}

  {% assign result = query | shopify %}

  {% if event.preview %}
    {% capture result_json %}
      {
        "data": {
          "order": {
            "customer": {
              "id": "gid://shopify/Customer/1234567890",
              "tags": []
            },
            "publication": {
              "name": {{ options.sales_channel_names_and_tags__keyval_required.first.first | json }}
            }
          }
        }
      }
    {% endcapture %}

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

  {% assign publication_name = result.data.order.publication.name %}
  {% assign tag_to_add = options.sales_channel_names_and_tags__keyval_required[publication_name] %}

  {% if tag_to_add == blank %}
    {% log message: "No tag found for this channel. Skipping.", publication_name: publication_name %}
  {% elsif result.data.order.customer.tags contains tag_to_add %}
    {% log message: "The customer already has the tag for this channel. Skipping.", publication_name: publication_name, tag_to_add: tag_to_add %}
  {% elsif options.test_mode__boolean %}
    {% action "echo" customer_id: result.data.order.customer.id, customer_publication_name: publication_name, 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
                  publication {
                    name
                  }
                }
              }
            }
          }
        }
      }
    }
  {% 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",
            "publication": {
              "name": {{ options.sales_channel_names_and_tags__keyval_required.first.first | json }}
            },
            "__parentId": "gid://shopify/Customer/1234567890"
          }
        ]
      }
    {% endcapture %}

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

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

  {% for order in orders %}
    {% assign publication_name = order.publication.name %}

    {% if publication_name == blank %}
      {% assign publication_name = "(not placed via sales channel)" %}
    {% endif %}

    {% assign publication_counts[publication_name] = publication_counts[publication_name] | plus: 1 %}
  {% endfor %}

  {% log publication_counts: publication_counts %}

  {% if options.test_mode__boolean %}
    {% assign summaries = array %}
  {% endif %}
          
  {% for customer in customers %}
    {% assign customer_orders = orders | where: "__parentId", customer.id %}
    {% assign customer_publication_names = customer_orders | map: "publication" | map: "name" | compact | uniq %}

    {% assign tags_to_add = array %}
    {% for name in customer_publication_names %}
      {% assign tag = options.sales_channel_names_and_tags__keyval_required[name] %}

      {% 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_publication_names"] = customer_publication_names %}
        {% 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 %}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.
Defaults
Sales channel names and tags
{"Online Store"=>"online-customer", "Buy Button"=>"buy-button-customer"}
Test mode
true