tag-customers-on-the-anniversary-of-their-first-order

Tag customers on the anniversary of their first order

Tags: Customers, Tag

Running daily, or manually, this task scans all customers and tags them if their first order was a year or more ago. Alternatively, you may choose to tag customers if their account was created at least a year ago.

• View in the task library: tasks.mechanic.dev/tag-customers-on-the-anniversary-of-their-first-order
• Task JSON, for direct import: task.json
• Preview task code: script.liquid

Default options

{
  "customer_tag_to_apply__required": null,
  "customer_search_query": null,
  "days_to_wait_before_tagging__number": null,
  "use_account_creation_date_instead_of_first_order_date__boolean": false
}

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Subscriptions

mechanic/user/trigger
mechanic/scheduler/daily
mechanic/shopify/bulk_operation

Learn about event subscriptions in Mechanic

Documentation

Running daily, or manually, this task scans all customers and tags them if their first order was a year or more ago. Alternatively, you may choose to tag customers if their account was created at least a year ago.

Optionally, you may choose whether to wait a certain amount of days before tagging (i.e. a year + X days afterwards), and to configure a "Customer search query" with the same search query you might use in the Shopify admin area. For example:

• Use tag:VIP for customers with the VIP tag
• Use accepts_marketing:true for customers subscribed to email marketing
• Use total_spent:>=100 for customers who have spent more than 100 in the local shop currency

Installing this task

Find this task in the library at tasks.mechanic.dev, and use the "Try this task" button. Or, import this task's JSON export – see Importing and exporting tasks to learn how imports work.

Contributions

Found a bug? Got an improvement to add? Start here: ../../CONTRIBUTING.md.

Task requests

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