Csep Path review for Mechanic

July 27, 2018

This app might as well be called 'sonic screwdriver', it is so versatile and helps us do what we want. Without this app, we'd have to use a lot of other different apps that don't interact well with each other and have lots of manual steps and workarounds. With the Mechanic app, we can set up a rule that when X happens we need data Y to be moved to location Z while adding A, B, and C. This lets us fine-tune our workflows on the admin end (saving staff time) and reduce unnecessary delays/steps for our customers (making it easier for them to shop). For example, we require our customers to create an account to make a purchase, but the name that they enter in the account creation process doesn't automatically populate into the order form, so they have to enter it again. Isaac set up a task for us that lets us have the customer enter their name once and Mechanic auto-populates the name in the other locations. We also use Isaac's app Locksmith, which has a feature where the customer can enter a unique, single-use passcode (which they get from elsewhere). A Mechanic task allows us to store the passcode in the customer's file in case they lose it. And we have some reports that need to be in very specific formats for other services we use. Rather than downloading the raw data from Shopify and manipulating it in Excel before uploading to the other service, Isaac was able to work with us to not only get our store to spit out the report already in the correct format, but to upload it to the service as well! The value we've gotten out of this app will allow our staff to focus on improving the customer experience instead of performing repeated time-consuming tasks. Whenever I reach a roadblock trying to figure out how to get our store to do something, I reach out to Isaac and he's always got a solution!