How to Send an Email for a Shopify Order Containing Customizable Products

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: Setup Your Workflow

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.

workflow builder

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

workflow builder

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

For this example, lets use 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: Target New Orders

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.

workflow builder

Step 3: Find Orders With Custom Line Items

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 Add Step button 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.

workflow builder

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

Step 4: Send Email

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

workflow builder

Workflow Wrap-up

You can alter this or any other workflow to connect to any app you’re using to provide order customizations.

If you enjoyed this workflow tutorial, you can get up and running quickly using this pre-made template:

So, what's next?

  1. Add MESA from the Shopify App Store. Enjoy a 7-day free trial to start.
  2. Ask the experts if you need help personalizing any workflow, or ask us to build one for you. We're happy to help!
  3. Discover pre-made, customizeable automation templates.
We literally wrote the book on Shopify automation

Learn how to make Shopify work easier with your business processes.

Get the playbook - Free!

shopify automation playbook PDF