Email customers when their order is tagged, with Mechanic.

Mechanic is an automation development platform for Shopify. :)

Improve your customer relationships without complicated your workflow - use this task to send automatic emails whenever your staff adds a certain tag to an order. (Mechanic will add another tag to your order when the email is sent, for visibility.)

Runs when an order is created and when an order is updated. Configuration includes tag to watch for, email subject, email body, and ignore orders older than this task.

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Documentation

This task monitors incoming orders, and updates to existing orders, looking for the tag of your choice. When the tag is detected, this task will send an email to the address on file for that order.

Important notes

This task also adds a second tag to the order when the email is sent, as a flag to mark the order as having had that email sent. This helps Mechanic remember what orders should not have an email sent.
Use the "Ignore orders older than this task" option to avoid a flood of unexpected email, instructing Mechanic to ignore any existing or new tags on older orders.

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 an order is updated (shopify/orders/updated)

Options

tag to watch for (required), email subject (required), email body (required, multiline), ignore orders older than this task (boolean)

Script

{% comment %}
  Establish option order:

  {{ options.tag_to_watch_for__required }}
  {{ options.email_subject__required }}
  {{ options.email_body__required_multiline }}
  {{ options.ignore_orders_older_than_this_task__boolean }}
{% endcomment %}

{% assign tag_to_watch_for = options.tag_to_watch_for__required %}
{% capture email_sent_tag %}{{ tag_to_watch_for }}-email-sent{% endcapture %}
{% assign order_tags = order.tags | split: ", " %}

{% assign order_qualifies = false %}

{% if order_tags contains tag_to_watch_for %}
  {% unless order_tags contains email_sent_tag %}
    {% assign order_qualifies = true %}
  {% endunless %}
{% endif %}

{% if order_qualifies and options.ignore_orders_older_than_this_task__boolean %}
  {% assign order_created_at = order.created_at | date: "%s" %}
  {% assign task_created_at = task.created_at | date: "%s" %}
  {% if order_created_at < task_created_at %}
    {% assign order_qualifies = false %}
  {% endif %}
{% endif %}

{% if event.preview or order_qualifies %}
  {% action "email" %}
    {
      "to": {{ order.email | json }},
      "subject": {{ options.email_subject__required | json }},
      "body": {{ options.email_body__required_multiline | strip | newline_to_br | json }},
      "reply_to": {{ shop.customer_email | json }},
      "from_display_name": {{ shop.name | json }}
    }
  {% endaction %}

  {% action "shopify" %}
    mutation {
      tagsAdd(
        id: {% if event.preview %}"gid://shopify/Order/1234567890"{% else %}{{ order.admin_graphql_api_id | json }}{% endif %}
        tags: {{ email_sent_tag | json }}
      ) {
        userErrors {
          field
          message
        }
      }
    }
  {% endaction %}
{% endif %}

Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.

Defaults

Tag to watch for

in-production

Email subject

Order {{ order.name }} is in production

Email body

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

Your order is in the shop! We'll be in touch when it's been shipped.

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

Ignore orders older than this task

true

Love, Lightward

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