How it works

Follow these 4 simple steps to send targeted emails when customers purchase specific products

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for new orders and kicks off the entire workflow whenever a customer completes a purchase.

This step automatically activates when any order is placed in your Shopify store, capturing all order details including customer information, purchased items, and pricing. The trigger runs in real-time, so there's no delay between when an order is placed and when your workflow begins processing. No configuration is needed - MESA connects directly to your Shopify store's order events and passes the complete order data to the next step for analysis.

Loop: Number of matches
App connector: Loop • Time to complete: 2 minutes
Why this matters: This step searches through all items in the order to count how many times your specified product appears, since customers might buy multiple quantities or variants.

The loop examines each line item in the order and compares the product name against the specific product you want to track. You'll need to enter the exact product name as it appears in your Shopify store in the "Which specific product would you like to verify is in the order?" field - this must match precisely including capitalization and spacing. The step counts all matching items and passes this count to the filter step, which determines whether to send the email. For example, if you're tracking "Premium Coffee Beans" and a customer orders 3 units, this step will return a count of 3.

Filter
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This conditional step ensures emails are only sent when your target product is actually found in the order, preventing unnecessary emails for orders without the specified item.

The filter checks if the count from the previous step is greater than or equal to 1, meaning at least one unit of your specified product was purchased. If the condition is met, the workflow continues to send the email; if not, the workflow stops here. This step is automatically configured to check for "greater than equal to 1" so no changes are needed. The filter acts as a gatekeeper, ensuring your targeted emails reach only customers who bought the product you're tracking.

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Send Email
App connector: Email • Time to complete: 3 minutes
Why this matters: This final step delivers your customized message directly to the customer's email address, completing the targeted communication based on their specific purchase.

The email automatically sends to the customer's email address from their order, with a default subject line of "Product found in order" followed by the order number. You'll customize the message content in the "What content would you like the email message to include?" field - this could be product care instructions, usage tips, warranty information, or a thank you message. The email sends immediately after the filter condition is met, ensuring timely delivery while the purchase is still fresh in the customer's mind. You can include dynamic details from the order using variables if you want to personalize the message further.

Make it your own

Customize this workflow even further:

Set custom delays
Schedule the email to send 24 hours after purchase instead of immediately, giving you time to prepare the order or send care instructions after delivery.
Chain multiple actions
Add steps to tag the customer in Shopify, update inventory notes, and send a Slack notification to your team when someone buys your premium products.
Store data in tables
Save details about customers who buy specific products into a MESA table for future marketing campaigns or product development insights.
Deploy AI agents for smart decisions
Let AI agents analyze the customer's purchase history and order value to choose between sending basic product info or premium customer perks.

Frequently asked questions

Will this send multiple emails if someone buys multiple units of the same product?
No, the workflow sends one email per order regardless of quantity. The loop counts matching products but the email step only triggers once when the count is 1 or higher.
Can I track multiple different products with one workflow?
Not with this template as-is. You'd need to duplicate this workflow for each product you want to track, or modify the loop step to check for multiple product names using "OR" conditions.
What happens if I change my product name in Shopify after setting up this workflow?
The workflow will stop working because it looks for an exact match. You'll need to update the product name in the loop step to match your new Shopify product title exactly.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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