Email a report of customers who haven't ordered in X days, with Mechanic.

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Email a report of customers who haven't ordered in X days

Use this task to request or schedule an email digest of customers, having a certain tag, who haven't placed an order in a certain number of days.

Runs Occurs when a bulk operation is completed and Occurs when a user manually triggers the task. Configuration includes required customer tag, include customers who have not placed an order in this many days, email subject prefix, email recipient, send email anyway if no customers are found, send email daily, and send email every monday.

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Documentation

Use this task to request or schedule an email digest of customers, having a certain tag, who haven't placed an order in a certain number of days.

Run this task manually to request a report immediately, or configure the task to run automatically on a schedule.

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Developer details

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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.

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Open source
View on GitHub to contribute to this task
Subscriptions
mechanic/shopify/bulk_operation

mechanic/user/trigger

{% if options.send_email_daily__boolean %}
  mechanic/scheduler/daily
{% endif %}

{% if options.send_email_every_monday__boolean %}
  mechanic/scheduler/monday
{% endif %}
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
required customer tag (required), include customers who have not placed an order in this many days (number, required), email subject prefix (required), email recipient (required, email), send email anyway if no customers are found (boolean), send email daily (boolean), send email every monday (boolean)
Code
{% if event.topic == "mechanic/user/trigger" or event.topic contains "mechanic/scheduler/" %}
  {% capture bulk_operation_query %}
    query {
      customers(
        query: {{ options.required_customer_tag__required | json | prepend: "orders_count:>=1 AND tag:" | json }}
      ) {
        edges {
          node {
            displayName
            email
            id
            legacyResourceId

            lastOrder {
              createdAt
              legacyResourceId
              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" %}
  {% assign now_s = "now" | date: "%s" | times: 1 %}
  {% assign interval_d = options.include_customers_who_have_not_placed_an_order_in_this_many_days__number_required %}
  {% assign interval_s = interval_d | times: 24 | times: 60 | times: 60 %}
  {% assign order_time_threshold_s = now_s | minus: interval_s %}

  {% if interval_d <= 0 %}
    {% error "The number of days must be greater than 0. :)" %}
  {% endif %}

  {% if event.preview %}
    {% capture objects_json %}
      [
        {
          "displayName": "Alpha Beta",
          "email": "customer@example.com",
          "id": "gid://shopify/Customer/1234567890",
          "legacyResourceId": "1234567890",
          "lastOrder": {
            "createdAt": {{ now_s | minus: interval_s | minus: 432000 | date: "%Y-%m-%dT%H:%M:%SZ" | json }},
            "legacyResourceId": "1234567890",
            "name": "#1000"
          }
        }
      ]
    {% endcapture %}

    {% assign bulkOperation = hash %}
    {% assign bulkOperation["objects"] = objects_json | parse_json %}
  {% endif %}

  {% assign qualifying_customers = array %}

  {% for customer in bulkOperation.objects %}
    {% assign order_time_s = customer.lastOrder.createdAt | date: "%s" | times: 1 %}
    {% if order_time_s < order_time_threshold_s %}
      {% assign qualifying_customers[qualifying_customers.size] = customer %}
    {% endif %}
  {% endfor %}

  {% capture email_subject %}
    {{ options.email_subject_prefix__required }} {{ qualifying_customers.size }} {{ qualifying_customers.size | pluralize: "customer", "customers" }} found
  {% endcapture %}

  {% if qualifying_customers != empty %}
    {% capture email_body %}
      <p>Hello,</p>
      <p>
        Filtering for customers tagged {{ options.required_customer_tag__required | json }},
        the following {{ qualifying_customers.size }} {{ qualifying_customers.size | pluralize: "customer was", "customers were" }}
        found to have not placed an order in the last {{ interval_d }} {{ interval_d | pluralize: "day", "days" }}:
      </p>
      <ul>
        {% for customer in qualifying_customers %}
          {% assign lastOrder_days_ago = customer.lastOrder.createdAt | date: "%s" | times: 1 | minus: now_s | times: -1 | divided_by: 60 | divided_by: 60 | divided_by: 24 %}
          <li>
            <a href="https://{{ shop.domain }}/admin/customers/{{ customer.legacyResourceId }}">{{ customer.displayName | default: "(unnamed)" }}</a>
            ({{ customer.email | default: "(no email)" }})
            <br>
            Last ordered on {{ customer.lastOrder.createdAt | date: "%Y-%m-%d" }},
            {{ lastOrder_days_ago }} {{ lastOrder_days_ago | pluralize: "day", "days" }} ago
            – <a href="https://{{ shop.domain }}/admin/orders/{{ customer.lastOrder.legacyResourceId }}">{{ customer.lastOrder.name }}</a>
          </li>
        {% endfor %}
      </ul>
      <p>Thanks,<br>- Mechanic, for {{ shop.name }}</p>
    {% endcapture %}

    {% action "email" %}
      {
        "to": {{ options.email_recipient__required_email | json }},
        "subject": {{ email_subject | strip | json }},
        "body": {{ email_body | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }}
      }
    {% endaction %}
  {% elsif options.send_email_anyway_if_no_customers_are_found__boolean %}
    {% capture email_body %}
      Hello,

      We didn't find any customers (tagged {{ options.required_customer_tag__required | json }}) having zero orders placed in the last {{ interval_d }} day(s).

      Thanks,
      - Mechanic, for {{ shop.name }}
    {% endcapture %}

    {% action "email" %}
      {
        "to": {{ options.email_recipient__required_email | json }},
        "subject": {{ email_subject | strip | json }},
        "body": {{ email_body | unindent | strip | newline_to_br | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }}
      }
    {% endaction %}
  {% endif %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more