⚙️☘️ Spring into automation! Welcome to the March edition of MESA Field Notes. As the seasons change, we’ve been refreshing workflows, rolling out helpful improvements, and giving your business the tools it needs to bloom. No fluff—just smarter automations to keep everything running smoothly.
Here’s what’s new this month:
📦 New app: Wonderment
You can now sync Wonderment’s shipping insights across your tech stack—triggering actions in support tools, marketing platforms, and internal workflows without writing a single line of code. Say goodbye to manual follow-ups and hello to proactive customer service at scale!
Try these Wonderment workflow templates:
Thank Customers with a Postcard After Wonderment Confirms DeliveryMake every delivery feel personal with a handwritten postcard sent at the right moment. This template connects Wonderment and Shopify with Thanks.io to automatically mail a thank-you postcard when an order is marked as delivered. It's a simple yet impactful way to show appreciation, strengthen brand loyalty, and create a memorable post-purchase experience your customers won't forget.
Send Delivery Confirmation Texts with Wonderment TrackingEnsure your customers know when their order arrives—especially when timing matters. This template uses real-time delivery updates from Wonderment to automatically send an SMS message when an order reaches “Shipment Delivered” status. Ideal for perishable goods, high-value items, or anything where timing is critical, this proactive communication helps reduce missed deliveries and ensures customers can act quickly. Build trust and reduce support volume with timely, automated updates right to their phone.
Send a Klaviyo Message When a Shopify Order is DeliveredBoost post-purchase engagement by automatically sending a Klaviyo message when a Shopify order is confirmed as delivered. This workflow uses Wonderment to detect delivery status and trigger a personalized email or SMS via Klaviyo. It's a great way to thank customers, ask for reviews, or recommend complementary products—helping you build stronger relationships through timely communication.
🧩 New: Format variables
Handling dates and other data variables just got WAY easier! New format options simplifies Liquid editing, reducing the need for custom code and making workflows more efficient.
✂️ Improvement: ⌘C, ⌘V variables
Sometimes, it's the simple things that bring the most joy. Before, you had to double-click a variable to convert it into plain text, then copy the strings. But now, you can copy, paste variable badges as-is without any extra effort. Keyboard shortcut commands FTW!
📱 Improvement: Mobile-ready
Using MESA on mobile just got easier. Now you can install templates and toggle workflows "On" or "Off" anytime, anywhere — your automations, always within reach.
✨ 7 new workflow templates
Send a Thank You Postcard When an Etsy Order is PlacedWhen customers place an Etsy order, this workflow sends them a personalized thank-you postcard through Thanks.io. You can set a specific delay period after purchase to control when postcards are mailed out. The physical cards arrive in customers' mailboxes, creating a tangible connection that encourages repeat business and positive reviews.
Create a Pinterest Pin from a New Etsy ListingMaintaining a consistent social media presence can drive traffic to your Etsy store and expand your reach. This template automatically creates a Pinterest pin whenever you publish a new Etsy listing, helping you generate searchable content that drives organic traffic over time. Boost your Etsy listings with the power of Pinterest and increase your discoverability effortlessly.
Send Shopify Order Details to SlackGet real-time updates on new orders and improve team coordination with Slack alerts. This template automatically sends Shopify order details— including the customer name, product title, quantity, price, and product options— to Slack, ensuring key members and teams can respond quickly.
Sync Shopify Gift Card Balances to Klaviyo ProfilesEnhance your marketing campaigns by syncing Shopify customer gift card balances with their Klaviyo profiles. This template allows you to use gift card data in Klaviyo flows, such as browse and cart abandonment emails, to drive conversions and personalize customer engagement. Leverage balance information to create more effective, data-driven marketing strategies.
Save Product Customizations to Shopify Order NotesCapture product options from Infinite Options and add them to Shopify order notes. When customers select personalization choices through Infinite Options, this workflow records their selections and appends them to the order notes field in Shopify. Streamline order fulfillment, reduce errors, and keep all essential details in one easily accessible location.
Save Shopify Orders to a DatabaseEasily manage your order data by capturing new Shopify orders and storing them in a searchable database. This MESA workflow template records order details in an organized data table, simplifying order tracking and enabling you to trigger additional workflows as needed. Enhance your order management process, save time on daily tasks, and focus on growing your business with efficient data organization.
Generate Daily Product Rankings Based On Sales DataKeep your best-selling products front and center with daily sales-based rankings. This template crunches your sales numbers every 24 hours, gives each product a numbered rank, and shuffles your collection order to showcase what's hot right now. Note: This template requires the Store Shopify Orders in a Database template to be installed and connected.
Dive into a world of forgotten gems with our March playlist! Packed with toe-tapping hits from the ’80s, ’90s, and ’00s, it’s a nostalgic ride you just gotta hear.
What to do next…
The fastest way to automate anything is to start with a single task.