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Auto-tag customers by sales channel

Tags: Auto-Tag, Customers, Sales Channel

Use this task to tag customers, as their orders come in, based on which sales channel they used for their purchase. Run this task manually to backfill tags for customers based on their historical orders. Use test mode to see what this task would do, if test mode wasn't enabled. :)

Default options

{
  "sales_channel_names_and_tags__keyval_required": {
    "Online Store": "online-customer",
    "Buy Button": "buy-button-customer"
  },
  "test_mode__boolean": true
}

Learn about task options in Mechanic

Subscriptions

shopify/orders/create
mechanic/user/trigger
mechanic/shopify/bulk_operation

Learn about event subscriptions in Mechanic

Documentation

Use this task to tag customers, as their orders come in, based on which sales channel they used for their purchase. Run this task manually to backfill tags for customers based on their historical orders. Use test mode to see what this task would do, if test mode wasn't enabled. :)

YouTube: Watch the development video!

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

Submit your task requests for consideration by the Mechanic community, and they may be chosen for development and inclusion in the task library!