Send Discord Invitation for Custom Product Orders

The workflow begins when a customer places an order that includes products with Infinite Options configurations. You can specify which product option should trigger the Discord invite by filling in the "What is the option that is included with the purchased product?" field, or leave it empty to include all product options. When an order comes in, this trigger captures all the order details including customer information and product data that the following steps need to process the Discord invitation.

This step automatically connects to your Shopify store and retrieves essential shop details like your store name, which gets used later in the email signature. The system handles this connection behind the scenes using your existing Shopify integration. No configuration is needed since it simply fetches your shop's public information and passes it to the email step for personalization.

The step takes the customer ID from the order and looks up their complete profile in Shopify, including any existing tags. This customer data is essential for the next filtering step to prevent duplicate invitations and for personalizing the email with the customer's first name. The retrieved information includes contact details, purchase history, and current tags that help control the workflow flow.

The filter examines the customer's current tags and only allows the workflow to continue if the "discord:invite" tag is not present. If the customer already has this tag, the workflow stops here to avoid sending duplicate invitations. This ensures each customer receives only one Discord invitation regardless of how many Infinite Options products they purchase over time.

You need to configure the "What is your Discord's Channel ID?" field with your target Discord channel ID. To find this, right-click on your Discord channel and select "Copy ID" (you may need to enable Developer Mode in Discord settings first). The step creates a fresh invitation link that can be used once by the customer to join your Discord community. This invitation link gets embedded in the email that follows.

The email automatically addresses the customer by their first name and includes the Discord invitation link generated in the previous step. The default subject line is "Welcome to our Discord community! - Discord Invite" and the message includes a friendly greeting, the invitation link, and your shop name in the signature. The email goes to the address provided during checkout, ensuring customers receive their invitation promptly after purchase.

After successfully sending the Discord invitation, this step tags the customer with "discord:invite" in their Shopify profile. This tag serves as a permanent record that the customer has already received their Discord access, ensuring the filter in Step 4 will block any future duplicate invitations. The tag remains on the customer's profile even if they make additional purchases with Infinite Options products.