Credit customers for sample orders, with Mechanic.

Mechanic is a development and ecommerce automation platform for Shopify. :)

Offer free samples to your customers at a nominal fee, and offer them that value back as a discount on a future order. This task generates a discount code, good for the amount of the sample order, and emails it to the customer.

Runs Occurs whenever an order is paid. Configuration includes sample order total, number of days before discounts expire, email subject, email body, and number of hours to wait.

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Documentation

This task will watch for newly paid orders, having a total that matches the number you configure. When a matching order comes in, this task generates a discount code, and emails it to the customer. The code can only be used once, by the customer who placed the original order, and must be used on an order that at least the value of the original order.

Developer details

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

(By the way, have you seen our documentation? Have you joined the Slack community?)

Open source

View on GitHub to contribute to this task

Subscriptions

shopify/orders/paid{% if options.number_of_hours_to_wait__number != blank %}+{{ options.number_of_hours_to_wait__number }}.hours{% endif %}

Tasks use subscriptions to sign up for specific kinds of events. Learn more

Options

sample order total (number, required), number of days before discounts expire (number), email subject (required), email body (multiline, required), number of hours to wait (number)

Code

{% if options.sample_order_total__number_required <= 0 %}
  {"error": "The order value must be a positive number."}
{% endif %}

{% assign order_qualifies = true %}

{% if order.financial_status != "paid" %}
  {% assign order_qualifies = false %}
  {"log": "Order is not paid."}
{% endif %}

{% assign order_total_price_number = order.total_price | times: 1 %}
{% if order_total_price_number != options.sample_order_total__number_required %}
  {% assign order_qualifies = false %}
  {"log": "Order has a different price than {{ options.sample_order_total__number_required }}."}
{% endif %}

{% if order.customer == nil %}
  {% assign order_qualifies = false %}
  {"log": "Order does not have a customer record."}
{% endif %}

{% if event.preview or order_qualifies %}
  {% assign discount_code = order.id | split: "" | reverse | join: "" | slice: 0, 4 | append: order.order_number | base64 | replace: "=", "" | upcase %}

  {% capture graphql_query %}
    mutation {
      priceRuleCreate(
        priceRule: {
          allocationMethod: ACROSS
          customerSelection: {
            customerIdsToAdd: [{{ order.customer.reload.admin_graphql_api_id | json }}]
          }
          target: LINE_ITEM
          title: {{ discount_code | json }}
          usageLimit: 1
          validityPeriod: {
            start: {{ "now" | date: "%FT%T%:z" | json }}
            {% if options.number_of_days_before_discounts_expire__number != blank %}
              {% assign expiry_days_s = 60 | times: 60 | times: 24 | times: options.number_of_days_before_discounts_expire__number %}
              end: {{ "now" | date: "%s" | plus: expiry_days_s | date: "%FT%T%:z" | json }}
            {% endif %}
          }
          value: {
            fixedAmountValue: {{ options.sample_order_total__number_required | times: -1 | json }}
          }
          prerequisiteSubtotalRange: {
            greaterThanOrEqualTo: {{ options.sample_order_total__number_required | json }}
          }
          itemEntitlements: {
            targetAllLineItems: true
          }
        }
        priceRuleDiscountCode: {
          code: {{ discount_code | json }}
        }
      ) {
        priceRule {
          id
        }
        priceRuleUserErrors {
          code
          field
          message
        }
        priceRuleDiscountCode {
          code
          id
        }
      }
    }
  {% endcapture %}

  {
    "action": {
      "type": "shopify",
      "options": {{ graphql_query | json }}
    }
  }

  {% assign email_subject = options.email_subject__required | replace: 'DISCOUNT_CODE', discount_code %}
  {% assign email_body = options.email_body__multiline_required | replace: 'DISCOUNT_CODE', discount_code %}

  {
    "action": {
      "type": "email",
      "options": {
        "to": {{ order.email | json }},
        "subject": {{ email_subject | strip | json }},
        "body": {{ email_body | newline_to_br | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }}
      }
    }
  }
{% endif %}

Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more

Defaults

Sample order total

2.5

Email subject

Thank you for your order! ({{ order.name }})

Email body

Hi {{ order.customer.first_name | default: "there" }},

Thank you for ordering a sample! Please use this discount code to apply this value to your next order:

DISCOUNT_CODE

Thanks,
The team at {{ shop.name }}

Love, Lightward

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