Email customers when created with Mechanic.

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Email customers when created

by Isaac Bowen (team@usemechanic.com)

Use this task to send a quick welcome email to customers, when they sign up or are otherwise created in your shop. Optionally, filter by customer tag to only send welcome emails to certain customers.

Runs when a customer is created. Configuration includes required customer tag, email subject, and email body.

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Documentation

This task will send out your email to any customer when their account is created. This can happen when a customer signs themselves up, when you create their customer record within the store, when a new customer places an order, or for any other reason that a customer record is created.

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 a customer is created (shopify/customers/create)
Options
required customer tag, email subject (required), email body (multiline, required)
Script
{% assign customer_qualifies = false %}

{% if options.required_customer_tag == blank %}
  {% assign customer_qualifies = true %}
{% else %}
  {% assign customer_tags = customer.tags | split: ", " %}
  {% if customer_tags contains options.required_customer_tag %}
    {% assign customer_qualifies = true %}
  {% endif %}
{% endif %}

{% if customer.email == blank %}
  {% assign customer_qualifies = false %}
{% endif %}

{% if event.preview or customer_qualifies %}
  {
    "action": {
      "type": "email",
      "options": {
        "to": {{ customer.email | default: "customer@example.com" | json }},
        "reply_to": {{ shop.customer_email | json }},
        "from_display_name": {{ shop.name | json }},
        "subject": {{ options.email_subject__required | json }},
        "body": {{ options.email_body__multiline_required | strip | newline_to_br | json }}
      }
    }
  }
{% endif %}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.