auto-verify-customer-email-addresses

Auto-verify customer email addresses

Tags: Account, Customers, Email

Use this task to perform an extra verification step for your newly-created customers, in which a verification code is emailed to them, along with a link to a form on your online storefront where they can enter the code for verification. Once verified, the customer will be tagged, and sent a confirmation email.

• View in the task library: tasks.mechanic.dev/auto-verify-customer-email-addresses
• Task JSON, for direct import: task.json
• Preview task code: script.liquid

Default options

{
  "tag_to_add_after_verifying__required": "verified",
  "verification_email_subject__required": "[{{ shop.name }}] Please verify your account",
  "verification_email_body__multiline_required": "Hello,\n\nWe've received your registration, but we need you to verify your email address before continuing.\n\nPlease visit https://example.com/pages/verify, and submit the verification code VERIFICATION_CODE.\n\nIf you have any questions, please reply to this email.\n\nThanks,\n{{ shop.name }}",
  "verification_confirmed_email_subject__required": "[{{ shop.name }}] Your account has been confirmed",
  "verification_confirmed_email_body__multiline_required": "Hello,\n\nYour account has been successfully verified. Thank you!\n\nCheers,\n{{ shop.name }}",
  "verification_webhook_event_topic__required": "user/customers/verify_webhook"
}

Learn about task options in Mechanic

Subscriptions

shopify/customers/create
{{ options.verification_webhook_event_topic__required }}

Learn about event subscriptions in Mechanic

Documentation

Use this task to perform an extra verification step for your newly-created customers, in which a verification code is emailed to them, along with a link to a form on your online storefront where they can enter the code for verification. Once verified, the customer will be tagged, and sent a confirmation email.

Setting up

1. Install this task! :) Customize the email content to taste.

2. Navigate to your Mechanic account settings, and use the "Webhooks" section to create a new webhook, named "Customer verification" (or another name of your choosing), and using the event topic "user/customers/verify_webhook". Make a note of the webhook URL that Mechanic generates for you.

3. Adapt and use the following code sample on your online store, perhaps using a new page and editing its HTML. Make sure to replace the mechanicWebhookUrl javascript variable with the webhook URL that Mechanic generated for you earlier.

   <p>Please verify your account:</p>
   
   <form id="verify">
     <p><label>Email address: <input type="email" name="customer_email" required></label>
     <p><label>Verification code: <input type="text" name="verification_code" required></label>
     <p><button type="submit">Submit</button></p>
   </form>
   
   <script>
     var mechanicWebhookUrl = 'https://usemechanic.com/webhook/00000000-0000-0000-0000-000000000000';
     window.addEventListener('load', function () {
       $('#verify').on('submit', function (e) {
         e.preventDefault();
         $.post(mechanicWebhookUrl + '?' + $(this).serialize());
         alert('Your information has been submitted. If verification was successful, you will receive a confirmation email.');
       });
     });
   </script>
   

4. You're done! Perform a test to make sure everything works as intended.

Please note: the team at Mechanic can help with debugging the Mechanic side of things, but we can't help with adapting the code above. Work with a web designer or developer to create the right experience for your store.

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!