Mechanic is a development and ecommerce automation platform for Shopify. :)
Shopify's customer group filters allow you to filter by the tags the customer contains – but not the tags a customer does not contain. Use this task to sync an "inverse" tag to all customers who do not have a particular tag, allowing you to filter customers in Shopify by that inverse tag.
Runs Occurs whenever a customer is created, Occurs whenever a customer is updated, Occurs when a user manually triggers the task, and Occurs when a bulk operation is completed. Configuration includes customer tag to watch and customer tag to use when missing.
Shopify's customer group filters allow you to filter by the tags the customer contains – but not the tags a customer does not contain. Use this task to sync an "inverse" tag to all customers who do not have a particular tag, allowing you to filter customers in Shopify by that inverse tag.
To explain by example, if you've already tagged your wholesale customers with "wholesale", configure the "Customer tag to watch" option with "wholesale", and the "Customer tag to use when missing" option with "retail". This task will automatically tag all non-wholesale customers with "retail", and automatically remove that tag from any customers who later receive the tag "wholesale". Please note: if you remove the "retail" tag, this task will simply re-add it. To remove the "retail" tag, you would need to add the "wholesale" tag to that customer.
Run this task manually to scan all of the customers in your store. Otherwise, this task will monitor and sync tags for all new and updated customers, as they come through.
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?)
shopify/customers/create shopify/customers/update mechanic/user/trigger mechanic/shopify/bulk_operation
{% assign customers = array %}
{% if event.topic contains "shopify/customers/" %}
{% if event.preview %}
{% assign customer = hash %}
{% assign customer["admin_graphql_api_id"] = "gid://shopify/Customer/1234567890" %}
{% assign customer["tags"] = "" %}
{% endif %}
{% assign customer_node = hash %}
{% assign customer_node["id"] = customer.admin_graphql_api_id %}
{% assign customer_node["tags"] = customer.tags | split: ", " %}
{% assign customers[0] = customer_node %}
{% elsif event.topic == "mechanic/user/trigger" %}
{% capture bulk_operation_query %}
query {
customers {
edges {
node {
id
tags
}
}
}
}
{% 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 objects_jsonl %}
{"id":"gid://shopify/Customer/1234567890","tags": []}
{% endcapture %}
{% assign bulkOperation = hash %}
{% assign bulkOperation["objects"] = objects_jsonl | parse_jsonl %}
{% endif %}
{% assign customers = bulkOperation.objects %}
{% endif %}
{% for customer in customers %}
{% assign add_tag = false %}
{% assign remove_tag = false %}
{% if customer.tags contains options.customer_tag_to_watch__required %}
{% if customer.tags contains options.customer_tag_to_use_when_missing__required %}
{% assign remove_tag = true %}
{% endif %}
{% else %}
{% unless customer.tags contains options.customer_tag_to_use_when_missing__required %}
{% assign add_tag = true %}
{% endunless %}
{% endif %}
{% if add_tag or remove_tag %}
{% action "shopify" %}
mutation {
tags{% if add_tag %}Add{% else %}Remove{% endif %}(
id: {{ customer.id | json }}
tags: {{ options.customer_tag_to_use_when_missing__required | json }}
) {
userErrors {
field
message
}
}
}
{% endaction %}
{% endif %}
{% endfor %}wholesale
retail