How to Send an Email for a Shopify Order Containing a Customized Product

How to Send an Email for a Shopify Order Containing a Customized Product

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.

Step 1

We start this automation with selecting “Infinite Options” from the Connect This… menu, followed by “Order Created” in the When this happens… dropdowns. In the With this one… menu, we’ll select “Email” as our output.

Click Make My Automation. You’ll now see this:

The following details will vary based on how your product options are set up and which ones require custom work. 

For my example, I will be using a wine glass that can have unique sayings printed on it. My saying’s field name in Infinite Options’ backend is infinite_options_1. I will not be using multiple fields to pull my items into this workflow, but you certainly could.

Step 2

Within the order trigger, we must specify that we only want orders with a particular field to trigger the workflow. So in the Infinite Options Field Name section, we will write the backend name of that field. In my case, that is infinite_options_1. If you have more than one field name, you can delineate them with commas.

Step 3

To ensure that we will only be sending the manufacturing team these custom products, we’re going to add a filter beneath the trigger. So click the plus sign and select Mesa Filter. We will place {{infiniteoptions_order.order.line_items[0].properties[0].name}} in the first box. Then we will select Equals from the dropdown list. Finally, we will place that field name, infinite_options_1, in the final box.

Now Mesa will be sure to weed out any orders not fitting that description.

Step 4

Finally, all we need to do is write the email. You can dynamic tokens into the recipient, subject line, and/or message using the Insert dropdown menus. You can also use static text. 

Your completed automation will look like so:

Wrap-up

You can alter this workflow to work for any app you’re using to provide order customizations.

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Have unique needs? Our team of experts are available to meet the custom requirements your business. Contact us.

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