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Auto-tag customers that accept marketing

Tags: Auto-Tag, Customers, Marketing

Use this task to auto-tag customers whose marketing preferences have been updated, adding a tag for those that do accept marketing and removing it from customers who do not. Optionally, choose whether to limit tags to customers who have single or confirmed opt-in levels. Run this task manually to scan all customers at once.

Default options

{
  "customer_tag_to_add__required": null,
  "only_tag_confirmed_opt_ins__boolean": null,
  "tag_single_and_confirmed_opt_ins__boolean": null
}

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Subscriptions

shopify/customers/update
mechanic/user/trigger
mechanic/shopify/bulk_operation

Learn about event subscriptions in Mechanic

Documentation

Use this task to auto-tag customers whose marketing preferences have been updated, adding a tag for those that do accept marketing and removing it from customers who do not. Optionally, choose whether to limit tags to customers who have single or confirmed opt-in levels. Run this task manually to scan all customers at once.

Learn more from Shopify about confirmed opt-in (aka double opt-in), and how to configure this for your store.

Note: Running this task manually will sync that tag for ALL customers that accept marketing (and if checked, with required opt-in level), regardless of when their marketing preferences were last updated. If you have many customers, running this task manually could take a long time!

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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