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Auto-invite customers when tagged

Tags: Email, Invite, Tag, Watch

This task watches for updates to customers, and sends invites for any customer who has the tag you choose, who hasn't previously been invited. If you'd like to run this task in bulk, you can find that version of the task here.

Default options

{
  "tag_to_watch_for__required": "invite",
  "ignore_tag_case__boolean": true,
  "invitation_email_subject__required": "Your account is ready!",
  "invitation_email_body__multiline_required": "Your account for {{ shop.name }} has been pre-approved! Use the button below to get started."
}

Learn about task options in Mechanic

Subscriptions

shopify/customers/create
shopify/customers/update

Learn about event subscriptions in Mechanic

Documentation

This task watches for updates to customers, and sends invites for any customer who has the tag you choose, who hasn't previously been invited. If you'd like to run this task in bulk, you can find that version of the task here.

This task watches for updates to customers, and sends invites for any customer who has the tag you choose, who hasn't previously been invited.

Invitation emails are sent using your store's account invite notification email template. Learn how to update this template.

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!