The days between Black Friday and Cyber Monday (“BFCM”) are arguably the four most important days of the whole year for most retailers. This make-or-break dynamic shines an intense spotlight on the teams responsible for executing BFCM successfully. Thankfully, with foresight and planning, a lot of the Q4 stressors can be alleviated by implementing workflow automation. Today, we’ll cover five of the most important automations for the upcoming 2020 holiday season.

Thanks.io is a solution that enables Shopify stores to send letters and postcards to customers. Now that Thanks.io is connected to Mesa, merchants can bring a personalized shopping experience to their customers. Thanks.io offers features that allow you to include customer information on postcards and letters.

Delighted is a solution that enables Shopify stores to obtain customer feedback in minutes, not days. With its seamless Shopify integration, Delighted gathers feedback all in one spot with insightful dashboard tools. Delighted also offers features that allow merchants to analyze scores collected through email, websites, SMS, and other links.

Hubspot is an all-in-one sales and marketing platform. It’s extensive features include marketing automation workflows, blast email sending, list building, a content manager, a CRM, sales automation, and live chat among other things.

Offering customizable products is a great way to improve your margins, stay competitive against e-commerce giants, and generate a positive customer experience. However, communicating custom orders to a production team can be a challenge and introduce errors. A better approach is to turn your repeatable process into a workflow that can run automatically.

In this tutorial, we’ll use Mesa to email each order that contains a product customized with Infinite Options over to your manufacturing team as they come in.

When fulfillment or manufacturing processes require that your customer’s order details are organized into a spreadsheet for their machines to read, the answer is often a manual task that can take up many hours each week. However, this can be easily turned into an automated workflow using Mesa.