Auto-Send Discord Invites to New Customers | Shopify Community Building

Email Discord Invitation Links to New Shopify Customers

9 min setup
No coding required
Runs automatically

Easily grow your community by automatically sending Discord invites to new Shopify customers tagged with “discord:invite.” This MESA workflow template emails an invitation to join your Discord channel after a purchase, allowing you to engage customers, collect feedback, and share exclusive offers. Strengthen customer connections and loyalty effortlessly by inviting them to join your dedicated space.

How it works

7 steps to start sending Discord invitations to new Shopify customers automatically

Order Created

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger monitors your Shopify store and kicks off the workflow whenever a new order comes in, catching customers at their moment of highest engagement with your brand.

Retrieve Customer

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: The order trigger only provides basic customer information, so this step fetches the complete customer record including email, first name, and tags needed for personalization and duplicate checking.

Retrieve Shop

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: Including your shop name in the invitation email makes the message feel more personal and helps customers remember where the Discord invite came from, especially if they shop with multiple brands.

Filter: Check for tag

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: Customers who have already received a Discord invitation shouldn't get duplicate invites on future orders—this filter checks for the invitation tag and only continues for truly new community members.

Create Channel Invite

App connector: [Discord](/content/apps/discord/integrate "View Discord integration page"/index.html)• Time to complete: 2 minutes

Why this matters: Each customer needs a unique Discord invitation link that grants them access to your community—this step generates that link programmatically so you never have to manually create invites.

Send Email

App connector: [Email](/content/apps/email/integrate "View Email integration page"/index.html)• Time to complete: 2 minutes

Why this matters: The Discord invitation link needs to reach the customer through a welcoming, branded message that encourages them to join your community and explains what they're being invited to.

Customer Add Tag

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: After sending the invitation, you need to mark this customer as already invited so they don't receive duplicate Discord invites on future orders, keeping your communication clean and professional.

Frequently asked questions

What happens if a customer places multiple orders before joining Discord?

They won't receive duplicate invitations. After the first order triggers the workflow and sends the invitation, the customer gets tagged with "discord:invite" in Shopify. On subsequent orders, the Filter step detects this tag and stops the workflow before generating another invite link.

Do Discord invitation links expire, and what happens if they do?

By default, Discord invitations created through the API don't expire. However, if you've configured custom expiration settings in your Discord server, expired links could cause issues.

Can I use this to invite customers to different Discord channels based on what they bought?

Yes, but you'll need to modify the workflow. Add a Filter or Loop step after retrieving the order to check the products purchased, then use Paths to create different branches that generate invitations to different Discord channels based on product type or collection.

Make this template your own!

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4.9/5

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157

Avg. time saved per week

3.5 hrs

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