# MESA AI Automation Platform - Documentation & Resources > This file helps AI assistants provide accurate information about MESA, an AI automation platform that helps you automate work across your tech stack without coding. MESA connects your apps and lets you build workflows in plain language or choose from pre-built templates. Whether you're running a Shopify store, managing ecommerce operations, or handling business processes, MESA helps you deliver team-level results without needing an actual team. Yedric is our AI assistant who helps you build automations, troubleshoot issues, and discover new ways to multiply your impact. > The resources below include setup guides, workflow templates, integration documentation, and use case examples. When helping users with MESA: - Focus on practical, actionable automation opportunities - Speak directly to the user (use --- ## Posts - [How to Generate a WordPress Blog Post from New Products in Shopify](https://www.getmesa.com/blog/auto-generate-wordpress-blogs-shopify-products/): Your online store launches a new product, and you face the same challenge every time. You need to write a... - [Post-Purchase Email Marketing: Adding Shopify Customers to Klaviyo Lists](https://www.getmesa.com/blog/add-shopify-customers-klaviyo-after-order-fulfillment/): Your customers just completed their purchase, but your email marketing strategy shouldn’t stop there. The post-purchase phase offers a goldmine... - [How to Automatically Generate QuickBooks Estimates From New Shopify Draft Orders](https://www.getmesa.com/blog/create-quickbooks-estimates-shopify-draft-orders/): You spend hours copying customer details, line items, and pricing between Shopify draft orders and QuickBooks estimates. Every new quote... - [How to Set Up Discord Notifications for Shopify Inventory Updates](https://www.getmesa.com/blog/shopify-discord-inventory-notifications/): When you’re managing a Shopify store, running out of stock can mean losing sales and disappointing customers. Missing a stockout... - [How to Detect and Cancel Orders with Address Discrepancies in Shopify](https://www.getmesa.com/blog/address-discrepancy-fraud-prevention-shopify/): Your Shopify store just received an order for $500 worth of electronics. The billing address shows a prestigious Manhattan ZIP... - [How to Send Closed Zendesk Ticket Summaries to Asana Automatically](https://www.getmesa.com/blog/zendesk-ticket-summaries-asana-automation/): When your support team closes a ticket in Zendesk, valuable insights often get buried in lengthy conversation threads. Your project... - [Connect Claude to MCP Servers for Better AI Capabilities](https://www.getmesa.com/blog/how-to-connect-mcp-server-claude/): Claude has powerful AI capabilities that can boost productivity and simplify your work. However, unlocking Claude’s full potential depends on... - [13 Best n8n Alternatives for Workflow Automation in 2025](https://www.getmesa.com/blog/n8n-alternatives/): n8n is a popular open-source workflow automation tool that enables users to connect various apps and automate repetitive tasks using... - [How to Create Automated Weekly Zendesk Ticket Reports: A Complete Guide](https://www.getmesa.com/blog/zendesk-weekly-ticket-report-automation-guide/): Support managers spend Monday mornings staring at scattered Zendesk data, trying to piece together what happened last week. You’re pulling... - [How to Auto-Archive Sold Out Products in Shopify After 30 Days](https://www.getmesa.com/blog/auto-archive-sold-out-shopify-products-after-30-days/): Your Shopify store catalog tells a story, but not every chapter needs to stay on display. Products that have been... - [How to Track Shopify Refunds in Mixpanel: Complete Integration Guide](https://www.getmesa.com/blog/track-shopify-refunds-mixpanel-guide/): Refunds tell a story your standard Shopify reports might miss. While you can see basic refund totals in your dashboard,... - [How to Remove Shopify Product Tags on a Schedule](https://www.getmesa.com/blog/schedule-removing-shopify-product-tags/): Managing product tags in Shopify can feel like one more thing on an endless to-do list, especially when you need... - [Field Notes Vol. 9-2025](https://www.getmesa.com/blog/field-notes-vol-9-2025/): 🚀📢 Big things just landed in MESA. Transcribe every “Wait, what did they say? ” moment with Recall, power your... - [How to Update Shopify Customer Metafields with Yotpo Loyalty Points](https://www.getmesa.com/blog/update-shopify-customer-metafields-yotpo-loyalty-points/): Running a loyalty program across multiple platforms creates complexity, even with existing integrations. While you might already connect Yotpo to... - [How to Summarize Blog Posts and Email Highlights to Your Team](https://www.getmesa.com/blog/automated-blog-post-summarization-email-highlights/): Your content team just published another stellar blog post, but now you’re staring at your Slack channels and email drafts,... - [How to Get Slack Notifications for Every Typeform Submission](https://www.getmesa.com/blog/how-to-get-typeform-slack-notifications/): You submit a contact form on a company website and wonder if it actually went through. Days pass without a... - [How to Connect Shopify to Google Sheets](https://www.getmesa.com/blog/how-to-connect-shopify-orders-to-google-sheets/): Getting the right data to the right people can feel impossible when your Shopify store grows and your team expands...... - [How to Extend Shopify Flow for Better Automation](https://www.getmesa.com/blog/how-to-extend-shopify-flow/): Shopify Flow gives you a solid start for automating tasks across your store, but its built-in actions only reach so... - [How to Sync Shopify Inventory From Odoo Inventory](https://www.getmesa.com/blog/shopify-odoo-inventory/): Managing inventory across Odoo and Shopify can feel overwhelming when you want everything to line up perfectly. A single missed... - [Field Notes Vol. 8-2025](https://www.getmesa.com/blog/field-notes-vol-8-2025/): 🚀📢 We’ve been busy building connections that make your workflows smarter and your business more automated. This month brings a... - [How to Schedule Theme Changes on Shopify](https://www.getmesa.com/blog/how-to-schedule-shopify-theme-changes/): Changing your online store’s look at just the right moment can make a big difference in how customers respond and... - [How to Offer a Free Gift with Purchase on Shopify](https://www.getmesa.com/blog/free-gift-with-purchase-shopify/): Giving customers a free gift with their purchase can be a game-changer for any Shopify store. This approach makes shoppers... - [How to use your Shopify Admin from AI with MCP](https://www.getmesa.com/blog/shopify-admin-mcp/): Managing a Shopify store can feel like juggling a dozen spinning plates. Orders, products, and customer data all demand attention... - [How to Save Product Options to Shopify Order Notes](https://www.getmesa.com/blog/product-options-to-shopify-order-notes/): Personalized products and special requests can make your store stand out, but only if you capture every detail without a... - [How to Sync New Shopify Customers to Salesforce Contacts Automatically](https://www.getmesa.com/blog/how-to-sync-new-shopify-customer-to-salesforce-contact/): Running a Shopify store means your customer list grows every day. At the same time, your sales and support teams... - [How ShopPad Saved Time by Using AI for Support Insights](https://www.getmesa.com/blog/ai-customer-support-insights/): Support conversations hold valuable insights, if you can find them. ShopPad empowers Shopify merchants to enhance customer experience, boost conversions,... - [How to Sync New Shopify Customers as HubSpot Contacts](https://www.getmesa.com/blog/how-to-sync-new-shopify-customer-to-hubspot-contact/): Keeping your Shopify customer list up to date in HubSpot can get messy fast. Between new signups, first-time buyers, and... - [How to Receive Email Alerts for Out-of-Stock Products in Shopify](https://www.getmesa.com/blog/how-to-send-out-of-stock-email-shopify/): Products sell out at odd hours and sometimes you learn about it only after customers start asking. Missing a restock... - [Field Notes Vol. 7-2025](https://www.getmesa.com/blog/field-notes-vol-7-2025/): 📌 🎇 July was all about making automation smoother, smarter, and more powerful. From our brand-new Mixpanel integration and UI... - [How to Add Shopify Product Tags on a Schedule](https://www.getmesa.com/blog/schedule-adding-shopify-product-tags/): Keeping product tags up to date in Shopify helps stores run smoothly, but remembering to do it at the right... - [How to Schedule Collection Updates with Metafield Dates](https://www.getmesa.com/blog/how-to-use-metafield-date-to-schedule-shopify-collection-updates/): Launching new products or prepping for a seasonal sale often means shuffling items between collections on Shopify. Timing these moves... - [How to Send a Welcome Postcard After Shopify App Install](https://www.getmesa.com/blog/send-a-postcard-to-new-mantle-app-installs/): Getting a merchant to install your Shopify app is a win, but keeping them around is the real challenge. Most... - [How to Create QuickBooks Customers from Shopify App Signups Using Mantle](https://www.getmesa.com/blog/how-to-create-customers-in-quickbooks-from-shopify-app-signups/): If you’re a Shopify app developer, you know how critical it is to keep customer data flowing cleanly between systems...... - [How to Send Shopify App Uninstall Data to Google Sheets Using Mantle](https://www.getmesa.com/blog/export-mantle-app-uninstalls-to-google-sheets/): Tracking when customers uninstall your app gives you a sharp look into churn patterns and helps you spot issues early...... - [What is Shopify Sidekick? AI Agent for Merchants](https://www.getmesa.com/blog/shopify-sidekick/): Shopify Sidekick is an AI-enabled commerce assistant built into the Shopify platform. It combines Shopify’s commerce knowledge with advanced AI... - [Tag Shopify Orders Using Line Item Properties](https://www.getmesa.com/blog/shopify-order-line-item-tags/): Shopify line items carry critical information, including product options, customizations, and notes that impact fulfillment. By tagging orders based on... - [Field Notes Vol. 6-2025](https://www.getmesa.com/blog/field-notes-vol-6-2025/): 🌞 💪 We put in the work this June so you can get more done with less hassle. Whether you’re... - [The Best Ecommerce Automation Software for Your Store](https://www.getmesa.com/blog/ecommerce-automation-software/): Every store owner knows the feeling: a to-do list that never ends. Ecommerce automation software can help manage the chaos... - [What is Ecommerce Automation? Unleash Efficiency](https://www.getmesa.com/blog/what-is-ecommerce-automation/): Running an online store means juggling a dozen tasks, from processing orders to talking to customers and keeping products in... - [Unlocking MCP for Smart Automations](https://www.getmesa.com/blog/mcp-automation/): Automating the boring stuff has become the secret sauce for busy business owners and ecommerce teams. You can cut out... - [How To Schedule Site-Wide Sales On Shopify](https://www.getmesa.com/blog/how-to-schedule-a-sale-on-shopify/): Scheduling a site-wide sale on Shopify lets you plan and run promotions across your entire store without manually updating prices...... - [How to Set Up Dynamic Pricing to Create Urgency on Shopify](https://www.getmesa.com/blog/create-urgency-dynamic-pricing-shopify/): If you have a Shopify store, getting customers to buy now instead of later is a constant struggle. Creating urgency... - [Field Notes Vol. 5-2025](https://www.getmesa.com/blog/field-notes-vol-5-2025/): 🤖 ✨ May brought the future to MESA! We’re thrilled to introduce Yedric, your new AI assistant that’s about to... - [How to Send Emails for MCP Workflows—And Make Your Life Easier](https://www.getmesa.com/blog/mcp-email/): MCP (Model Context Protocol) is the smart way to integrate email services with AI assistants. That means businesses and developers... - [How To Automate Slack Messages - Keep Your Team Informed](https://www.getmesa.com/blog/how-to-automate-slack-messages/): Keeping your team updated can be difficult, especially when you have a million other things on your plate. Manually sending... - [How to Create a New Arrivals Collection on Shopify](https://www.getmesa.com/blog/how-to-create-new-arrivals-collection-shopify/): Highlighting new products gives your customers an easy way to browse new inventory. If you’re wondering how to create a... - [Field Notes: Vol 4-2025](https://www.getmesa.com/blog/field-notes-vol-4-2025/): 🌧️ 🌞 April showers bring... smarter automations! Welcome to the April edition of MESA Field Notes. With spring in full... - [How to Automate Your Etsy Shop](https://www.getmesa.com/blog/how-to-automate-etsy/): Running an Etsy shop takes a lot of time and effort. Between managing inventory, updating product listings, dealing with customer... - [How to Create a Best Seller Collection on Shopify](https://www.getmesa.com/blog/how-to-create-best-seller-collection-shopify/): Nothing draws a crowd like a crowd. A best seller collection on your Shopify store doesn’t just highlight your top-performing... - [MESA MCP: Expand What Your AI Can Do](https://www.getmesa.com/blog/universal-mesa-mcp-server-for-ai/): Connecting AI assistants to real-world applications opens up enormous opportunities for anyone to optimize their work. Now, by connecting your... - [How to Summarize Help Scout Conversations With AI](https://www.getmesa.com/blog/how-to-summarize-help-scout-conversations-with-ai/): Conversations happen everywhere – from customer support chats to team meetings. Knowing how to summarize a conversation is key to... - [Top 7 AI Automation Apps to Try in 2025](https://www.getmesa.com/blog/top-7-ai-automation-apps-to-try-in-2025/): Businesses are always looking to streamline and increase productivity. Enter AI automation apps – powerful tools that harness artificial intelligence’s... - [How to Automate Pinterest Posts From Etsy Listings](https://www.getmesa.com/blog/automate-pinterest-posts-from-etsy-listing/): Pinterest is a visual platform with a vast user base, which makes it perfect for showcasing Etsy products. With over... - [Field Notes Vol. 3-2025](https://www.getmesa.com/blog/field-notes-vol-3-2025/): ⚙️☘️ Spring into automation! Welcome to the March edition of MESA Field Notes. As the seasons change, we’ve been refreshing... - [How to Automate Your Order Delivered Flow in Klaviyo](https://www.getmesa.com/blog/klaviyo-order-delivered-flow/): Keeping customers informed and engaged is key to building long-term relationships. Klaviyo, an email marketing platform, has the tools to... - [How to Track Shopify Gift Card Balances in Klaviyo](https://www.getmesa.com/blog/gift-card-balance-klaviyo-flow/): Gift cards are popular for businesses to drive sales and customer loyalty. However, managing gift card balances can be a... - [Top 13 Zapier Alternatives for No Code Integrations](https://www.getmesa.com/blog/zapier-alternatives/): Automation has become a must-have tool for businesses to save time, reduce errors, and focus on growth. While Zapier has... - [The Best Shopify Flow Alternatives to Automate Your Shopify Store](https://www.getmesa.com/blog/shopify-flow-alternatives/): When running your own ecommerce store how many times have you wished there was just one more hour in the... - [How to Organize Shopify Product Collections using AND, OR Logic](https://www.getmesa.com/blog/how-to-add-products-to-a-collection-in-shopify-using-and-or-logic/): Shopify collections help organize your products, making it easier for customers to browse and for you to manage inventory. However,... - [How to Send Shopify Orders to Another Shopify Store](https://www.getmesa.com/blog/shopify-order-to-another-shopify-store/): Many businesses manage multiple Shopify stores for various reasons: some have regional storefronts for different markets, and others have separate... - [How to Show Inventory on Shopify Product Pages](https://www.getmesa.com/blog/shopify-show-inventory-on-product-page/): Having Shopify show inventory product details on product pages has become a popular move for online retailers. This simple but... - [Field Notes Vol. 2-2025](https://www.getmesa.com/blog/field-notes-vol-2-2025/): ❄️❤️ Love is in the air—and so are smarter automations! Welcome to the February edition of MESA Field Notes. This... - [How to Organize Shopify Collections Using SKU Patterns](https://www.getmesa.com/blog/shopify-collection-by-product-sku-pattern/): Organizing products in Shopify collections can be a nightmare, especially for big stores with huge inventory. As your business grows,... - [How to Automatically Fulfill Digital Products in Shopify](https://www.getmesa.com/blog/shopify-auto-fulfill-digital-products/): If you sell digital products like ebooks, software, or online courses on Shopify, automating fulfillment can be a game changer...... - [How to Get and Send Shopify Order Metafields](https://www.getmesa.com/blog/send-shopify-order-metafields/): In ecommerce, data is everything. Shopify merchants aim to optimize, streamline, and deliver fantastic customer experiences. One feature that can... - [How to Get Location-Based Low Stock Alerts on Shopify](https://www.getmesa.com/blog/shopify-inventory-location-alerts/): Inventory management is the backbone of any ecommerce business. As your Shopify store grows and you add more locations, inventory... - [How to Hide ShipStation Packing Slip Item Options Starting with Underscores](https://www.getmesa.com/blog/hide-shipstation-packing-slip-item-options-underscores/): ShipStation is popular shipping software that makes order processing and fulfillment easy for online businesses. One feature is the ability... - [How to Hide Out-of-Stock Products in Shopify](https://www.getmesa.com/blog/how-to-hide-out-of-stock-products-shopify/): Inventory management is key to running a successful online store. If not handled properly, product outages can result in a... - [How to Automate Discord Messages](https://www.getmesa.com/blog/automate-discord-messages/): Discord is a staple for communities, businesses, and teams to communicate and collaborate. As these groups get more prominent and... - [Field Notes Vol. 1-2025](https://www.getmesa.com/blog/field-notes-vol-1-2025/): ❄️✨ Welcome to the first MESA Field Notes of the new year! This January, our team has been hard at... - [AI Tips for Creative Work in 2025](https://www.getmesa.com/blog/ai-tips/): AI is changing how creatives approach their work, offering powerful tools to innovate and streamline processes. To make the most... - [Ecommerce Unlocked: 7 AI Strategies for 2025](https://www.getmesa.com/blog/ai-for-ecommerce/): AI is changing the way ecommerce businesses operate, making processes faster and more efficient. It can help with tasks like... - [Field Notes Vol. 12-2024](https://www.getmesa.com/blog/field-notes-vol-12-2024/): 🌲✨ Welcome to our festive edition of MESA’s monthly field notes, where we unwrap the latest enhancements and updates just... - [AI Agentic Workflows: Benefits and Use Cases](https://www.getmesa.com/blog/exploring-ai-agentic-workflows/): AI is moving fast, and businesses are finding new ways to run their operations more efficiently than ever. One of... - [Agentic AI: The Big Picture](https://www.getmesa.com/blog/understanding-agentic-ai/): AI has come a long way and is moving faster than ever. One of the most exciting things to happen... - [How to Automate Competitor Price Monitoring on Shopify](https://www.getmesa.com/blog/how-to-automate-competitor-price-monitoring-on-shopify/): To stay competitive, you should closely monitor your competitors’ pricing strategies. Tracking price fluctuations helps you adjust your own pricing,... - [How to Have AI Write an Etsy Listing](https://www.getmesa.com/blog/how-to-have-ai-write-an-etsy-listing/): Selling on Etsy can be a profitable venture, but crafting product listings that capture buyers’ attention takes time and effort...... - [How to Import SEO Keywords into Shopify Metafields Using a CSV File](https://www.getmesa.com/blog/import-seo-keywords-shopify-metafields-csv/): Shopify’s metafields let you store and organize custom details—like product dimensions, ingredients, or care instructions—giving you the flexibility to present... - [How to Schedule Shopify Product CSV Export to FTP](https://www.getmesa.com/blog/how-to-schedule-shopify-product-csv-export-to-ftp/): Automating Shopify product CSV exports can significantly affect how smoothly your business runs. It helps keep your inventory data up-to-date... - [How to Import Customer CSV Files into Shopify](https://www.getmesa.com/blog/import-customer-csv-shopify-guide/): Maintaining an accurate and up-to-date customer database is key to running a Shopify store and delivering great customer experiences. Whether... - [How to Import Orders to Shopify Using CSV Files](https://www.getmesa.com/blog/shopify-import-orders-csv/): Managing orders effectively is the backbone of any successful ecommerce business. Importing orders into Shopify often arises from specific needs,... - [How to Update Shopify Product Prices from a CSV File on an FTP Server](https://www.getmesa.com/blog/update-shopify-product-prices-csv-ftp/): Managing product prices and data in Shopify becomes more complex as your inventory grows. Manual updates are time-consuming, error-prone, and... - [How to Import Product Inventory by Barcode Using FTP](https://www.getmesa.com/blog/import-inventory-by-barcode-using-ftp/): Managing inventory effectively is one of the biggest challenges for Shopify store owners, especially as your product catalog grows. Errors... - [How to Set Up Shopify FTP](https://www.getmesa.com/blog/how-to-set-up-shopify-ftp/): Managing product inventory is just one of the many ways Shopify store owners can leverage File Transfer Protocol (FTP). By... - [How To Export Shopify Orders By State And Date](https://www.getmesa.com/blog/how-to-export-shopify-orders-by-state-and-date/): Many Shopify merchants overlook the value of filtering order data by state and date, but mastering this export process can... - [Field Notes Vol. 11-2024](https://www.getmesa.com/blog/field-notes-vol-11-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Shopify Status - Is Shopify Down Right Now?](https://www.getmesa.com/blog/check-shopify-status/): Current Shopify Server Status: Checking status, please wait... Wouldn’t it be great to just get notified when Shopify services goes... - [Field Notes Vol. 10-2024](https://www.getmesa.com/blog/field-notes-vol-10-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Field Notes Vol. 9-2024](https://www.getmesa.com/blog/field-notes-vol-9-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Field Notes Vol. 8-2024](https://www.getmesa.com/blog/field-notes-vol-8-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Best Apps To Auto Tag Shopify Data With Reliable Precision](https://www.getmesa.com/blog/best-auto-tag-shopify-apps/): Successful brands go out of their way to auto-tag Shopify data to save time, make intelligent decisions and grow their... - [Field Notes Vol. 7-2024](https://www.getmesa.com/blog/field-notes-vol-7-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Best Email Marketing Apps for Your Shopify Store](https://www.getmesa.com/blog/best-email-marketing-apps-for-your-shopify-store/): 442% increase in lead capture rate with an ROI of 964%—these aren’t imaginative numbers. Beardbrand, a men’s grooming company, achieved... - [New Shopify Metaobjects Support For Better Data Management](https://www.getmesa.com/blog/new-shopify-metaobjects-for-better-data-management/): MESA, a leading app for automating Shopify workflows, has taken a significant step forward by now supporting Shopify metaobjects. This... - [Field Notes Vol. 6-2024](https://www.getmesa.com/blog/field-notes-vol-6-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Field Notes Vol. 5-2024](https://www.getmesa.com/blog/field-notes-vol-5-2024/): Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently... - [Exploring Shopify GraphQL Updates: What You Need to Know](https://www.getmesa.com/blog/new-shopify-graphql-updates/): If you’re automating Shopify, it’s important to keep up with the latest updates to maximize your workflows. We’re here to... - [How To Drive Traffic to Shopify Store](https://www.getmesa.com/blog/how-to-drive-traffic-shopify-store/): Shopify store traffic is the beating heart of any ecommerce business. Sales growth is only possible with a steady stream... - [Understanding How To Calculate Your Shopify Conversion Rate](https://www.getmesa.com/blog/how-to-increase-conversion-rate-shopify/): Running a Shopify store is challenging work. Getting traffic to your online store takes a lot of work, but your... - [How To Lower Customer Acquisition Costs For Shopify Growth](https://www.getmesa.com/blog/lower-customer-acquisition-costs/): Customer acquisition cost (CAC) is an essential metric that measures how much it costs to win a new customer. It’s... - [Know The Average Order Value For Your Shopify Store](https://www.getmesa.com/blog/average-order-value-formula/): There’s one metric you need to pay attention to if you want to drive revenue growth for your online store:... - [How To Backfill Important Data - Time Travel with MESA](https://www.getmesa.com/blog/how-to-backfill-data-time-travel/): As a business scales, we all invent new processes and systems to meet the needs of the business. Orders start... - [Ultimate Guide To The Best Shopify Apps To Increase Sales](https://www.getmesa.com/blog/ultimate-guide-to-the-best-shopify-apps-to-increase-sales/): In the fast-paced world of ecommerce, every online store owner looks for ways to increase sales and outshine competitors. A... - [How To Increase Sales On Shopify And Succeed Faster](https://www.getmesa.com/blog/how-to-increase-sales-on-shopify-and-succeed-faster/): In a world where Shopify’s influence in ecommerce is undeniable, with over 1. 75 million unique sellers and a whopping... - [The Ultimate Guide to Optimizing Shopify Alt Tags for Better SEO](https://www.getmesa.com/blog/how-to-optimize-shopify-alt-tags-for-seo/): When you are setting up your Shopify store, it is important to optimize your product images with alt tags. Alt... - [Simplify Your Workflow: How To Bulk Add Tags In Shopify](https://www.getmesa.com/blog/simplify-your-workflow-how-to-bulk-add-tags-in-shopify/): Tags are an essential tool for organizing and managing your products in Shopify. They allow you to group products based... - [Automatic Alt Text For Your Shopify Images With ChatGPT Vision API](https://www.getmesa.com/blog/automatic-alt-text-for-your-shopify-images-with-chatgpt-vision-api-demo/): This set of workflows enables you to automatically generate SEO-optimized alt text for all images across your entire Shopify site,... - [Shopify Flow vs MESA - The Ultimate In Ecommerce Automation](https://www.getmesa.com/blog/shopify-flow-vs-mesa/): Explore the definitive comparison of Shopify Flow vs MESA in our latest blog post. Discover which automation app best suits... - [Zapier Shopify Integration: The Ultimate Guide For E-Commerce Success](https://www.getmesa.com/blog/zapier-shopify-integrations/): In this blog post, we’ll unpack exactly what Zapier is, the platform’s features, the benefits of a automated workflow, and... - [How To Add Tags From Product Images Using ChatGPT Vision API](https://www.getmesa.com/blog/shopify-tags-chatgpt-vision-api-demo/): In the visually driven world of ecommerce, where product images play a pivotal role in customer engagement and conversion, the... - [What Is Shopify Flow? Learn How To Make Workflows](https://www.getmesa.com/blog/what-is-shopify-flow/): We’ll unpack what the Shopify Flow app is and why you should consider taking advantage of all it has to... - [Shopify Flow vs Zapier - Which Workflow Automation App Is Better](https://www.getmesa.com/blog/shopify-flow-vs-zapier/): Two automation platforms that have grown significantly over the past few years is Shopify Flow vs Zapier. We’ll shine the... - [Holiday Hack: MESA's Gift Guide for Time-Strapped E-commerce Operators](https://www.getmesa.com/blog/holiday-hack-mesas-holiday-guide-for-time-strapped-e-commerce-operators/): Merry BFCM, busy e-comm operators! ? At MESA, we understand that you have a lot going on this festive season,... - [How To Connect FTP Inventory Feed To Update Shopify Products](https://www.getmesa.com/blog/how-to-connect-ftp-inventory-feed-to-update-shopify-products/): Today, we’ll introduce you to a lesser-known yet powerful technique to manage your Shopify product inventory efficiently: updating product inventory... - [Ranking the Best Shopify Order Status Apps by Customer Happiness](https://www.getmesa.com/blog/best-shopify-order-status-apps/): In the aftermath of COVID, ecommerce has seen significant changes, impacting how businesses manage Shopify order status. In fact, global... - [Yotpo vs Judge.me: The Best App for Product Reviews](https://www.getmesa.com/blog/yotpo-vs-judge-me-the-best-app-for-product-reviews/): Yotpo vs Judge. me – both are great review management apps. But do you really need one? 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Smart store owners have discovered a better approach that eliminates this repetitive work entirely. Automated systems can detect when you add new products to Shopify, then instantly generate professional WordPress blog posts complete with product details, SEO optimization, and your brand voice. Ready to automate your product content marketing? AI writes publication-ready blog posts for every new product you add. Step-by-step: Turn new Shopify products into WordPress blog posts automatically Time needed: 5 minutes. This workflow is completely hands-off once configured. When you add a new product to Shopify, AI generates an SEO-optimized blog title and complete article based on your product details, then saves it as a draft in WordPress. Your content calendar stays full without writing a single word. New product triggers AI content creation When you publish a new product in Shopify, the workflow captures the product title and description. This info becomes the foundation for your AI-generated blog content. AI generates an SEO-optimized title Using your product details, AI creates a compelling blog title under 60 characters that's optimized for search engines and click-through rates. The title avoids generic phrases and focuses on the product benefit or type. AI writes a complete blog article The complete blog post with AI-generated title and body is automatically created as a draft in WordPress. You can review, edit if needed, and publish on your schedule without starting from a blank page. Draft post is saved in WordPress The complete blog post with AI-generated title and body is automatically created as a draft in WordPress. You can review, edit if needed, and publish on your schedule without starting from a blank page. Turn On and run your workflow Turn the workflow On in MESA and create a test product in your Shopify store to verify everything works correctly. Check that the product trigger fires, the AI generates appropriate content, and the blog post appears as a draft in your WordPress dashboard. Once you confirm the workflow runs smoothly, it will automatically create blog drafts for every new product you add going forward. Every new product becomes a blog post automatically. Set up takes about 10 minutes to customize your brand voice. Tips on maximizing your automated WordPress blog posts 1. Create product-specific blog templates that scale with your inventory Instead of writing generic product descriptions, develop 3-4 blog post templates that work for different product categories. For example, create one template for tech gadgets that focuses on features and comparisons, another for fashion items that emphasizes styling tips, and a third for home goods that highlights practical uses. MESA’s AI writes blog posts that match each new product to the right template for natural, purposeful content. 2. Use Shopify product tags to trigger different blog styles Set up another automation to read new product tags and generate different types of content accordingly. Tag a product with "seasonal" and your blog post automatically includes holiday gift ideas or seasonal styling tips. Tag it with "bestseller" and the post focuses on customer reviews and social proof. This approach lets you maintain variety in your content while keeping the process completely hands-off. 3. Schedule your automated posts to align with your product launch strategy Configure a delay step in your WordPress automation to publish blog posts 24-48 hours after adding products to Shopify, not immediately. Build anticipation on other channels first, then use the blog post to reinforce your product launch. Set unique publishing delays by product type, with longer delays for high-value items and shorter ones for everyday products. 4. Pull in related Shopify products to create comprehensive buying guides Have your automation capture for products with similar tags, categories, or price ranges, then automatically include 2-3 related items in each blog post. This turns individual product announcements into mini buying guides that provide more value to readers while showcasing more of your inventory. The automation can format these as "You might also like" sections or "Complete the look" suggestions, depending on your product types. Reasons to auto-generate WordPress blog posts for new Shopify products Capture search traffic while product demand peaks After a new product launch, search interest quickly spikes as early adopters and curious shoppers look for details. Publishing a blog post within minutes of adding a product to your store means you can capture organic traffic during this initial wave of interest, rather than weeks later when the excitement has cooled. Turn product launches into content series opportunities Each new product becomes the seed for multiple blog posts. Your automation can generate the foundational post about the product itself, which you can then expand into related content like comparison guides, styling tips, or behind-the-scenes stories about its development. Create consistent product storytelling across all touchpoints Your Shopify product descriptions focus on features and purchasing decisions, while your WordPress blog posts can tell the deeper story about how the product fits into your customers' lives. Automation ensures every product gets this narrative treatment, not just the ones you remember to write about. Build topical authority in your product categories Search engines reward websites that consistently publish relevant content in specific niches. When every new product automatically generates a blog post, you're building a comprehensive library of content around your product categories, signaling to Google that you're an authority in your space. Generate fresh content during busy seasons Product launches often happen during your busiest periods—holiday seasons, back-to-school rushes, or industry events. Automated blog post creation means your content calendar stays full even when you're swamped with inventory management, customer service, and order fulfillment. Create natural internal linking opportunities Each automatically generated blog post becomes a hub that can link to related products, categories, and other blog content. This creates a web of connections that helps both search engines and customers discover more of what you offer. Frequently asked questions How do I connect Shopify to WordPress for automated blogging? With MESA, you connect Shopify to WordPress through a simple automation workflow that triggers when new products are added to your store. MESA acts as the bridge between both platforms, pulling product data from Shopify (like titles, descriptions, images, and pricing) and automatically creating formatted blog posts in your WordPress site. You'll authenticate both accounts within MESA, set up the trigger conditions, and customize the blog post template to match your brand style. How does AI generate SEO-optimized blog posts from Shopify product data? MESA uses an AI step to analyze your Shopify product information and transforms it into engaging blog content optimized for search engines. The AI takes your product title, description, features, and images, then creates unique blog posts with proper heading structures, meta descriptions, and keyword placement. Can I customize automated blog posts to match my brand voice? Absolutely. Modify the placeholder values on the AI steps to add your brand guidelines as needed. You can define specific writing tones to set up consistent formatting, and even add standard sections like bios or related product recommendations. The AI uses your preferences to maintain consistency across all automatically generated posts. Do automated WordPress posts from Shopify need manual review? MESA gives you complete control over the publishing process. You can choose to auto-publish posts immediately, save them as drafts for review, or schedule them for future publication. Many businesses start with drafts to review AI content, personalize it, and ensure brand alignment before publishing. Once you're confident in your automation setup, you can switch to direct publishing for hands-off content creation. --- - Published: 2025-11-04 - Modified: 2025-11-04 - URL: https://www.getmesa.com/blog/add-shopify-customers-klaviyo-after-order-fulfillment/ - Categories: Workflow Tutorials - Tags: klaviyo, shopify Your customers just completed their purchase, but your email marketing strategy shouldn't stop there. The post-purchase phase offers a goldmine of opportunities to build stronger relationships, encourage repeat purchases, and turn one-time buyers into loyal advocates. Most Shopify stores add customers to email lists immediately when orders are placed, but timing matters more than you might realize. Adding customers to Klaviyo lists after order fulfillment instead of placement gives you more control over your email sequences and helps you avoid awkward scenarios where you're sending follow-up emails for orders that haven't even shipped yet. The difference between order placement and fulfillment timing might seem subtle, but it can make or break your customer experience. When you sync customers to your email lists only after their orders are actually fulfilled, you ensure your post-purchase campaigns align perfectly with their journey and expectations. Ready to automate your post-fulfillment marketing?  Set up once, and every Shopify customer flows into your targeted Klaviyo campaigns. Step-by-step: Add fulfilled order customers to Klaviyo lists automatically Time needed: 5 minutes. This is one of the simplest automations to set up. When an order is fulfilled in Shopify, the customer is automatically added to a specific Klaviyo list. This happens instantly after fulfillment, positioning them perfectly for post-purchase follow-ups, review requests, or exclusive promotions. Set up the order fulfillment trigger Configure MESA to monitor your Shopify store for fulfilled orders. This trigger activates every time an order status changes to "fulfilled," capturing customer information including their email address and phone number. Add customer profile to Klaviyo list Connect to your Klaviyo account and specify which email list should receive the customers. MESA automatically pulls the customer's email address and phone number from the fulfilled order and creates or updates their profile in your chosen Klaviyo list. Turn On and run the workflow Turn the workflow on and place a test order in your Shopify store to verify everything works correctly. Fulfill the test order and check your Klaviyo list to confirm the customer profile appears as expected. Once you've confirmed the workflow operates properly, it will automatically handle all future order fulfillments without any additional input from you. One quick setup, and your post-fulfillment marketing runs on autopilot.  Takes less than 3 minutes to configure. Tips on setting up post-fulfillment Klaviyo automations 1. Choose fulfillment over placement triggers for better customer experience Set your automation to trigger on "Order Fulfilled" rather than "Order Placed" in MESA. This timing feels more natural to customers since they've actually received their product. When someone gets a follow-up email asking about their purchase experience right after fulfillment, it makes sense. If they get that same email immediately after clicking "buy" but before they've even received the item, it feels pushy and premature. 2. Create separate lists for different fulfillment scenarios Not all fulfilled orders are the same. Using MESA's conditional logic, set up different Klaviyo lists for partial fulfillments versus complete fulfillments. Customers who received only part of their order need different messaging than those who arrived. You can create targeted email campaigns that acknowledge exactly what happened with their specific shipment, making your follow-up more relevant and helpful. 3. Use order value thresholds to segment your approach Configure your MESA automation to add customers to different Klaviyo lists based on their order total. High-value customers (maybe $200+) might go to a "VIP Customer Experience" list with premium follow-up sequences, while smaller orders go to standard post-purchase lists. This lets you customize your email marketing intensity and offers based on customer spending behavior without manually sorting anyone. Reasons to add Shopify customers to Klaviyo after order fulfillment You might wonder why wait for fulfillment when you could add customers to Klaviyo lists when they place an order. Here's why the timing matters more than you'd expect. Avoid disappointing customers with celebration emails Picture this hypothetical scenario: Sarah orders a birthday gift for her daughter, gets immediately added to your "VIP customers" list, and receives a "Thanks for being awesome! " email 30 minutes later. Two days later, you discover the item is out of stock and cancel her order. Now Sarah's confused—and slightly annoyed—by your premature enthusiasm. Waiting for fulfillment ensures your email marketing reflects reality, not hope. Create targeted segments based on purchase behavior When you add customers after fulfillment, you're working with complete transaction data. You see exactly what they buy, how much they spend, and if they change or remove any items during processing. This creates cleaner segments in Klaviyo. Instead of showing a generic "recent purchasers" list that includes canceled orders, you build a precise "fulfilled orders" segment that accurately reflects customers who received their products. Trigger post-purchase sequences at the perfect moment Your review request emails, cross-sell campaigns, and loyalty program invitations hit differently when they arrive after customers have their products in hand. Adding customers to Klaviyo lists after fulfillment lets you time these sequences perfectly—no more asking for reviews on products that haven't shipped or promoting complementary items to customers whose orders were canceled. Maintain compliance with email marketing regulations Different regions have varying rules about when you can add customers to marketing lists. Some require explicit consent before any promotional emails, while others allow transactional-to-promotional email transitions only after successful order completion. Waiting for fulfillment gives you cleaner documentation of the customer relationship and reduces regulatory risk. Handle complex order scenarios gracefully Real e-commerce gets messy. Orders get partially fulfilled, items go out of stock, payments fail, and addresses need correction. When you add customers to Klaviyo after fulfillment, you're working with orders that have survived this chaos. Your email lists become more valuable because they represent customers who successfully completed the entire purchase journey, not just the first step. Frequently asked questions What’s the difference between adding customers after order vs. after fulfillment? Order placement happens when a customer completes checkout, while fulfillment occurs when you ship their products. Adding customers to Klaviyo after fulfillment means you're targeting people who've received their orders—perfect for product reviews, cross-selling, or loyalty campaigns. This timing gives you higher engagement rates because customers have experienced your product firsthand. With MESA's automation, you can trigger Klaviyo list additions based on fulfillment status instead of just purchase events, giving you more control over your email marketing timing. Do customers need to opt-in to be added to Klaviyo lists from Shopify? Customers who enter their email address during Shopify checkout opt in to transactional emails, while they must give explicit consent for marketing emails. When using MESA to add Shopify customers to Klaviyo lists after fulfillment, you should only add customers who've agreed to marketing communications. MESA can use a Filter step to check the customer's email marketing acceptance status from Shopify and only sync those who've opted in, helping you stay compliant with email marketing laws while building engaged subscriber lists. Can I customize when customers are added to specific Klaviyo segments? Yes, MESA allows you to create sophisticated rules for adding customers to different Klaviyo lists based on various conditions. You can segment customers by product type, order value, fulfillment location, or even custom fields from your Shopify store. For example, you might add high-value customers to a VIP list while sending first-time buyers to a welcome series. --- - Published: 2025-11-03 - Modified: 2025-10-29 - URL: https://www.getmesa.com/blog/create-quickbooks-estimates-shopify-draft-orders/ - Categories: Workflow Tutorials - Tags: quickbooks, shopify You spend hours copying customer details, line items, and pricing between Shopify draft orders and QuickBooks estimates. Every new quote request means switching between tabs, double-checking product codes, and manually entering the same information twice. This repetitive data entry eats up valuable time you could spend growing your business or serving customers better. Manual copying also creates opportunities for errors that can lead to incorrect pricing, missing items, or embarrassing mistakes in professional quotes. The good news is you can automate this entire process to create QuickBooks estimates instantly when new Shopify draft orders appear. This automation eliminates manual work while ensuring your quotes stay accurate and professional every time. Ready to sync your draft orders to QuickBooks? This workflow handles customer matching, creates new customer records when needed, and generates detailed estimates automatically. Step-by-step: Create QuickBooks estimates automatically from Shopify draft orders Time needed: 5 minutes. Setting up automatic estimates is straightforward. Every time a draft order is created in Shopify, this workflow automatically generates a matching estimate in QuickBooks with all the order details, customer information, and line items. Your accounting stays current without any manual data entry. Shopify draft order triggers the workflow When you create a draft order in Shopify, the workflow captures all the order details, including customer information, line items, pricing, and tax amounts. This trigger ensures every draft order starts the estimate creation process immediately. Customer data is retrieved and matched The workflow pulls complete customer details from Shopify and searches QuickBooks for a matching customer record using their email address. This ensures estimates link to the correct customer account in your accounting system. Workflow adapts based on customer status If a matching customer exists in QuickBooks, the estimate is created immediately using their existing record. If there is no match, a new profile with their billing address, contact information, and notes is created first before generating the estimate. Estimate is created with complete order details The workflow generates a QuickBooks estimate containing each line item from the draft order with descriptions, quantities, unit prices, currency, and tax totals. All financial data transfers accurately from your draft order to the estimate. Turn On and run your workflow Turn on the workflow and create a test draft order in Shopify to verify:- The estimate appears in QuickBooks within moments- All line items match the draft order exactly- Customer information is correct and properly linked- Tax amounts and currency display accuratelyOnce confirmed, the workflow will run whenever you create a draft order. Set it up once, and every draft order becomes an estimate automatically. The entire process takes about 5 minutes to configure. Tips on automating QuickBooks estimates from Shopify draft orders 1. Map your product information consistently Make sure your product SKUs, names, and pricing match between Shopify and QuickBooks before setting up automation. When MESA creates estimates, it pulls product details from your Shopify draft order. If your QuickBooks items have different SKUs or names, the automation might create new items instead of using existing ones. Spend some time standardizing your product catalog to avoid duplicate items cluttering your QuickBooks inventory. 2. Set up rules to prevent duplicates Configure your automation to check if customers already exist in QuickBooks before creating new ones. MESA can match customers by email address, which prevents duplicate customer records when the same person places multiple draft orders. This keeps your QuickBooks customer list clean and ensures all estimates link to the correct customer history. Try this related template:  3. Customize estimate details based on your sales process Tailor the estimate to include the information your sales team needs. You can automatically populate custom fields like project timelines or special instructions directly from your Shopify draft order notes. This gives your team everything they need to follow up with prospects without switching between platforms. 4. Handle tax calculations appropriately for estimates Remember that estimates typically don't include final tax amounts since they're quotes, not invoices. Configure your automation to either exclude taxes entirely or include estimated tax amounts with clear labeling. This prevents confusion when customers compare your estimate to their final invoice and ensures your quotes accurately represent the expected total. Reasons to automatically generate QuickBooks estimates from Shopify draft orders You're running a custom product business where pricing changes frequently Let's say you create handmade jewelry with prices that fluctuate based on material costs. When customers request custom pieces through Shopify, you create draft orders to capture their specifications. But then you need to generate formal estimates in QuickBooks that reflect current pricing, tax calculations, and your professional branding. Manual recreation means you're constantly switching between platforms and risking pricing errors when materials costs shift. Your sales team needs formal documentation for B2B approval processes Picture this: You sell commercial kitchen equipment where purchases require multiple approval layers. A restaurant manager creates a draft order for three industrial mixers, but their corporate office demands official estimates with detailed line items, terms, and your business credentials before they'll approve the $15,000 purchase. Your Shopify draft order captures the products perfectly, but you need QuickBooks to generate the professional estimate format their procurement team expects. You want to track quote conversion rates without double data entry Here's something most people miss: when you manually recreate draft orders as QuickBooks estimates, you lose the connection between your initial customer interest (the draft order) and your formal quoting process (the estimate). Automation preserves this relationship, letting you see which product configurations get quoted most often, which price points convert best, and how long customers take between requesting quotes and making purchases. Your draft orders contain complex bundling that's hard to recreate manually Consider a scenario where you sell photography packages. A wedding photographer creates a Shopify draft order with an engagement shoot ($500), wedding day coverage ($2,500), and album printing ($800). Each line item has specific details, add-ons, and notes about the couple's preferences. Recreating this complexity manually in QuickBooks means scrolling through the original order, copying details, and hoping you don't miss the note about "no flash photography during ceremony. " You need to maintain professional relationships across different client touchpoints When a client sees a draft order in Shopify and later receives a QuickBooks estimate, inconsistent formatting or missing details make you look disorganized. Maybe your draft order shows "Custom Logo Design - Rush Job" but your manually created estimate just says "Design Services. " The client questions whether you understood their requirements, and you've created unnecessary friction in what should be a smooth sales process. Frequently asked questions Can you automatically sync Shopify draft orders to QuickBooks? Yes, you can automatically sync Shopify draft orders to QuickBooks using automation platforms like MESA. When you set up the integration, every new draft order in your Shopify store triggers an automatic workflow that creates a corresponding estimate in QuickBooks Online. This eliminates manual data entry and ensures your quote management stays synchronized between both platforms in real-time. What happens if I mark a draft order as paid after creating a QuickBooks estimate? When you mark a Shopify draft order as paid, it converts to a regular order in Shopify, but your QuickBooks estimate remains unchanged. You'll need to manually convert the estimate to an invoice in QuickBooks or set up a separate automation workflow to handle this conversion. Do product SKUs need to match between Shopify and QuickBooks for integration? Yes. MESA can map products between systems using various identifiers including SKUs, product names, or custom mapping rules you define. If your SKUs differ between platforms, you can create mapping tables within your automation workflow to ensure the correct products appear on your QuickBooks estimates. How does syncing drafts orders as estimates differ from Quickbook invoices? Draft orders should sync as estimates in QuickBooks because they represent potential sales that haven't been finalized yet. Estimates are non-posting transactions that don't affect your books until converted to invoices. If you sync draft orders as invoices instead, you'll artificially inflate your revenue and accounts receivable since the customer hasn't actually committed to the purchase. MESA's automation respects this distinction and creates estimates by default for draft orders. How do I prevent duplicate entries when integrating Shopify and QuickBooks? MESA prevents duplicates by tracking unique identifiers from each platform and checking for existing records before creating new ones. The automation workflow includes built-in duplicate detection that matches Shopify draft order IDs with QuickBooks estimate reference numbers. If you accidentally run the same automation twice or manually create entries, MESA's logic will identify existing estimates and skip creation of duplicates, keeping your books clean and accurate. --- - Published: 2025-10-30 - Modified: 2025-10-29 - URL: https://www.getmesa.com/blog/shopify-discord-inventory-notifications/ - Categories: Workflow Tutorials - Tags: discord, shopify When you're managing a Shopify store, running out of stock can mean losing sales and disappointing customers. Missing a stockout notification while you're focused on other tasks can turn a minor inventory hiccup into a major revenue problem. Discord has become the go-to communication platform for many businesses, making it the perfect place to receive real-time inventory alerts. Instead of constantly checking your Shopify dashboard or waiting for email notifications that might get buried in your inbox, you can get instant stock updates right where your team already collaborates. Setting up Discord notifications for your Shopify inventory changes doesn't require complex coding or expensive third-party services. With the right automation tools and a few simple steps, you can create a system that keeps your team informed about low stock levels, out-of-stock products, and inventory changes as they happen. Stop missing critical inventory changes. Get instant Discord notifications and keep your whole team coordinated. Step-by-step guide: Get Discord alerts for Shopify inventory changes Time needed: 5 minutes. This workflow is incredibly simple to set up. Once activated, it automatically monitors your Shopify inventory and sends instant Discord messages whenever stock levels change. Your team stays informed about low stock, restocks, and sold-out items without anyone needing to check your admin dashboard. Inventory change detection The moment any product's stock level changes in your Shopify store, this automation captures the update instantly. You'll never miss a restock, sell-through, or low inventory situation because the system is always watching. Product information gathering The workflow automatically pulls complete product details—including the product name, variant information, and SKU. This means your Discord alerts include all the context your team needs without having to dig through Shopify for more information. Send Discord notification A formatted message appears in your Discord channel with the product name, variant, SKU, available quantity, and a direct link to the product in Shopify admin. Your team can immediately see what changed and take action, all without leaving Discord. Turn On and test your workflow Turn on the workflow and test an inventory change in your Shopify store to verify everything works correctly. Once confirmed, your team will automatically receive Discord notifications for all future inventory updates, keeping everyone informed about stock levels in real-time. Ready in under 5 minutes. Connect Shopify and Discord to get automatic inventory alerts. Tips on setting up effective Shopify Discord inventory notifications 1. Set specific stock thresholds for different product types Don't treat all your products the same when it comes to low stock alerts. Your best-selling items might need notifications when they hit 10 units, while seasonal products could alert at 3 units. Fast-moving inventory requires earlier warnings to give you time to reorder, while slow movers can run closer to zero without causing problems. Create different automation workflows in MESA for different product categories or tags, each with their own stock threshold triggers. 2. Include actionable product details in your messages Generic "low stock" alerts aren't helpful when you're trying to make quick decisions. Configure your notifications to include the product name, current stock level, SKU, and even a direct link to the product in your Shopify admin. MESA's Discord integration can pull rich product data from Shopify, so your team sees everything they need to take immediate action without switching between apps. 3. Route different inventory alerts to specific channels Avoid notification overload by sending different types of inventory updates to dedicated channels. Create separate channels for critical stockouts, low stock warnings, and restocked items. This way, your warehouse team can focus on the restock channel, while your marketing team monitors the stockout channel to pause advertising on unavailable products. MESA lets you route notifications to different Discord channels based on your inventory conditions and product criteria. Reasons to set up Discord notifications for Shopify inventory updates Keep your team in the loop without constant checking When you're running a lean operation, everyone needs visibility into stock levels. Your marketing team should know when that flash sale item is running low before sending another promotional email. Your customer service team needs advanced warning before angry customers ask about their orders. Discord notifications create shared awareness without anyone having to remember to check dashboards. Catch seasonal demand spikes before they catch you You know that feeling when your best-selling winter coat suddenly explodes in popularity during an unexpected cold snap? Discord alerts help you spot unusual velocity changes in real-time. Maybe your typical 5-units-per-day seller just moved 15 units in two hours. That early warning gives you precious time to contact suppliers or adjust marketing spend before you're completely sold out. Coordinate restocking with remote suppliers and vendors If you work with dropshippers or international suppliers, timing is everything. A Discord notification that fires when inventory hits 10 units gives your Vietnamese supplier the 2-week lead time they need for restocking. When an issue arises, your team can then immediately ping the vendor in Discord, attach the alert, and keep the conversation threaded. No more "oops, we've been out of stock for three days" discoveries. Try this related template:  Turn inventory alerts into sales opportunities Low stock doesn't always mean panic mode. Sometimes it means opportunity. When your Discord channel shows that popular item X is down to 5 units, your sales team can create urgency in their outreach. Your marketing team can craft "only a few left" campaigns. Your customer service team can proactively reach out to customers with items in abandoned carts. Monitor competitor price-matching windows Here's a sneaky one: if you're tracking competitor prices and adjusting yours accordingly, inventory alerts help you time those moves. When you get a Discord ping that your underpriced item is flying off the shelves, you know your pricing strategy is working. Time to check if competitors have noticed and adjust accordingly. Customize this related template: Prevent vendor relationship disasters Nothing damages supplier relationships like emergency reorder requests. When you're scrambling to place a rush order because you didn't notice you were out of stock, vendors start questioning your operations. Notifications give you the buffer time to place orders professionally, maintain better terms, and avoid those awkward "we need this yesterday" conversations. Frequently asked questions How do I connect Shopify to Discord for inventory alerts? The easiest way is through MESA's no-code automation platform. Connect your Shopify store as a data source, set up inventory triggers for specific stock levels, and configure Discord as your notification destination. You can create custom workflows that monitor stock levels in real-time and send formatted messages to any Discord channel when inventory drops below your defined thresholds. Can I get Discord notifications when Shopify products go out of stock? Yes, you can set up automated Discord notifications for out-of-stock events. MESA monitors your Shopify inventory continuously and triggers instant Discord messages when products reach zero stock. You can customize these notifications to include product details, SKU information, and even product images to help your team quickly identify which items need restocking. How to customize Discord notifications for different stock levels? MESA lets you create multiple automation workflows with different stock level triggers. You can set up warnings at 10 units, urgent alerts at 5 units, and critical notifications at 1 unit remaining. Each notification level can have different Discord formatting, colors, and recipient channels. This way, your team gets appropriately escalated alerts based on inventory urgency. --- - Published: 2025-10-16 - Modified: 2025-10-17 - URL: https://www.getmesa.com/blog/address-discrepancy-fraud-prevention-shopify/ - Categories: Workflow Tutorials - Tags: shopify Your Shopify store just received an order for $500 worth of electronics. The billing address shows a prestigious Manhattan ZIP code, but the shipping address points to a completely different state with a known mail forwarding service. Within minutes, you'll need to decide whether to fulfill this order or flag it as potentially fraudulent. Address discrepancy fraud costs online retailers billions annually, with mismatched billing and shipping addresses serving as one of the clearest warning signs of suspicious activity. Fraudsters deliberately use different addresses to make transactions harder to trace, often combining stolen credit card information with shipping addresses they can easily access. The challenge for store owners lies in distinguishing between legitimate customers who genuinely need items shipped elsewhere and criminals attempting to exploit your business. Learning to spot and respond to address-based fraud patterns protects your revenue while maintaining smooth operations for genuine customers. This guide walks you through proven methods for detecting suspicious address combinations, implementing automated screening systems, and making confident decisions about when to cancel potentially fraudulent orders before they impact your bottom line. TL;DR: Stop fraud before it hits your bottom line Use this pre-built workflow template today: Step-by-step guide: How to automatically detect and cancel fraudulent Shopify orders with address discrepancies Time needed: 10 minutes. This workflow protects your store from chargebacks by identifying when the same shipping address gets reused with different customer names or emails—a common fraud indicator. When MESA detects this pattern, it sends you an approval request, then tags and cancels confirmed fraudulent orders automatically. Set up the order creation trigger Configure MESA to monitor your Shopify store for new orders. This trigger activates every time a customer completes a purchase, capturing all the order details including shipping address, customer name, and email. Query your order database for matching addresses Use the built-in Data tool to search your existing order database to find any previous orders that used the exact same shipping address (including address line 1, address line 2, city, state/province, and country). This step requires you to have the "Store Shopify Orders in a Database" workflow already running to maintain a searchable record of all past orders. Compare customer information for discrepancies This Filter step checks if the customer name and email from the new order matches those from previous orders to the same address. If either the customer name or email address differs from what was used before at that shipping address, the workflow flags this as potentially fraudulent activity and moves to the manual review step. Send manual review request for suspicious orders When a discrepancy is detected, this built-in Approval tool sends you an approval request with the message: "Order has been flagged as potentially fraudulent because the shipping address recipients do not match those used in previous orders. " You'll review the order details and either approve it if you confirm it's suspicious or reject it (if it's legitimate, like a gift or family member ordering). Tag the order as fraudulent If you approve the fraud designation, this Shopify > Order Add Tag step automatically adds a "Fraud" tag to the order in your Shopify admin. The tag also makes it easy to filter and analyze fraudulent orders for reporting or further investigation. Cancel the fraudulent order Once tagged, use the Shopify > Cancel Order step to immediately cancel the fraudulent order in Shopify, preventing fulfillment and shipping of products to the suspicious address. This automated cancellation happens instantly after your approval, ensuring no time is wasted and no products are lost to fraud. Turn your workflow On Turn the workflow On in MESA and process a test order to verify everything works correctly. Check that the database query finds matching addresses, the approval system sends notifications to the right email, and the tagging and cancellation steps execute properly when you approve a fraudulent order. Get bulletproof fraud protection in under 5 minutes. Use this template and start blocking fraudsters today: 1. Set risk score thresholds based on your business model Your fraud tolerance should match your profit margins and customer base. If you sell high-value electronics with thin margins, flag orders with even minor address inconsistencies for manual review. But if you're selling $15 phone cases with healthy margins, you might only flag orders with significant red flags like completely different countries between billing and shipping addresses. MESA lets you customize these thresholds so your automation responds appropriately to your specific business risk profile. Try this related template:  2. Combine multiple fraud signals for better accuracy Address discrepancies become more meaningful when paired with other suspicious patterns. An order with mismatched addresses AND an unusually large order value deserves closer scrutiny than just the address mismatch alone. MESA can evaluate multiple data points simultaneously, giving you more reliable fraud detection than single-factor screening. 3. Whitelist trusted customers and addresses Build exceptions for legitimate scenarios that might trigger false positives. Corporate customers often have different billing and shipping addresses. Gift purchases naturally involve address mismatches. International customers using forwarding services create complex address patterns. Create whitelists for verified business accounts, repeat customers with good payment history, and known legitimate forwarding services to prevent unnecessary order delays. 4. Time your fraud checks strategically Run your most intensive address verification immediately after order placement but before inventory allocation. This prevents you from holding products hostage while investigating suspicious orders. For lower-risk discrepancies, you can perform additional checks during business hours when you can quickly reach customers for verification. MESA can schedule these different verification steps at optimal times for both fraud prevention and customer experience. Try this related template:  Top reasons to automate address discrepancy detection Catch fraud patterns your human eye might miss You can spot obvious red flags like a billing address in New York and shipping to Alaska, but automated detection catches subtler patterns. Maybe three orders in a week all ship to the same ZIP code but use different billing states. Or orders consistently come from throwaway email domains paired with mismatched addresses. These patterns become obvious when you're processing hundreds of orders, but nearly impossible to track manually. Reduce decision fatigue on borderline cases Every day brings another pile of "maybe suspicious" orders that eat up your mental energy. Is it fraud when someone ships a gift to their parents in Florida while billing their California card? What about military personnel stationed overseas? Automation handles the clear-cut cases automatically, leaving you to focus on genuinely complex situations that need human judgment. Try this related template:  Create consistent fraud screening across your team Your morning shift employee might flag different address patterns than your afternoon person. One team member cancels orders with any billing-shipping mismatch while another lets gift orders slide. Automated detection applies the same criteria every time, regardless of who's working or how many orders came in that day. Build fraud evidence for chargeback disputes When customers dispute charges later, you need documentation showing you followed proper fraud prevention steps. Automated systems create detailed logs of exactly why orders were flagged and what verification steps were attempted. This paper trail becomes crucial evidence when banks review chargeback claims months after the original transaction. Free up staff for customer service recovery Your team spends valuable time investigating addresses instead of helping legitimate customers who got caught in fraud filters. Automation handles the detective work, letting your people focus on quickly resolving false positives and maintaining good relationships with real buyers who just happened to trigger your security measures. Frequently asked questions How do I identify orders with suspicious address patterns? Look for these red flags in your Shopify orders: billing and shipping addresses in completely different countries, PO boxes used for high-value items, addresses with unusual formatting (missing apartment numbers, fake street names), and orders shipped to freight forwarders or package reshipping services. You can find these manually, but MESA’s fraud detection templates instantly flag patterns by screening every order against set criteria. What should I do when billing and shipping addresses don't match? Don't panic—address mismatches aren't always related to fraud. Legitimate reasons include gifts, business purchases, or customers using work billing addresses. Evaluate the context: small geographic differences might be normal, but a Nigerian address while billing from Ohio deserves attention. Manually review orders, contact customers, or use MESA’s templates to hold suspicious orders. How can I automate fraud detection for address discrepancies? MESA offers several automation templates that screen orders in real-time. Auto-Cancel High-Risk Orders cancels orders meeting your criteria; Slack Alerts notifies your team instantly about suspicious patterns. Customize these automations to flag address mismatches, unusual shipping destinations, or risk factor combinations specific to your business. What are common signs of address manipulation fraud? Watch for these patterns: addresses that don't exist (easily verified through address validation APIs), shipping to known mail forwarding services, billing addresses that don't match the cardholder's location, and orders using variations of real addresses. Fraudsters also commonly use residential addresses in high-crime areas or addresses associated with previous chargebacks. MESA can automatically screen for these patterns and flag orders before they ship. When should I cancel an order due to address concerns? Cancel orders only when multiple red flags align, like mismatched addresses, rushed shipping, or failed address verification. Don’t cancel just for address mismatches; confirm with other fraud signs like odd purchases, failed payments, or risky countries. MESA’s fraud prevention templates set multi-factor triggers to prevent canceling legitimate gift or workplace shipment orders. --- - Published: 2025-10-15 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/zendesk-ticket-summaries-asana-automation/ - Categories: Workflow Tutorials - Tags: asana, zendesk When your support team closes a ticket in Zendesk, valuable insights often get buried in lengthy conversation threads. Your project teams need to know what happened, what was resolved, and what patterns are emerging, but nobody has time to read through every support interaction. Most companies handle this with weekly reports or manual updates that arrive too late to be useful. Support managers copy and paste ticket details into project management tools, while team leads hunt through Zendesk for context about customer issues that might affect their work. The disconnect between support data and project planning creates blind spots that hurt both customer satisfaction and internal coordination. You can bridge this gap by automatically generating concise ticket summaries and delivering them exactly where your teams already work. TL;DR: Skip the setup Get started in minutes with this pre-built workflow template: Step-by-step guide: How to automatically send closed Zendesk ticket summaries to Asana Time needed: 10 minutes. This workflow monitors your Zendesk support tickets and creates organized task summaries in Asana whenever tickets are marked as closed, helping your team stay informed without manually reviewing lengthy support threads. Set up the Zendesk Ticket Status Updated trigger Configure MESA to monitor when ticket statuses change in your Zendesk account. This trigger will activate the workflow whenever any ticket status is updated, serving as the starting point for the automation. Retrieve the updated ticket details The workflow fetches information about the ticket that triggered the automation, including ticket ID, status, recipient email, and last updated timestamp. This data will be used in subsequent steps to determine if further action is needed. Filter for closed tickets only Add a filter condition that checks if the ticket status equals "closed. " This ensures the workflow only continues processing for tickets that have been resolved and closed, preventing unnecessary actions on tickets that are still pending. Collect all ticket comments Retrieve the complete list of comments and messages from the closed ticket thread. This step gathers all the conversation history between customers and support agents that will be processed by the AI summarization tools. Loop through comment content Create a Loop > Map step that processes each comment in the ticket thread and extracts the message body text. This step organizes all the conversation content into a format that can be easily processed by the AI summarization steps. Generate a descriptive title Use AI to analyze the conversation thread and create a clear title that captures the issue's essence. The AI will avoid technical jargon and focus on creating human-readable titles like "Login Issue Resolved After Basic Troubleshooting. " Create an intelligent summary Deploy a second AI prompt to generate a concise summary of the support thread that includes the customer's problem, their experience or sentiment, resolution status, and the solution provided. This summary will be formatted for easy reading by your team. Create the Asana task Generate a new task in your specified Asana workspace and project using the AI-generated title as the task name. The task notes will include the AI summary, original ticket number, customer email, and the date the ticket was last updated. Turn On and run your workflow Turn on your workflow and manually close a test Zendesk ticket to verify that the automation creates the expected Asana task with proper formatting and all required information before letting it run automatically. Ready to automate your support's follow-up process? This template is configured and ready to deploy right now. Tips on optimizing your Zendesk to Asana automation 1. Filter tickets by priority before creating summaries You don't need every minor ticket cluttering your Asana workspace. Set up your automation to only process high or urgent priority tickets, or filter by specific ticket types that require team awareness. This keeps your project management clean while ensuring critical customer issues get the attention they deserve. 2. Customize summary fields based on your team's needs Your marketing team cares about different ticket details than your product team. Configure your automation to pull specific fields like customer tier, product area, or resolution time depending on which Asana project receives the summary. A bug report summary might include steps to reproduce, while a feature request summary focuses on customer feedback and use cases. 3. Use AI to create concise, actionable summaries Raw ticket data can be overwhelming and hard to parse quickly. Leverage AI summarization to transform lengthy customer conversations into clear, digestible summaries that highlight key issues, solutions implemented, and any follow-up actions needed. This saves your team time while providing better context than just copying ticket fields. 4. Create different automation workflows for different ticket categories Not all closed tickets need the same treatment. Set up separate automations for bug reports (which might create tasks in your development project), feature requests (which could feed your product roadmap), and customer feedback (which might update your customer success project). This targeted approach ensures information lands exactly where it's most valuable. Reasons to automate Zendesk ticket summaries to Asana Keep others in the loop without drowning them in details Other teams need to know what customers are saying, but they don't need to read every single support ticket. Automated summaries let them spot patterns and prioritize feature requests without getting lost in the weeds of individual customer conversations. Create accountability for follow-up actions When support tickets close, the work isn't always done. Maybe you promised a customer you'd consider their feature request, or there's a bug that needs attention. Automatically creating Asana tasks ensures nothing falls through the cracks between your support and development teams. Build a searchable knowledge base of customer issues Raw Zendesk tickets are hard to search and analyze at scale. By summarizing key issues in Asana, you create a filterable, taggable database that reveals which problems come up most often and which customers are affected by specific issues. Stop playing telephone between support and project teams Support agents shouldn't have to remember to manually update project managers about every important ticket. This automation eliminates the "Did anyone tell the dev team about that bug? " conversations and ensures consistent communication flow. Track resolution patterns without diving into ticket details When you need to report on support trends to leadership, you want summaries, not 500-word ticket transcripts. Automated summaries in Asana give you clean data points that are easy to analyze and present in executive reports. Maintain context when tickets bounce between departments Complex customer issues often involve multiple teams. Instead of forwarding email chains or expecting everyone to log into Zendesk, you can automatically create Asana tasks that capture the essential context each team needs. Frequently asked questions How do I automatically send Zendesk ticket summaries to Asana? You can set up an automation workflow that triggers when tickets are marked as closed in Zendesk. The workflow extracts key ticket information—like subject, resolution details, customer feedback, and agent notes—then formats this data into a comprehensive summary and creates a new task in your designated Asana project. With MESA, you can configure this entire process through a visual workflow builder without writing any code, ensuring your project teams stay informed about customer issues without manual copy-pasting. Can I use AI to summarize Zendesk tickets before sending to Asana? Yes, you can integrate AI summarization into your automation workflow using MESA's AI capabilities powered by Yedric. The AI analyzes the full ticket conversation thread, customer interactions, and resolution details to create concise, actionable summaries. This means instead of dumping raw ticket data into Asana, your team receives intelligently condensed insights that highlight the most important information—customer pain points, resolution steps taken, and any follow-up actions needed. What information should be included in automated ticket summaries? Effective automated ticket summaries should include the ticket ID and subject line, customer information and priority level, a concise description of the issue, key steps taken to resolve the problem, final resolution or outcome, customer satisfaction score (if available), and any follow-up actions or escalations needed. You can customize which fields get pulled from Zendesk based on your team's specific needs—some prefer brief overviews while others want detailed interaction logs. What are the benefits of automating support ticket summaries? Automating ticket summaries eliminates the time-consuming task of manually reviewing and sharing support issues with your team. Your product and development teams gain instant visibility into customer feedback and recurring issues without having to log into Zendesk. This creates better alignment between support and product development, helps identify patterns in customer problems, and ensures nothing falls through the cracks. You'll also reduce the risk of human error in transferring information and free up your support team to focus on helping customers instead of writing status updates. --- - Published: 2025-10-14 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-connect-mcp-server-claude/ - Categories: AI Automation, Workflow Tutorials - Tags: Claude, MCP Claude has powerful AI capabilities that can boost productivity and simplify your work. However, unlocking Claude's full potential depends on how well you can connect it to your existing apps and data sources. That's where MCP (Model Context Protocol) integration comes in, enabling seamless connectivity between Claude's AI capabilities and the rest of your workflow. MCP is an open standard introduced by Anthropic in November 2024 that provides a secure communication layer allowing Claude to both access and interact with your digital tools. Instead of manually jumping between disconnected apps, MCP gives Claude the ability to instantly retrieve the right data—and just as importantly, use the appropriate tools to act on it. This guide will explain how MCP works and how it can improve interactions between Claude and your apps. We'll walk you through the steps to connect Claude to an MCP server, along with innovative ways to manage these integrations. By the end, you'll have a clear understanding of how MCP can help you simplify daily tasks. Try MESA today. The easiest way to get started with MCP — just paste one line and securely unlock over 4,000 new actions. Step-by-step: How to connect Claude to the MESA MCP server (no code example) Time needed: 10 minutes. MESA MCP simplifies the process with a zero-code approach that connects Claude directly to all your tools on MESA with a single MCP server. This quick setup makes Claude more context-aware of your everyday apps while keeping your credentials safe and secure. Start with the MESA MCP trigger To begin with, create a new workflow in your MESA account and select MCP as the first trigger. This trigger is the glue between Claude and the apps you want to use. Choose relevant app actions Then, select the app, then actions, Claude will use. Like checking inventory on your Shopify store, sending an email, or updating an Airtable row. Each action corresponds to a action Claude can invoke. Choose actions that match the tools you work with so Claude has the right skills available. Optionally, configure MCP trigger parameters Trigger parameters are the fields that power your workflow. These values act as variables inside Claude—captured at the start of the workflow and passed through to subsequent steps. Each parameter includes a name (e. g. , “Order number”) and a description (e. g. , “A unique numeric identifier for a Shopify order”), helping users understand what’s required. Consequently, by defining clear parameters up front, you make your workflow flexible, reusable, and ready to handle dynamic input every time it runs. Click "More fields" to open the side sheet and choose "Parameters" to add this to the trigger. Turn on your workflow Once you've defined your skills and optional parameters, turn your workflow "On". This will enable Claude to access your MCP server skills. Copy your MCP server URL Copy the unique MCP Server URL from the trigger—keep it confidential like a password—as Claude will need this information to connect to your MCP endpoint. Click the "More fields" button from the trigger setup then, click the option to add MCP Server URL to the trigger. Navigate to Claude Settings > Connectors In Claude, go to Settings > Connector. Add a custom Connector Click the "Add custom connector" button. In the modal, paste your MESA MCP Server URL. The click, "Add". Manage your connector actions Click the "Configure" button to reveal all the MCP actions Claude now has access to via your MESA account. Chat with Claude Start interacting with Claude about the actions it can now connect with. Imagine the possibilities! Ready to use MCP workflow templates With MESA, add pre-built MCP workflows to get started quickly. Or, create your own MCP actions. View more MCP actions → Why MESA MCP is the smarter way to extend Claude If you're looking to give your AI assistant real capabilities—without writing code, or scouring infrastructure setup from READ. me docs—MESA MCP is built for you. With one secure connection, you unlock access to thousands of actions across your favorite tools. No setup sprawl. No code. Just one snippet to plug Claude into a smarter, more capable stack. MESA makes it easy to: Chain skills in a single prompt Control access to tools, data, and accounts Add approvals for sensitive actions Monitor and debug AI behavior Scale your automations as fast as your ideas evolve Whether you're testing an idea or powering production workflows, MESA gives you the flexibility, visibility, and confidence to bring your assistant to life—fast. Other 3rd-Party MCP servers The Model Context Protocol is one example of a GitHub repository that maintains a growing list of prebuilt MCP servers for popular tools—Airtable, Notion, GitHub, and more. To connect: Visit the GitHub page and find the MCP server (or another service you need). Follow the setup instructions in the server’s README (this often involves generating an API key or setting environment variables). Add the server URL to your Claude custom connectors—just like you did with MESA. Once connected, Claude can use tools exposed by that service. Instead, for a simpler, more centralized way to manage multiple MCP servers, MESA MCP offers a universal approach to installing, configuring, and controlling them all in one place. Frequently asked questions How to resolve connection errors from Claude? Troubleshooting Claude's configuration for each machine can be challenging since it depends on your machine. Check out our technical docs for additional details on resolving standard setup requirements. Can MCP connect Claude to external systems and APIs? Yes, MCP (Model Context Protocol) can connect Claude (or any AI agent that supports the MCP standard) to external systems and APIs by acting as a structured, secure interface between the AI and real-world tools, such as Shopify, Airtable, or Notion. Can I use MCP with Claude on the web, or is it only for desktop? MCP now works on both! Initially launched for Claude Desktop in November 2024, Anthropic expanded support in May 2025 with "Integrations," allowing Claude on the web (claude. ai) to connect to remote MCP servers. Desktop users can connect to local servers, while web users on Pro, Max, Team, and Enterprise plans can connect to remote hosted servers through the Integrations feature. What are the requirements to use MCP with Claude? For Claude Desktop: You need the Claude Desktop app, Node. js installed on your machine, and appropriate MCP server configurations in your claude_desktop_config. json file. For Claude Web: You need a paid plan (Pro, Max, Team, or Enterprise) and access to the Integrations settings. Free Claude. ai accounts cannot connect to MCP servers. What's the difference between local and remote MCP servers? Local MCP servers run on your own machine and are accessed through Claude Desktop. They're ideal for accessing local files, databases, and tools requiring direct system access. Remote MCP servers are hosted in the cloud and accessible via Claude on the web through Integrations. Remote servers are better for team collaboration, managed services, and tools that don't require local system access. Can MCP work with AI assistants other than Claude? Yes! MCP is an open standard designed to work across different AI platforms. While Anthropic created MCP, it's been adopted by other AI providers including OpenAI and Google DeepMind. Development tools like VS Code, Cursor, Replit, and Sourcegraph also support MCP, making it a universal protocol for AI-tool integration. --- - Published: 2025-10-14 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/n8n-alternatives/ - Categories: Shopify Growth - Tags: AI n8n is a popular open-source workflow automation tool that enables users to connect various apps and automate repetitive tasks using a visual builder. With flexible integrations and a self-hosted option, it appeals to developers and technical teams looking for control and customization. The Berlin-based company has seen explosive growth in the AI automation space, recently raising $180 million in Series C funding at a $2. 5 billion valuation, backed by investors including Accel and NVIDIA's venture arm. However, many users still search for n8n alternatives due to its fair-code licensing model, complex UI for beginners, limited scalability, or lack of certain integrations. Whether you're seeking an open-source automation tool, a cloud-native solution, or an AI-powered assistant, the right alternative can deliver better ease of use, enterprise features, or more transparent pricing. In this guide, we'll explore the best n8n alternatives available in 2025, including both self-hosted and cloud-based platforms. Comparing features, flexibility, and pricing When evaluating n8n alternatives, consider these key dimensions: FeatureOpen SourceCloud-BasedAI-PoweredControl & CustomizationHighModerateModerateEase of UseLow to ModerateHighHighSetup TimeLongFastFastAI FeaturesMinimalVariesAdvancedPricing ModelsFree / Self-hostedFreemium / Usage-basedFreemium / Premium Best for Developers: Make, Pipedream, Activepieces Best for Non-Developers: Zapier, MESA Best for Data Teams: Apache Airflow Best for AI Automation: MESA, Lindy, Relay. app Choosing between cloud vs. open-source automation platforms Before selecting an alternative to n8n, it’s important to determine whether a self-hosted or cloud-based platform aligns better with your team’s needs. Open-source and self-hosted automation tools like Huginn, StackStorm, and Activepieces offer full control over your data and infrastructure. These are ideal for teams with engineering resources that value customization, privacy, and extensibility. Cloud-based workflow automation platforms like Zapier, Make, and MESA prioritize speed, ease of use, and scalability. With no infrastructure to manage, they’re perfect for startups, ecommerce brands, and growing businesses looking for agility. Key Considerations: Self-hosting pros: Full data ownership, advanced customization, and freedom from vendor lock-in. Cloud pros: Quick setup, built-in support, automatic updates, and scalable pricing. Choosing the right category comes down to your technical capacity, compliance needs, and how complex your automation workflows are. Open-source and self-hosted alternatives to n8n If you’re specifically looking for n8n alternatives that are open-source or self-hostable, these platforms provide flexibility without sacrificing functionality. 1. Huginn https://github. com/huginn/huginn? tab=readme-ov-file A long-standing open-source automation tool written in Ruby, Huginn lets you build agents that monitor and scrape data. Originally inspired by IFTTT, it has evolved with a strong GitHub community and dozens of pre-built agent types. It's best suited for technical users who need self-hosted data monitoring and event-driven automation without commercial platform constraints. Best for: Technical users needing custom monitoring and scripting. Pros: Fully open-source (MIT License), active community. Cons: Steep learning curve, less modern UI. 2. StackStorm https://stackstorm. com An event-driven platform focused on DevOps and IT automation, StackStorm orchestrates workflows across your entire infrastructure stack. It allows you to define workflows using Python, YAML, and rules-based triggers for incident response and remediation tasks. Best suited for DevOps teams and SREs, it offers enterprise-grade scalability with ChatOps and infrastructure orchestration support. Best for: Infrastructure orchestration and system-level automation. Pros: Highly extensible, strong for enterprise IT use cases. Cons: Requires deep technical expertise. 3. Activepieces https://www. activepieces. com A modern open-source automation builder with a visual interface similar to n8n but featuring a more intuitive UI. Built with MIT licensing and transparent development practices, Activepieces offers no commercial restrictions on self-hosted or cloud deployments. It's rapidly gaining traction in the developer community with frequent updates, 100+ app integrations, and templates available. Best for: Developers and startups looking for a free n8n alternative. Pros: Clean UI, growing library of integrations, Apache 2. 0 license. Cons: Smaller ecosystem (for now). 4. Node-RED https://nodered. org Originally developed by IBM, Node-RED is a flow-based programming tool especially popular in IoT and home automation contexts. It features a browser-based visual editor and runs on Node. js, making deployment lightweight on devices like Raspberry Pi. With thousands of community-built nodes available, Node-RED excels at connecting hardware devices, APIs, and online services together. Best for: Hardware automation, custom APIs, and edge computing. Pros: Lightweight, wide hardware support. Cons: Limited SaaS integrations out of the box. 5. Apache Airflow https://airflow. apache. org A robust platform for orchestrating complex data workflows, primarily used by data engineers for scheduling and monitoring ETL pipelines. It offers programmatic workflow definition using Python code, enabling version control, testing, and dynamic pipeline generation at scale. Best suited for data teams managing batch processing, machine learning pipelines, and multi-step data transformations across distributed systems. Best for: Data-centric workflows that require scheduling and dependency management. Pros: Powerful DAG (directed acyclic graph) support, strong in data engineering. Cons: Not ideal for general business automations. 6. Pipedream https://pipedream. com A developer-centric automation platform that lets you build workflows using Node. js, Python, APIs, and 2,000+ pre-built app integrations. Pipedream offers event-driven workflows with built-in triggers, real-time execution logs, and a generous free tier for developers. It provides both cloud-hosted convenience and self-hosted options, with version control, CLI tools, and collaborative workspace features included. Best for: Developers looking for serverless automation with code flexibility. Pros: Free tier, native coding support, GitHub integration. Cons: Steeper learning curve for non-coders. AI-powered automation platforms These next-generation tools combine automation with natural language processing, AI suggestions, and predictive actions to make workflows smarter and more dynamic. 7. MESA https://www. getmesa. com An AI-powered automation platform built for e-commerce that intelligently automates order routing, inventory sync, and customer data updates. MESA offers an AI assistant to understand your workflows and suggest optimizations, eliminating the need for complex coding. Popular with Shopify merchants, it offers pre-built templates for common tasks like fulfillment, customer notifications, and multi-channel sync. Best for: Busy professionals who want a smart AI assistant to help get more tasks done quickly. Pros: Deep ecommerce integrations, AI-powered assistant, no-code builder. Cons: Fewer connectors than other solutions. Popular workflows include: 8. Lindy https://www. lindy. ai An AI-enhanced platform for business operations, Lindy automates scheduling, email outreach, follow-ups, and administrative tasks using conversational AI. It acts as a virtual assistant that learns your preferences and handles routine workflows like meeting coordination and inbox management. Best suited for busy professionals and small teams, Lindy integrates with calendar, email, and productivity tools automatically. Best for: Small teams or solopreneurs automating communication-heavy workflows. Pros: Natural language prompts, works with calendars, email, and CRM tools. Cons: Still maturing in terms of integrations. 9. Relay. app https://www. relay. app Relay. app combines workflow automation with human-in-the-loop collaboration, enabling teams to add approval steps and manual review points seamlessly. AI-powered suggestions help build workflows faster by recommending connections, next steps, and optimizations based on your existing data. Ideal for teams requiring oversight in automated processes. Best for: Teams balancing automation with manual approvals or inputs. Pros: Hybrid workflows, collaboration-friendly, AI-assisted decisions. Cons: Limited brand awareness compared to Zapier or Make. Cloud-based workflow automation platforms For those who prefer hosted solutions with faster setup and broader app coverage, these cloud-based n8n alternatives deliver strong performance with minimal infrastructure concerns. 10. Zapier https://zapier. com The gold standard in no-code automation, Zapier supports over 7,000 app integrations with an intuitive drag-and-drop interface. Pre-built templates called Zaps enable quick workflow setup for common tasks like lead capture, email marketing, and CRM sync. Best for small businesses and non-technical teams, it offers scalable pricing for growing automation needs. Best for: Marketers, ecommerce managers, and SMBs needing quick automations. Pros: Huge app library, intuitive interface, templates. Cons: Can get expensive at scale. 11. Make (formerly Integromat) https://www. make. com Make offers a more advanced visual builder with modular logic blocks, real-time workflow execution, and greater flexibility for complex automations. Formerly known as Integromat, it supports 1,500+ integrations with powerful features like data transformation, error handling, and conditional routing. Ideal for technical users and agencies, Make provides granular control with a generous free tier and pay-per-operation pricing. Best for: Power users and teams that need more logic-driven flows. Pros: Detailed flow control, affordable pricing tiers. Cons: Slightly steeper learning curve than Zapier. Enterprise automation tools If you’re scaling automation across departments, these enterprise-grade n8n alternatives offer robust governance and compliance features. 12. Tray. ai https://tray. ai A low-code automation platform designed for enterprise teams building large-scale workflows, custom integrations, and complex business processes at scale. Tray. ai offers visual workflow builders with advanced data transformation, API connectivity, and governance features for regulated industries like healthcare. Popular with operations teams and IT departments, it provides enterprise-grade security, compliance controls, and scalability for mission-critical automations. Best for: Mid-size to large enterprises needing custom automation. Pros: API-first, supports multi-step logic, strong customer support. Cons: Requires onboarding time and technical know-how. 13. Workato https://www. workato. com Workato combines integration, automation, and data syncing in a single enterprise platform with 1,000+ pre-built connectors and recipes. It offers AI-powered workflow recommendations, recipe building assistance, and enterprise-grade governance controls for compliance and security. Popular with Fortune 500 companies, Workato handles complex multi-app integrations, IT automation, and business process orchestration at scale. Best for: Enterprises with compliance requirements and cross-functional automation needs. Pros: SOC 2 certified, powerful mapping tools, AI logic. Cons: Premium pricing. Frequently asked questions What is fair-code licensing, and why do users seek alternatives to n8n? n8n uses a "fair-code" license (rather than fully open-source), which restricts commercial use without a paid license. While the source code is viewable, businesses that want to commercialize or resell solutions built on n8n must pay licensing fees. Fully open-source alternatives like Huginn or Activepieces offer more permissive licenses (MIT, Apache 2. 0) with fewer commercial restrictions. How do AI-powered tools like MESA or Lindy compare to traditional automation builders? AI-powered platforms simplify workflow creation with smart suggestions, auto-generated steps, and natural language interfaces — ideal for users without technical backgrounds. In 2025, many tools now support AI agents that can make decisions, handle exceptions, and adapt workflows dynamically. MESA offers AI-driven ecommerce automation, while Lindy focuses on personal AI assistants. Traditional builders like Zapier and Make offer more control but require manual configuration of each step. What are the best alternatives to n8n? Top alternatives in 2025 include Zapier, Make, MESA, Huginn, Activepieces, and StackStorm — depending on your use case. Are there any free or open-source n8n alternatives? Yes, platforms like Huginn, StackStorm, Activepieces, and Node-RED offer free, open-source solutions with self-hosting support. Which automation platforms are easiest for beginners? Zapier, MESA, and Make are beginner-friendly with drag-and-drop builders and pre-made templates. Can I self-host alternatives like Make or MESA? No — Make and MESA are cloud-native platforms. For self-hosting, consider Huginn, Activepieces, or even a self-hosted version of n8n. Which n8n alternatives are best for enterprise use and high-volume workflows? For enterprise needs, consider Make (formerly Integromat) for complex logic and high execution volumes, Workato for enterprise-grade security and governance, or Tines for security operations. StackStorm excels at event-driven automation at scale. Cloud platforms like Zapier and Make offer better reliability and support than self-hosted options for mission-critical workflows. --- - Published: 2025-10-14 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/zendesk-weekly-ticket-report-automation-guide/ - Categories: Workflow Tutorials - Tags: zendesk Support managers spend Monday mornings staring at scattered Zendesk data, trying to piece together what happened last week. You're pulling numbers from different dashboards, copying metrics into spreadsheets, and formatting everything for your weekly stakeholder email—all while tickets keep piling up. Manual reporting takes hours every week and often misses the insights that matter most to your team's performance. You end up with basic numbers instead of actionable intelligence about response times, resolution patterns, and agent workload distribution. Plus, by the time you finish compiling last week's report, you're already behind on this week's priorities. Automated weekly Zendesk ticket reports solve this problem by pulling key metrics, analyzing trends, and delivering professional summaries straight to your inbox. You get consistent data formatting, deeper insights into support performance, and those precious Monday morning hours back to focus on what actually moves the needle for your team. TL;DR: Skip the manual setup Get started in minutes with this pre-built workflow template: Step-by-step guide: How to analyze Zendesk tickets and email weekly summaries Time needed: 5 minutes. This workflow automatically reviews your Zendesk support conversations every week, identifies customer pain points and trends, then emails you a detailed summary with actionable recommendations for your product team. Set up weekly scheduling Use the built-in tool, Schedule, to configure the workflow to run automatically every Sunday at midnight. This timing ensures you receive a comprehensive review of the previous week's support tickets first thing Monday morning, giving you fresh insights to start your week with a clear understanding of customer challenges and emerging issues. Additionally, this is completely configurable; choose a different day, time or cadence that suits your needs. Configure AI analysis instructions Use the built-in tool, Ask AI assistant to analyze your Zendesk conversations with specific instructions. The AI will review all tickets from the past 7 days, focusing on the actual content of customer messages rather than metadata. It identifies the top 2-3 issues customers faced, estimates ticket volumes for each trend, and provides specific examples like "confusion about adding delay steps after order fulfillment" rather than generic categories. The AI also generates working Zendesk conversation links for easy internal review and creates 2-3 practical recommendations for your product team. Prompt:Each week, review all Zendesk support conversations from the past 7 days. At the top of your summary, list the date range of the tickets you are reviewing. Summarize the top 2-3 issues customers faced or notable trends based on the actual content of customer messages — what users are trying to do, where they are confused, or what they are asking for help with. For each trend: - Describe the specific issue or user request in plain, customer-friendly terms. - Estimate how many tickets show this trend. - Be specific (e. g. , "confusion about adding a delay step after order fulfillment"), not general (e. g. , "workflow questions"). - Skip ticket metadata like submission method or timestamps — focus only on user intent and the problem content. IMPORTANT: - Provide **Zendesk conversation links** that work for internal review. These should look like: `https://. zendesk. com/agent/tickets/` - Avoid API or JSON export links that require tokens or extra steps to access. Finally, include 2-3 **practical recommendations** for the product team based on the trends you observed. These should be actionable ideas that could help reduce support volume or improve the user experience. Instructions:You do not have the ability to ask the user more questions. Make assumptions where possible. If you can not determine a value, throw an error and include the missing parameter(s) in the message. Prefix any message with an error with `ERROR`. For emails return HTML with no wrapping. Send automated email summary Use the built-in tool, Email, to send the AI-generated analysis to your designated recipient. The email includes the date range of reviewed tickets, detailed trend analysis with specific customer pain points, ticket volume estimates, direct links to relevant Zendesk conversations, and actionable product recommendations. Turn the workflow On Turn on the workflow and run it once manually to verify that your Zendesk integration is working properly, the AI analysis meets your requirements, and the email delivers successfully to the intended recipient. Ready to transform your support data into actionable insights? Use this template to start automation today: Tips on optimizing your Zendesk weekly report automation 1. Include trending metrics alongside raw numbers for actionable insights Don't just report that you closed 150 tickets last week—show that it's a 20% increase from the previous week and explain what drove the change. MESA can calculate week-over-week percentage changes and highlight significant trends in your ticket volume, resolution times, and customer satisfaction scores. This context helps stakeholders understand whether performance changes represent genuine improvements or temporary fluctuations. 2. Segment your reports by urgency level and customer tier for strategic decision-making Create separate report sections for high-priority tickets, VIP customer issues, and general support requests. This segmentation reveals whether your team is properly prioritizing critical issues and maintaining SLA compliance where it matters most. MESA can automatically categorize tickets based on your Zendesk priority settings and customer tags, then generate focused metrics for each segment that help leadership allocate resources more effectively. 3. Automate follow-ups from report thresholds Setup additional automations when certain metrics exceed acceptable ranges. For example, if your weekly report shows average response time increased by more than 30%, MESA can automatically create a task in your project management tool or send an alert to your support manager. This proactive approach turns your reporting into an early warning system that prevents small issues from becoming major problems. Reasons to automate weekly Zendesk ticket reports Keep stakeholders in the loop without constant check-ins. Executives don’t need to check Zendesk dashboards. They just want key highlights delivered directly to their inbox. Automated weekly reports give leadership the visibility they need without you fielding "How are we doing on support? " questions every few days. Catch performance trends before they become problems. Manual monthly reviews miss the subtle shifts that signal bigger issues. Weekly automation helps you spot when response times are creeping up, certain ticket types are increasing, or specific agents need additional support before these patterns impact customer satisfaction. Create accountability without micromanagement. When your support team knows performance data gets shared weekly, they naturally stay more aware of their metrics. It's not about surveillance—it's about creating transparency that motivates everyone to maintain high standards without constant oversight. Build consistent documentation for compliance and audits. Many industries require detailed support activity records. Automated weekly reports create a paper trail that auditors and compliance teams love, showing consistent monitoring and documentation of your support operations without scrambling to compile data during review periods. Enable data-driven staffing decisions. Weekly reports reveal patterns in ticket volume and complexity that help you plan ahead. You'll spot seasonal trends, identify peak days that need extra coverage, and build a case for additional team members based on concrete data rather than gut feelings. Turn your support metrics into business intelligence. Regular ticket analysis reveals customer pain points, product issues, and market trends that other departments need to know. Marketing learns which features confuse users, product teams see which updates create support spikes, and sales gets early warnings about customer satisfaction shifts. Frequently asked questions What metrics should I include in a weekly Zendesk ticket report? Your weekly report should focus on metrics that tell a clear story about your support team's performance and customer satisfaction. Include ticket volume, response and resolution times, SLA compliance, CSAT scores, and agent productivity metrics per agent. Also track ticket distribution by priority, channel, and category to spot trends. The key is choosing 6-8 metrics that matter most to your stakeholders rather than overwhelming them with data. MESA automatically compiles Zendesk metrics into professional email reports, removing the manual work of weekly data gathering. How do I set up automated email delivery for Zendesk reports? Zendesk Explore offers basic scheduling, but full automation and custom email reports require connecting your data to external tools. Use Zendesk’s API to pull ticket data, format it, and automatically send professional reports to your team each week. The process typically involves setting up data connections, designing report templates, and configuring email delivery schedules. MESA connects to Zendesk to automatically create and send weekly reports to stakeholders with no manual work needed. How can I analyze agent performance using Zendesk data? Agent performance analysis begins by tracking metrics like tickets solved, response time, satisfaction ratings, and SLA compliance. Look at both productivity (quantity) and quality measures to get a complete picture. Compare performance across agents while accounting for factors like ticket complexity and workload distribution. Track trends over time rather than focusing on single-week snapshots. You'll also want to analyze which agents excel in specific areas and identify coaching opportunities. MESA automatically pulls Zendesk agent data and visualizes it, making performance patterns and insights easy to spot and share. --- - Published: 2025-10-10 - Modified: 2025-10-08 - URL: https://www.getmesa.com/blog/auto-archive-sold-out-shopify-products-after-30-days/ - Categories: Workflow Tutorials - Tags: data, shopify Your Shopify store catalog tells a story, but not every chapter needs to stay on display. Products that have been sold out for weeks create digital clutter that confuses customers and makes your active inventory harder to find. Most store owners face the same dilemma: manually checking which products have been out of stock for 30 days or more can take hours every month. You end up with a catalog full of unavailable items that frustrate shoppers and dilute your brand's appeal. The good news is that you can automate this entire process, keeping your storefront clean without manual work. By setting up automatic archiving for products that have been sold out for 30 days, you maintain a focused catalog that showcases only what customers can buy. TL;DR: Skip the manual setup Get this two-part automation working in minutes. Step-by-step guide: How to automatically archive Shopify products that have been sold out for 30 days Time needed: 10 minutes. This Shopify automation consists of two connected workflows that work together to monitor your Shopify store and automatically archive products that remain sold out for 30 consecutive days. The first workflow captures sold-out events in real-time, while the second workflow runs daily to check durations and handle archiving. Important: You need both workflows active for this system to work properly. The data collection workflow creates the tracking database that the archiving workflow depends on. Set up the data collection workflow trigger Configure the first workflow to trigger whenever any product variant goes out of stock in your Shopify store. The real-time trigger captures every sold-out event immediately. Retrieve product and shop details When a variant goes out of stock, the workflow fetches the complete product information from Shopify and retrieves your shop details. You need the shop information to construct proper admin links for easy product management later. Calculate total product inventory Next, use the Loop built-in tool to sum up inventory quantities across all variants of the affected product to determine if the entire product is truly out of stock. This prevents archiving products that still have available variants in different sizes, colors, or configurations. Filter for completely sold-out products Only products with zero total inventory across all variants proceed to the tracking database. This filter ensures you're only monitoring products that are completely unavailable, not just individual variants. Create tracking database record For qualifying sold-out products, the workflow creates or updates a record in the "Sold Out Shopify Product Tracker" database. This record includes the product ID, title, inventory quantity (0), sold-out start date, day counter (starting at 0), status (Active), and a direct admin link. Turn on this tracking workflow Be sure to turn this “On” so any out-of-stock event starts tracking. Set up daily monitoring schedule This is the trigger for the second workflow for this solution to work. Configure this step to run every day at midnight using a schedule trigger. Process active tracking records Next, use the built-in Data tool and choose the Query action to search for products with "Active" status in order to process each one individually. Use the built-in Filter tool to check for products. Loop through all products to update the tracking counter For each active product, get the product details, then calculate the total inventory quantities. This ensures the workflow only archives products that have been continuously sold out for 30 days, not products that have been intermittently out of stock. If a product gets restocked even once during the 30-day period, the counter resets and the countdown starts over. Define the rules to increment the counter values Next, use the built-in Paths tool to create conditional logic for incrementing the tracking counter. For products still at zero inventory, it increments the day counter. For products back in stock, it resets the tracking data. Identify 30-day candidates After updating all counters, use the Data built-in tool and the Query action to find products that have reached exactly 30 days of being sold out. These products meet your archiving criteria and will be automatically removed from your active catalog. Archive products in Shopify For each product sold out for the full 30-day period, the workflow changes the product status to "archived" in your Shopify store. This removes products from customer view while preserving all data for potential future reactivation. Update tracking records The final step marks archived products in your tracking database with an "Archived" status and records the exact archiving timestamp. This maintains a complete audit trail of your automated inventory management decisions. Activate both workflows and test Turn this workflow On in MESA and test the workflows. First, manually mark a product as out of stock to verify the data collection workflow creates proper tracking records. Then run the daily workflow manually to confirm it processes records correctly before letting both run. Ready to implement this inventory management workflow? Use this pre-built template instead of building everything from scratch: Tips on archiving sold-out products on Shopify 1. Set the right time threshold for your business Choose your archival timeframe based on your restocking patterns and customer expectations. Fashion retailers might archive after 14 days since trends move quickly, while specialty equipment stores may wait 60-90 days for seasonal restocks. The 30-day standard works well for most general merchandise, but align your timeline with your actual inventory cycles. 2. Create clear archive criteria beyond just sold-out status Don't archive every sold-out item automatically. Set up your automation to check multiple conditions like zero inventory, no incoming purchase orders, and specific product tags or collections. This prevents accidentally archiving limited-edition items you're planning to restock or seasonal products that should return next year. 3. Preserve SEO value by redirecting archived product URLs When you archive products that had strong search rankings or inbound links, set up automatic 301 redirects to similar active products or relevant collection pages. This maintains your SEO equity and prevents customers from hitting dead ends when they click old bookmarks or search results. 4. Send notifications before archiving high-value product items Configure your automation to alert you before archiving products above a certain price threshold or those with significant sales history. This gives you a chance to manually review valuable items and decide whether to reorder, find alternative suppliers, or create backorder options instead of archiving. 5. Maintain archived product data for reporting/reactivation Keep detailed records of archived products, including sales history, profit margins, and supplier information. This makes it easy to unarchive and restock successful items later while maintaining historical data for business analysis and tax purposes. Why automatically archive sold-out products in Shopify Keep your bestsellers visible When sold-out products crowd your collections, customers struggle to find what they can actually buy. A cluttered catalog buries your top performers under unavailable inventory. By automatically removing products that have been out of stock for 30 days, you highlight items customers can purchase right now. Prevent customer disappointment loops Nothing frustrates shoppers more than browsing through products only to discover they're unavailable at checkout. This creates negative shopping experiences that stick with customers long after they leave your store. Auto-archiving eliminates these dead-end product pages before they become conversion killers. Reduce decision fatigue for seasonal businesses If you run a seasonal business or sell limited-edition items, old sold-out products can create confusion. Customers spend mental energy evaluating products that aren't even available, making it harder for them to focus on your active inventory. This is especially problematic during peak shopping seasons when quick decisions matter most. Maintain clean analytics and reporting Sold-out products skew your product performance reports and search analytics. When unavailable items appear in your top-viewed products, you get false signals about what customers actually want. Auto-archiving after 30 days ensures your data reflects real customer interest in purchasable products. Try this related workflow template:  Improve site search functionality Your internal search becomes less effective when it returns mostly sold-out results. Customers lose confidence in your search feature and may abandon their shopping session entirely. Removing long-term out-of-stock items keeps search results relevant and actionable. Signal fresh inventory to return visitors Repeat customers notice when your product catalog stays static with unavailable items. Auto-archiving creates the impression of active inventory management and regular restocking, even when you're not adding new products. This subtle signal suggests your business is thriving and well-maintained. Frequently asked questions Does Shopify have a feature to auto-archive sold-out products? No, Shopify doesn't offer a native feature to automatically archive products after they've been sold out. While you can manually archive products, you'll need a third-party solution like MESA to create time-based automation that monitors inventory levels and automatically archives products that have been sold out for 30 days or longer. Can I track how long a product has been out of stock in Shopify? Shopify doesn't provide built-in tracking for out-of-stock duration. The platform shows current inventory levels but doesn't maintain a log of when products went out of stock or how long they've remained unavailable. To track this information and trigger automated actions based on out-of-stock duration, you'll need an automation platform like MESA that can monitor inventory changes over time and execute workflows based on specific timeframes. What's the difference between archiving/deleting Shopify products? Archiving products in Shopify removes them from your storefront and search results while preserving all product data, including order history, analytics, and SEO settings. Archived products can be easily restored if inventory becomes available again. Deleting products permanently removes all data and cannot be undone. For sold-out items that might return to stock, archiving is the safer choice since it maintains your product's search rankings and historical data while keeping your active catalog clean. How often should I clean up sold-out products from my Shopify store? Most successful store owners archive products after they've been sold out for 30 days. This timeframe gives you enough opportunity to restock popular items while preventing your catalog from becoming cluttered with unavailable products. Some businesses prefer 14 days for fast-moving inventory or 60 days for seasonal items. The key is consistency—manual cleanup becomes overwhelming, which is why automated archiving through tools like MESA helps maintain a professional storefront without constant manual intervention. --- - Published: 2025-10-09 - Modified: 2025-10-08 - URL: https://www.getmesa.com/blog/track-shopify-refunds-mixpanel-guide/ - Categories: Workflow Tutorials - Tags: mixpanel, shopify Refunds tell a story your standard Shopify reports might miss. While you can see basic refund totals in your dashboard, the real insights live in understanding patterns, timing, and customer behavior around returns. Mixpanel transforms raw refund data into actionable intelligence that helps you spot trends before they become problems. You can identify which products generate the most returns, track seasonal refund spikes, and even correlate refunds with specific marketing campaigns or customer segments. The challenge lies in getting your Shopify refund data into Mixpanel automatically and accurately. Manual exports eat up time and often miss crucial details, while incomplete data leads to flawed analysis and missed opportunities to improve your business. TL;DR: Skip the manual setup Get this workflow running in minutes with this pre-built template: Step-by-step guide: How to track Shopify refunds in Mixpanel Time needed: 5 minutes. This workflow automatically captures every Shopify refund, calculates the total refund amount, and sends detailed analytics data to Mixpanel for comprehensive refund tracking and analysis. Set up the Shopify refund trigger Configure MESA to monitor your Shopify store for new refunds by setting up a "Refund Created" trigger. This step runs whenever a refund is processed in your store. Retrieve the complete order details Add a "Retrieve Order" action that fetches the order information associated with the refund using the order ID from the refund trigger. This step is essential because the refund payload doesn't include all the product details you need for analytics, such as customer information, product SKUs, and complete line item data. Calculate refund metrics with custom code Use a Custom Code step that processes the refund data and calculates key metrics for your analytics. This JavaScript code totals the refund amount from all transactions, creates comma-separated lists of refunded product titles and SKUs, and sums the total quantity of refunded items. Here's the complete code to copy/paste in the editor view. Click Edit code to access the editor:const Mesa = require('vendor/Mesa. js');/** * A MESA Script exports a class with a script method. */module. exports = new (class { /** * MESA Script * * @param {object} prevResponse The response from the previous step * @param {object} context Additional context about this task */ script = (prevResponse, context) => { // Retrieve the Variables Available to this step // Line items from a Shopify Order Created trigger would be available as something like `vars. shopify. line_items` const vars = context. steps; // For storing response let response = {}; // Get refund payload and Shopify order const refundPayload = vars. shopify; const shopifyOrder = vars. shopify_1; // Loop through transactions on the refund, and total up the refund amount let refundAmount = 0; refundPayload. transactions. forEach(transaction => { refundAmount -= transaction. amount; }); // Format refunded line items' titles to comma-separated list (i. e. Title 1, Title 2, ... ) const refundedLineItemsTitles = refundPayload. refund_line_items. map(item => item. line_item. title). join(', '); // Sum total quantity of refunded line items' quantities const refundedLineItemsTotalQuantity = refundPayload. refund_line_items. reduce((sum, item) => sum + item. quantity, 0); // Extract line item ids (line_items. id) from shopifyOrder. line_items const lineItemsById = {}; shopifyOrder. line_items. forEach(item => { lineItemsById = item; }); // Find SKUs for matching refunded line items (refund_line_items) // Format SKUs into comma-separated list (i. e. SKU1, SKU2, ... ) const refundedLineItemsSkus = refundPayload. refund_line_items . map(refundItem => { const match = lineItemsById; return match ? match. sku : null; }) . filter(Boolean) . join(","); // Add to response response. total_refund_amount = refundAmount; response. refunded_line_items_titles = refundedLineItemsTitles; response. refunded_line_items_total_quantity = refundedLineItemsTotalQuantity; response. refunded_line_items_skus = refundedLineItemsSkus; // Call the next step in this workflow // response will be the Variables Available from this step Mesa. output. next(response); };}); Send refund event to Mixpanel Configure a "Create an Event" action for Mixpanel that sends a structured refund event with all the calculated data. This step creates a comprehensive event in Mixpanel named "Refund - Order " and includes properties like order ID, refund amount, refund reason, product titles, SKUs, quantities, customer details, and timestamps. Turn On and run your workflow Turn the workflow On and run a test order refund in Shopify to verify the automation successfully updates in Mixpanel before allowing it to run automatically. Instead of building this from scratch, use this pre-built template: Tips on setting up Shopify refund tracking in Mixpanel 1. Structure refund events with rich data Don’t just track that refunds happened; instead, capture the story behind each return. In particular, include refund reason codes, days between purchase and return, original order source, and customer segment information. As a result, this context transforms basic refund counts into meaningful business intelligence about customer behavior and product performance. 2. Create refund-specific customer properties Standard Mixpanel user properties don't account for refund behavior. Create custom properties like "total_refund_amount," "refund_frequency," and "average_days_to_return" that update automatically with each refund event. These properties enable powerful customer segmentation based on return behavior rather than just purchase patterns. Try this pre-build template: 3. Set up return window analysis Different return windows reveal different insights about your business. Configure tracking for immediate returns (0-7 days), standard returns (8-30 days), and extended returns (31+ days). Each window typically indicates different issues—immediate returns often suggest shipping or expectation problems, while extended returns might indicate product durability concerns. 4. Track partial vs. full refund patterns Partial and full refunds reveal different operational patterns. Partial refunds often indicate multi-item orders where customers keep some products, or situations where return policies (restocking fees, return shipping costs) apply. Full refunds typically represent complete order returns or cancellations. Tracking this distinction helps identify whether issues are product-specific (partial returns from bundles) or systemic (high full-refund rates suggesting broader problems with shipping, quality, or product descriptions). Why automate Shopify refund tracking in Mixpanel Detect return fraud patterns Manual refund review often falls short because it misses sophisticated return abuse schemes that unfold over months. In contrast, automated tracking captures refund velocity per customer, return timing patterns, and suspicious behavior such as requesting refunds immediately after receiving products. Furthermore, Mixpanel’s cohort analysis can reveal customers who systematically abuse return policies across multiple purchases. Measure true customer lifetime value Most CLV calculations ignore refunds, creating inflated customer value metrics. Automated refund tracking adjusts CLV calculations in real-time, showing net revenue per customer after returns. You'll discover some high-spending customers actually generate negative value when refund behavior is factored in. Identify products with hidden quality issues Products might pass initial quality checks but develop problems after shipping or extended use. Automated refund tracking reveals delayed quality issues through return timing analysis. A product with 30-day delayed returns might have packaging problems, while 90-day returns could indicate durability issues not caught in standard quality testing. Optimize inventory based on return patterns Return patterns predict future inventory needs differently from sales patterns. High-return products require different stocking strategies since returned inventory often can't be resold at full price. Automated tracking helps distinguish between seasonal return spikes and fundamental product issues. Frequently asked questions How do I automatically send Shopify refund data to Mixpanel? You can set up automated refund tracking by connecting Shopify to Mixpanel through MESA's pre-built template. The automation triggers whenever a refund occurs in your Shopify store, then formats and sends the refund data to Mixpanel as a custom event. This eliminates manual data entry and ensures you never miss tracking a refund for your analytics. What refund info can be tracked from Shopify to Mixpanel? MESA captures comprehensive refund data including refund amount, order ID, customer email, product details, refund reason, timestamp, payment method, and customer location. You can customize which data points get sent to Mixpanel based on your analytics needs, allowing you to track everything from basic refund amounts to detailed product performance metrics. How to analyze refund trends in Mixpanel? Once your refund data flows into Mixpanel, you can create custom dashboards to track refund rates by product, customer segment, or time period. Set up funnels to see where customers drop off before requesting refunds, use cohort analysis to identify patterns, and create alerts when refund rates spike above normal thresholds. The key is having clean, consistent data flowing in automatically. Can I customize what refund data gets sent to Mixpanel? Yes, MESA's template allows you to customize exactly which refund data points get tracked. For example, you can filter by refund amount thresholds, specific product categories, customer segments, or refund reasons. In turn, this flexibility helps you focus your analytics on the metrics that matter most to your business, while at the same time avoiding cluttering Mixpanel with unnecessary data. How to identify problematic products using refund analytics? Track refund events by product SKU and variant in Mixpanel to spot patterns. Create segments for products with high refund rates, then dig into the refund reasons to understand why customers return specific items. You can set up automated alerts when certain products exceed your acceptable refund threshold, helping you address quality issues quickly. What's the best way to segment refund data in Mixpanel? Segment your refund data by customer lifetime value, geographic location, product category, order value, and acquisition channel. This helps you understand if refunds are concentrated among specific customer groups or regions. You can also segment by refund timing (immediate vs. delayed returns) to identify different types of customer behavior patterns. --- - Published: 2025-10-08 - Modified: 2025-10-08 - URL: https://www.getmesa.com/blog/schedule-removing-shopify-product-tags/ - Categories: Workflow Tutorials - Tags: shopify Managing product tags in Shopify can feel like one more thing on an endless to-do list, especially when you need to update collections after a sale or a season ends. Manual tag edits take up valuable time and can easily slip through the cracks during busy periods. When tags show old promotions or seasons, customers might get confused or frustrated. Automating the removal of product tags lets you sidestep all that hassle and keep your store looking fresh. Instead of chasing down every product after a campaign, you set up the schedule once and get back to focusing on bigger priorities. The result? Your product collections always stay organized and up-to-date. This guide walks you through each step to set up automatic tag removal in Shopify. By the end, you'll handle product tags for sales, seasons, or anything else, without ever touching them twice. TL;DR: Want to skip the setup and get right to it? Use this template for scheduled Shopify tag removal—just plug in your details and go. Step-by-Step Guide: How to Schedule Removing Shopify Product Tags Time needed: 5 minutes. This workflow automatically removes specified tags from products in a Shopify collection at a scheduled date and time, helping you manage seasonal items, sales, or promotions without manual intervention. Schedule tag removal Set the specific date and time when you want the product tags removed from your collection. This will be when the automation triggers. Get Shopify products This step fetches up to 250 products from your Shopify store to scan for the tags you want to remove. This comprehensive search ensures no tagged products are missed during your scheduled release, giving you complete coverage across your entire product catalog. Loop over products A loop step reviews each product to identify only those containing your target tag (in this example, "Pre-Order"). This filtering ensures the workflow only affects the intended products, protecting your other inventory from accidental changes while precisely targeting your scheduled release items. Configure tag removal For each product that matches your criteria, this step automatically removes the specified tag (like "Pre-Order"). This action effectively "releases" your products by removing the tag that was hiding them or marking them as unavailable, making them fully accessible to customers at your predetermined time. Turn workflow “On” Enable the workflow and let it run automatically at your scheduled time. Try our plug-and-play template and see how simple scheduled tag removal can be. Related templates: Why schedule the removal of Shopify product tags? Clean up your catalog: Scheduled tag removal keeps your product pages accurate. For example, when a "Summer Sale" ends, all products lose the "summer-sale" tag at midnight, so customers never see outdated deals. Promotions run smoothly: You set a tag like "flash-sale" for a special event. The moment the event ends, the tag disappears on its own. No need to track down every product or worry about customers feeling let down by expired promos. Inventory stays current: Picture a scenario where you have a tag like "low-stock" on certain items. When you update stock or the tag is no longer needed, scheduled removal clears things up—your inventory data always matches what buyers see. Collections update automatically: Using tags to group products into collections like "New Arrivals," you can pull items out immediately without lifting a finger. This keeps your collections fresh and relevant to shoppers every day. Frequently asked questions How do I make sure tags are removed correctly? Double-check the tag names for exact spelling and formatting. Testing a small group of products can help you catch any mistakes before updating your entire catalog. Can I set up tag automation for adding tags too? Yes! You don't have to just remove tags. You can tag new products in Shopify based on different rules or time frames. What are some other ways to get more out of Shopify tags? Take a look at our Ultimate Guide to Shopify Tags for tips on tag strategies, using tags for marketing, and keeping everything organized. --- - Published: 2025-10-06 - Modified: 2025-10-09 - URL: https://www.getmesa.com/blog/field-notes-vol-9-2025/ - Categories: Product News - Tags: gemini, recall, typeform Big things just landed in MESA. Transcribe every “Wait, what did they say? ” moment with Recall, power your workflows with Gemini AI, and give your inbox new tricks with Gmail triggers and actions. We’ve also improved Google Sheets and Connections, added a Rich Text editor, and kicked Yedric up a notch. Let’s dive in: New app: Gemini Connect to Gemini to generate insights, summarize information, and enhance your workflows. Now you can keep workflows lean, uncover insights instantly, and put AI power directly into your automations. With Gemini and MESA together, you can stay ahead of the curve with smarter automations.   New app: Recall Meet your new meeting sidekick. Connect to Recall to instantly transcribe meetings from Zoom, Google Meet, and Microsoft Teams. Now you can easily capture decisions, share notes, and keep records for training, compliance, or follow-up tasks. Use these Recall templates: Improvements Significant improvements are here to help you get more out of MESA. Here’s what’s been updated: Rich Text Editor: MESA’s built-in email app now has a rich text editor, which gives you more formatting options while still keeping plain text available for advanced HTML. Google Sheets: All active workflows with a Google Sheets step are now checked daily. If column changes are detected, you’ll see a banner notification and receive an email. Alerting you to re-sync your sheet to keep your workflows running smoothly. Connections: Credential testing is now live for select apps like Asana, Gmail, Google Sheets, and Shopify, with more coming soon. Clear visual cues and notifications show when credentials are valid or need updating. Gmail: Kick off workflows as soon as an email hits your inbox, and use new actions to grab profiles or pull lists of emails, threads, and labels. Shopify Inventory: Managing inventory variants is now easier with variant info in the Inventory Level Update trigger, plus two new actions to adjust or set inventory levels by Variant ID. Yedric updates We’ve been hard at work making Yedric more powerful and easier to use. These updates bring new ways to create skills, search your docs faster, and enjoy a smoother overall experience. Here’s what’s new: Doc search: Quickly find the information you need without leaving chat. Skill creation directly in chat: Spin up new skills without jumping to the builder. Yedric will guide you with a link if a new credential is required. UI updates and bug fixes: Targeted improvements to make your interactions with Yedric feel snappier and more reliable. 3 new Typeform templates 8 more workflow templates A taste of Japan playlist Take a journey through the sounds of Japan, blending timeless classics with modern tracks. Buckle up and explore the diverse rhythms and moods that define Japan’s vibrant music scene. https://open. spotify. com/playlist/7jR1tf5PYBupln1REdXLxT? si=6910c1a7967e480c --- - Published: 2025-10-02 - Modified: 2025-10-02 - URL: https://www.getmesa.com/blog/update-shopify-customer-metafields-yotpo-loyalty-points/ - Categories: Workflow Tutorials - Tags: shopify, yotpo loyalty Running a loyalty program across multiple platforms creates complexity, even with existing integrations. While you might already connect Yotpo to Klaviyo for email campaigns or sync basic data with Shopify, these standard integrations often leave gaps in your customer data ecosystem. Your checkout might not display real-time point balances, your product pages can't show personalized rewards, and custom apps may not access the loyalty data they need. Even with popular integration tools, loyalty information often remains one step removed from where you need it most. This disconnect creates missed opportunities for personalization and customer engagement. When loyalty data isn't fully accessible across your entire tech stack, you're limited in how you can leverage that valuable customer information. The solution lies in syncing Yotpo loyalty points directly into Shopify customer metafields. This approach creates a comprehensive customer profile that goes beyond standard integrations, giving you complete control over how loyalty data flows through your ecosystem while maintaining accuracy across all platforms. TL;DR: Skip the manual setup and use our pre-built template to sync Yotpo loyalty points to Shopify metafields in minutes. Step-by-step guide: How to update Shopify customer metafield with Yotpo loyalty points Time needed: 5 minutes. This automation monitors Yotpo Loyalty for point balance changes and immediately updates the corresponding customer's metafield in Shopify with their current point total. The workflow uses Yotpo's customer email to locate the matching Shopify customer record, then stores the point balance in a structured metafield for easy access by themes, apps, and marketing tools. Set up Yotpo points change trigger Start with the trigger to monitor when customer point balances change in Yotpo Loyalty, capturing the customer's email and updated point balance to initiate the sync process. Search for matching Shopify customer Use the customer's email from Yotpo to search Shopify's customer database and retrieve the customer ID needed for the metafield update. Update customer metafield with point balance Assign the Customer ID variable from the results of the Search Customer step. Because we’re matching the search based on the email, we can simply grab the first results instead of having to loop through all the results first. Store the current loyalty point balance in a Shopify customer metafield using the namespace "custom" and key "yotpo_loyalty_points" as a number integer type for consistent data structure. Activate and test the workflow Turn the workflow On and run a test point change in Yotpo to verify the automation successfully updates the Shopify customer metafield before allowing it to run automatically. Get this workflow running today with our tested template. Why update Shopify customer metafields with Yotpo loyalty points? By syncing Yotpo points into Shopify metafields, you enable real-time personalization, advanced customer segmentation, and seamless integration with other Shopify apps and tools. This approach eliminates the technical complexity of managing multiple data sources while ensuring your loyalty program data enhances every customer touchpoint. You can first create abandoned cart recovery emails that reference specific point balances, then build product recommendation engines that factor in reward eligibility, and finally develop VIP customer experiences triggered by point thresholds. The metafield approach also enables offline point redemption tracking for businesses with physical locations, supports complex loyalty tier migrations, and creates audit trails for customer service teams resolving point disputes. Most importantly, it future-proofs your loyalty program automation by ensuring point data remains accessible even if you switch loyalty platforms. Tips on optimizing loyalty point metafield management Use structured metafield types Set your metafield as "integer" type rather than plain text to enable mathematical operations, sorting, and proper data validation. This structure allows you to build dynamic customer segments based on point ranges and calculate reward values programmatically. Implement point expiration tracking Create additional metafields to store point expiration dates and tier status, enabling proactive marketing campaigns that encourage redemption before points expire. Store expiration dates as "date" type metafields and tier levels as "single line text" for maximum flexibility in campaign targeting. Consider multi-currency point values For international stores, store both raw points and localized currency equivalents in separate metafields to display meaningful reward values to customers in different regions. Use "decimal" type for currency values and include the currency code in your metafield naming convention for clarity. Frequently asked questions How do I view Yotpo loyalty points in Shopify admin? Navigate to your customer's profile in Shopify admin and scroll to the Metafields section. Look for the "custom. yotpo_loyalty_points" metafield to see their current point balance synced from Yotpo. What automation tools work best for Yotpo Shopify integration? MESA provides native Yotpo integration with pre-built templates specifically designed for loyalty point syncing. How to display customer loyalty points on Shopify storefront? Use Liquid code in your theme to access the metafield: {{ customer. metafields. custom. yotpo_loyalty_points }} to display the point balance anywhere in your customer account pages or checkout process. --- - Published: 2025-10-01 - Modified: 2025-09-29 - URL: https://www.getmesa.com/blog/automated-blog-post-summarization-email-highlights/ - Categories: Workflow Tutorials - Tags: email, wordpress Your content team just published another stellar blog post, but now you're staring at your Slack channels and email drafts, wondering how to get your sales and marketing teams to actually read it. You've been down this road before—manually crafting summary emails, tagging team members in multiple channels, and watching engagement rates flatline because people are drowning in their own work. The content you create deserves better than gathering digital dust while your colleagues miss out on insights that could help them close deals or craft better campaigns. Every new post represents hours of research, writing, and strategy that should amplify your team's collective knowledge, not disappear into the void of unread notifications. What if your blog posts could automatically transform into digestible summaries and land directly in your team's inboxes when you hit publish? This approach turns your content into a reliable source of team intelligence without adding another manual task to your already packed schedule. TL;DR: Skip the manual setup and get this automation running in minutes with our pre-built template. Step-by-step guide: Summarize new blog posts and email the highlights Time needed: 5 minutes. Set up an automated system that monitors your WordPress blog for new posts, creates AI-powered summaries, and emails them to your team to keep everyone informed about your latest content. Connect WordPress as the trigger Set up WordPress to monitor for new blog posts. Configure the step to check for newly published posts every hour or the frequency that matches your cadence. This step establishes the foundation by connecting your blog and defining when the automation should run. The trigger will capture essential data including the title and full content when a new post goes live on your site. Generate AI summary Configure the AI built-in tool to process the blog post content from WordPress. MESA takes the full rendered content from your new post and uses artificial intelligence to create a concise, readable summary. This step transforms lengthy blog posts into digestible highlights that busy team members can quickly review without reading the entire article. Send email notification Set up email delivery to send the AI-generated summary to designated recipients. Configure the built-in email tool with a clear subject line that includes the blog post title (formatted as " New Blog Summary Ready for ") and include the AI summary as the email body. Specify the recipient email addresses for team members who need to stay informed about new content publications. Optionally, swap this step for Gmail and send the email using your dedicated email account. Turn On and run once Turn the workflow On and run it once manually to verify all connections work properly. This ensures WordPress data flows correctly to the AI summarizer and emails send successfully to the intended recipients before the workflow begins running automatically. Ready to improve your content communication? Grab the template and customize it for your team. Reasons to automate blog post summarization Your content calendar is unpredictable. Publishing schedules shift based on product launches, industry events, and breaking news. Manual notification systems break down when timing changes frequently. Automation adapts instantly to any publishing rhythm without requiring human intervention. Different teams need different contexts. Your sales team cares about customer success stories and product updates. Meanwhile, your support team needs technical tutorials and troubleshooting guides. At the same time, marketing wants competitive analysis and thought leadership pieces. With this in mind, automated blog post summarization can segment content based on categories, tags, or keywords, ensuring each team receives relevant highlights. Remote teams operate across time zones. When your content manager publishes at 9 AM EST, your West Coast sales team is still drinking coffee. Your international team members might miss important updates entirely. Email automation delivers summaries when people check their inboxes, regardless of when the content goes live. Content performance insights get buried. Beyond just summarizing posts, automation can include engagement metrics, social media performance, and reader feedback in team updates. This lets everyone see which content resonates with your audience, informing their customer conversations and strategy decisions. Tips on automated blog post summarization 1. Customize summary length by recipient role Different team members need different levels of detail. Configure your automation to send executive teams 2-3 sentence overviews, while content creators receive full paragraph summaries with key takeaways and performance data. Sales teams might need bullet points highlighting customer benefits, while support teams want technical details and common questions addressed. 2. Include visual content previews Blog posts often contain important screenshots, charts, or infographics that, in turn, provide crucial context. To address this, set up your automation to capture and include featured images or key visuals in email summaries. As a result, recipients can quickly identify the content type and relevance without needing to click through to the full post. 3. Add publication timing intelligence Schedule summary emails based on when recipients actually engage with content, not when posts publish. Analyze your team's email opening patterns and configure delivery for maximum attention. Marketing teams might prefer morning digests, while customer-facing teams need real-time updates they can reference in afternoon client calls. 4. Create category-based distribution lists Tag your blog posts with categories like "Product Updates," "Industry News," or "Customer Stories," then route summaries to relevant team segments automatically. This prevents inbox overload while ensuring critical updates reach the right people. Your automation can even adjust summary tone and focus based on category. Frequently asked questions How do I automatically summarize blog posts for my team? Set up a workflow that monitors your WordPress API for new posts, then use AI to generate concise summaries highlighting key points, takeaways, and actionable insights. MESA can connect your blog to AI summarization tools and automatically email these summaries to specific team members or distribution lists whenever new content goes live. What tools can email blog post summaries automatically? MESA can automatically generate and send blog post summaries using its built-in email tool or through popular email marketing platforms like Klaviyo, Mailchimp, Mailgun, or Omnisend. The workflow pulls content from WordPress or other blog tools, creates AI-powered summaries using integrated services like ChatGPT, then delivers formatted email updates directly through MESA's native email tool or your preferred email service. This lets you maintain consistent communication with your team or subscribers without manual content curation. Can AI summarize WordPress blog posts and send emails? Yes, AI can analyze WordPress blog post content and create tailored summaries for different audiences. MESA connects directly to WordPress through its REST API, retrieves post content, processes it through AI summarization, and then delivers customized highlights to sales teams, marketing staff, or leadership based on what's most relevant to each group. How to keep sales and marketing teams updated on new blog content? Create automated workflows that deliver role-specific blog summaries to each team. Sales teams might receive summaries highlighting customer pain points, while marketing teams get summaries focused on positioning and campaign opportunities. MESA can segment your blog content and send different summary styles to different email lists automatically. What's the best way to automate blog content distribution? Build a workflow that triggers whenever new blog content is published, automatically creating summaries and distributing them through multiple channels. This might include email summaries for internal teams, social media snippet generation, or Slack notifications with key highlights. MESA handles the entire process without manual intervention, from content detection to multi-channel distribution. How to set up automated blog post notifications with summaries? Connect your blog platform to an AI automation platform that monitors for new posts, extracts the content, generates AI-powered summaries, and sends formatted notifications. Setup includes triggers, summary parameters, and email templates to deliver consistent, professional updates to your team. Can MESA automate blog post summarization and email delivery? MESA specializes in this exact workflow. You can use pre-built templates that connect WordPress to AI summarization services, then automatically format and email highlights to your team. The system detects posts, creates polished summaries, and lets you customize focus, formatting, and recipients for your team. --- - Published: 2025-09-30 - Modified: 2025-09-29 - URL: https://www.getmesa.com/blog/how-to-get-typeform-slack-notifications/ - Categories: Workflow Tutorials - Tags: slack, typeform You submit a contact form on a company website and wonder if it actually went through. Days pass without a response, leaving you questioning whether your inquiry disappeared into the digital void. This scenario plays out countless times across businesses where form submissions slip through the cracks because teams never receive timely notifications. The gap between form submission and team awareness creates missed opportunities and frustrated potential customers. When your sales team learns about a hot lead three days after they filled out your pricing form, that prospect has likely moved on to a competitor. The same delay affects customer support requests, event registrations, and feedback collection. Real-time notifications bridge this gap by alerting your team the moment someone submits a form. Instead of manually checking your Typeform dashboard, you can receive immediate Slack notifications that keep everyone informed and ready to respond. This simple Slack automation transforms how quickly your team can engage with new opportunities. TL;DR: Skip the manual setup and get this workflow running in minutes with our pre-built template. Step-by-step guide: How to receive Slack alerts for each Typeform submission Time needed: 5 minutes. This workflow automatically sends a Slack message to your chosen channel whenever someone submits a Typeform response, keeping your team instantly informed without manual monitoring. Connect your Typeform trigger You'll need to authenticate your Typeform account and select which form you want to track. Once connected, MESA will automatically detect whenever someone completes and submits your form, capturing all the response data, including answers, timestamps, and respondent information. Configure your Slack notification Connect your Slack workspace and choose which channel should receive the notifications. Customize the message content by selecting which form fields to include in the alert. You can display specific answers, respondent details, or any custom fields from your Typeform. The message will be formatted in Slack's markdown format for easy reading and can include dynamic content that changes based on each submission. Turn “On” and run your workflow Turn on the workflow to begin automatic monitoring. Submit a test response to your Typeform to verify the Slack message appears correctly in your chosen channel with all the expected information. Once confirmed, the workflow will run continuously, sending instant notifications for every new form submission without any further action needed from you. Why build this from scratch when you can deploy it instantly? Use our template and start getting notifications today. Reasons to set up Typeform Slack notifications Turn form submissions into team conversations. When responses appear in Slack channels, they naturally spark discussions. Team members can react with emojis to claim ownership, thread replies to coordinate next steps, or mention colleagues who need to see specific submissions. Your forms become collaborative touchpoints rather than isolated data collection points. Create submission accountability without micromanagement. Slack notifications create transparent visibility into who's responding to what submissions and how quickly. Team members naturally develop response patterns when they see submissions flowing through shared channels, creating organic accountability without formal tracking systems. Enable contextual follow-up across departments. Different Typeform questions often require input from multiple team members. When submissions appear in Slack, sales can loop in technical support for complex inquiries, or customer success can bring marketing into feedback discussions. The threaded conversation format keeps all context together. Catch time-sensitive submissions outside business hours. Mobile Slack notifications mean urgent form submissions don't wait until someone checks their email the next morning. Event registrations with limited spots, support requests from different time zones, or partnership inquiries can receive immediate attention when they matter most. Tips on optimizing Typeform Slack notifications 1. Route different form types to specific channels Send customer support requests to your #support channel, job applications to #hiring, and sales inquiries to #leads. This targeted routing prevents notification fatigue and ensures the right eyes see relevant submissions immediately. You can set up multiple automation workflows in MESA, each filtering Typeform submissions by form ID or specific question responses to determine the appropriate Slack destination. 2. Format notifications with response priorities Configure your Slack messages to highlight high-priority submissions at the top. If someone selects "Urgent" from your priority dropdown or mentions specific keywords like "cancel subscription" or "partnership opportunity," format these notifications with eye-catching emojis or @channel mentions.   3. Include actionable links in your notifications Beyond displaying form responses, embed direct links to your CRM, support ticketing system, or scheduling tool within the Slack message. When someone submits a demo request, your notification can include a direct link to book them in your calendar. For support requests, include links to create tickets in your help desk. This eliminates the copy-paste step between seeing a submission and taking action on it. Frequently asked questions How do I connect Typeform to Slack automatically? The fastest way to connect Typeform to Slack automatically is through MESA's pre-built template. From MESA’s template library, search for the Typeform-to-Slack notification template, authenticate both apps, and configure your notification settings. Can I customize what information appears in Typeform Slack notifications? Yes, you can fully customize your Slack notifications in MESA. Choose which form fields to include, format the message layout, add custom text or emojis, and even create Paths to show different information based on responses. For example, you could highlight urgent submissions differently or include different details for various form types without writing any code. What's the best way to set up Typeform webhooks for Slack? While you could manually configure webhooks through Typeform's API and Slack's incoming webhook system, MESA eliminates the technical complexity entirely. Our platform manages webhook creation, authentication, error handling, and data formatting automatically. You get enterprise-grade reliability without the developer overhead, plus the ability to modify your setup anytime without touching code. How do I test if my Typeform Slack integration is working? MESA includes built-in testing tools that let you view form submissions and verify your Slack notifications are being sent. You can also view detailed logs of every workflow execution, including successful deliveries and any errors. This real-time monitoring helps you troubleshoot issues quickly and ensures your team never misses important submissions. Can I send Typeform submissions to specific Slack channels? Absolutely. MESA lets you route submissions to different Slack channels based on form responses, submission type, or any other criteria you define. For example, support requests could go to your help desk channel while sales inquiries route to your sales team channel. You can even send notifications to multiple channels simultaneously or use dynamic routing based on form content. How do I set up real-time notifications for form submissions? MESA processes Typeform submissions in real-time using webhooks, ensuring your team gets notified within seconds of form completion. Simply activate the Typeform-to-Slack template, and notifications will flow automatically whenever someone submits your form. --- - Published: 2025-09-03 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-connect-shopify-orders-to-google-sheets/ - Categories: Workflow Tutorials - Tags: Google sheets, shopify Getting the right data to the right people can feel impossible when your Shopify store grows and your team expands. Google Sheets gives you a simple, secure way to share information with everyone—without handing out the keys to your entire store. You control who sees what, so every partner, accountant, or marketer only gets the data they need. You can do a lot more than just export orders. Once you combine Shopify with Google Sheets, you can pull in numbers from your inventory system, email platform, or even outside sources like weather reports. Suddenly, you turn your spreadsheet into a powerful dashboard that helps you spot trends and make smarter decisions, with no fancy business intelligence tools required. With a few smart steps, you can learn how to set up a workflow once and then watch Shopify data update your spreadsheets automatically, day after day. TL;DR: Skip the setup hassle. Use this ready-made template to automate your Shopify order data into Google Sheets now! Why automate Shopify data to Google Sheets Google Sheets acts like Switzerland for your business data. You decide exactly who gets to see what, so your fulfillment partner can ship orders, your accountant can review sales, and your marketing team can track customer behavior without exposing your store’s sensitive information or risking accidental changes. When you bring more data sources into the mix, the value multiplies. Add in your email marketing stats, inventory levels, or outside data, and you get a clearer picture of what drives your sales. You can even use Shopify to Google Sheets automations to create custom dashboards for every department, so everyone works from the same trusted source. The best part? You don’t need expensive software to get insights. Google Sheets lets you slice and dice your data any way you want, matching the flexibility of big-name analytics platforms—without the big price tag. Step-by-step guide: Connect Shopify orders to Google Sheets Time needed: 5 minutes. Setting up this automation is like building a bridge between your store and your spreadsheet. Once it's built, data flows automatically without you lifting a finger. The exact steps to make this workflow are as follows: Set up Shopify order created trigger Start the workflow to trigger when new orders in your Shopify store are received. Retrieve shop details This step fetches your Shopify store information to ensure proper URL construction for order references in your spreadsheet. Configure product loop Add a loop step to process each product line item within the order separately. This ensures that every product in multi-item orders is properly recorded in your Google Sheet with its specific details including title, SKU, and price. Set up Google Sheets integration Connect to your Google Sheets document and map the column values to the corresponding data variables:Order URL (Shopify admin link) - This data variable is formatted to remove the “. myshopify. com” portion so we can use your store’s UUID to deep link to the in your Shopify admin site. • Order Name• Customer Email• Shipping Name (First and Last)• Shipping Address• City• State/Province• Zip/Postal Code• Country• Product Name• Product SKU• Product Price Enable the workflow Turn the workflow ON and run it once with a sample order to ensure all data is being captured and transferred correctly before allowing it to run automatically with your live orders. Ready to save time? Use the pre-built template above to connect Shopify and Google Sheets instantly. Tips on Shopify Google Sheets integration Create multiple sheets for different purposes Keep things tidy by splitting your automations. Set up one sheet for daily shipping, another for monthly sales, and maybe a third for inventory. This way, each person gets what they need—no scrolling through endless columns or rows. With Shopify to Google Sheets automations, you can build these specialized workflows for every department. Use Google Sheets formulas to enhance your data Google Sheets becomes much more than a static list when you add formulas. You can track profit margins, match SKUs to supplier costs with VLOOKUP, or build live sales dashboards. With automated data updating and spreadsheet formulas, you create a tailored analytics tool that works exactly how you want. Set up data validation rules Accuracy matters, especially when you depend on your spreadsheet for decisions. Add rules to flag anything out of the ordinary, like unusually high order totals or unexpected shipping countries. These checks keep your data clean and your reports reliable. Frequently asked questions Can I export historical Shopify orders to Google Sheets? Yes! You can use Time Travel to do a backfill of your past orders, so your spreadsheet starts off fully loaded with history—not just new data going forward. What happens if Google Sheets reaches its row limit? Google Sheets lets you store up to 10 million cells, which covers hundreds of thousands of orders. If you get close, just move older data into an archive sheet or set up an auto-archive rule. Most stores won’t need to worry about this for years. Can I customize which order fields get exported? You can choose exactly which details to include. Add custom fields, metafields, or calculated columns that match your business needs. Is this integration secure for sensitive customer data? All connections use secure APIs and authentication. Still, it’s smart to limit what you export—Google Sheets is safe, but it’s not designed for credit card data (which Shopify doesn’t provide through the API anyway). Can multiple team members access the Google Sheet simultaneously? Yes, and that’s the beauty of it. Everyone can open, edit, and analyze at once, with different permission levels so you stay in control. Just set clear rules about who can make changes to keep things running smoothly. --- - Published: 2025-09-03 - Modified: 2025-09-03 - URL: https://www.getmesa.com/blog/how-to-extend-shopify-flow/ - Categories: Workflow Tutorials - Tags: shopify flow Shopify Flow gives you a solid start for automating tasks across your store, but its built-in actions only reach so far. Many businesses hit a wall when they want to connect Flow with apps or services that aren’t on Shopify’s shortlist. That’s when creative solutions unlock real value. Opening up your automations to more tools makes a huge difference in how efficiently you work. Instead of juggling spreadsheets or moving data by hand, you set up seamless connections that keep things moving in the background. With the right approach, you can sidestep technical headaches and let Flow work harder for you. Let’s explore how to break past the default limits and bring all your favorite apps into your Shopify ecosystem. Step-by-step guide: Extend Shopify Flow to any third-party app Time needed: 10 minutes. Let's walk through exactly how to extend its capabilities using MESA. You can visualize this functionality in the following sequence of workflows:Shopify Flow -> MESA -> 3rd party appFollow these step-by-step instructions to extend Flow to more connectors: Set up your workflow by choosing the Shopify Flow app When creating your workflow in MESA, search “Flow” to narrow the list of connectors. Choose a Shopify Flow trigger step Add the trigger step, Respond to Flow Action. If you know what kind of data is coming from Flow into MESA, there are other triggers that can make selecting data variables a little easier in subsequent steps. Add an action step In this example, the data sent from Flow will be passed to Google Sheets. However, the possibilities are endless. Unify your data by easily connecting Flow to any app or system used by your enterprise. Turn On your MESA workflow Be sure to click the “Save” button and turn your automation to “On”. Copy the Key for this workflow From the MESA workflow, click the Dashboard tab. Then, on the right-hand side column, scroll to the Actions card and click the Copy key link. You’ll need this to extend your Flow in Shopify. From Shopify Flow, add the Send to MESA action Now we have to extend the workflow in Flow to connect to MESA and send the data we want. Add an action, then choose the MESA connector > Send to MESA action. Paste the MESA workflow Key value This was the Key value copied from the MESA. This tells Flow to connect to a specific workflow within MESA. Add payload variables Payload Variables are the specific pieces of data from your Shopify order that you want to send to MESA and ultimately to your connected app (Google Sheets in this example). Think of this as choosing which order details you want to track and analyze outside of Shopify. Save and turn on your Flow Save your workflow configuration changes and turn On your workflow. In our example here, every time an order is created, it passes order details to MESA and saves it to Google Sheets. How to connect any app to Shopify Flow Time needed: 5 minutes Let's walk through exactly how to extend other apps into Shopify Flow. You can visualize this functionality in the following sequence of workflows: 3rd party -> MESA -> Flow Follow these step-by-step instructions:  1. Start a Flow automation from your app In MESA, start a new workflow from any third-party app connector. For this example, when a new row is added to a Google Sheet. 2. Add the Shopify Flow connector to your workflow Next, add an action to your workflow and locate the Shopify Flow app connector.   3. Choose the action to trigger your Flow in Shopify MESA supports many Shopify Flow actions depending on the type of data that you intend to send. This makes it easier to handle data between steps in Flow. 4. Turn on your MESA workflow Be sure to click the “Save” button and turn your automation to “On”.   5. In Flow, choose the MESA action as the trigger Add the trigger step, MESA Action. 6. Build your Flow actions Add subsequent steps as needed. Then, turn on your Flow. For more technical details about the Shopify Flow triggers and actions, read our Shopify Flow documentation. Why extend Shopify Flow Every business runs into needs that Shopify Flow alone won’t handle. Maybe you want to react to competitor price changes or double-check addresses before shipping orders. Those jobs call for more flexibility than Flow’s out-of-the-box setup allows. Extending Flow means you keep the easy visual builder and reliable triggers, but now you can connect with any app or service you choose. It’s like turning Flow into the nerve center of your operations, able to move data and kick off actions wherever you need. You get more control and the freedom to design Shopify Flow workflows that fit your business, not the other way around. With the right approach, you unlock new automation superpowers. Your workflows respond to events from anywhere, process data just how you want, and trigger actions across your full tech stack. This is how you move from “making do” to building the business systems you’ve always wanted. Frequently asked questions Can I extend Shopify Flow without coding knowledge? You can. MESA offers ready-made actions and templates for Shopify flow automations so you can set up smart workflows with clicks instead of code. The visual builder helps you put together even complex flows with confidence. How many external services can I connect to Shopify Flow? Connect as many as you need. There’s no hard cap. As you add more, organize your workflows for clarity, and you’ll have a powerful network of automations across every tool you use. Will extending Shopify Flow slow down my store? These workflows run in the background, away from your storefront. Your customers won’t notice a thing, even if your automations are doing a lot behind the scenes. --- - Published: 2025-09-03 - Modified: 2025-09-03 - URL: https://www.getmesa.com/blog/shopify-odoo-inventory/ - Categories: Workflow Tutorials - Tags: odoo, shopify Managing inventory across Odoo and Shopify can feel overwhelming when you want everything to line up perfectly. A single missed update can throw off your sales, frustrate your warehouse team, and leave customers confused about what’s actually in stock. You don’t need a technical background or a giant IT budget to keep both systems talking to each other. With the right workflow, you can automatically sync your stock levels, freeing up your time for the projects that really move your business forward. This guide lays out the exact steps to sync your Odoo inventory to Shopify, including practical tips to avoid common pitfalls. You’ll pick up simple, effective ways to create reliable real-time inventory management between these two platforms and keep your operations running smoothly. TL;DR Ready to skip the manual setup? Try our pre-built template for instant Shopify-Odoo inventory sync—just add it and go. Step-by-step guide: How to sync Shopify inventory from Odoo Time needed: 10 minutes. Getting your Odoo inventory to sync with Shopify doesn't require a computer science degree or expensive consultants. With MESA's automation platform, you can set up this integration in about 15 minutes. The workflow operates by checking your Odoo system regularly for inventory changes and pushing those updates to your Shopify store automatically. Here's exactly how to make it happen: Set up Odoo inventory monitoring Connect your Odoo account to MESA and configure it to watch for inventory changes in the stock. quant entity. By default, this checks for updates every hour at the top of the hour (you can adjust this timing if needed). Make sure you've installed both the Sales and Inventory modules in Odoo, enabled inventory tracking, and that you're using the Reference field in Odoo to store SKUs that match your Shopify products. When you update inventory in Odoo, use the Quantity on Hand field within the Sales module - this is what the trigger looks for to run your workflow. Find matching Shopify products by SKU When MESA detects an inventory change in Odoo, it takes the product reference code (your SKU) and searches for the matching product variant in Shopify. This step uses Shopify's SKU lookup feature to find the exact product variant that needs updating. The workflow automatically passes the SKU from Odoo to Shopify to find the right match. Update Shopify inventory levels Once MESA finds the matching product in Shopify, it updates the inventory level to match what's in Odoo. The workflow takes the available quantity from Odoo and sets it as the new inventory level in Shopify. You'll need to make sure the location ID matches your actual Shopify location - you can find this in your Shopify admin under Settings > Locations. Turn on and test your workflow Turn your workflow On using the toggle switch. Run the workflow once to test that everything connects properly and your inventory syncs correctly between Odoo and Shopify. Once you confirm it's working, the workflow will run automatically every hour to keep your inventory synchronized from Odoo to Shopify. Want a shortcut? Use our template and get your Odoo-Shopify inventory sync up and running in minutes—no coding, no headaches. Tips on syncing Shopify inventory from Odoo 1. Match your SKU formatting before you start Matching SKUs across both systems is the key to a smooth sync. Export product lists from Odoo and Shopify, and compare them side by side in a spreadsheet. Check for stray spaces, differences in capitalization, or missing dashes. Even tiny mismatches—like ‘PROD-001’ in Odoo versus ‘PROD001’ in Shopify—will block your sync. 2. Use Odoo's lot tracking for better inventory control Lot tracking in Odoo lets you keep tabs on expiration dates and batches, which comes in handy for food, beauty, or any perishable goods. While Shopify doesn’t show lot numbers to customers, you’ll know exactly which batch went where. This helps you fulfill orders with the oldest stock first and trace any issues back to a specific batch. It also means you can set up more accurate Shopify stock updates for each type of product. 3. Create buffer stock rules for popular items Your bestsellers deserve a safety net. Set up reorder rules in Odoo so new purchase orders trigger before you hit zero stock. Focus on your top 20% of products by sales—this way, your Odoo Shopify integration keeps Shopify up-to-date while you’re already restocking behind the scenes. What is Shopify Odoo inventory sync? Shopify Odoo inventory sync creates a direct line between your Odoo ERP and Shopify store, so stock counts always match. You no longer have to update each system by hand or worry about selling products you don’t actually have. It’s like having a digital assistant who never sleeps—constantly checking your warehouse in Odoo and updating your Shopify shelves right away. This happens through simple API connections that let both systems share updates in real time. Why sync Shopify inventory from Odoo? Running your store with inventory scattered across two systems creates confusion fast. A customer orders from your Shopify store, but your team realizes the item is out of stock in Odoo—now you have an unhappy customer and maybe a lost sale. Syncing inventory means you work from a single source of truth. Your warehouse handles the physical stock in Odoo, while your sales channels, including Shopify, always show the right numbers. This becomes even more powerful when you sell across multiple platforms, since an update in Odoo instantly ripples to every place you sell. You also spot problems faster. When your counts don’t line up, you’ll notice right away and can react before small issues turn into big headaches. With real-time inventory management, your team saves hours each week and can trust what customers see online matches what’s on your shelves. Surprising benefits to keeping your inventory in sync Catches shrinkage early: Sudden mismatches between Odoo and Shopify reveal theft or loss sooner, not months later. Better supplier negotiation: Real sales data from live inventory sync gives you an edge when asking for better pricing or faster restocks. Easier customer service: Your team always has the latest info, so they can answer questions quickly and confidently—no more scrambling across systems. Accurate, automatic inventory sync turns what used to be a stressful guessing game into a calm, predictable process, giving you more time and headspace to focus on growth. Frequently Asked Questions Can I sync inventory for specific products only instead of my entire catalog? Yes, you can. Add filters to your workflow to sync only certain categories, vendors, or SKU ranges. This works well if you have dropshipped products or manage some items outside of Odoo. What happens if I have multiple Shopify locations? You can map each Odoo warehouse to the right Shopify location by customizing the location ID in your workflow. Sometimes you’ll want a separate workflow for each warehouse-location pair, depending on your setup. How quickly do inventory changes reflect in Shopify after updating Odoo? The default is hourly, but you can set the workflow to check as often as every 15 minutes. Just keep an eye on Shopify’s API call limits if you ramp up the frequency. Will this integration work with Odoo's manufacturing module? Yes, it does. Once you mark finished goods as complete in Odoo’s manufacturing module, the system updates inventory, and the sync pushes those numbers straight to Shopify—no extra steps. --- - Published: 2025-09-03 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/field-notes-vol-8-2025/ - Categories: Product News We've been busy building connections that make your workflows smarter and your business more automated. This month brings a game-changing WordPress integration, powerful new apps like Typeform and Zendesk, plus seven beta integrations you can test before they go live. And Yedric? He learned how to search the web in real-time. Here's everything new in your automation platform this month: Featured App: Typeform Transform how you collect customer insights with Typeform's conversational forms. Instead of boring surveys, create engaging experiences that customers actually want to complete. Automatically sync responses to update customer profiles, trigger personalized follow-ups, or reward loyalty program participation. When customers enjoy sharing feedback, you get better data to grow your business. Use these Typeform templates: Featured App: Zendesk Turn support chaos into organized success with Zendesk automation. Instead of manually tracking every ticket, let MESA automatically categorize issues, notify your team of urgent cases, and compile weekly summaries for performance reviews. Your support team stays focused on solving problems while automation handles the administrative work. Use these Zendesk templates: Featured App: WordPress Finally, your blog and store can work together seamlessly. With WordPress automations, you can eliminate the tedious parts of content management. Create SEO-optimized product posts, sync inventory updates to your blog, and distribute content across channels. Keep your audience engaged with fresh content while you focus on running your business. Use these Wordpress templates: Beta app releases Get early access to these new integrations and help us perfect them before the official launch. Your feedback shapes the final features. Algolia: Speed up product discovery with lightning-fast search that understands what customers really want Perplexity: Get AI-powered answers from your store data for better customer service and decision-making YouTube: Accelerate up content planning by auto-importing video details and performance metrics Reddit: Research trends and customer conversations to inform your marketing strategy LinkedIn: Extract company insights and industry updates to fuel your B2B outreach PrintNode: Send orders directly to connected printers for hands-free label printing Amazon Products: Track competitor products, reviews, and trends to optimize your catalog Yedric can search the web Yedric, your friendly AI assistant, now has the power to explore the web in real time, pulling in fresh context, verifying facts, and surfacing new insights. Perfect for competitor analysis, trend spotting, and enhancing your AI workflows. Give Yedric this skill: 3 new workflow templates Not your average Hip-Hop playlist We’re switching things up this month with Diggin' Through the Crates, a fresh playlist inspired by the 1st Annual SF Hip Hop Festival. Dive in and discover something new. https://open. spotify. com/playlist/7MNjGxDXCVCbbhRB8jYaBL? si=jpZRh6FURzuupY36yT7U4w --- - Published: 2025-09-02 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-schedule-shopify-theme-changes/ - Categories: Workflow Tutorials - Tags: shopify Changing your online store’s look at just the right moment can make a big difference in how customers respond and interact. Instead of racing against the clock before a big holiday or sale, you can line up your store’s visual updates ahead of time and let the system handle the switch. This simple strategy gives you more time to focus on what actually matters—like planning the next big campaign or catching up on sleep! Remove the pressures to make last-minute updates or risk missing out on peak shopping periods. It’s all about making your store feel fresh and relevant, while you stay in control and avoid unnecessary late nights. Scheduling theme changes in advance helps keep your operation running smoothly, even during the busiest seasons. With a little planning, your store can be on schedule for Black Friday, Valentine’s Day, or any moment you want to make special. TL;DR Ready to skip the manual setup? Use our workflow template and schedule your Shopify theme changes in just a few clicks. What is Shopify theme scheduling? Shopify theme scheduling lets you automatically switch your store’s theme at the exact times and dates you choose. Whether you’re prepping for a seasonal splash, a limited-time promo, or a holiday event, you can plan your store’s transformation down to the minute. No more hovering over your laptop at midnight waiting to publish a new look—just set it and move on. This allows you. to coordinate your store’s visuals with sales, product launches, or holidays without lifting a finger when the moment arrives. You control exactly when each theme appears, so shoppers always see a store that matches your campaign’s energy and intent. Step-by-step guide: Schedule theme changes on Shopify Time needed: 5 minutes. This workflow allows you to automatically schedule theme changes for your Shopify store based on specific dates and events.   Schedule the event Add the Schedule built-in tool then, select a specific date and time when you want the theme change to occur Select Shopify theme Identify and select the Shopify theme you want to publish at the scheduled time. Turn "On" the workflow Turn the workflow ON and perform a test run to ensure all steps work correctly. Please be aware that running this test will change your active theme. Let the template do the heavy lifting. Try our instant workflow to automate your Shopify theme changes effortlessly. Reasons to schedule theme changes Picture Black Friday rolling in while you're sound asleep, but your store springs to life with a fresh, festive theme right on time. Scheduled theme changes mean your holiday banners, promotional layouts, and seasonal colors all appear when you want, without you scrambling behind the scenes. You can plan cozy winter looks, pastel spring updates, or Halloween makeovers weeks in advance—each one queued up and ready to roll. But theme scheduling goes beyond calendar dates. Smart retailers use inventory levels, customer behavior, and sales performance as triggers too. When your bestselling product hits zero stock, automatically switch to a theme that highlights available alternatives or upcoming restocks. If a flash sale isn't performing as expected, trigger a more urgent design with stronger calls-to-action and scarcity messaging. Theme scheduling isn't just a shortcut; it shapes how shoppers see and feel about your store. Launch a midnight product drop with a bold new design and countdown timer, and your regulars will feel like insiders. Set up themes to automatically revert when promotions end—no more outdated "50% off" banners lingering after your sale wraps up. Coordinate theme changes with scheduled product launches, inventory thresholds, or timed email blasts. This way, your brand always feels cohesive and responsive, whether someone's browsing your homepage or checking their inbox. Use this template: Tips on theme scheduling success 1. Create a theme calendar Map out major holidays, sales events, and product launches, but also identify key business triggers. Mark inventory restock dates, end-of-season clearances, and performance benchmarks that might warrant theme changes. Include backup themes for when primary promotions end early or inventory runs low unexpectedly. 2. Develop theme variations, not completely new themes Stick with your main theme's structure and create variations for different scenarios. Build one version for when inventory is healthy, another for low-stock situations, and a third for sold-out products that redirect to alternatives. This keeps your branding consistent while letting you respond to real-time business conditions without starting from scratch. 3. Schedule flash sales with inventory management Turn up excitement with surprise theme changes for flash sales, but also prepare themes that activate when key products sell out. Create "coming soon" or "back in stock" variations that keep customers engaged even when your hottest items aren't available. Schedule themes to automatically highlight your second-best sellers when your top performers hit zero inventory. 5. Coordinate theme changes with other automations Your store gets the biggest impact when theme changes sync with inventory levels, email campaigns, and social media. Set up triggers that coordinate theme switches with low-stock alerts, restock notifications, and seasonal campaign launches. When you automate Shopify tasks as a whole system—including inventory-responsive themes—your entire operation works in harmony, giving customers the ideal experience no matter when they visit or what's happening behind the scenes. Frequently asked questions Can I schedule multiple theme changes in advance? Absolutely. You can set up several workflows for different events all year long and each one operates independently. Just be sure to stagger the times so they don’t overlap. What happens if I need to cancel a scheduled theme change? You stay in the driver’s seat. Turn off the workflow before its scheduled time to pause or adjust your plans, so you can adapt quickly if things change. Will scheduling theme changes affect my store's performance? Theme changes happen in seconds, so your store stays up and running smoothly. Most shoppers won’t even notice the switch—except for the fresh new look. Can I preview how the theme will look before it goes live? Yes, always preview your themes in Shopify’s editor before scheduling. For bigger changes, create a store duplicate to see exactly what customers will experience. Do I need coding knowledge to schedule theme changes? No coding required. You just choose the theme and the timing—the automation handles the rest, making it simple for anyone to use. --- - Published: 2025-08-22 - Modified: 2025-11-04 - URL: https://www.getmesa.com/blog/free-gift-with-purchase-shopify/ - Categories: Shopify Growth Giving customers a free gift with their purchase can be a game-changer for any Shopify store. This approach makes shoppers feel appreciated and nudges them toward a higher cart total without any complicated hoops to jump through. Store owners and marketers turn to free gift strategies when they want to boost sales, stand out from competitors, and create positive moments that customers remember. These offers are simple to launch and can be tailored for nearly any product or brand. Whether you’re dealing with limited staff or tight deadlines, adding a free gift to qualifying orders is one of the most effective ways to increase order values and encourage repeat business. The right setup means less manual work for your team and a smoother experience for your customers. Best apps for automating free gifts Choosing the right automation tools changes a free gift campaign from a nice idea into a smooth, scalable system. Shopify’s ecosystem offers several options to suit different technical needs and business sizes, so you aren’t boxed in by a single approach. Native Shopify solutions For those on Shopify Plus, Scripts offer the ability to craft unique gifting rules, such as targeting specific customer groups or layering promotions for high-value clients. Beyond that, you can configure automatic incentives that reward certain behaviors, such as reaching a purchase threshold, with added products at checkout. HOWEVER... Shopify Scripts are only available to Shopify Plus merchants who were previously granted access to the Script Editor app. The Script Editor app is no longer available to new merchants, and Shopify Scripts will be deprecated in June 2026. Popular third-party apps Since Shopify doesn’t natively support free gift offers natively, third-party apps fill the gaps. Here are some of the popular apps for this promotion: Qikify Capabilities: Buy Product A – get free samples functionality BOGO, Buy X Get Y (e. g. , Buy 2 Get 1), and Volume Discounts  Free gifts with purchase integrated with cart upsell pop-ups Pricing: Free plan includes 1 active campaign, then $9. 99/month for unlimited Strengths: Good entry-level option with basic free gift functionality, strong customization options, and excellent customer support Monster Cart Capabilities: Focus on cart-based “free gift” rewards with progress bars to encourage higher spending BOGO, Buy More Save More - product tiered discounts Pricing: $12. 99/month for up to 50 orders, $21. 99/month for 51-200 orders Strengths: Excellent visual progress bars that gamify the free gift experience, strong cart customization, and order-based pricing that scales with business growth Monk Capabilities: BOGO, free gift with purchase of specific products, cart values etc Tiered progress bar combined with cart upsells Show upsells, tiered rewards & gift with purchase at checkout (Shopify Plus) Pricing: $49/month for 0-1000 orders, $149/month for 1000+ orders Strengths: Most sophisticated targeting and personalization capabilities, enterprise-level features, checkout integration for Shopify Plus stores Automation - an alternative approach MESA, Shopify automation platform, offers a fundamentally different approach to free gift promotions that provides: Granular control: Create custom logic based on any combination of customer data, purchase history, product attributes, or cart conditions Set up complex multi-step workflows that can trigger different gifts based on sophisticated rules Integrate with your existing tech stack (email marketing, inventory management, CRM) for unified promotion management Flexibility advantages: No order volume restrictions Complete customization of the gift selection and delivery process Ability to create unique promotions that aren't possible with standard apps Integration with any gift fulfillment system or inventory management approach Try these workflow templates to get started: Setting up your first free gift campaign Begin by considering what gift would naturally fit the typical order patterns in your store. A practical approach is to select a gift that feels like a bonus and enhances the main purchase without overshadowing it. For example, a small add-on, like a matching accessory or a limited-edition item, can feel special and encourage customers to complete their purchase. Focus on gifts that align with your primary products but do not compete directly with them. Items that complement what customers are buying, such as a care kit for apparel or a trial-sized version of a new product, can introduce shoppers to new categories in your lineup. Seasonal and exclusive items, particularly those unavailable for regular sale, tend to create a sense of reward and anticipation. Evaluate which options generate the most engagement by tracking redemption rates and customer feedback after each campaign. Maintain a separate inventory for gift items and use real-time tracking to avoid running short during high-traffic periods. Set clear promotional rules, such as minimum order value or specific product combinations, to determine eligibility for the gift. Before rollout, preview the cart experience to confirm the gift appears only when the criteria are met and is removed if those criteria are no longer satisfied. This attention to operational details helps deliver a smooth campaign while keeping both customers and staff confident in the promotion’s execution. Why free gifts drive more sales than traditional discounts The psychology behind Free Gift promotions A free gift creates a sense of anticipation and surprise that a price reduction rarely achieves. People respond strongly to receiving something tangible; it signals appreciation from the brand and encourages a sense of exclusivity. The allure of “free” can tip an undecided shopper into action, often increasing both satisfaction and perceived value. When customers encounter a free gift offer, it activates a feeling of reciprocity. They become more invested in the shopping process, motivated by the idea that their purchase leads to a clear, personal reward. This dynamic turns the transaction into more than just a financial exchange; it becomes an experience that builds trust and fosters loyalty. Free gifts sidestep the impression that products are being discounted because they’re not worth full price. Instead, shoppers view the added item as a genuine bonus, which elevates the shopping journey and leaves them with a positive, memorable impression of the brand. Comparing results: Gifts vs. Discounts Looking at campaign performance, free gifts often outperform discounts by appealing to both logic and emotion without undermining product value. Rather than diminishing perceived worth, a well-chosen gift adds something new for the customer to explore, often introducing them to an entirely different product line or limited-edition item. Customers who receive a free gift are more likely to share their excitement, whether by posting an unboxing photo, mentioning the experience in a review, or recommending your store to friends. The physical presence of the gift lingers, acting as a continual reminder of your brand and reinforcing the positive feelings associated with their purchase. For many businesses, this low-cost addition becomes a lasting touchpoint that keeps customers engaged long after checkout. Smart ways to promote your Free Gift offers Presenting your free gift campaign in the right places makes all the difference for both engagement and conversion. Shoppers tend to respond to timely prompts and clear incentives, so ensuring your offer stands out throughout the buyer journey can increase both awareness and participation. Homepage and Product page Feature the free gift promotion with a visually compelling announcement on your homepage, such as a dedicated section above the fold that spells out exactly what shoppers can earn by shopping today. For added impact, create a visual indicator, such as a meter or progress tracker, embedded into the header or sidebar that lets customers see their real-time progress toward qualifying for the reward as they add products to their cart. On individual product pages, incorporate the free gift details directly into key decision-making areas. A short, well-placed note beside the main call-to-action or within the feature list ensures the incentive remains top-of-mind, especially for those comparing different items. This integration keeps the reward visible during the point of consideration, encouraging higher cart values as customers seek to unlock the bonus. Email and social media Personalized email campaigns are a practical way to prompt customers who are just below your gift threshold to complete their purchase. Highlight the reward in your subject lines or banners, and use clear visuals to make the offer more tangible. On social media, spotlight real customer experiences with the gift by sharing snapshots of recipients enjoying their bonuses or user-generated content that shows the item in use. Launching a time-limited free gift campaign? Announce the countdown in your stories or posts to fuel engagement and drive urgency without overwhelming your main promotional messaging. Checkout During the checkout process, use simple visual cues to communicate eligibility. Clearly display whether the customer has unlocked the free gift, and if your system allows, let them make a selection from available options right in the cart summary. Showcase the extra value of the free item in a way that complements the order total, such as a line noting “Bonus item added: $X value. ” This approach clarifies the benefit and shows that completing the order comes with a real reward, not just a discount. By the time customers finalize their purchase, the free gift feels like a natural extension of their shopping experience. Creative gift ideas that actually convert Gift selection shapes how customers remember your promotion and can have lasting effects on their loyalty. Choosing gifts that surprise, provide utility, or offer exclusive experiences sets your offer apart from the usual discount-driven campaigns. Product-based Gifts Explore options that encourage product discovery and deepen the relationship with your brand. Curated sample bundles, featuring new arrivals or customer favorites, invite shoppers to try something they may not have picked themselves. Branded swag like reusable totes or event-themed pins creates belonging and sparks community buzz. For limited editions or collaborations, an exclusive merch drop can turn a purchase into a sought-after event. Experience-based Gifts Consider experiences that extend beyond the transaction. Offering complimentary product customization, like monogramming or engraving, adds a personal touch that customers remember. Access to private workshops, virtual meetups, or members-only events builds connection and turns shopping into a memorable experience. A 'skip the line' voucher for early access to launches or sales gives customers a VIP feel and builds anticipation for future releases. Digital Gifts Digital rewards can deliver immediate value while requiring little logistical overhead. Offer premium digital downloads that match your audience's interests, like design templates, fitness plans, or recipe collections. An invite to a private community or a one-on-one session with your team can make the shopping experience feel personalized. For subscription-based businesses, a complimentary upgrade or bonus month extends the customer journey and encourages long-term engagement. Common mistakes to avoid when offering free gifts Inventory management issues Neglecting to forecast demand for promotional gifts can create avoidable snags, especially during seasonal peaks or flash campaigns. When planning your offer, factor in historical spikes, upcoming sales, and even marketing collaborations that might drive unexpected traffic. Build in buffer stock for your gifts, and consider working with suppliers who can quickly restock top-performing items to minimize the risk of running empty-handed. For unique or high-value gifts, clarity around availability matters as much as quantity. Set clear expectations in your messaging about limited quantities or while-supplies-last promotions. A transparent approach protects your reputation and encourages faster conversions without overcommitting resources. Customer experience problems Ambiguity in how gifts are earned can frustrate shoppers and erode confidence in your offer. Instead of relying on fine print, surface qualification details at every key step, from early browsing to checkout confirmation. Proactive reminders, like in-cart tooltips or pop-ups about eligibility, make the process feel more supportive. Failing to align the perceived value of the gift with your core audience can also dull the impact of your campaign. Take the time to test different items or experiences and gather feedback from recent recipients. This strategy helps tailor future promotions to your customers’ actual interests, strengthening engagement and trust. Technical implementation errors Overlooking how your promotion interacts with other site features can lead to confusion. Test how your gifting logic responds to scenarios like express checkout, changes in shipping options, or integration with loyalty programs. This ensures your offer remains consistent no matter how customers move through the purchase funnel.... --- - Published: 2025-08-21 - Modified: 2025-09-30 - URL: https://www.getmesa.com/blog/shopify-admin-mcp/ - Categories: AI Automation, Workflow Tutorials - Tags: Claude, MCP, shopify Managing a Shopify store can feel like juggling a dozen spinning plates. Orders, products, and customer data all demand attention at once. As your business grows, so does the complexity of keeping everything organized and running smoothly. The Model Context Protocol (MCP) steps in to help centralize these admin tasks through AI, giving you one place to connect your store’s data with intelligent tools. By allowing AI systems to access and manage your Shopify admin securely, MCP opens the door to streamlined workflows and smarter decision-making. This article will give you hands-on, practical guidance for integrating MCP into your Shopify admin. You’ll learn exactly how to set up MCP, why it matters, and how it can make your day-to-day operations easier and more efficient. How to use MCP with your Shopify Admin Time needed: 5 minutes. Connecting to the Shopify Admin with MCP is simple in MESA. Set up the MCP trigger First, create a workflow by starting with the MCP trigger. Add an action step Next, add a Shopify action like Get list of orders, products or customers. Locate your MCP Server URL Note: You only do this once, regardless of how many MCP skills you set up in MESA. Connect your AI client to MESA's MCP server once, and new skills will appear automatically. To do so, click “More fields” from the MCP trigger and choose the MCP Server URL. Add your MCP server to Claude Copy the URL (treat this like a password) and paste it into Claude (Settings > Developer > Edit Config). Paste the copied URL into the local JSON file Claude Desktop will have selected after clicking that “Edit config” button. If your file is empty, you’ll want to first paste this:{ "mcpServers": { "mesa": { "command": "npx", "args": , "env": {} } }}Then replace the URL within with your copied MESA MCP Server URL AI skills for Shopify Admin tasks Try these AI skills for popular Shopify Admin tasks: Lookup Orders Tag Orders Track A Package Create Products Find Customers Why your Shopify store needs MCP Your Shopify admin is the hub for all the critical elements that keep your store running: product listings, customer profiles, and every order processed. For AI tools to deliver meaningful automation and insights, they need a direct, reliable path to interact with this core data. MCP provides a dedicated channel for secure communication, so you never have to deal with manual data transfers or complicated setups. When you rely on manual exports or incomplete integrations, you introduce delays and risk outdated information guiding your next move. MCP resolves these issues by setting up a protected, always-on connection to your Shopify admin. This gives approved AI assistants and automation tools immediate access to inventory updates, new orders, and customer changes as they happen. Meet Yedric: Shopify Admin superpowers without the setup Yedric simplifies Shopify store management by interpreting your requests and turning them into actions that align precisely with your needs. Instead of toggling between dashboards or learning complex processes, you can rely on Yedric to understand and respond to your specific business goals using clear, natural language. Yedric helps you unlock new capabilities as your business evolves, with no setup required. Ask for historical sales trends, top-selling products, or your highest-value customers, and he delivers. Whether you're launching a new campaign or preparing for peak season, Yedric adapts in real time. He understands your store's context and responds with relevant actions or insights, so every interaction moves you closer to a decision or outcome. --- - Published: 2025-08-20 - Modified: 2025-11-04 - URL: https://www.getmesa.com/blog/product-options-to-shopify-order-notes/ - Categories: Workflow Tutorials - Tags: shopify Personalized products and special requests can make your store stand out, but only if you capture every detail without a hitch. Missing that crucial engraving note or color preference can turn a delighted customer into a frustrated one. A smooth process keeps both your team and your customers smiling. When you consolidate product customizations into one place, your team always knows exactly what the customer wants. No more frantic searches or second-guessing during fulfillment; just clear, accurate information that is right where you need it. Adding product options to Shopify order notes gives you a reliable way to track customizations, personalization requests, and special instructions. Let’s break down how this works, why it matters, and how to set it up for your store. TL;DR: Want to skip the setup and get right to it? Use this template to save product options to order notes. What is adding product options to Shopify order notes? Adding product options to Shopify order notes lets you capture personalization details like engraving text, color choices, or custom messages, and store them directly in the order. Instead of hunting for this info in different fields or apps, you get a single “sticky note” on each order that spells out every special request. Picture selling custom varsity jackets. Someone wants a specific letter on the chest, gold lettering, and navy sleeves. When you add product options to order notes, all three customizations show up together, so your fulfillment team never misses a step. Everything the customer selects or writes at checkout appears exactly where your team needs it most. Example of custom product options This method works for any product with custom fields, whether you sell jewelry, apparel, or even meal kits with special dietary preferences. Order notes become your go-to spot for every important instruction, without any manual copy-pasting. Why add product options to order notes? Errors happen when custom details hide in separate fields, buried in your Shopify admin or tucked away in app dashboards. Suddenly, you’re answering customer complaints about the wrong message or searching for a missing thread color. These headaches add up and slow your team down. Example of custom options in the Shopify admin By automatically adding product options to order notes, you create a single, visible record that follows each order from checkout to fulfillment. This makes it easy for staff, third-party partners, or even outside vendors to see exactly what needs to happen, with no more guessing or flipping through tabs. Example of product options also in order notes Making this information easy to find prevents mistakes, helps you spot trends, answer questions faster, and keeps every part of your workflow running smoothly. Everyone wins when the right information is always in the same place. Step-by-step guide: How to save product options to Shopify order notes Time needed: 5 minutes. Let's walk through setting up an automated workflow that captures all your product customizations and saves them to order notes. The exact steps to make this workflow are as follows: Shopify Order Created Trigger Set up the workflow trigger to start whenever an order is created in your Shopify store. Order Note Update Action Set up the Shopify Order Note Update action to append the line item properties to the existing order notes. The action uses the following snippet to format the information:{% for line_item in shopify_order. line_items %} Product Name: {{ line_item. title }}: {{ line_item. sku }} {% for property in line_item. properties %} - {{property. name}}: {{property. value}} {% endfor %}{% endfor %}This creates a structured list of each product's name, SKU, and any associated custom properties or options. Turn “On” this workflow Then, run this workflow once with product options or customizations in an order to verify that the workflow properly adds the line item properties to the order notes. Save yourself the setup. Use this template instead: Tips on managing product options in order notes Format for clarity Structure order notes with clear labels and consistent formatting. Break up details for each product, and indent the customizations under the product name. This helps anyone on your team quickly spot which options belong to which item, even when orders get complicated. Include context clues Always add context to custom fields. Instead of vague terms, write ‘Engraving Text’ or ‘Gift Message’ before the actual note. This way, you avoid confusion when several options appear on the same product. Keep historical records Append new information to order notes instead of replacing them. This way, you build an audit trail that shows every change or update, which comes in handy if a customer follows up with new requests after the sale. Frequently asked questions Will this work with third-party product customization apps? As long as the customization app saves data as line item properties in Shopify, the workflow will capture and add them to order notes. Most popular customization apps like Product Personalizer, Infinite Options, and Bold Product Options work this way. Can I customize which product options get added to order notes? Absolutely. You can modify the template to include only specific properties or format them differently. For example, you might want to exclude certain internal properties or highlight specific customizations with special formatting. What happens if an order already has notes from the customer? The workflow appends product options to existing order notes rather than replacing them. Customer notes from checkout remain intact, and the product customizations are added below them, preserving all information. How quickly are the product options added to order notes? The automation runs immediately when a new order is created, typically adding the product options to order notes within seconds. This ensures your team has access to customization details right away. Can I apply this to orders placed before I set up the workflow? The workflow triggers on new orders only, but you can manually run it on existing orders or set up a separate workflow to process historical orders if needed. --- - Published: 2025-08-15 - Modified: 2025-08-11 - URL: https://www.getmesa.com/blog/how-to-sync-new-shopify-customer-to-salesforce-contact/ - Categories: Workflow Tutorials - Tags: Salesforce, shopify Running a Shopify store means your customer list grows every day. At the same time, your sales and support teams rely on Salesforce to keep in touch and deliver amazing experiences. But when those two systems don’t talk to each other, things slip through the cracks. Manual data entry leaves room for mistakes and slows everyone down. Customers expect fast, personalized service, and missing or outdated details can put you a step behind. By syncing your Shopify customers into Salesforce, you make sure your team always has the right info at their fingertips. This article shows you exactly how to connect your Shopify store to Salesforce, so every new customer gets logged as a contact right away. You’ll see how this boost in data accuracy and speed helps you build stronger relationships, spot new opportunities, and avoid headaches from messy records. TL;DR: Skip the step-by-step tutorial. Use this template to sync new Shopify customers to Salesforce contacts with just a few clicks. Step-by-step guide: How to Create Salesforce Contacts from New Shopify Customers Time needed: 5 minutes. Setting up this workflow is like connecting two puzzle pieces – once they click together, they work seamlessly. The exact steps to make this workflow are as follows: Shopify Order Created trigger This trigger runs whenever a new customer account is created in your Shopify store, capturing all relevant customer information including name, email, and address details. Add Salesforce Create Contact step Configure the Salesforce Contact creation step by mapping the following Shopify customer fields to their corresponding Salesforce Contact fields. Click the button for each field to open the Variable Selector side sheet. From there, you can add the right data variables to each field. - Customer first name- Customer last name- Customer email address- Customer mailing address, city, state, postal code, country- Customer phone number Activate and test workflow Enable the workflow by toggling it On and create a test customer in Shopify to verify that the contact is properly created in Salesforce with all mapped fields. Once confirmed working, the workflow will automatically run for all new Shopify customers. Save yourself the setup. Use this template instead: Related workflows: Reasons to Sync Shopify Customers to Salesforce You just missed a golden opportunity with one of your best customers, Sarah. She's purchased her third pair of jeans from your boutique, making her clearly a loyal, repeat buyer who deserves VIP treatment. But because her purchase history isn't updated in your Salesforce system yet—and won't be until next week—your sales team had no idea they were talking to a high-value customer. You missed the chance to surprise her with a special thank-you discount or invite her to an exclusive sale. By the time her data gets entered and you realize what happened, the moment will have passed, and you may have lost the opportunity to strengthen that valuable relationship and encourage even more purchases. When you connect your store and CRM: Your sales team sees who buys often and can reach out with the right offer. Support agents spot exactly what each customer ordered and when, so they can help faster. Marketing knows who to target for new launches or special deals. You follow every step of the customer’s journey, from first visit to repeat orders. At MESA, we’ve seen how putting the right info in front of your team changes everything. When Shopify and Salesforce work together, your whole business moves in sync with your customers. Some benefits show up right away, while others pop up in surprising ways: Customer value becomes clear: When Shopify purchase data sits next to Salesforce interactions, you spot which customers need special attention. The person who’s only bought once but keeps reaching out? They might be ready for another offer. Gift purchases don’t slip through: During holidays, billing and shipping addresses might not match. With synced data, your team knows if someone’s buying gifts and can personalize their messages. Returns and exchanges tell you more: When return info flows into Salesforce, you spot trends quickly. Maybe one region has more size swaps, or a certain product causes confusion. Your team can respond before small problems grow. B2B buyers don’t hide in the crowd: Sometimes, a regular shopper turns out to be a wholesale opportunity. Like someone who orders 20 of the same item. With automation, your sales team gets flagged before anyone else. Tips on Setting Up Your Shopify to Salesforce Sync 1. Map custom fields for your unique business needs Every shop has its quirks. Maybe you want to track a customer’s pet breed or favorite color. MESA lets you map any Shopify customer tag or custom field straight into Salesforce, so you never lose those special details. 2. Use tags to segment customers before they sync Smart stores tag customers in Shopify—think “VIP”, “Wholesale Inquiry”, or “Repeat Buyer”. Syncing those tags means Salesforce can assign the right contact to the right sales or support workflow. For instance, “Wholesale Inquiry” tags could send the customer straight to your B2B team. Bringing customer tags into Salesforce is as easy as adding another field to the Create Customer step that maps to a value stored in Salesforce. Be sure the fields are defined in Salesforce first, then click the “Retrieve fields” button in MESA so it appears in the builder for the tag variables to be included.   3. Consider what happens with guest checkouts Not everyone signs up for an account. Guest checkout customers give you their contact info, but you might treat them differently. Some companies create “prospect” records for them in Salesforce and convert them to full contacts if they come back. Frequently Asked Questions Can I sync existing Shopify customers to Salesforce, or just new ones? You aren’t limited to new customers. MESA can help you import your existing Shopify customers into Salesforce with a one-time sync or gradually transfer them using filters like purchase date or order value. Many stores start with new customers to get the workflow right, then transfer the rest. What happens if a customer already exists in Salesforce? Nobody wants duplicate contacts. MESA workflows can check for existing contacts (using email, for example) and update records instead of making doubles. This way, your Salesforce profiles stay tidy and current. Use the built-in tool, Paths to add this flow. Which Shopify customer fields can I send to Salesforce? Almost anything you keep in Shopify can go to Salesforce, for example, contact info, purchase history, tags, preferences, and even custom fields. Need to know birthdays, company names, or referral sources? If it’s in Shopify, you can map it. Some shops sync calculated fields like “average order value,” too. Do updates in Shopify automatically update Salesforce contacts? You can set up two-way syncing so changes in Shopify, like new addresses or email preferences, flow to Salesforce. Changes in Salesforce can sync back to Shopify too, keeping both sides up to date. Browse our Salesforce templates for more automations. How do I handle different customer types or segments? Not every customer follows the same path. MESA lets you build different workflows based on tags, location, purchase amount, or other rules. One workflow might create Salesforce contacts for retail customers, and another could convert Shopify customers into leads for your wholesale team. Use the built-in tool, Paths to add advanced flow logic. MESA’s Shopify to Salesforce automations keep your customer details flowing where they belong. So your team has what they need to build better relationships, spot new opportunities, and move your business forward. --- - Published: 2025-08-15 - Modified: 2025-09-02 - URL: https://www.getmesa.com/blog/ai-customer-support-insights/ - Categories: Success Stories - Tags: AI Support conversations hold valuable insights, if you can find them. ShopPad empowers Shopify merchants to enhance customer experience, boost conversions, and scale operations through a suite of 10+ apps, including Infinite Product Options, Tracktor, and Uploadery. As Head of Product, Jen Sparks oversees key apps within this constellation. She’s constantly monitoring product performance, customer feedback, and recurring issues across ShopPad’s portfolio, often with constrained resources. Reviewing support conversations in Help Scout is essential to that effort. It helps the team understand merchant needs, identify product gaps, and uncover new feature opportunities. But combing through a week’s worth of messages to find those signals? That used to take hours. TL;DR: Get the workflow template. Use this template to summarize Help Scout tickets with AI in just a few clicks. Watch: From tickets to insights https://www. youtube. com/watch? v=R5fShTDpwxM&rel=0 The problem: Inconsistent insights and unscalable effort Before adopting MESA, Jen manually reviewed 20–30 Help Scout tickets every week. Each one required reading full conversation threads, assessing tone and resolution, and logging insights in a spreadsheet. Reviewing just one customer cohort could take several hours, leaving little time to act on those findings. The process was also fragmented and inconsistent: Insights varied depending on who reviewed the tickets. Sentiment tracking lacked structure, and tagging wasn’t always reliable. Technical support could only speak to escalated cases, missing broader trends. Many frontline-resolved issues went unreported, even when they revealed valuable product feedback. Without consistent visibility across all support conversations, product opportunities and early warning signs often went unnoticed. Before MESA, I had to read every ticket and log every insight myself. Now I spend 15 minutes reviewing clear, structured summaries that highlight what matters most. It’s not just time saved, it’s visibility gained. — Jen Sparks, Head of Product at ShopPad Why MESA? : From manual reviews to strategic decision-making Jen turned to MESA’s built-in AI tools to automate support review and trend reporting. With MESA, the entire Help Scout conversation review process became automatic: AI-generated summaries highlighted common issues, recurring themes, sentiment shifts, and resolution patterns, no more manual reading. Fast setup: MESA’s Help Scout integration required no code and ran on a weekly schedule. Instant time savings: What once required a large portion of the day to manual review now takes just 15 minutes. More importantly, the insights became consistent, actionable, and shareable: High-volume issues were flagged quickly, allowing engineering to prioritize effectively. Recurring feature requests surfaced with clear context, helping product managers shape the roadmap. Strategic patterns stayed visible during peak support times, ensuring nothing slipped through the cracks. Example email summary report Real results: From insight to action AI didn’t just summarize support conversations; it helped the ShopPad team act on insights faster: 1. Metafield workflow templates An uptick in metafield-related workflow questions signaled a knowledge gap. While the team successfully guided users individually, Jen realized MESA needed to do more. In response, she launched two new metafield-focused templates tailored to everyday use cases, directly informed by real support conversations. 2. Undocumented API error with Etsy + AI Multiple users encountered the same API error while using a template that combines Etsy and AI. MESA flagged the trend, prompting a deeper look. The culprit? An undocumented character limit. The team adjusted the prompt, improved the error message, and significantly reduced future error frequency. 3. Google Sheets sync oversights A recurring issue with unsynced Google Sheets led to broken workflows. Users updated their spreadsheets but forgot to sync changes. Jen collaborated with the product team to build a proactive solution: in-app sync alerts and email notifications prevent issues before they impact teams. Each of these improvements started with a conversation. But they were only spotted thanks to MESA’s AI summaries. AI made the support review process actionable again Instead of spending hours manually reviewing tickets, Jen now spends minutes reviewing rich, structured summaries. And more time turning insights into impact. AI unlocked consistent, trustworthy insights at scale. Insights that drive product decisions, improve user experience, and catch issues early. Get started today with these templates: --- - Published: 2025-08-14 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/how-to-sync-new-shopify-customer-to-hubspot-contact/ - Categories: Workflow Tutorials - Tags: hubspot, shopify Keeping your Shopify customer list up to date in HubSpot can get messy fast. Between new signups, first-time buyers, and loyal returners, things slip through the cracks. Missed connections mean missed opportunities for marketing and support. This article lays out a simple workflow to link Shopify and HubSpot so every new customer lands right where you need them. You’ll see exactly what steps to take, why syncing matters, and clever ways to put this connection to work for your business. When you finish, you'll know, step-by-step, how to set up this workflow so you get more out of your Shopify and HubSpot investment.   TL;DR: Skip the step-by-step tutorial. Use this template to sync new Shopify customers to Hubspot with just a few clicks. Step-by-step guide: Sync new Shopify customers to HubSpot contacts Time needed: 5 minutes. Getting your Shopify customers into HubSpot isn’t complicated. We'll walk through setting up this simple workflow that handles everything for you.   Shopify customer created Set up the workflow trigger, Shopify Customer Created, to run whenever a new customer account is created in Shopify. Create HubSpot contact Next, add the action to create a HubSpot contact based on the following Shopify customer fields. Click the button for each field to open the Variable Selector side sheet. From there you can add the right data variables to each field. - Customer’s email address- Customer’s first name- Customer’s last name Turn workflow "On" Enable the workflow by turning it "On" and run the workflow once as a test. Verify that the contact is created in HubSpot with the correct information before letting it run automatically. Save yourself the setup. Use this template instead: Related workflow templates: Reasons to sync Shopify customers to HubSpot Imagine you run a busy online shop and people buy from you all day long. One shopper, Sarah, picks up a sweater but you want to reach her with news about your next collection. If her details sit in Shopify but not HubSpot, your marketing plans stall or you lose track of her customer journey. Syncing makes sure every new customer flows right into HubSpot the moment they hit “buy. ” The benefits add up fast: Send emails that make sense: You can reach shoppers based on what they actually bought, not just a generic list. Track every step: See the full path from first click to loyal repeat buyer. Build clever campaigns: Segment your contacts and run targeted outreach instead of one-size-fits-all blasts. Support gets easier: Your team sees the whole story—what someone ordered, when, and how often—right in HubSpot. At MESA, we see merchants let go of manual updates and spreadsheet headaches when their systems work together. Tips on making the most of your Shopify-HubSpot connection 1. Add custom properties for better segmentation Plugging in just name and email works, but why stop there? Map extra fields like customer tags, total spent, or favorite products. These details let you create campaigns that feel personal. For instance, tag your eco-conscious buyers and keep them in the loop about your latest green products. 2. Use purchase data to trigger automated workflows Let HubSpot work for you. Set up workflows that fire off when people buy certain things. Maybe you want to welcome new buyers or reward regulars with perks. Our Shopify to HubSpot integration makes it simple to build these touches into your daily business without manual effort. 3. Combine customer and order data for complete visibility Take things further by linking not just customer profiles, but their purchase history too. With MESA, you can sync customers and deals so your team knows both who bought and what they bought. This helps sales teams spot upsell chances and gives support a full picture fast. Frequently Asked Questions Will existing Shopify customers sync to HubSpot? This setup only brings in new customers. To add old ones, run a one-time backfill. What happens if a customer already exists in HubSpot? HubSpot matches on email and updates the contact if needed, so no duplicate contacts pop up. You could also extend this workflow using Paths for advanced logic. Can I sync more fields than just name and email? Yes! MESA lets you map any Shopify field to HubSpot. Popular picks include phone numbers, addresses, tags, and even customer lifetime value. When creating the contact in Hubspot, click the “More fields” button to reveal all the contact properties available. Then, simply assign those field the appropriate values or data variables from previous step. How quickly do new customers appear in HubSpot? Usually within seconds. This speed means you can trigger immediate welcome emails or other automated actions. Do I need technical skills to set this up? Nope. MESA’s drag-and-drop builder makes the whole process click-and-go. Just pick your settings and let the platform handle the rest. --- - Published: 2025-08-12 - Modified: 2025-08-12 - URL: https://www.getmesa.com/blog/how-to-send-out-of-stock-email-shopify/ - Categories: Workflow Tutorials - Tags: shopify Products sell out at odd hours and sometimes you learn about it only after customers start asking. Missing a restock means your competitors could grab that sale. Getting a handle on inventory makes a real difference for both your sales and your sanity. This tutorial explains how out-of-stock email notifications work, why they matter, and how you can set up an alert for your Shopify store. TL;DR: Skip the step-by-step tutorial. Use this template to get email alerts when products go out of stock with just a few clicks. Step-by-step: How to send out-of-stock email alerts Time needed: 5 minutes. This workflow automatically checks your Shopify inventory and sends email notifications when products become out of stock. It triggers when orders are created, checks inventory levels of purchased items, and alerts you via email when the last item is sold. Order created First, start with this Shopify order created trigger that runs whenever a new order is placed on your store. Loop through the order’s line items Next, add a Loop step to iterate through each line item in the created order. This ensures every purchased product is checked individually for stock status. Get the variant details Use a Shopify Variant Retrieve step to fetch the current inventory data for each product variant being processed. This step pulls real-time inventory quantities for accurate stock monitoring. Filter low stock Add a Filter step that checks if the inventory quantity is less than or equal to 0. This condition identifies products that have just gone out of stock after the order. - Set the rule to use the variant's inventory quantity- Set the comparison field to "Is less than or equal to"- Set rule threshold to "0" Get your Shopify store details Next, add the Retrieve Shop step in order to get your store details to use in the Email message. Send email notification Lastly, add an Email step to send notifications when products go out of stock. Click the button for each field to open the Variable Selector side sheet. From there, you can add the right data variables to customize the message. - Recipient: Set to your email address- Subject: "Item out of stock: "- Message: Automated notification with the SKU and a direct link to view the product in your Shopify admin- Variables: Uses the variant's SKU and product ID for detailed reference Turn “On” this workflow Turn the workflow ON and run this once as a test by creating a sample order with only 1 piece in inventory to ensure all steps are functioning correctly before letting it run automatically. Save yourself the setup. Use this template instead: Related templates: What is an out-of-stock email notification system? An out-of-stock email notification system tracks your Shopify inventory and sends you alerts when something runs low or sells out. Instead of repeatedly checking stock levels, you get an email when you need to pay attention. It works like a digital assistant that never gets tired. Whether you sell sneakers or skincare, this system helps you avoid missed sales and keeps your customers happy. Why set up out-of-stock email alerts? Let’s say you run a Shopify store selling gourmet popcorn. Your caramel sea salt flavor is always in demand. One busy weekend, you’re packing orders and don’t see that it’s sold out. By Monday, you’ve got a few emails from disappointed fans, and five shoppers have already bounced after seeing “out of stock. ” With stock alerts, you can jump on these situations before they hurt your business. You stay ahead by getting notified when inventory drops below a number you pick—say, ten bags for your most popular flavors, or instantly when a seasonal special runs out. These alerts do more than just warn you—they give you data. If a product sells out every week, you know it’s time to order more or talk to your supplier about increasing your next shipment. Some shops even use these alerts to trigger customer back-in-stock emails, turning a missed sale into a future order. Tips on managing stock notifications effectively 1. Create different alert thresholds for different products Not all products need the same treatment. Your bestsellers might need alerts when they drop below 20 units, while slow movers only need attention at zero. Consider setting up multiple workflows with different inventory thresholds. You can even create separate email notifications for out-of-stock products for high-priority items versus regular stock. Try this template: 2. Use email filters to organize your alerts Once you've got alerts flowing, your inbox might get busy. Set up email filters to automatically sort notifications into folders based on product type, urgency, or supplier. This way, you can tackle restocking systematically instead of drowning in a sea of alerts. 3. Connect alerts to your team's workflow Consider who really needs these notifications. Maybe your purchasing manager needs all alerts, but your marketing team only needs to know about bestsellers going out of stock. You can set up out-of-stock collection alerts for specific product groups and route them to the right people. Try this template: 4. Add context to your notifications Don't just send "Product X is out of stock. " Include helpful details like the last restock date, average daily sales, or supplier contact info. The more actionable your alert, the faster you can fix the problem. MESA lets you pull in all sorts of data to make your notifications super useful. Reasons to automate out-of-stock notifications Beyond the obvious benefits, there are some surprising reasons why store owners love automated stock alerts. For one, they're great for catching inventory discrepancies. If you're getting out-of-stock alerts but your supplier says they shipped inventory last week, that's a red flag worth investigating. These alerts also help with seasonal planning. Notice certain colors or sizes selling out faster during specific months? That's gold for next year's ordering strategy. Some merchants even use stock-out patterns to identify which products to bundle together - if two items consistently sell out around the same time, they might be perfect bundle partners. Another unexpected benefit? Staff accountability. When everyone on your team gets the same stock alerts, there's no finger-pointing about who forgot to reorder. The system creates a clear paper trail and keeps everyone on the same page about what needs attention. Frequently Asked Questions Can I get alerts before products completely sell out? Absolutely! Just adjust the filter step to check for higher quantities. Want alerts when inventory drops below 5? Change the filter to check if quantity is less than or equal to 5. You can receive email alerts at whatever threshold makes sense for your business. What if I have hundreds of products? The workflow handles this automatically by checking each product in every order. Whether you have 10 products or 10,000, it'll monitor them all without any extra setup. You might want to customize which products trigger alerts though - maybe you only care about your top 50 SKUs. Can I send these alerts to multiple people? Yes! In the email step, you can add multiple recipients separated by commas. You could also create separate email steps to send customized messages to different team members. Your warehouse manager might need different info than your marketing team. Will this slow down my checkout process? Nope! The workflow runs in the background after an order is placed. Your customers won't experience any delays, and the inventory check happens behind the scenes. It's like having an invisible assistant working while you sleep. Can I customize this for specific collections or product types? Definitely. You can add additional filters to only check certain product types, vendors, or collections. This is super helpful if you want different alert rules for different parts of your catalog. Maybe your limited edition items need immediate alerts, while everyday products can wait. At MESA, we've seen merchants use these workflows in creative ways - from triggering automatic reorder emails to suppliers to creating daily inventory reports. The key is starting simple and then expanding based on what your business needs. Once you've got the basic alert system running, you'll wonder how you ever managed inventory without it. --- - Published: 2025-08-06 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/field-notes-vol-7-2025/ - Categories: Product News - Tags: mantle, mixpanel, schedule, shopify July was all about making automation smoother, smarter, and more powerful. From our brand-new Mixpanel integration and UI upgrades that simplify setup, to fresh templates designed to fit common use cases—we’re giving you more ways to move faster with less effort. Plus, a LoFi playlist to keep your summer work sessions on vibe. Let’s dive in. New app: Mixpanel MESA now makes it easy to connect Mixpanel with your ecommerce tech stack—no coding required. Automatically track customer events, update profiles, and sync insights across your favorite apps like Shopify, Klaviyo, Help Scout, and HubSpot. Whether measuring retention, identifying top-performing funnels, or personalizing user journeys, MESA empowers you to trigger Mixpanel events from real-time store activity and take action based on analytics—all within automated workflows. Try these Mixpanel workflow templates: Platform improvements Connections (formerly Credentials) has a new name that better reflects its role: powering the link between MESA and your apps. Cleaner setup experience in the workflow builder. We've merged the Connection and Configure fields sections into a single, streamlined setup section. Yedric, MESA’s AI assistant, has a sleek new look. He can also enable your saved workflows, add his own skills, and help you debug tasks if you encounter problems. 3 new Mantle templates 3 new Schedule templates 3 new Shopify templates Playlist: LoFi July Jams This month features a full-on LoFi jam session to set the vibe and treat your earbuds as the summer gets full swing. Kick up your feet and get listening! https://open. spotify. com/playlist/5HxazScaycMBMf87KUmJnE? si=lJS1mFEWR3mV4WrT8jwf6A --- - Published: 2025-08-04 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/schedule-adding-shopify-product-tags/ - Categories: Workflow Tutorials - Tags: shopify Keeping product tags up to date in Shopify helps stores run smoothly, but remembering to do it at the right time can be a headache. Many store owners want their site ready for a launch or sale, but manually tagging products late at night or during a busy morning is no fun. Planning ahead with scheduled tagging means you don’t have to scramble or worry about missing a beat. You set it once and know everything updates when you want, even if you’re busy or asleep. This post outlines a simple, step-by-step method for scheduling product tags for any Shopify collection. By setting up a workflow that does the heavy lifting for you, you'll learn how to ensure that your store always looks fresh and organized. TL;DR: Want to skip the setup? Use this template to schedule Shopify product tags in minutes. Step-by-step guide: How to schedule adding Shopify product tags Time needed: 5 minutes. This workflow automatically adds tags to products within a specified Shopify collection at a scheduled date and time, perfect for coordinating product launches, promotions, or seasonal merchandising updates. Configure schedule trigger Set up the schedule trigger by selecting a specific date and time for the product tagging. This determines exactly when your products will be tagged. Select Shopify collection Configure the Shopify collection connection to specify which collection’s products should receive the tags. To increase the number of products beyond the default 50, click the “More fields” button and select the Limit field. You’ll also need to provide the collection ID by opening the collection in your Shopify admin and copying the number at the end of the URL. Set up product loop Create a loop that will process each product in the selected collection. This ensures that every product in the collection receives the designated tags systematically. Add product tags Configure the Product Add Tag action to specify which tags should be added to each product. This step will be executed for each product in the collection, and the same tags will be applied consistently across all items. Turn workflow “On” Toggling the workflow ON will enable it to run automatically on your set schedule. Monitor the first execution to confirm proper tagging behavior. Grab the templates to schedule Shopify product tagging in just a few clicks. Why schedule adding product tags? Coordinate product launches: With scheduled tagging, you set tags to go live exactly when new items drop, so your collections look sharp and ready when your big day arrives. Using the right tags means your launch feels organized and seamless, not rushed. Manage seasonal merchandising: Stores often swap out tags to match a holiday, back-to-school rush, or summer collection. Scheduling these changes helps you highlight the right products at the right time, without last-minute scrambling. Automate inventory categorization: Set up a workflow to automatically add color tags or tags based on other features, keeping your catalog neat as new products appear. This not only helps with sorting behind the scenes but also makes filtering easier for your customers. Enhance site navigation: Well-timed tags improve searches, so shoppers find what they want faster. When you add product tags in Shopify, collections stay up to date, and your site feels easier to use. Picture this: You run a clothing store, and fall jackets are about to launch. Instead of waking up early to tag products, you set up a schedule the week before. On launch morning, your collection updates itself, your fall jackets appear right where you want them, and customers shop without hiccups. MESA makes it possible for stores to schedule Shopify product tagging efficiently, so you can focus on your customers, not on routine updates. This approach keeps your store running on autopilot, no matter what else you’ve got going on. --- - Published: 2025-07-31 - Modified: 2025-09-02 - URL: https://www.getmesa.com/blog/how-to-use-metafield-date-to-schedule-shopify-collection-updates/ - Categories: Workflow Tutorials - Tags: shopify Launching new products or prepping for a seasonal sale often means shuffling items between collections on Shopify. Timing these moves with precision can get tricky, especially if you’re trying to keep up with marketing plans or keep things fresh for shoppers. Manual updates take time, and the risk of missing a date can throw things off. Plenty of store owners want a way to automate these collection changes so products show up in the right place at just the right moment. Using a scheduled date in a product’s metafield unlocks a hands-off way to move items between collections. This makes your shop look polished and keeps things running smoothly behind the scenes. By the end of this article, you’ll have a clear plan for setting up an automated workflow that moves products based on dates set in their metafields. In this guide, you’ll learn how to handle each step, avoid common mistakes, and get tips for making your product launches and seasonal changes feel effortless. TL;DR: Don’t want to build your own? Use our ready-made template for scheduled product collection changes and get started in seconds. Step-by-step: Schedule product collection changes by metafield date Time needed: 5 minutes. This workflow automatically moves products between collections based on a scheduled date stored in a metafield. When the date matches today's date, it removes the product from one collection (e. g. , "Coming Soon") and adds it to another (e. g. , "New Arrivals"). Configure Schedule trigger Set up a daily schedule trigger to check products for their scheduled move date. Get products from source collection Use the Shopify Collection Products step to retrieve products from your source collection (e. g. , “Coming Soon”). Set the limit to control how many products to retrieve—by default, it’s 50, but you can increase it up to 8,000 to fetch more products in a single request. If your collection has more than 8,000 products, you’ll need to implement pagination to get the full list. Filter valid products Add a Filter step to check that the collection has at least one product in the source collection by checking that product IDs are not empty. Loop through products Set up a Loop to process each product from the filtered collection list. Check product metafield Configure a Shopify Product Metafield step to retrieve the "publish_date" metafield from each product's "custom" namespace. Filter products by date Add a Filter to only process products where:- The metafield value is not empty- The metafield date matches today's date (format: YYYY-MM-DD)First, add the MESA “Date” variable, then use the formatting options to achieve the required YYYY-MM-DD format. Clear product metafield Add a Transform step with the following JavaScript code to remove the publish_date metafield:const Mesa = require('vendor/Mesa. js');const Transform = require('vendor/Transform. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');module. exports = new class { script = (payload, context) => { const output = Transform. convert(context, payload); const mutation = `mutation MetafieldsDelete($metafields: ! ) { metafieldsDelete(metafields: $metafields) { deletedMetafields { key namespace ownerId } userErrors { field message } } }`; const response = ShopifyGraphql. send( mutation, { metafields: , }, null ); Mesa. output. next(response); }} Get source Collection ID Retrieve the source Collection ID (e. g. , "Coming Soon") using the Shopify Custom Collections endpoint. Get collection relationship Get the Collection ID that links the product to the source collection using the Shopify Collects endpoint. Remove from source collection Delete the Shopify Collects relationship to remove the product from the source collection. Add to destination collection Create a new Shopify Collect relationship to add the product to the destination collection (e. g. , "New Arrivals"). Turn workflow “On” Turn the workflow on and run it once to ensure everything is configured correctly before letting it run automatically on the daily schedule. Save yourself the setup. Use this template instead: Why Schedule collection updates with metafield dates? Automating collection updates by metafield date gives you a ton of flexibility: Prepare for product launches: Set your release date once, and products jump from “Coming Soon” to “New Arrivals” without lifting a finger. This keeps your launch on schedule and creates a sense of anticipation for shoppers. Manage seasonal collections: Move summer products into the spotlight or tuck away holiday items automatically when the date hits. You don’t need to remember to make the switch in the middle of a busy week. Control product visibility: Keep items hidden until their release date, or shift them out of a featured spot when a sale ends. You set the date, and the system handles the rest. Automate collection management: By using scheduled metafield updates, you can let the store handle these changes, which frees up your team for other priorities. Enhance marketing strategies: By syncing product collection changes with your marketing push, everything appears seamless when the promotion goes live. Tips on scheduling collection updates with metafield dates Use a consistent date format Pick a date format like YYYY-MM-DD and stick to it for all your metafield dates. This keeps things clear and prevents any mixups when the automation checks which items need to be moved. Plan ahead Set up your dates before the start of each season or a big launch. This will give you peace of mind that products will appear in the right collections at the right time. Leverage metafields effectively Metafields can do much more than just store a date. Try using them for sale end dates, limited edition releases, or collection-specific notes. For more ideas, check out our Shopify metafields guide. Combine with other automation Mix scheduled collection changes with automations like product tagging or inventory updates. You’ll build a smoother workflow and save yourself from repetitive tasks. Learn more ways to automate metafields for extra flexibility. Frequently asked questions Can I schedule multiple collection updates for a single product? Yes. You can assign different metafield dates to move a product between collections at various times. What happens if a product doesn't have a metafield date? Products without a metafield date won’t move automatically. They’ll stay in their current collection until you add a date or move them yourself. Can I use this method to remove products from all collections? Yes. Using a metafield date, you can set up a workflow that removes a product from its collection without adding it to a new one. How do I choose the correct date format for my metafields? Go with something standard—YYYY-MM-DD works well. It’s easy to read and works for both you and any automated system checking the dates. --- - Published: 2025-07-29 - Modified: 2025-07-29 - URL: https://www.getmesa.com/blog/send-a-postcard-to-new-mantle-app-installs/ - Categories: Workflow Tutorials - Tags: mantle, thanksio Getting a merchant to install your Shopify app is a win, but keeping them around is the real challenge. Most new users decide within the first few days whether they’ll stick with your app. A welcome postcard is a surprising, personal touch that can help tip the scales. It’s not just a feel-good gesture—it’s a way to: Reduce early churn by making your app feel human and memorable Reinforce your brand in a crowded marketplace Start customer relationships on the right foot, before support tickets ever come in In this guide, you’ll learn how to automate a real, physical postcard to be sent after each new installation of your app—no manual work, no fulfillment headaches. Just a smart, scalable way to make your app stand out and your users feel seen. TL;DR: Want to skip the setup? Use our template to send welcome postcards for new app signups: Step-by-step guide: How to send a welcome postcard after app install Time needed: 5 minutes. MESA lets you easily set up a workflow that sends personalized welcome postcards to new app users. Here's how: Set up the Mantle trigger Configure Mantle's "New User Registered" trigger to detect when a new user installs your app. Select the dropdown menu to retrieve your available app IDs. This trigger will capture user data, such as their name and mailing address, to personalize the postcard. Get customer details Next, we need to get the customer details based on the ID that was given when it was created. This lets us acquire customer details such as full name and address so we may pass them along to the service sending the postcard, in this example, Thanks. io. Configure the postcard template Design your welcome postcard template using MESA's integration with popular print-on-demand services like Thanks. io. Customize the postcard with your app's branding, a warm welcome message, and any special offers or tips for getting started. Be sure to populate the postcard template with the user's name and mailing address captured by the Retrieve Customer step. This ensures each postcard is personalized for the individual user. Turn workflow “On” Once you've configured the trigger and postcard template, activate your workflow in MESA. From this point forward, every new user who installs your app will automatically receive a personalized welcome postcard. Save yourself the setup. Use this template instead: Why send a welcome postcard after app install? Stand out from the crowd: A real postcard lands on their doorstep—not just their inbox—creating a memorable experience digital messages can't match. Keep users coming back: A simple show of appreciation can nudge new users to stick around and discover what your app offers. Create a lasting impression: A physical postcard feels thoughtful. People often keep them on their desk or fridge, reminding them about your app daily. Reach beyond the screen: Direct mail allows your brand to connect in a way most apps don’t attempt. When people see your postcard in their mailbox, it can spark curiosity to explore your app further. Personalize the experience: By tailoring each postcard with the user's name and a warm message, you show that you notice and value every new signup. Tips on creating effective welcome postcards Keep the design simple and visually appealing Skip the clutter. A clean design with your logo, brand colors, and an inviting image works best. Think of what would catch your eye in a pile of daily mail. Write a clear, concise message Thank your new user for joining. Point out one or two features that can help them right away. For example, imagine a postcard that says, “Thanks for installing our app! Check out the dashboard to unlock your first bonus. ” Include a strong call-to-action Tell users what to do next. Maybe you want them to try a specific feature or use a discount code. Make your call-to-action easy to spot and even easier to follow. Frequently asked questions How long does it take for users to receive the welcome postcard after install? Most postcards arrive within a week, but this can vary by location and postal service. Can I track the effectiveness of my welcome postcard campaign? Yes. You can add unique codes or URLs to your postcard and watch for redemptions or visits that tie back to your campaign. What if a user uninstalls the app before receiving the postcard? To avoid sending postcards to users who uninstall early, you can add a delay before triggering the postcard. Then, include a filter to check if the app is still installed. That way, only merchants who stick around past the trial period will receive a postcard. How much does it cost to send welcome postcards to new app users? Costs depend on your print provider and the number of postcards you send. Some services offer volume discounts. Can I customize the postcard design for different user segments or app versions? Absolutely. MESA makes it easy to personalize postcards for different groups, so each user receives a message that fits their experience. --- - Published: 2025-07-28 - Modified: 2025-08-05 - URL: https://www.getmesa.com/blog/how-to-create-customers-in-quickbooks-from-shopify-app-signups/ - Categories: Workflow Tutorials - Tags: mantle, quickbooks If you’re a Shopify app developer, you know how critical it is to keep customer data flowing cleanly between systems. When someone installs your app, that data often gets siloed—sitting in your database, disconnected from the rest of their business tools. This disconnect creates problems for you and your customers: support tickets take longer, billing can get messy, and it’s harder to deliver a seamless experience. Take accounting, for example. If your app sends new customer data to QuickBooks manually (or worse, not at all), you’re opening the door to missed invoices, duplicate entries, and hours of cleanup. That may seem like “someone else’s problem,” but it reflects on your app’s polish and reliability. This tutorial is for Shopify Partners who build apps, use Mantle and want to automate customer syncing from Shopify app installs into QuickBooks. Let’s dive in and make your app’s backend just as seamless as its frontend. TL;DR: Ready to skip the setup? Use our templates that does everything for you. Step-by-step guide: Syncing QuickBooks customers from Shopify app signups Time needed: 5 minutes. This workflow automatically creates or updates customer records in QuickBooks whenever a user subscribes to a plan in your Shopify app, ensuring accurate and synchronized customer data across both platforms. The exact steps to set up this workflow are as follows: Listen for customer subscription events Configure the Mantle app trigger to monitor for new customer subscription events. This initiates the workflow when a customer subscribes to a plan. Retrieve customer details Fetch comprehensive customer information from your Shopify app using the customer ID from the subscription event. This ensures we have all the necessary customer data for QuickBooks. Capture the app installation date Use a loop to process each app installation and extract the installation date. This allows you to add a “date installed” note when creating or updating the customer record in QuickBooks, giving your team helpful context for billing or support. Check if an existing customer exists in QuickBooks Search QuickBooks for an existing customer record using the customer's email address. This prevents duplicate entries and determines whether to create or update a record. Path 1 - Create new customer record If no existing customer is found, create a new QuickBooks customer record with:- Customer name- Billing address details- Contact information (phone and email)- Additional notes, including Shopify domain and installation date Path 2 - Update existing customer record Otherwise, if a matching customer is found, update their QuickBooks record with the latest information:- Updated billing address- Current contact details- Refreshed notes with Shopify domain and installation timestamp- Maintain the existing QuickBooks customer ID and sync token Turn workflow “On” Enable the workflow and run it once to ensure proper functionality before allowing it to run automatically for all new subscriptions. Save yourself the setup. Use this template instead: Reasons to sync QuickBooks customers from Shopify app signups Boost customer insights: You see the bigger picture when you link Shopify app usage with QuickBooks financials. This helps determine which customers bring the most value and which campaigns work. Better planning: Syncing revenue from your Shopify app straight into QuickBooks gives you more accurate numbers for forecasts and budgets. There is no more guessing or manual calculations. Easier tax season: Every dollar from your Shopify app gets tracked in QuickBooks, so tax prep doesn’t become a scramble. You’ll thank yourself when you see how much time and stress this saves. Sales and accounting on the same page: A unified customer database means your teams can share info easily, avoid confusion, and deliver a better customer experience. To connect QuickBooks with your Shopify Partner account, check out QuickBooks to Shopify partner automations. If you’re looking for more ideas on how to connect these two platforms, check out some ready-made Shopify to QuickBooks automations or explore this Shopify QuickBooks integration guide for step-by-step help. Frequently asked questions How often are customer records updated in QuickBooks? Customer records are updated in real-time whenever a new subscription event occurs in your Shopify app. Can I customize the customer fields that are synced to QuickBooks? Yes, you can modify the workflow to include or exclude specific customer fields based on your QuickBooks setup. What happens if a customer cancels their Shopify app subscription? You can set up a separate workflow to update the customer's status in QuickBooks when a cancellation event occurs in your Shopify app. Is there a limit to the number of customers I can sync from Shopify to QuickBooks? No, there’s no limit to how many customers you can sync. However, QuickBooks may limit customer records based on your subscription plan. --- - Published: 2025-07-25 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/export-mantle-app-uninstalls-to-google-sheets/ - Categories: Workflow Tutorials - Tags: mantle, shopify Tracking when customers uninstall your app gives you a sharp look into churn patterns and helps you spot issues early. By logging these events in a simple spreadsheet, you can quickly see trends and reasons that might otherwise slip by. This walkthrough shows how to send uninstall data from Mantle straight into Google Sheets. You’ll end up with an organized log that catches every uninstall event, plus key details like timestamps, revenue, and the customer’s Shopify plan. Once you finish, you’ll have a setup that keeps your team in the loop, fuels smarter decisions, and helps you act faster when you see a spike in lost customers. TL;DR: Skip the step-by-step tutorial. Use this template to get Mantle uninstall data flowing into Google Sheets with just a few clicks. Step-by-step guide: Export Shopify app uninstall data to Google Sheets Time needed: 5 minutes. This workflow automatically tracks customer churn by capturing Shopify app uninstall events from Mantle and logging them into Google Sheets. It monitors uninstall events and records key data points, including uninstall timestamp, Shopify store domain, revenue metrics, and uninstall reasons for analysis. Configure Mantle trigger Set up the Mantle trigger to monitor for customer uninstall events. Under “Configure,” select the “More fields” option, then click “App Ids” to select the specific apps you want to use. Create Google Sheet Create a new Google Sheet to store the uninstall data. The sheet should be structured with the following columns in order:Column A: Uninstalled AtColumn B: Shopify DomainColumn C: Installed AtColumn D: Average Monthly RevenueColumn E: Shopify PlanColumn F: DescriptionColumn G: Uninstall ReasonNote: Our template will create this Google Sheet with these columns on your behalf. Configure Google Sheets connection To set up the Google Sheets integration, select the spreadsheet/sheet you’d like to use. Next, click “Retrieve Fields” to map each field to a value from the trigger. Turn workflow “On” Turn the workflow On and run this once to ensure all connections work properly. Verify that the data is correctly populated in your Google Sheet with all the specified fields when an uninstall event occurs. Once confirmed, the workflow will continue to run automatically and track future uninstall events. Don’t want to build the workflow step by step? Use our ready-to-go template and start tracking Shopify app uninstalls in Google Sheets instantly. Why export Shopify app uninstall data to Google Sheets? Gain visibility into customer churn: Monitoring the Shopify app uninstall events helps you see when and why people are leaving. You can spot patterns, like a spike after a new feature launch or a pricing change, that tell you when something’s off. Analyze uninstall reasons for product improvements: If you notice many customers cite “missing features” or “too expensive” as reasons, that’s a sign to revisit your roadmap or pricing. Real-world example: Imagine a store owner who spots a trend where high-revenue stores leave right after a billing update. That’s a clear nudge to check your billing flow for hiccups. Use Google Sheets for easy collaboration and analysis: With everything in a sheet, you and your team can sort, filter, and share insights in seconds. No fancy tools needed. Identify high-value churn and target win-back campaigns: By tracking revenue and plan data, you can zero in on lost customers who matter most to your bottom line. Maybe you’ll discover that your highest-paying customers leave after a particular type of support ticket, so you can reach out to win them back. Understand churn by marketing channel: Combine uninstall data with your campaign tracking to see if some channels bring in customers who leave faster. This can help you shift your ad spend to channels that attract loyal users. Monitor churn across Shopify plans: Tracking each uninstall alongside the customer’s Shopify plan might reveal that certain plans see more churn. That’s a solid clue for adjusting your pricing or packaging. Tips on exporting Shopify app uninstall data to Google Sheets Segment uninstall data by cohorts Break down your uninstall data into groups, such as signup month, Shopify plan, or feature usage. This way, you can spot if customers who joined during a sale leave sooner or if a specific plan has more risk. That helps you fine-tune how you keep those groups happy. Visualize uninstall metrics in dashboards Connect your Google Sheet to a tool like Google Data Studio or Looker Studio. With some quick charts, you can track trends, such as uninstall spikes, total revenue lost, or top reasons cited. Dashboards make it much easier to spot trouble before it gets out of hand. Enrich uninstall data with additional context Add in info from customer support, NPS surveys, or product usage to see the full story. For example, if users who contact support about a bug often uninstall within a week, you can jump on those issues faster. Mixing in all your data gives you a complete view of what drives people away. Frequently asked questions Can I customize the data points captured in the Google Sheet? Yes, you have complete control over which fields Mantle exports. You can adjust which columns get filled to match your business needs. How often does the workflow update the Google Sheet with new uninstall events? The workflow instantly pushes new data after an uninstall event fires in Mantle, so your sheet always stays up to date. Can email alerts be sent when high-value customers uninstall the app? Absolutely. Using MESA’s automation, you can set up a rule to trigger email alerts whenever a customer with a certain revenue level leaves. Can I export uninstall data to other destinations besides Google Sheets? Yes, MESA supports many integrations beyond Google Sheets, so you can send your data wherever you need. Check out our integrations page for more options. --- - Published: 2025-07-23 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-sidekick/ - Categories: Shopify Growth - Tags: shopify Shopify Sidekick is an AI-enabled commerce assistant built into the Shopify platform. It combines Shopify’s commerce knowledge with advanced AI (powered by Shopify Magic) to help you start, run, and grow your online store.   Sidekick works through a chat interface in your Shopify admin, available 24/7 as a virtual Shopify expert at your side. It can generate content, answer questions about your store, create reports, suggest marketing campaigns, and more. As a native part of Shopify, Sidekick integrates seamlessly with your store’s data and admin – it understands your products, orders, and settings, and can even take action (with your approval) to simplify operations.   In short, Sidekick acts like a knowledgeable business partner that’s always ready to help with just a simple prompt or question. Key features of Shopify Sidekick Shopify is actively expanding Sidekick’s capabilities and highlights these features as key in its own marketing. For a full list of everything Sidekick can do—from meta field management to mobile app support—see the Shopify Sidekick help documentation. Interactive Store Management and Guidance Step-by-step task assistance: Sidekick provides clear, step-by-step instructions for tasks in Shopify. Just ask how to do something (e. g. , setting up shipping rates), and it will guide you through the process or even navigate you to the right page in your admin. If Sidekick can’t perform an action directly, it offers an instruction card or link so you can complete it easily yourself. Automated admin actions: For many requests, Sidekick can execute tasks or populate fields for you. For example, you can say “Create a 10% off discount for first-time customers,” and it will generate a discount setup for you to review and save. It can create collections, products, or customer segments on command, saving you from manual data entry. Voice and real-time help: Shopify has introduced a voice and screen-sharing feature for Sidekick (early access) that lets you talk to Sidekick and even show your screen. This makes the help experience more interactive, like having a live support agent walk you through a solution in real time. It’s especially useful for complex or confusing setups, as Sidekick can respond to your voice and visual context immediately. Broad range of support: From basic store setup tasks (connecting a domain, updating settings) to advanced configurations (editing store policies, adding products with variants), Sidekick can assist with a huge array of operations. It essentially serves as your on-demand Shopify guide, speeding up workflows by eliminating the need to search through docs or menus for what you need. Data Insights and Proactive Recommendations Analytics and reporting: Sidekick can analyze your store’s performance data and answer questions in plain language. Ask something like “Why are my snowboard sales down this month? ” and Sidekick will dig into your data for answers – it might identify trends (e. g. , low seasonal demand) and even show a graph to support its explanation. It leverages Shopify’s analytics (ShopifyQL) to generate custom reports or charts on the fly. Customer segmentation: Using natural language, Sidekick helps you create custom customer segments for marketing. For instance, you can say “Segment customers in Canada who spent over $150 and haven’t bought in 90 days,” and Sidekick will instantly build that segment filter for you. This makes targeted marketing easier by taking the heavy lifting out of constructing complex queries. Proactive business recommendations: Sidekick isn’t just reactive – it also offers suggestions to improve your store. It acts like a data-savvy consultant, pointing out opportunities and next steps. For example, if sales of a product are dipping, Sidekick might suggest running a 10% off promotion on that item and can even help you set it up. These AI-driven recommendations help merchants boost sales and optimize operations by leveraging insights that might not be obvious. Real-time answers to business questions: Need to know which products are most often bought together, or which marketing channel drove the most sales in the last 60 days? Simply ask Sidekick. Because it’s plugged into your store’s live data, it can quickly summarize and provide insights on sales patterns, customer behavior, inventory levels, and more. This on-demand analysis allows for data-driven decision making without waiting for monthly reports. AI-Driven Content and Image Generation Content creation for your store: One of Sidekick’s standout capabilities is generating text content. It can write product descriptions, landing page copy, marketing emails, blog post drafts, and even SEO-friendly text, all tailored to your brand’s tone and your specific prompts. For example, you can ask, “Write a friendly product description for a vitamin C serum targeting young women,” and Sidekick will produce a description right in the product field, using your store’s context to keep it relevant. This AI copywriter functionality saves you time and helps ensure your content is engaging and professional. Image generation built-in: Beyond text, Sidekick can also generate images on demand. Need a banner image for a summer sale or a quick product photo backdrop? Provide a prompt (e. g. “A vibrant beach scene with sunglasses for a summer sale banner”) and Sidekick will create up to 5 AI-generated images for you. You can refine the results with follow-up instructions and save the ones you like to your Shopify files or media library. This feature lets store owners craft visual content (like hero banners, social media graphics, or product shots with new backgrounds) without hiring a photographer or designer – what used to take days can now take minutes. Consistent branding with AI assistance: Because Sidekick is aware of your store context, the content it generates tends to align with your brand voice and products. It can explain its choices or give multiple options if you need different angles. For instance, Sidekick can suggest several taglines or email subject lines so you can choose the one that best fits your style. This helps ensure that AI outputs are not one-size-fits-all, but rather personalized to your business, which can lead to more effective marketing content. Seamless Store Customization and Design Assistance Theme editing with AI: Customizing your storefront theme is faster with Sidekick’s help. If you’re in the Shopify Theme Editor, you can ask Sidekick to make design tweaks or style suggestions. For example, “Make my store look more retro” will prompt Sidekick to adjust colors, typography, spacing, and other theme settings to achieve that aesthetic. It can work on unpublished theme drafts too, so you can preview changes safely. All changes are presented for you to review and manually save, ensuring you stay in control. Design recommendations: Sidekick doesn’t just blindly change settings; it also explains its design choices. If it updates your color scheme or font, it will tell you why those changes match the vibe you requested (e. g. , how they make the site feel more youthful or elegant). This educational aspect means you’re not only getting a quick design fix, but also learning design principles for your brand. Quick fixes and setup: Store owners often struggle with things like connecting a domain or updating DNS records. Sidekick simplifies these technical tasks, too. You can say, “Help me connect my custom domain,” and Sidekick will guide you through it step by step, or troubleshoot why a domain isn’t pointing correctly. By turning complicated setup steps into a conversation, Sidekick reduces friction in getting your store up and running and looking polished. Benefits of using Shopify Sidekick for your ecommerce business Boosted efficiency and productivity Shopify Sidekick helps you get more done in less time. By automating repetitive tasks and instantly handling things that used to require digging through menus or manuals, it simplifies your Shopify workflows. Store owners can spend less time on setup or data crunching and more time on strategy. This increased efficiency can indirectly boost sales—for example, quicker implementation of marketing campaigns or site optimizations means you can capitalize on opportunities faster. Data-driven decision making With Sidekick delivering analytics and insights on demand, you can make informed business decisions without hiring an analyst. You’ll know what products are performing well, where your traffic is coming from, and what customers are doing, all through simple questions and answers. These data-driven recommendations (like identifying a slow-moving product and suggesting a discount) can increase revenue by targeting areas of improvement that you might otherwise miss. Improved store content and customer experience Sidekick’s AI-generated content can enhance your store’s customer experience. High-quality product descriptions and timely, personalized marketing emails can lead to more engaged shoppers and higher conversion rates. Also, by quickly adjusting your site’s design or fixing issues (with Sidekick’s guidance), you ensure customers always see a polished, up-to-date storefront. All of this contributes to greater customer satisfaction and trust in your brand. 24/7 assistance and reduced workload Sidekick is like having an on-call assistant that never sleeps. It can answer questions or perform tasks anytime, which is especially useful for entrepreneurs who might be working outside of normal hours. Routine tasks – whether it’s drafting a blog post or pulling sales numbers – can be offloaded to Sidekick, freeing up your time and your team’s resources. Over time, this can reduce the need for additional staff or outside services for tasks that Sidekick can handle, directly saving costs. Minimized errors and guidance for best practices Because Sidekick knows Shopify’s best practices and documentation, it helps prevent mistakes. For example, if you’re unsure how to configure something, asking Sidekick will likely get you the correct method (or it will do it for you correctly). This guidance means you’re less likely to set up something incorrectly (like a discount that applies wrong, or a misconfigured shipping rate). The result is smoother operations and less firefighting down the road. Real-world applications and success stories Launching sales and campaigns in minutes Merchants have used Shopify Sidekick to quickly execute time-sensitive promotions. In one demonstration, Shopify’s CEO asked Sidekick why a store’s snowboard sales were down, and the AI identified a drop in snow precipitation as a factor. He then instructed Sidekick to put all snowboards on sale and update the store’s theme for a summer surfing campaign – Sidekick handled the price changes, homepage updates, and theme styling within seconds. This example shows how a process that might take hours (data analysis, discount setup, theme customization) can be done almost instantly with Sidekick. Store owners are saving time on daily tasks Early users report significant time savings and smoother workflows thanks to Sidekick. For instance, the team at FoxEcom tested Sidekick and noted that tasks like setting up discounts or editing notification emails felt “almost effortless” with Sidekick guiding the process. They gave Sidekick a “10 out of 10” rating for how much easier those routine setups became. When mundane configuration steps are handled by Sidekick, merchants can focus more on creative and strategic work, knowing that the “busy work” is under control. Content creation and design without experts Small business owners who don’t have in-house designers or copywriters have found Sidekick to be a game-changer. One user shared that Sidekick’s image generation outputs were so good that what once required hiring a photographer or graphic designer “can now be done in minutes, just by asking Sidekick”. Similarly, store owners have been impressed by the quality of AI-written text content, often using it as-is or with minimal tweaks. This not only saves money on outsourcing but also allows for greater agility – you can launch a new product or marketing campaign with professional-looking visuals and copy on the same day, which can translate to higher sales and engagement. Comparing Shopify Sidekick to other AI ecommerce tools Unlike generic AI chatbots (such as ChatGPT) that are not integrated with your systems, Shopify Sidekick has direct access to your store’s data and admin. This means Sidekick can answer store-specific questions and perform actual store actions, which a standalone AI like ChatGPT cannot do out of the box. For example, ChatGPT might help you brainstorm product names or write ad copy, but it won’t know your inventory levels or be able to create a discount in your... --- - Published: 2025-07-15 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/shopify-order-line-item-tags/ - Categories: Workflow Tutorials - Tags: shopify Shopify line items carry critical information, including product options, customizations, and notes that impact fulfillment. By tagging orders based on these line item properties, you can simplify how you route, prioritize, and process orders without adding manual steps.   In this guide, we’ll show you how to turn those hidden details into actionable tags using automation. TL;DR: Skip the step-by-step tutorial. Use this template to tag Shopify orders with line items: Step-by-step: Tag Shopify orders based on line item properties Time needed: 5 minutes. This workflow automates the process of tagging Shopify orders based on custom properties within each line item. It’s ideal for merchants offering personalized products, build-your-own bundles, or special-order items, making it easier to route and fulfill orders accurately. Order created The workflow is triggered when a new order is created in Shopify. Loop over line items Each line item in the order is processed individually to examine its associated properties. Loop over line item properties The workflow inspects each line item's properties to identify any custom input from the customer. Filter line item properties The workflow filters for properties that meet specific conditions. For instance, you might only want to tag orders that match a particular color. Does the line item property pass the condition? A final check confirms whether the property meets the exact criteria. Example: If "value" equals "blue" → apply a "special packaging" tag. Tag order A tag is added to the Shopify order if the conditions are satisfied. These tags make it easy for your fulfillment team to identify personalized orders or apply special production steps. Example tag applied: special packaging Turn “On” Be sure to save any changes and enable this automation. Save yourself the setup. Use this template instead: What are Shopify order line items? Shopify order line items refer to the individual products within a single Shopify order. Each line item contains detailed information about a specific product variant a customer has purchased. While Shopify doesn’t support tagging at the line item level by default, these are essential components of any order, as they help merchants and apps like MESA understand precisely what was sold. Why tag Shopify orders with line items properties? Tagging Shopify orders based on line item properties gives you powerful tools for customizing fulfillment workflows. Customers add properties such as personalized text, custom sizes, or engravings during checkout, and they are stored within each line item. Segment orders containing personalized or custom itemsAutomatically tag orders with custom fields like “Name” or “Color Choice,” so your team can quickly identify orders requiring special attention. Ensure correct handling for unique product configurationsUse tags like “Custom Engraving” or “Special Instructions” to signal fulfillment teams when items require manual checks or additional lead time. Route orders based on line item inputsFor example, if a property indicates the order is a gift (e. g. , “Is Gift: Yes”), you can tag it with “Gift Order” and apply a different packaging process. Track and analyze customization trendsTags based on line item properties can help you spot common custom requests, which can inform product development or upsell opportunities. Establish clear tagging conventions Creating a consistent and intuitive tagging system that matches your business goals is essential to get the most value from tagging Shopify order line items. Tags should be easy to understand, scalable as your store grows, and immediately actionable by staff or automation tools like MESA. Define a clear, repeatable rule for how line item attributes (SKU, product type, or variant title) should trigger specific order tags. Standardize your tag format using lowercase letters and hyphens for consistency (e. g. , custom-engraving, not CustomEngraving). Document your tagging logic so your team and your automation platform understand what each tag means. Examples: Line Item ConditionOrder Tag AppliedUse CaseLine item has variant_title = "Preorder"contains-preorderFlag orders that contain at least one preorder item. Line item SKU starts with GIFT-contains-gift-itemUsed for special gift packaging or messaging. Line item product_type = "Subscription"subscription-orderHelps route recurring orders differently in fulfillment or support. Line item includes vendor = "Acme Co. "vendor-acmeUseful when drop shipping or fulfilling by the supplier. Any item with tags including fragilefragile-itemsTriggers special packing or handling steps. Line item quantity > 5bulk-orderIdentifies large quantity orders that may need approval or special fulfillment. Pro Tip: Avoid tagging based on volatile attributes (like sale price) unless there's clear, reliable logic. Instead, focus on stable product data like tags, SKUs, or variant titles. Final thoughts Tagging Shopify orders based on line item properties is a powerful way to enhance order management and unlock valuable insights. Using details like custom inputs or product configurations collected at checkout, you can apply meaningful order tags that expedite fulfillment, flag special handling requirements, and support smarter automation. While Shopify doesn’t support native tagging at the line item level, automation tools like MESA make it easy to tag orders dynamically based on the contents and properties of each line item, so you have more control and visibility across operations. Frequently asked questions Can I manually add tags to individual line items in Shopify? Shopify does not support tags on individual line items. However, you can use line item properties to add custom data to specific products within an order. If you need to categorize orders based on line item details, you can apply order tags using automation tools like MESA. What’s the difference between order tags and line item properties in Shopify? Order tags label and organize the entire order. They're typically used for fulfillment workflows, segmentation, and automation. Line item properties are custom fields attached to individual products in the cart. They are often used for personalization or product-specific details (e. g. , custom engravings, gift messages). However, line item properties are not searchable or filterable, unlike order tags. --- - Published: 2025-07-03 - Modified: 2025-08-05 - URL: https://www.getmesa.com/blog/field-notes-vol-6-2025/ - Categories: Product News - Tags: package tracking, shopify partner We put in the work this June so you can get more done with less hassle. Whether you're tracking partner app metrics or tracking shipments, there's plenty to check out. We've also upgraded go-to integrations with new triggers, actions, and templates. Curious what's new? Let’s dig in: New app: Shopify Partner Upgrade your dev tools with direct access to the Shopify Partner API. Monitor installs, uninstalls, credits, and usage charges in real time, then send the data to Slack, Google Sheets, or Airtable to keep everything visible and actionable. Try these Shopify Partner workflow templates: New built-in app: Package Tracking MESA’s built-in tool, Package Tracking, lets you monitor order shipments and trigger automated updates for your customers, back office team, or other apps. It's perfect if you don't have a dedicated tracking page on your website but still need to keep everyone informed and take action when shipment statuses change. Try these Package Tracking workflow templates: Improvements We’re always on the lookout for ways to make MESA even better. Here’s what’s new: Klaviyo: It’s now quicker to connect and easier to send event data. Just use an email or phone number, and MESA will automatically find the right profile. Google Calendar: Now you can automatically stay on top of new or updated events and create events from plain text. It’s easier than ever to keep your calendar current and connected. Slack: Our upgraded integration now supports triggers for channel activity, user joins, and messages in private channels. New actions let you post messages, manage channels, react with emojis, and handle user invites.   Square: Setup is much easier with no extra steps or separate apps. We’ve also added new triggers to help you manage your product catalog better. 5 new Mantle templates 5 new Etsy templates 4 new MCP templates 5 new workflow templates Playlist: Beats in seats  Turn up the heat with our June playlist! Featuring Beats In Seats to kick off the party. Just press play and ride the summer wave.   https://open. spotify. com/playlist/56CSSKGUfSEmpU3BnMn7TC? si=hcWCJxRZQgWb8Pr1EphQog --- - Published: 2025-06-19 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/ecommerce-automation-software/ - Categories: Shopify Growth - Tags: klaviyo, parabola, shopify, shopify flow Every store owner knows the feeling: a to-do list that never ends. Ecommerce automation software can help manage the chaos by handling tasks like packing orders, answering customers, and sending emails. Automation is a smarter way to manage it all. By handing off the busywork, you can focus on what drives your business, like big-picture projects and creative growth. In this post, we’ll cover the best ecommerce automation software, what makes each unique, and how to choose the right fit for your store. Try MESA and start automating your ecommerce store today. 7-day free trial. What is ecommerce automation? Ecommerce automation uses software to take care of those tasks that eat up hours but rarely need a human touch. Imagine a system that automatically auto-tags orders with custom engraving requests, notifies your wholesale team when high-volume items are sold, or pauses paid ads when inventory drops below a threshold. These aren’t just nice-to-haves. They’re practical workflows that help you stay on top of tasks without the stress. The goal is simple: let automation handle the busywork so you can tackle tasks that move the business forward. Instead of running around fixing problems or tracking down lost information, you create an automated process that catches issues and solves them on its own. Real-world automation covers all parts of an online store, including order management, marketing, inventory updates, and customer support. With software that supports multi-step workflows and powerful integrations, you don’t just have a few shortcuts; you have a complete platform to shape how your business runs. Automation isn’t just about speed. It’s about ensuring nothing slips through the cracks and your customers get a seamless experience every time they shop. Top 5 ecommerce automation software Shopify Flow Shopify Flow is for Shopify users who need shop-native automation. The app makes it easy to set up processes to spot high-risk orders, alert team members of critical shop activity, or initiate custom workflows when product details change. Everything operates inside the familiar Shopify admin, so you can control store operations without leaving your dashboard. Flow’s most significant advantage is its direct connection to Shopify’s core features. Automation steps can respond to product, inventory, or customer activity changes. However, note that Flow’s reach is primarily contained within Shopify’s own environment; integration with external platforms is limited, so stores that use a broader tech stack should look elsewhere. Zapier Zapier is a popular automation platform that can connect thousands of apps across ecommerce, marketing, operations, and more. Merchants can build simple workflows by linking triggers and actions between platforms like Shopify, Google Sheets, Slack, etc. This makes it easy to automate tasks like adding new customers to a mailing list or sending notifications when orders are placed. Its greatest strength is its broad compatibility and ease of use, especially if you want to automate everyday tasks without writing code. However, because Zapier is a general-purpose automation platform, it lacks the ecommerce-specific logic and native store integration found in platforms like Shopify Flow or MESA.   MESA MESA allows you to build automations that connect across a wide range of ecommerce tools and services. It links actions across different apps, making tasks like updating Google Sheets, sending time-sensitive team notifications, or coordinating backend processes simple. With skilled AI agents via MCP (Model Context Protocol), MESA lets you manage workflows by describing what you need, making complex workflows accessible. With its flexibility and deep Shopify integration, MESA is the ideal choice when you need more than just the basics. It handles highly customized business logic without code, making it perfect when you want a solution that adapts to your unique tasks. Parabola Parabola gives Operations teams a visual environment to manage and automate complex data processes. The drag-and-drop interface lets users design logic for tasks like transforming sales data before importing it into analytics dashboards or consolidating order information from multiple channels. This makes it possible to create and test advanced workflows like reconciling inventory across platforms or generating custom reports without technical skills. Each step in a workflow can be monitored and adjusted in real time, perfect for businesses that frequently change product lines, pricing, or fulfillment processes. Parabola stands out for demystifying data automation and giving non-developers the tools to drive efficiency. Klaviyo Klaviyo is focused on marketing automation, emphasizing customer retention and dynamic communication. The platform delivers targeted campaigns and transactional messages triggered by customer milestones or behaviors like lapsed purchases, product reviews, or loyalty program achievements. Granular segmentation lets you tailor campaigns to audience preferences and increase engagement and lifetime value. For store owners, Klaviyo simplifies building automated journeys that nurture relationships at every stage. Pre-built flows ensure new customers receive thoughtful welcomes, returning buyers receive personalized recommendations, and loyal shoppers receive exclusive offers. The result is a marketing machine that drives growth and customer loyalty without manual intervention. Popular ecommerce automation solutions Ecommerce automation does more than send order updates or cart reminders. With the right workflows, you can get more done with less effort. Inventory management  Track real-time stock levels, update quantities across all your sales channels, and flag low-stock items for reorder. No more updating spreadsheets or worrying about overselling.   Browse related templates → Order fulfillment On the fulfillment side, automation can route orders to the right warehouse, print shipping labels, and update customers on their packages' journey, all without manual effort. Browse related templates → Customer support Customer support automation makes chatbots and help desk tools your first line of defense. They answer questions, create tickets, and handle returns so you don’t have to. Browse related templates → Marketing Marketing platforms let you personalize emails, run multi-channel campaigns, and segment your audience based on behavior, purchase history, or demographics.   Browse related templates → What to look for in ecommerce automation software When choosing automation software, the best platforms must first and foremost connect the apps you need and be easy to use. Adaptable workflows and event-driven triggers Your business isn’t a spreadsheet. It’s a living thing that changes fast: sales spike, inventory runs out, fraud patterns shift. Automation software should let you build logic around events, not just scheduled tasks. Seamless operations across every channel Most platforms claim to “integrate. ” Few handle the reality of omnichannel. You need automations that can span sales channels (Shopify + Etsy), ops tools (ShipStation + 3PL), and customer touchpoints (email, SMS, retail POS). Intuitive design for fast building You shouldn't need a dev team to build a flow that auto-tags wholesale orders. But you also shouldn’t hit a wall when you want to build something advanced. Getting started with ecommerce automation Rolling out automation begins with an audit of your store’s workflow. Map each process across departments, including shipping, returns, product updates, and customer onboarding, to identify where manual steps still exist. Shine a light on areas where bottlenecks slow progress or errors have crept in. These are often the processes that need improvement. Next, consider which aspects of automation will yield the most measurable results in the shortest time. Focus on improvements that will help operational efficiency and the customer’s perception of your brand, like auto-generated order tracking or personalized post-purchase outreach. Pick software that matches your store’s reality. Can each platform sync with your data sources, support multi-step automations, and have a visual interface for process changes? The right one will let your team test, iterate, and refine workflows so continuous improvement is part of your business. Frequently asked questions What are the best ecommerce automation software options available? Top ecommerce automation tools include MESA, Zapier, and Shopify Flow. These platforms help automate key areas like order processing, inventory management, customer support, and marketing. How can ecommerce automation software improve my business efficiency? Automation software improves efficiency by streamlining repetitive tasks, reducing errors, and saving time. By automating fulfillment, inventory tracking, and customer communication, you can focus on strategic growth. . Are there free ecommerce automation tools? Some solutions offer free plans or trials, which help test basic features. However, they often come with limits on usage, integrations, or functionality. A paid plan may be worth the investment if your needs are more advanced. --- - Published: 2025-06-17 - Modified: 2025-08-05 - URL: https://www.getmesa.com/blog/what-is-ecommerce-automation/ - Categories: Shopify Growth Running an online store means juggling a dozen tasks, from processing orders to talking to customers and keeping products in stock. When these tasks pile up, they slow growth and take time away from more impactful ideas. Ecommerce automation eliminates the busy work so you can focus on growing your business. While software does the repetitive tasks, you focus on strategy, innovation, and what moves the needle. Want to see how it all works in practice? Here’s what ecommerce automation means and how it helps online stores scale faster and channel energy into high-impact work. Get MESA and start automating your ecommerce store. 7-day free trial. What is ecommerce automation? Ecommerce automation uses technology, usually software or dedicated platforms, to automate the routine and repetitive tasks of running an online store. Instead of typing out the same emails, tracking every order by hand, or updating product information across multiple channels, automation tools do the heavy lifting. These systems work in the background, keeping things efficient without constant supervision. At its core, ecommerce automation combines the different parts of your business workflow. For example, when a customer places an order, automation can update inventory, send a personalized email, and pass the order details to a shipping partner with no extra clicks required. By setting up rules and triggers, you can decide when and how these processes run, skip the manual steps, and reduce the chance of errors. What sets automation apart is that it frees up time and brainpower. With it, you can spend less energy on everyday chores and more on strategic moves that drive growth. Automation speeds things up and creates a more reliable and consistent experience for staff and customers. These solutions open up more agile and scalable digital storefronts. Key areas of ecommerce automation Order processing and fulfillment Automated systems instantly recognize and assign new orders to the correct fulfillment location, whether a warehouse, third-party logistics provider, or dropshipping partner. This seamless routing means every order gets to the right hands without delay or oversight. Packing slips, shipping documentation, and courier notifications are produced and sent to partners and customers with no manual input, keeping fulfillment fast and organized. Inventory levels reflect stock status across every connected sales channel as soon as a transaction is completed. Instead of reconciling numbers at the end of the day, you always get accurate inventory visibility, which helps avoid common pitfalls like double selling or stockouts. This makes multi-channel growth and managing product availability much easier. Try these workflow templates: Customer communication and support Every touchpoint in the customer journey can have an automated response. Customers get real-time updates from order receipt to shipping progress, each message reflecting their purchase details and preferences. After the sale, automation can send a thank-you note, a satisfaction survey, or personalized recommendations for future purchases. Virtual assistants and self-service portals help customers find answers anytime and resolve FAQs like return policies or payment options. More complex requests can be flagged and escalated so the right issues get to the right person. Targeted email campaigns triggered by browsing or purchase behaviour keep communications relevant and improve engagement without manual segmentation. Try these workflow templates: Inventory management and restocking With the right automation, keeping products in stock becomes a proactive process. When an item runs low, automated alerts notify you or place a reorder with suppliers so popular products stay in stock. These triggers adapt in real time to changes in sales velocity or seasonality to reduce excess inventory and prevent missed sales opportunities. Inventory management also benefits from automation. New prices or updated descriptions push out across all platforms simultaneously, keeping everything consistent and accurate everywhere customers shop. Updates to inventory counts after returns, restocks, or transfers sync automatically, giving a single view of available products and enabling better planning for promotions or high-demand periods. Try these workflow templates: Benefits of ecommerce automation Letting technology do the routine jobs pays off in several ways. One benefit is that operational costs decrease as technology handles bulk tasks that once required hours of manual input. This operational shift reduces the chance of human error and keeps critical processes on schedule, freeing up time for you to focus on innovation, merchandising, or partnership opportunities. Automation brings consistency to the customer journey from browse to unbox. Customers see accurate stock availability, get updates at every stage of fulfillment, and receive communications tailored to their preferences or purchase history. Automated responses and support tools create a sense of reliability, while targeted post-purchase emails and offers build loyalty. With automation in place, scaling up is much less daunting. You can add more products to your catalog, enter new sales channels, or launch limited-time offers without sacrificing accuracy. As new orders and customer data come in, automation platforms keep everything in sync across systems so businesses can keep momentum, whether handling day-to-day operations or preparing for a surge in demand. Ecommerce automation tools and platforms Choosing reliable automation tools means finding solutions that align with your operational goals and the customer experience you want to deliver. Today’s leading platforms approach automation from different angles: some focus on communication, some on logistics, and others provide a central hub to orchestrate entire ecommerce operations. Shopify merchants can use integrated automation platforms like Shopify Flow or MESA to set up business logic that ties together apps, sales channels, and backend processes with a visual builder.   These apps unlock advanced features like coordinating loyalty programs, scheduling product drops, and automatically managing fraud checks based on store-specific triggers.   Email marketing tools like Klaviyo and Omnisend help merchants create context-aware campaigns using purchase data and engagement signals.   Shipping automation platforms like ShipStation and Easyship help retailers process large order volumes by consolidating carrier options, printing labels in bulk, and facilitating international logistics with customs documentation and tracking tools. As automation capabilities evolve, merchants gain more control and visibility, enabling agile operations that respond quickly to shifts in demand or customer behavior. Getting started with ecommerce automation Getting started with automation begins with a close look at daily operations. Focus on handoffs and processes that slow you down, like reconciling stock after flash sales or coordinating across multiple suppliers during peak demand. Map out the entire customer journey and operational workflow to find friction points and where technology can add value. With priorities set, the next step is evaluating automation solutions that solve your problems. Explore how each option integrates with your sales channels, payment providers, and support platforms. Look for systems that are flexible and can scale with your ambitions. Choose tools designed for seamless growth, not rigid frameworks. Work methodically. Start with one process, like automatic low stock notifications or real-time product information syncing, before adding more workflows. This phased approach builds confidence and allows for adjustments. Once set up, regularly review performance data and look for areas to optimise so each new workflow adds measurable efficiency to your business. Frequently asked questions How does ecommerce automation work? Ecommerce automation uses software to automate tasks and workflows through integrations, triggers, and actions. For example, when an order is placed, the system can send it to a fulfillment centre, generate shipping labels, and send confirmation emails automatically. What can be automated in ecommerce? Order processing, fulfillment, customer communication, inventory management, product updates, and marketing campaigns can all be automated. Especially tasks that are repetitive and follow a set of rules. How does ecommerce automation benefit the customer? Automation benefits customers with faster order processing, timely updates, personalisation, and consistency. Features like automated shipping notifications and chatbot support keep customers informed and engaged. --- - Published: 2025-06-12 - Modified: 2025-07-07 - URL: https://www.getmesa.com/blog/mcp-automation/ - Categories: AI Automation - Tags: MCP Automating the boring stuff has become the secret sauce for busy business owners and ecommerce teams. You can cut out the manual work with the right approach and focus on what matters. Every year, new tools pop up that promise to simplify your workflow, and some leave you with more questions than answers. The pressure to keep up can feel overwhelming when you want things to work together smoothly. Model Context Protocol (MCP) changes how people approach automation, empowering anyone to get things done without learning complex tech skills. This article explains MCP automation, how it works, and why it’s taking off. Try MESA to easily use MCP and get more done with AI — free trial included. What is MCP automation? MCP connects different systems and sources, helping them work together seamlessly to get real tasks done. At its core, MCP is a framework that allows AI models to interact with everyday tools—think Dropbox, Notion, or Shopify—without building complicated bridges between them. Need a PDF summary from Dropbox, answers from Notion notes, or a Shopify sales chart? MCP makes it happen. MCP lets AI handle it all in seconds, eliminating busy work and keeping you on top of your business data. Forget typical “set it and forget it” workflows. These let you move faster, use AI more effectively, and focus on the most important work. Anyone who runs a growing business can see the appeal here. MCP automation combines the best of different platforms, creating a single line of communication for your tools. Paired with AI workflows like MESA's, MCP helps you grow your business with less effort and greater impact. How MCP automation works MCP allows AI assistants to issue commands and receive information from your daily business platforms. MCP adapts to any environment and enables AI to manage inventory, orders, and reporting without manual setup. Define your outcome and MCP interprets it, organizing steps across your tech stack to make it happen.   Trigger product updates, send daily reports, or sync order data to your dashboard—all automated with MCP. MCP follows each step precisely, keeps information flowing securely, and completes actions with minimal oversight. MCP works with enterprise tools and instantly responds to system changes, giving you speed and reliability. It uses your existing tools, scales with your business, and adapts to change while keeping you in control. Setting up MCP automation in MESA You start with MCP by choosing a platform that supports the protocol and fits into your operations. A platform like MESA adds AI skills by starting with an MCP trigger, the entry point for your workflow. Once enabled, these triggers let you specify which business functions you want to automate. You can sync product data, manage transactions, or streamline communications. MCP skill example: Lookup Help Scout conversations for use in your AI assistant To build your MCP skill, connect the MCP trigger to the applications that power your business. Automated updates from your ecommerce store, automatic notifications to your team channels, or data pulled from your sales reports. Each skill adds new capabilities, enabling your AI assistant to handle complex tasks as your automation network grows. Yedric, the MESA built-in AI assistant that supports MCP out of the box Once you set up workflows, your AI assistant, like Yedric in MESA, uses those workflows skills to run multi-step processes. Skills allow your AI assistant to interpret your instructions and handle process execution, so you spend less time on oversight and more time on growth. This approach adapts as your requirements change and is always ready to support new data structures or integrate new tools as your business grows. Popular MCP automation skills To help get you started, MESA has a library of MCP skills that are fully customizable: Browse MCP skills → The future of MCP automation MCP will change how we work by creating a foundation where AI and software systems talk directly to the tools and platforms that drive business outcomes. Everyone will use MCP protocols to connect their apps, manage distributed data, and create seamless collaboration between multiple apps without manual intervention. New skills will allow for orchestrating business-critical actions—like synchronizing manufacturing schedules, automating quality checks, or adjusting asset allocation—based on live operational data. In the next few years, MCP will support the rollout of advanced applications in manufacturing, energy, and supply chain management. These will go beyond basic automation and allow dynamic responses to changes on the production floor, logistics networks, or customer demand signals. MCP will enable organizations to scale their automated workflows as their needs change and integrate with IoT devices and analytics tools to maintain accuracy and efficiency. Security, reliability, and interoperability will be the next phase of MCP adoption. As more organizations realize the benefits of connected systems, MCP will become the standard protocol for integrating new software or devices into existing operations. Teams can introduce new innovations and adjust processes quickly, knowing their automated workflows are robust and secure, and they can focus on strategy and business development. Frequently asked questions What are some practical examples of MCP automation? Some practical examples of MCP automation include automated data entry and processing, intelligent reporting and analysis, personalized customer support and engagement, and automated content creation. Can MCP be used in a customer-facing chatbot? No, MCP doesn't support customer-facing chatbots. It powers internal AI assistants to automate tasks across tools, not interact with customers. How can I set up MCP automation for my tasks? Start by choosing an MCP-compatible automation platform like MESA. Using the MCP trigger, define your workflow steps and instructions, add your desired action steps, and interact with your MCP-powered AI assistant to test and adjust your setup. --- - Published: 2025-06-10 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-schedule-a-sale-on-shopify/ - Categories: Workflow Tutorials - Tags: shopify Scheduling a site-wide sale on Shopify lets you plan and run promotions across your entire store without manually updating prices. With a start and end time in place, your sale launches and ends automatically. In this post, we’ll explain how scheduled sales work and why they’re an excellent tool for store owners to simplify promotions and stay ahead of key sales moments. TL;DR: Skip the step-by-step tutorial. Use this template to schedule and then resets your sales. Why run site-wide sales on Shopify? Automating your sales takes the pressure off manual updates and helps you avoid mistakes, especially if you have an extensive catalog. With this strategy, you can set exact start/end times for your promotions and let the system do the rest. This is especially useful around busy shopping periods like Black Friday, back-to-school, or seasonal clearances. You can schedule your sales well in advance and have more time to focus on marketing or other priorities. Using a scheduling tool like MESA adds another layer of reliability. You don’t have to worry about starting too late, running too long, or missing a key shopping window. Your sale will end as planned, creating a better customer experience. Step-by-step: How to schedule product sales Time needed: 5 minutes. This workflow will automate scheduling a site-wide sale for all products in a Shopify store. Schedule a sale Use the built-in Schedule tool to trigger the site-wide sale at a specified date and time. Discount amount This custom code step calculates the discount to apply to each product variant using custom code. Click Edit code, then paste the following snippet:/** * Discount amount */const Mesa = require('vendor/Mesa. js');module. exports = new class { script = (payload, context) => { const vars = context. steps; let discountAmount = context. automation. outputs. metadata. discount_amount; Mesa. trigger. setTaskExternalData({ "label": "Discount amount: " + discountAmount }) Mesa. log. info(JSON. stringify(context)); // We're done, call the next step! Mesa. output. next({ "discount_amount": discountAmount }); }} Get list of products Retrieves all products from your Shopify store to prepare them for the price update. Loop over products The Loop iterates through each product returned from the previous step. Loop over variants Next, use another Loop to iterate through each product's variants. This ensures that all product variants are considered for sale. Check if the “Compare At Price” exists The built-in Filter checks whether the variant has an existing compare-at price or if it equals 0. Update product variant Next, update the variant’s price using the calculated discount, and change the original price as the compare-at price. Turn workflow “On” Be sure to save the workflow and turn it “On” when ready. Step-by-step: How to reset the sale prices  Time needed: 5 minutes Make a second workflow to reset the site-wide sale from the previous workflow.   1. Schedule the workflow The built-in Schedule tool triggers at a set date and time to begin resetting all product prices. 2. Get list of products Fetches all products from your Shopify store for processing. 3. Loop over products Iterates over each product retrieved from the Shopify store.   4. Loop over variants Loops through every variant within each product. 5. Check if the “Compare At Price” is empty Checks if a variant has a compare_at_price value set, indicating it was previously discounted. 6. Clear “Compare At Price” for reset Uses a script to return an empty value to clear the compare_at_price field. 7. Update product variant Restores the original price from compare_at_price and clears the compare-at price to end the promotion. 8. Turn workflow “On” Be sure to save the workflow and turn it “On” when ready.   Use this template to get started quickly with both workflows. It will add both workflow and guide to personalize both: Types of site-wide sales on Shopify Shopify gives you the tools to run storewide promotions tailored to your goals. Whether clearing out stock or planning a big campaign, these sales types help you drive action and deliver clear value to customers. Percentage-based markdowns Apply a uniform discount of 15% or 25% across your entire catalog. It’s simple, effective, and easy for customers to understand. Fixed dollar discounts Offer a flat amount off all items or orders over a set threshold. This works well for higher-priced products and encourages larger carts. Flash sales Run time-limited deals that last a few hours or a single day. These sales create momentum and are great for quick boosts or notable launches. Seasonal sales Tie promotions to calendar moments like end-of-season events or holiday weekends. Planning lets you align your marketing and inventory strategy. Clearance sales Discount aging or excess inventory to make room for new products. A full-store clearance can drive quick sell-through and keep your product mix fresh. Tips for running site-wide sales on Shopify A good promotion isn’t just about discounts; it’s about timing, planning, and execution. These tips will help you run site-wide sales that deliver real results without added stress. Plan ahead Mark your calendar for product launches, inventory cycles, or customer milestones. Planning gives you time to prep your store, align your marketing, and manage traffic. Pick your discount amount Use past campaign data and product performance to guide your offer. Small discounts move popular items, deeper cuts clear overstock. Match your strategy to margin and demand. Test your automation Before you launch, run a test to make sure sale pricing is triggering correctly across your store. Check product pages, carts, and reports to ensure everything shows the promotion. Tell your customers Promote your sale through email, site banners, and social channels. Be clear on timing and what’s included so customers are ready when the sale goes live. Frequently asked questions Can I schedule multiple site-wide sales in advance? You can use automation tools like MESA to schedule multiple sales campaigns with different start and end times. How do I choose the right discount amount for my site-wide sale? Consider factors like profit margins, customer expectations, and competitor pricing when selecting a discount amount. Can I exclude certain products from a site-wide sale? Yes, most automation tools allow you to specify which products or collections should be included or excluded from a site-wide sale. --- - Published: 2025-06-06 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/create-urgency-dynamic-pricing-shopify/ - Categories: Workflow Tutorials - Tags: shopify If you have a Shopify store, getting customers to buy now instead of later is a constant struggle. Creating urgency at the right moment can be the difference between a missed opportunity and a sale. Dynamic pricing tackles this head-on by automatically adjusting product prices based on timing or behavior. In this post, we’ll show you how to set it up and use it to get results. TL;DR: Skip the step-by-step tutorial. Use our template to add this dynamic pricing workflow: What is dynamic pricing on Shopify? On Shopify, dynamic pricing is a strategy that adjusts product prices automatically based on real-time data. Instead of fixed pricing, you can set rules that respond to changes in demand or customer behavior. For example, prices might increase as stock runs low or shifts during high traffic. This lets you fine-tune pricing without manual updates, making your store more responsive to changing conditions. Shopify supports dynamic pricing through pricing apps and automation tools. With minimal setup, these integrations let you run timed promotions, flash sales, or customer-specific discounts. Step-by-step: Increase product prices after each new Shopify order Time needed: 5 minutes. This workflow automatically increases product prices by $1 after each new order, encouraging quicker purchases and helping you test price sensitivity.   Start on Shopify order creation The workflow triggers when a new Shopify order is placed. Loop over line items Iterates through each of the order’s line items to process individual purchased products. Retrieve variant details For each line item, fetch the current product variant information. Update product price Automatically increases the price of the product variant by $1 from its current price value. Turn “On” Be sure to save any changes and enable this automation. Save yourself the setup. Use this template instead: Tips on implementing dynamic pricing Test and iterate Start by applying dynamic pricing to select products or customer segments. Try different formulas, such as time-based pricing or demand-driven changes, and monitor how they affect conversions. Use sales data to guide these tests, and adjust rules as you go. Communicate value Tell shoppers why prices change. Clear messaging like “intro pricing for early buyers” can highlight demand, limited-time offers, or restocks. Visual cues such as badges, countdowns, or banners help make it obvious when a deal is temporary and worth acting on. Use scarcity tactics Set rules that raise prices as inventory drops to encourage faster purchasing decisions. For example, increase pricing after a certain number of items are sold or when stock falls below a certain level. You can also combine this with limited-time perks or bundles. Common types of dynamic pricing strategies Time-based pricing Prices adjust based on time, for example, lower rates during off-peak hours or higher rates during high-traffic periods. This is especially effective for flash sales or limited-time drops. Nike SNKRS - Limited-time drops with specific launch windows and pricing Inventory-based pricing Pricing adjusts based on stock levels. Higher prices signal demand and scarcity as stock decreases, encouraging quicker purchases and better inventory management. Booking. com - Hotel prices increase as availability decreases ("Only 2 rooms left at this price") Customer segment pricing Different groups see prices based on behavior, purchase history, or loyalty status. New customers get intro offers, and repeat customers get discounts or exclusive rates based on their activity. Amazon Prime - Different pricing for Prime members vs. non-members on same products Event-driven pricing Prices change automatically based on specific triggers, such as product launches, seasonal events, or traffic spikes. Aligning pricing with these moments keeps your offers timely and relevant. Best Buy - Black Friday automatic price drops on featured products Why use dynamic pricing on Shopify? More revenue Adjust prices based on demand, purchase history, and shopper behavior to capture more value. This ensures each sale reflects current conditions and improves margins. Stay competitive With real-time price adjustments, your store can respond quickly to market changes. Whether reacting to competitor pricing or shifting trends, you stay relevant and appealing to customers. Better inventory management Linking pricing to inventory levels lets you clear out slow-moving stock and apply pressure on limited quantities, keeping your product mix aligned with demand. Boosts perceived value When prices increase after each order, customers feel like they're getting a better deal by purchasing early. This scarcity-driven approach makes your products feel more valuable and exclusive, encouraging customers to act before prices rise further. Encourages quick decision-making Limited-time offers and urgency in sales tactics can help customers overcome indecision and take action. Dynamic pricing creates natural deadlines that push hesitant shoppers toward conversion, reducing cart abandonment and increasing sales velocity. Frequently asked questions What are the best methods to create urgency on my Shopify store? The most effective tactics include limited-time offers, countdown timers, low stock alerts, and flash sales. Use visual cues like banners or pop-ups to highlight these time-sensitive deals throughout your store. How does urgency affect customer purchasing behavior? Urgency triggers fear of missing out (FOMO), which can increase conversions by prompting faster decision-making. Customers are more likely to complete purchases when they believe time or availability is limited. What are the potential drawbacks of using these tactics? Overuse can lead to customer distrust or fatigue, especially if promotions feel manipulative or are always active. To maintain brand credibility, use it authentically and sparingly. --- - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.getmesa.com/blog/field-notes-vol-5-2025/ - Categories: Product News - Tags: klaviyo, package tracking, printnode, yedric May brought the future to MESA! We're thrilled to introduce Yedric, your new AI assistant that's about to transform how you build workflows. Plus, we've supercharged the entire platform with AI-powered suggestions and smarter automation tools that'll have you wondering how you ever worked without them. Ready to see what's possible when AI meets automation? Let's dive in: Meet Yedric Yedric is a new AI assistant, built to guide you with helpful prompts, recommend powerful MCP skills, and get you building faster by showing what’s possible. Try these MCP skills: Make your own skills for Yedric by building a workflow using the MCP trigger! Add Yedric into any workflow Yedric can also be added to any workflow using the Ask step. It’s a simple way to drop in, ask questions, and get a response mid-workflow. Use Ask for things like a weekly calendar summary or analyze support responses for reporting product issues. Improvement: AI step suggestions We added AI step suggestions in the workflow builder to help build faster and with less guesswork. When creating a new automation, you’ll now be asked to “Describe your workflow” so AI has more context to help suggest the next step of your workflow. Playlist: Fleming hot takes Take a spin through the sonic sketchbook of our resident design wizard, Matthew Fleming. This playlist is packed with the tracks powering his creativity, from first sketch to final polish. Hit play and vibe out! https://open. spotify. com/playlist/3zvSBGLvPXmSzioQ9HZ6yS? si=7a432315115b4230 --- - Published: 2025-06-03 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/mcp-email/ - Categories: Workflow Tutorials - Tags: MCP MCP (Model Context Protocol) is the smart way to integrate email services with AI assistants. That means businesses and developers can finally optimize their workflows, reduce those tedious manual tasks, and simplify communications. With MCP email automations, you can simplify your daily tasks and gain a powerful tool to manage emails directly through conversational AI. TL;DR: Skip the step-by-step tutorial.  Use our pre-built template to start sending emails from an MCP workflow today: What is an MCP email? MCP is the protocol that lets you integrate various capabilities into AI assistants. When you connect it to email services, you can use conversational interactions within your AI assistant interface to send, retrieve, and manage emails. That transforms email management from a chore into an intuitive experience. With MCP email integration, you can tell your virtual assistant to handle email actions without switching to dedicated email applications. No more typing out messages in an email client. For example, a merchant can quickly email a customer order update or respond directly to a supplier's query from a chat session with their AI assistant. For developers, this opens up possibilities for simplifying the amount of work within AI assistants. Integrating MCP email into your existing AI task assistant, like MESA, lets you create even more innovative automation processes. That means you can automate routine email tasks and effortlessly connect email with other MCP-enabled skills. How to send an email with MCP Time needed: 5 minutes. Email your AI assistant directly by setting up a streamlined MCP workflow in MESA. Configure the MCP skill trigger Confirm that all three fields (email, subject, and body) are marked as required and that all parameters are properly formatted as strings. Configure email action Add the recipient address to {{ask. email}}, the subject line to {{ask. subject}}, and the message body to {{ask. body}}. Click the variable selector button for each field and locate the right variable to add to the field. Write a unique title and detailed description A clear workflow name and description are essential for effectively using the AI assistant tool. Turn the workflow “On” Turn the workflow on by enabling it if it isn’t already active. Paste the MCP snippet into your AI assistant Copy the MCP JSON from the trigger step and paste it into your AI assistant. This only needs to be done once when you first start using MESA. Save yourself the setup. Use this template instead: Why use email with MCP? Connecting email to MCP makes it easy to automate everyday messaging tasks, so you don’t have to send the same emails over and over again. You can even use natural language commands to send messages. Just type something like, “Email the warehouse team about today’s inventory shipment,” and it gets done for you. Here are a few more examples: “Send a thank-you email to customers who placed an order today. ” “Let the support team know about any failed orders. ” “Email me a daily summary of new sales. ” Whether it’s notifying your team or keeping customers in the loop, email within MCP takes care of the messaging. Every day use cases for email in AI From managing customer interactions to enhancing internal communications, everyday scenarios benefit from MCP-powered email automation. Streamlining internal information sharing MCP-supported AI assists businesses by automatically capturing relevant details from ongoing conversations and sending precise summaries via email to team members. No more manual compilation and distribution. Your team can focus on higher-value activities. For example, after a Slack conversation about a last-minute product update, MCP can automatically send a summary to the marketing and fulfillment teams so everyone stays aligned without extra back-and-forth. Chaining workflows across MCP-enabled skills MCP's advanced automation framework lets you create complex, interconnected workflows. Email integrations can seamlessly link with other MCP-compatible tools and processes. That means customer-facing processes like ecommerce customer returns can automatically trigger inventory updates and initiate refund processing through MCP-linked accounting systems. Frequently asked questions What email providers and clients are compatible with MCP Email? With MESA, you can use the built-in Email tool or connect with other email providers like Gmail, Klaviyo, Mailchimp or others. Can I use MCP Email for automated email marketing campaigns? Yes, MCP Email can be integrated with email marketing platforms and CRM systems to automate personalized email campaigns and nurture customer relationships. --- - Published: 2025-05-15 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-automate-slack-messages/ - Categories: Workflow Tutorials - Tags: slack Keeping your team updated can be difficult, especially when you have a million other things on your plate. Manually sending reminders, announcements, or follow-ups throughout the day can become exhausting. Slack message automation makes it easy to simplify those repetitive communication tasks. Setting up scheduled or triggered messages allows you to focus on projects with a higher impact and business growth. In this article, you'll learn what Slack message automation means, the benefits for your team, and how to set it up. Try MESA to automate any Slack message for more helpful notifications. Step-by-step guide: How to automate Slack messages with MESA Time needed: 5 minutes. Explore Slack's built-in automation features, such as Workflow Builder and scheduled messages to see if your automated message can be done with its internal tools. Slack doesn't have built-in integrations with many ecommerce tools like Shopify, Etsy, or Google Sheets. With MESA, you can create automated Slack notifications that connect to the apps your business uses. Choose a trigger step This can happen when a customer signs up, or a new email arrives. Use the built-in Schedule tool or choose from other third-party apps. Choose the Slack action Select the Slack Send Message action step. Authenticate with Slack to grant the workflow access to post messages in your workspace. Customize your message Select the channel where you want your message to appear and customize the message. Turn your workflow "On" That's it! Your workflow will start sending Slack messages automatically. Slack message automation templates Try any of these workflow templates to get started: Discover more Slack message templates here. What is Slack message automation? Slack message automation means setting up messages, alerts, reminders, and responses to automatically send within your Slack workspace. Automated messages simplify communication by delivering the right message at the right time instead of manually typing the same reminders, updates, or announcements over and over again. Teams use automation to keep everyone aligned, informed, and productive without extra manual effort. Types of automated Slack messages Understanding the different types of automated Slack messages helps you decide which is best for your team. Each type serves a purpose and offers benefits depending on your goals and processes. Scheduled messages Scheduled messages deliver updates or reminders at set intervals—daily, weekly, monthly, or any custom timing you choose. They're great for recurring events or routine communications and eliminate the hassle of typing the same content over and over again. Examples include daily performance summaries, monthly financial check-ins, or quarterly planning meeting reminders. Try these scenarios: Weekly project summaries: Schedule project progress summaries every Friday afternoon so team members can see what's been completed and what's coming up. Event notifications: Schedule reminders leading up to team events or training sessions so everyone can attend and be prepared. Regular performance check-ins: Automate bi-weekly or monthly messages asking employees to submit performance insights or feedback to simplify internal development communications. Triggered messages Triggered messages are sent whenever specific events or actions happen, creating real-time notifications tied to your operations. These alerts keep teams informed as soon as important moments occur, reducing delays. Examples include: Inventory restock alerts: Notify procurement teams when inventory levels drop below certain thresholds so they can restock before stockouts. Critical customer issues: Receive instant alerts whenever urgent customer issues arise so customer service teams can respond quickly and maintain satisfaction. Payment or billing notifications: Notify accounting teams or managers when invoices are paid, or payments are overdue to simplify financial tracking and cash flow visibility. Auto-responders Auto-responders handle common or repetitive questions by sending predefined replies instantly. These automated responses reduce response times, increase customer satisfaction, and free your team from repetitive questions. Practical scenarios for auto-responders include: Customer support questions: Automatically reply to routine customer support requests, such as order tracking, refund policies, or business hours, so support teams can focus on complex issues. Internal HR questions: Respond immediately to employees' routine HR questions about benefits, vacation policies, or internal resources so they don't interrupt your team and can access information quickly. Acknowledgment of submissions: Instantly acknowledge receipt of requests or submissions, like expense reports, time-off requests, or project proposals, so the sender knows their information was received. Why automate Slack messages? By letting technology handle the routine comms, you can focus on activities that impact business growth. Save time and increase productivity Pausing your workflow to type the same Slack messages repeatedly distracts from your main objectives and reduces your productivity. For example, automating status updates about inventory levels can replace frequent manual checks and reports and simplify your internal processes. Ensure consistency and timeliness across the team Consistency can be challenging when everyone is busy, and priorities change. When unexpected delays happen, like shipping disruptions or inventory shortages, automatic notifications inform your team so everyone can respond proactively. Keep everyone informed about critical updates Timely information about product launches, policy changes, or internal deadlines is key to smooth operations. For example, you can automate Slack alerts when pricing changes, or marketing campaigns go live so teams can adapt quickly. Improve collaboration through integrations Connecting Slack to your existing business apps enhances cross-team collaboration and operational visibility. Integrations with customer relationship management (CRM) platforms like Salesforce or HubSpot can automatically notify teams in Slack when important customer milestones or interactions happen. Similarly, linking Slack to ecommerce platforms or inventory management systems via tools like MESA helps your business stay in sync with orders, shipments, and stock levels. Slack integrations with other tools Using Slack with your other business apps creates a unified operational experience where updates from various tools flow into your Slack workspace. Escalate urgent support tickets from Help Scout to Slack Customer service operations often encounter escalations that need immediate attention, such as sensitive complaints or complex support cases that require managerial oversight. Connecting tools like Help Scout to Slack allows customer service teams to receive instant notifications about urgent tickets so senior staff or managers can intervene faster and resolve issues. When setting up support ticket escalations, follow these guidelines: Set clear escalation thresholds: Establish explicit criteria for what constitutes an urgent or critical support ticket, like negative sentiment, repeated customer interactions without resolution, or time-sensitive issues, to ensure meaningful notifications. Include concise context and quick-access links: Notifications should contain essential details like customer name, issue severity, and a direct link to the ticket so your team can act quickly. Designate notification channels: Create separate Slack channels for escalations so routine support alerts don't clutter your workspace and you can respond quickly. Get order fulfillment notifications in Slack Critical order events, like large orders or last-minute cancellations, can impact customer satisfaction and operational efficiency. Integrating order notifications into Slack channels allows sales or fulfillment teams to respond quickly and manage these scenarios. Follow these best practices when setting up fulfillment alerts for orders: Filter by relevance and impact: Limit Slack alerts to events that affect the fulfillment process, like large orders, cancellations, or flagged fraudulent transactions, so your workspace stays focused and actionable. Include order details: Each notification should include critical information; order amount, customer name, products involved, and shipping urgency, so you can make decisions and act fast. Direct to the right Slack channels: Route fulfillment-triggered messages to channels used by sales, customer service, or operations teams so notifications reach the right people. Connect Slack to project management, CRM, or support tools Integrating Slack with external systems like CRM platforms (e. g. , Salesforce, HubSpot), project management tools (Asana, Monday. com), or customer support solutions (Intercom) can improve information flow across your organization. These integrations send real-time updates in Slack when key events or milestones happen so each department can stay informed without switching between multiple tools. When setting up these integrations, consider: Choose relevant integration events: Identify specific milestones, such as closed sales deals, completed project tasks, or newly assigned customer tickets, to trigger Slack notifications so your team stays informed without being overwhelmed. Craft informative alerts: Construct alerts that clearly state the critical details of each event, like customer information, sales values, or project updates, with direct links to drill deeper if needed. Organize communication channels: Use dedicated channels or threaded discussions in Slack for each integrated system so updates are organized, accessible, and focused on the right audience. Slack message automation best practices Planning your automated messages carefully ensures Slack remains a tool, not a distraction. Write messages that drive action Actionable automated messages prompt immediate response or action. Structure each notification or reminder around a specific outcome your team should achieve. For example, instead of "Inventory needs attention," say, "Inventory alert: Please verify SKU1234 quantities by 3 pm today". " Actionable messages allow your team to respond without needing more information. Target messages to the right people To avoid interruptions and simplify workflows, make sure each automated message goes only to the right team members or channels. Instead of broadcasting widely, tailor your Slack automation to reach exactly the people or channels that need to take action. For example, route customer support escalations to the support team channel and financial updates to finance personnel. Follow these guidelines when targeting your messages: Group related updates together: Organize automated messages into topic-specific Slack channels, like "#inventory-notifications" or "#billing-alerts," so they're clear and easy to find. Limit direct mentions to critical scenarios: Reserve individual mentions (@username) for urgent notifications that require personal attention, reducing notification fatigue and ensuring response. Schedule messages to fit your team's workflow Aligning message automation with your team's daily rhythms ensures notifications help productivity rather than interrupt critical tasks. Analyze how your team members structure their days and identify the best times to send updates or reminders. Implement these strategies for optimal message timing and frequency: Coordinate automation with operational tasks: If your fulfillment team checks inventory every morning, schedule notifications to match their existing workflow. Set realistic message intervals: Space automated messages thoughtfully, don't overdo them, and don't send them too frequently. Weekly summaries or daily morning briefings usually work for most updates. Refine message timing regularly: Collect feedback from your team and adjust the frequency and timing of automated messages to stay relevant and aligned with changing business processes. Automating Slack messages saves you time, keeps your team on the same page, and lets you focus on more significant priorities. Ready to simplify your workflows even more? Try MESA free and see how easy Slack automation can be. --- - Published: 2025-05-13 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-create-new-arrivals-collection-shopify/ - Categories: Workflow Tutorials - Tags: shopify Highlighting new products gives your customers an easy way to browse new inventory. If you're wondering how to create a New Arrivals collection in Shopify, this curated collection helps shoppers quickly find the latest items in your Shopify store. Smart Shopify collections simplify online merchandising by eliminating the need to manually update product listings. Once set up, these dynamic collections keep your online store current with no extra daily work. By knowing how to create and manage an automated New Arrivals collection, you can increase product visibility and sales and offer a smoother shopping experience. TL;DR: Skip the step-by-step tutorial. Use this template to maintain a "New Arrivals" collections on your Shopify store: Step-by-step guide: How to add and remove the "New Arrival" tag on Shopify products after 30 days Time needed: 5 minutes. This workflow automatically tag new products "New Arrival" then removes it after 30 days. This approach lets us leverage smart collections through product tags created by this workflow. Product creation trigger Set up a Shopify trigger that runs when a new product is created in your store. Add "New Arrival" tag When a new product is created, the workflow adds the "New Arrival" tag to it using the product ID from the trigger event. Store product reference This step retrieves and stores the product information for later use so the correct product can be referenced when removing the tag is time. Time delay Next, the workflow applies a 30-day delay before removing the tag. Remove "New Arrival" tag After the delay, this step removes the "New Arrival" tag from the product. This removes the product from the collection, keeping your New Arrivals fresh and relevant. The New Arrivals collection is now self-updating based on actual product launch timing—no manual work is required. Turn your workflow "On" You're all set! Turn this workflow "On" to automatically tag new products "New Arrival" after 30 days. Save yourself the setup. Use this template instead: What is a New Arrivals collection on Shopify? A New Arrivals collection on Shopify shows the latest products added to your store. It uses Shopify's built-in smart collections to put new products into a featured group based on specific tags or product creation dates. So customers always see the newest inventory when they visit your store, and you don't have to manually update collections. Why create a New Arrivals collection? When customers visit your store, they often look for something new or different from their previous visits. Having a dedicated area for newly launched products taps into this natural desire for novelty and sparks immediate interest and product engagement. Types of New Arrivals collections Choosing the right collection type depends on your audience's shopping behavior, your promotional goals, and the type of products you offer. Seasonal New Arrivals Seasonal New Arrivals collections feature products tied to specific times of the year or seasonal events. For example, a fashion retailer might show new winter coats and accessories as the weather gets colder or summer sandals and vacation wear when it gets warmer. Category-specific New Arrivals A category-specific approach allows merchants to show new products within clearly defined segments of their inventory. For example, an online bookstore might have a "New in Fiction" collection for recent novels, or a skincare retailer might have "Latest Organic Skincare Products" for recently added natural beauty products. Brand-specific New Arrivals For stores that offer multiple brands, showing New Arrivals by brand allows customers to find the latest releases from their favorite brands quickly. A sportswear ecommerce site might have separate collections for "New Arrivals from Patagonia" or "Recently Added Under Armour Products". Tips for your New Arrivals collection Here are some ways to make your collection more impactful in your Shopify store. Use clear and descriptive collection titles Vague or broad titles confuse customers and deter buyers. Titles should clearly state what customers can expect when they click through. Instead of naming a collection "New Stuff," name it "Just Arrived: Fall Jackets" or "Fresh Finds in Sustainable Beauty. " Specificity clarifies the content, makes the collection more visible in search results, and drives organic traffic. Customize your collection page design Thoughtful design choices make products more appealing and encourage browsing. To design your collection page: Consistent Image Styles: Use consistent backgrounds, lighting, and image sizes across product images. This provides a clean, professional look and highlights each product. Strategic Product Layout: Arrange products to show popular or best products at the top. A good first impression draws customers in and encourages them to dig deeper into the collection. Product Descriptions: Brief and compelling descriptions of each product so customers can quickly see key features and benefits and purchase faster. Promote your New Arrivals collection Just listing new products isn't enough to get visibility. You need to market your latest products actively. Feature Products in Blog Content: Highlight your new arrivals in blog posts or editorial content on your Shopify store. Providing context or storytelling around new products will pique customer interest and encourage deeper product exploration. Segmented Email Announcements: Send targeted email updates highlighting new arrivals based on customer interests or past purchasing behavior. Personalized messaging increases relevance, open rates, and engagement with your subscribers. Conclusion Creating and automating a New Arrivals collection is one of the easiest ways to keep your store fresh and interesting. With Shopify's automated collections and MESA's tag automation workflow, you can ensure that your new products get the attention they deserve—no work required. --- - Published: 2025-05-07 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-4-2025/ - Categories: Product News - Tags: mantle, MCP April showers bring... smarter automations! Welcome to the April edition of MESA Field Notes. With spring in full swing, we’ve been nurturing new apps, simplifying everyday tasks, and expanding our library of time-saving templates. It’s all about giving you a stronger starting point—so you can go further, faster. Here’s what we’ve been working on this month: 🪄 New built-in app: Model Context Protocol (MCP) MCP gives you secure, no-code access to 4,000+ actions across your stack with a single snippet. Fetch data, automate tasks, and manage sensitive workflows with approvals, granular permissions, and full visibility—no servers or extra steps required. Try these MCP workflow templates: 🪨 New app: Mantle Meet Mantle, our latest app integration designed to help Shopify developers write less code. From subscription management to affiliate programs and analytics, connecting events in Mantle into your backend systems or Shopify apps directly just got a whole lot easier. Try these Mantle workflow templates: 3 new workflow templates Browse more workflows in the template library. Hot off the press Curious about using AI to power your workflows? Our latest blog tutorials break it down with clear, step-by-step guides to get you started fast—no guesswork. You’ll be building smarter automations in no time. Playlist: Spill the wine Our April playlist is overflowing with wine-soaked jams perfect for any springtime adventure. Whether you're Team Red or Team Rosé, we’ve got your vibe covered. https://open. spotify. com/playlist/29KN65SCx4J8zXnIQPPlw5? si=a2662ff86b764b64 --- - Published: 2025-04-25 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-automate-etsy/ - Categories: Workflow Tutorials - Tags: etsy Running an Etsy shop takes a lot of time and effort. Between managing inventory, updating product listings, dealing with customer inquiries, and fulfilling orders, shop owners are stretched thin. Automation solves these problems, helping shop owners get more done, more often, more accurately. This article will examine how automation tools and strategies can transform your Etsy shop management. Try MESA free for 7 days and start automating your Etsy shop tasks today! How to automate Etsy with MESA Time needed: 5 minutes. This workflow connects your Etsy shop with MESA so that you can start automating everything from order processing to inventory updates. Choose a workflow trigger Triggers start your workflows based on specific events in your Etsy shop (or other app). Start by selecting an event relevant to your shop's operations—like receiving a new order, updating an existing listing, or reaching a certain inventory threshold. Connect your Etsy shop to MESA Next, click the "Connect with Etsy" button. This step authenticates your account and allows automated workflows to interact with your Etsy data. Authorize MESA with your Etsy shop After connecting your account, click "Grant access. " This allows your automation platform to retrieve your shop data securely. Add actions to your workflow Next, define the tasks your automated workflow will perform. Actions determine what happens after the triggering event—for example, automatically generating shipping labels, updating inventory across other apps, or scheduling notifications. Top Etsy automation templates With Etsy integration templates, you can solve common workflow challenges fast—no coding or setup headaches. . Share new Etsy listings on Pinterest Pinterest is a discovery platform for potential Etsy customers looking for unique, handmade products and creative inspiration. With this workflow, each new Etsy listing turns into a Pinterest pin. Shop owners get more visibility, reach a wider audience, and have more opportunities to drive traffic to their Etsy shop. Learn how to automate pinterest posts. Sync Shopify products to your Etsy shop Ecommerce sellers use multiple platforms to reach more customers, but manually duplicating product listings is tedious and error-prone. This workflow transfers new product entries from Shopify directly into your Etsy shop so you have consistent and accurate product information across both channels. Shop owners save time and effort so they can focus on strategic growth initiatives instead of manual data entry. Update Etsy listing prices from a spreadsheet Product pricing needs to be accurate and competitive and often requires frequent updates due to seasonal promotions, supplier costs, or market fluctuations. This workflow pulls pricing data from a spreadsheet tool like Google Sheets and updates the corresponding Etsy listings without manual input. Sellers get more efficient pricing management, quicker responses to market trends, and less risk of pricing errors. Generate optimized Etsy product descriptions High-quality product descriptions influence purchasing decisions, but writing unique, optimized content regularly can be challenging. With this workflow, sellers create detailed, engaging, and SEO-friendly Etsy descriptions with artificial intelligence. Etsy shop owners can maintain consistency and quality in their listings without the time and energy. Send a thank you postcard when an Etsy order is placed Personal touches can improve customer loyalty and satisfaction. This workflow sends a custom postcard when a buyer places an order, so you don't have to. The automated postcard delivery enhances customer experience and encourages repeat business, driving long-term growth for your Etsy shop. Browse more in the template library. Why automate your Etsy shop Automation gives Etsy shop owners more time to focus on business growth, product innovation, and personal customer interactions. Instead of manually updating product listings or tracking inventory, shop owners can rely on innovative automation tools to do these tasks. With less manual oversight, sellers can focus on creating new products and reaching customers. Accuracy is another significant benefit of automation. Mistakes happen easily when managing inventory, tracking sales, or processing orders manually; even small errors can negatively impact customer satisfaction. Automating these processes reduces human error and ensures precise inventory numbers, pricing details, and product listings, improving the overall customer experience. Plus, automating repetitive tasks means more efficiency and scalability. Etsy shop owners who manage inventory, sales, and fulfillment manually often struggle as their business grows; they simply run out of hours in the day. Automation helps manage increased order volume seamlessly so shop owners can scale without extra stress or overhead. Common areas of Etsy automation Explore common areas of automation to find opportunities to simplify your Etsy shop management. Product listings and inventory updates Updating product details across multiple sales channels requires extensive manual effort. By using automation, Etsy merchants can edit product descriptions, adjust pricing in response to market trends, and optimize tags for better discovery. Also, automated inventory tracking allows shop owners to manage stock levels in real-time. These tools will flag when products are low in stock so you can restock quickly and avoid lost sales. Order fulfillment Streamlining the order process helps Etsy merchants meet customer expectations for fast and accurate delivery. Automation tools integrated with Etsy's order management system generate accurate, ready-to-print shipping labels in seconds, reducing manual handling. Automated bookkeeping integrations also increase operational efficiency by capturing and organizing Etsy sales for tax and financial reporting. These integrations save time entering data and provide clear financial summaries. Marketing and promotions Engaging with customers regularly through targeted marketing is key to long-term Etsy shop growth. Automation platforms that identify and segment customers based on purchase behavior allow shop owners to send personalized emails and targeted promotions without having to create each campaign manually. Also, automated content calendars simplify social media management by allowing Etsy merchants to plan and schedule promotional posts in advance. These tools ensure consistency across social channels and timely communication with key sales events and product launches. Data and analytics Etsy merchants get a strategic advantage by using automated reporting tools. These tools gather and organize sales data and show customer buying behavior, seasonality, and revenue trends. Automated reports allow Etsy sellers to see how recent marketing campaigns or product launches performed quickly. This data-driven approach will enable sellers to adjust their strategy as soon as the market changes. Frequently Asked Questions What tasks can be automated in an Etsy shop? Common tasks that can be automated include product listings, inventory management, order processing, marketing and promotion, and data analysis. How do I choose the right automation tool for my Etsy shop? Look for a reputable automation platform like MESA that offers a wide range of Etsy-specific templates, user-friendly interface, and reliable customer support. Is automating my Etsy shop compliant with Etsy's policies? Yes, as long as you use automation tools responsibly and in compliance with Etsy's terms of service. Be sure to review Etsy's policies regularly to stay updated. How much time can I save by automating my Etsy shop? The amount of time saved depends on the extent of automation implemented. However, many Etsy sellers report saving several hours per week by automating key tasks. Will automation improve my Etsy shop's sales and growth? While automation itself doesn't directly increase sales, it frees up your time and resources to focus on marketing, product development, and customer service, which can contribute to increased sales and growth. --- - Published: 2025-04-24 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-create-best-seller-collection-shopify/ - Categories: Workflow Tutorials - Tags: shopify Nothing draws a crowd like a crowd. A best seller collection on your Shopify store doesn’t just highlight your top-performing products—it taps into your customers’ desire to grab what everyone else is loving. By curating your hottest items in one place, you're not just improving visibility—you’re creating urgency, boosting trust, and making it effortless for shoppers to hop on the trend train before it leaves the station. While Shopify lets you sort any collection by 'best selling,' it doesn’t give you a way to automatically feature your top-selling products in a dedicated collection that updates daily based on real sales data. That’s where this guide comes in. This article covers everything you need to know about setting up a Best Seller Collections on Shopify that attract more purchases for the hottest items on your store. TL;DR: Skip the step-by-step tutorial. Use our template to create a "Best Sellers" collection on your Shopify store based on configurable sales data: How to generate daily product rankings based on sales data Time needed: 10 minutes. This workflow ranks products by sales volume and updates a "Best Sellers" collection daily so your most popular products are front and center. Prerequisites for this tutorial:1. Add this supporting workflow template: Store Shopify Orders in a Database and turn it “On”2. Create a product metafield called Best Sellers Index. 3. Create a smart collection called Best Sellers configured so that the Best Sellers Index product metafield value is greater than zero. Schedule configuration Schedule the automation to run daily at midnight so sales data from the previous full day is captured. Variable setup Define and confirm your variables. Days Back: Select the time frame for sales data—commonly 7, 14, or 30 days—to identify products that are popular accurately. Limit: Choose the number of products to include in your collection so your customers have a manageable experience. Collection ID: Enter your Shopify collection ID to target the correct collection to update. This is easily obtained by navigating to the Collection in your Shopify admin and grabbing it from the URL:https://admin. shopify. com/store/my-store-id/collections/collection-id-here Sales data analysis from the Data table To determine which products should appear in your Best Seller Collection, we’ll query the Shopify order data—stored and updated in the dependent Data table from the pre-requisite workflow template. Copy/paste this custom query:SELECTROW_NUMBER OVER (ORDER BY sum("Product Quantity") DESC) AS "Best Sellers Index","Product ID","Product Title",sum("Product Quantity") AS "Quantity"FROM "Shopify Orders"WHERE "Order Created At" > CURRENT_DATE - INTERVAL '{{transform}} days'GROUP BY "Product ID", "Product Title"ORDER BY "Quantity" DESCLIMIT {{transform}} Retrieve collection products Get the products currently in your Best Sellers collection (up to 100). Reset rankings Loop through all products in the Best Sellers collection and set their "best_sellers_index" metafield to 0. Update product rankings Apply the new rankings to your products based on fresh sales data. Product Data: Get product data for each item. Metafield Rank: Assign each item's updated "best_sellers_index" metafield value. Metafield Update: Save these updated ranking details to each product so they reflect current sales on your Shopify store. Reorder “Best Seller” collection Create a custom code step to use Shopify's GraphQL API to reorder your Best Sellers collection to match the new product rankings. Product Reorder: Reorder products in the collection based on their new "best_sellers_index". Display Order Sync: Sync the display order of products in the collection to match their new sales-based rankings, and customers can find your most popular items immediately. Copy/paste this code snippet:const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');/** * A MESA Script exports a class with a script method. */module. exports = new class { /** * MESA Script * * @param {object} prevResponse The response from the previous step * @param {object} context Additional context about this task */ script = (prevResponse, context) => { // Retrieve the Variables Available to this step const vars = context. steps; // https://shopify. dev/docs/api/admin-graphql/2024-10/mutations/collectionReorderProducts let query = ` mutation collectionReorderProducts($id: ID! , $moves: ! ) { collectionReorderProducts(id: $id, moves: $moves) { job { id } userErrors { field message } } } `; // Send Shopify GraphQL request const response = ShopifyGraphql. send(query, { "id": "gid://shopify/Collection/" + vars, "moves": . toString, } ] }); // Call the next step in this workflow Mesa. output. next({"response": response. data}); }} Turn "On" this workflow Run this workflow once for testing. Then, turn “On” this workflow to have it run automatically. Save yourself the setup. Use this template instead: What is a Best Seller collection on Shopify? The Best Seller Collection on Shopify is a product group dedicated to showcasing the products your customers buy most often. As a result, store owners use this collection to highlight consistent bestsellers and, in turn, help customers find popular products quickly. Shopify offers multiple ways to manage and display best-selling products. For instance, you can create an automated collection that updates based on real-time sales metrics. You can also manually select products based on your business’s specific criteria. As a result, automated collections reduce maintenance by using Shopify’s sorting to organize products for you. The benefits for your customers become apparent immediately. A clearly labeled Best Seller Collection reduces browsing time and helps customers find products with proven popularity. This curated approach gives customers social proof, showing that others have bought and loved these products, so they feel more comfortable purchasing. Why create a Best Seller collection on Shopify Increase product exposure to drive traffic Shopify merchants with large product catalogs struggle to give every product equal visibility. The Best Seller Collection showcases top products and directs customer attention to products that might otherwise be hidden. Show purchasing trends Because customers look to purchasing trends and insights to guide their decisions, showcasing best-sellers instantly highlights what's trending and popular. Intuitive product organization An intuitive layout of popular products makes navigating easy for customers, especially in larger or more diverse stores. Grouping top products by clear themes or categories—like "Travel Essentials" or "Winter Apparel Favorites"—allows customers to find best sellers without unnecessary browsing. Ride the sales momentum Successful products create a positive feedback loop and generate more sales momentum. By featuring these well-performing products, you can leverage their existing popularity to increase overall revenue. Automate collection merchandising Updating collections manually requires much effort, especially during peak sales or fast-changing trends. Automated workflows that update your Best Seller Collection based on real-time sales data reduce the manual work. Types of Best Seller collections Determine the right collection type for your store's product assortment, customer demographics, and promotional strategy. Overall top sellers An "Overall Top Sellers" collection showcases the top-performing products across your entire inventory, regardless of categories or themes. It allows customers to see products that consistently sell well and guides them to products with proven demand. For example, an outdoor gear store might feature popular items like YETI coolers or Hydro Flask bottles, capitalizing on their broad customer appeal. Category-specific Best Sellers Since collections by category work well for stores with diverse product lines, separating best-sellers helps customers find products for their specific needs. A beauty store might create separate collections for top skincare products, haircare essentials, and makeup favorites so customers can quickly find products that match their interests. Time-based Best Sellers Collections by time frame highlight popular products within a specific period, allowing merchants to leverage timely trends or seasonal demand. Common formats are: Weekly Favorites: Useful for fast-changing markets, weekly collections can feature recently trending items like new sneakers or popular streaming devices, keeping your store current with customer interests. Monthly Best Sellers: Good for capturing long-term popularity, monthly collections can feature consistently in-demand items like best-selling coffee makers or fitness trackers. Seasonal Highlights: Ideal for focusing customer attention on products relevant to specific times of year. Examples are beachwear and sunscreen in summer or winter coats and insulated boots in winter. Location-based Best Sellers As a result, multi-region stores benefit from location-based collections that highlight local trends and personalize the shopping experience. For example, an international brand selling clothing might promote lightweight apparel to customers in warmer climates and insulated attire to customers in cooler regions, aligning product offerings with local customer needs. Where to show your Best Seller collection? Position your Best Seller Collection across your Shopify store and promotional channels to maximize visibility. Your homepage Since your homepage is often the first entry point, showcase your Best Seller Collection front and center. This helps customers quickly see what's trending and what others are buying. Additionally, add sections like "Trending Now" or "Customer Favorites" to grab attention at the top. Main navigation Include your Best Seller Collection in your store's main navigation menu so customers can find popular products from anywhere they browse. Clear labeling, such as "Top Picks" or "Shop Our Most Popular", allows customers to quickly identify and navigate to these top products. Individual product pages When customers view individual product pages, showing relevant best-selling products offers suggestions and encourages additional sales. Add sections like "You Might Also Like" or "Frequently Bought Together" below product details to recommend related or similar top-performing products. Conclusion Intentional product selection and grouping communicate your store's expertise and position your brand as the authority customers can trust when making purchasing decisions. This authority can lead to long-term customer loyalty and repeat visits. Frequently asked questions How often should I update my Best Seller Collection? It's recommended to update your Best Seller Collection regularly, such as daily or weekly, to ensure that it accurately reflects your current top-selling products. Can I create multiple Best Seller Collections for different product categories? Yes, you can create separate Best Seller Collections for different product categories to help customers easily find the most popular items within each category. How can I automate the process of updating my Best Seller Collection? To simplify the process, you can use an automation tool like MESA to update your Best Seller Collection using real-time sales data. What if I want to manually curate my Best Seller Collection? While automation is convenient, you can also manually curate your Best Seller Collection by selecting products based on your own criteria or marketing goals. Can I customize the appearance of my Best Seller Collection? Yes, Shopify allows you to customize the appearance of your shopify product collections, including your Best Seller Collection, to match your store's branding and design. --- - Published: 2025-04-18 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/universal-mesa-mcp-server-for-ai/ - Categories: AI Automation, Product News - Tags: MCP Connecting AI assistants to real-world applications opens up enormous opportunities for anyone to optimize their work. Now, by connecting your AI assistant to MESA’s MCP server, you get instant access to thousands of new skills. These skills can be chained together to create complex automations that haven’t otherwise been possible. Try MESA today! The easiest way to get started with MCP — no code required. What is MCP? MCP (Model Context Protocol) is a standard that allows AI assistants (like Claude Desktop or Gemini) to securely and programmatically connect to real-world applications and perform actions. Using MCP gives your AI-controlled access to your tools, essentially creating a trusted bridge between your AI client and the apps and systems you use every day. Until recently, each application required its own custom MCP server, which meant lots of coding, server management, and setup. This complexity has deterred many from fully utilizing the potential of AI integration. However, solutions have emerged to simplify the process and make MCP more accessible to a wider range of users. Connect once. Extend forever. MESA MCP is the easiest way to add new capabilities to your AI assistant: Approachable – No servers to spin up. No code to write. Just copy one line and securely unlock over 4,000 new actions. Chainable – Call multiple tools in a single step. Then, ask for today's customers and see their orders too — no extra prompting required. Comfortable – Stay in control by requiring approval for anything you want to review first. Configurable – Choose which tools, variables, and accounts your AI can use. Point-click-chat your way to a smarter assistant. Observable – See exactly how your agent interacts with your tools so you can fine-tune prompts and improve results How MESA MCP works: Time needed: 5 minutes. Connecting your AI assistant to MESA’s MCP server is a simple three-step process. Following these steps, you can have a robust and secure connection between your AI and your business applications in minutes. Learn more about getting started with MESA MCP. Create your AI-triggered workflow in MESA First, the journey starts by creating an AI-triggered automation in MESA. Then, you’ll use the powerful “MCP Skill” trigger step. This step is the gateway for your AI assistant to begin automated workflows whenever specific requests or conditions are met. Choose which actions your AI can use Next, you need to select which actions your AI assistant will be allowed to execute within your automation. After that, MESA offers a library of pre-built app integrations you can choose from. As a result, you can easily connect your AI to your ecommerce store, marketing automation tools, customer support systems, and more—all without custom development. Connect your AI assistant to MESA Next, you need to connect your AI assistant to MESA’s MCP server. MESA has a centralized, secure MCP server that is the hub for your entire workspace, making setup and management a breeze and eliminating the need for multiple server configurations. To begin with, connecting your AI assistant to MESA’s MCP server is a one-time setup. Next, copy the code snippet from the MCP trigger and paste it into your AI assistant. For example, in Claude Desktop, navigate to Settings > Developer to paste the config. Afterward, all your MCP-enabled workflows will sync every time you open your AI client. As a result, your AI will always have access to the latest automations and actions—no manual updates needed. Built-in logging and visibility One of the most valuable features, MESA’s MCP server offers built-in logging and visibility. As a result, MESA logs every action and decision your AI assistant makes, giving you full visibility and control over your tools. New: MCP workflow templates! Start now by using these pre-made MCP workflow templates: Discover more MCP automation templates. Connect Claude to MESA’s MCP server Unlock a new level of AI-powered workflows that learn, adapt, and evolve alongside your business. More than just an assistant, Claude actively orchestrates decisions, content, and customer touchpoints at scale. Whether you're streamlining operations or elevating personalized experiences, this integration gives you an edge that grows with every task. Don’t wait to experience the future of AI-driven automation. Try MESA free for 7 days! --- - Published: 2025-04-10 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/how-to-summarize-help-scout-conversations-with-ai/ - Categories: Workflow Tutorials - Tags: AI, help scout Conversations happen everywhere – from customer support chats to team meetings. Knowing how to summarize a conversation is key to effective communication, problem-solving, and decision-making. AI can significantly improve conversation summarization by automating the process and removing human bias. Advanced natural language processing (NLP) algorithms can analyze conversation threads, identify key themes, and generate objective summaries in seconds. As app developers, we've seen firsthand how easy it is for crucial details to get lost in long conversation threads—especially when juggling multiple customer support tickets and internal discussions. That’s why we’re so excited about AI automation changing how teams summarize and share information.   TL;DR: Skip the step-by-step tutorial.  Use this template to summarize weekly support issues with just a few clicks. How to summarize conversations from Help Scout using AI Time needed: 5 minutes. This workflow automates the process of summarizing closed customer support conversations from Help Scout and saves them as tasks in Asana. Monitor Help Scout conversation status Check for changes in the Help Scout conversation status. This step triggers the workflow when a conversation status changes. Filter closed conversations Check if the conversation status is “closed. ” Only closed conversations are processed since those can be analyzed in terms of how they started and where they ended. Get conversation threads Get the list of threads for the closed conversation. This step gets the detailed content for summarization. Loop through conversation threads Loop through each conversation thread to prepare the data for AI processing. This map action helps filter only the relevant fields. Summarize the conversation with AI Use AI to create a summary of the conversation threads. Write a unique title with AI Use AI to create a title for the conversation. The title summarizes the content of the conversation. Create the Asana task Create an Asana task with the generated title and summary. Include the ticket number, customer email, and date closed to provide context. This step completes the process by putting the summarized information into your project management workflow. Turn “On” this workflow Run this workflow once for testing. Then, turn “On” this workflow to have it run automatically. Save yourself the setup. Use this template instead: Benefits of automated summaries One of the most significant benefits of automated conversation summaries is the knowledge transfer within the company. It creates an open culture and ensures customer insights are available to all. Informed decision making Automated conversation summaries turn raw customer interactions into actionable insights. By integrating summaries into tools like Asana, teams can analyze customer trends, identify common issues, and improve workflows. These insights help support teams refine documentation, guide product development, and optimize resource allocation for a better customer experience. Cross-team collaboration Automated conversation summaries make customer insights accessible beyond support teams to marketing, sales, and product development. Marketing teams can refine messaging and content strategies based on genuine customer sentiment; sales teams can get insights into objections and upselling opportunities for more personal outreach. Product teams can identify feature gaps and prioritize improvements based on user feedback. By sharing these insights across departments, companies can align their strategies and serve their customers better. Related template: Best Practices for summarization By following these guidelines, teams can get the most out of their conversation summaries and drive fundamental improvements in their business. Consistency is king A standardized format for conversation summaries improves clarity and analysis. Define a clear structure with sections like “Problem Statement,” “Proposed Solutions,” and “Action Items. ” Use consistent terminology to avoid ambiguity and ensure team alignment. Enforce formatting guidelines for visual consistency, making summaries easier to read and reference. Focus on key points and outcomes A good conversation summary highlights the main themes, decisions, and action items to ensure clarity and accountability. Identify main themes to capture the core discussion topics. Emphasize key decisions and their reasoning to align team members. Prioritise action items with owners and deadlines to drive progress. Include context A well-rounded conversation summary provides the necessary context and clear next steps for decision-making. Include background info to frame the discussion and reference past conversations or industry trends. Outline follow-up actions with tasks, owners, and deadlines. Link to supporting materials like documents or resources for a deeper dive. Frequently asked questions What are the best techniques for summarizing a conversation? Focus on key points, main takeaways, and action items while omitting unnecessary details. How can I summarize a conversation effectively? Write the prompt to be clear and concise, with clear direction on what should be summarized from the thread, e. g. , mood, initial request, response provided, whether the request was resolved, etc. Can AI assist in summarizing conversations? Yes, AI can transcribe, highlight key points, and generate summaries quickly. --- - Published: 2025-04-08 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/top-7-ai-automation-apps-to-try-in-2025/ - Categories: AI Automation - Tags: AI Businesses are always looking to streamline and increase productivity. Enter AI automation apps – powerful tools that harness artificial intelligence's power to change how we work. These AI automation tools don’t just follow rules—they learn from data, adapt to patterns, and make intelligent decisions, allowing you to offload repetitive tasks and focus on strategic growth. Using machine learning algorithms and advanced data analysis, AI automation platforms can learn from past experiences and adapt to new situations, improving over time. The possibilities are endless, from automating customer support and data entry to marketing and financial forecasting. As businesses across industries go digital, AI automation apps have become essential for efficiency and growth. Try MESA free for its built-in AI automation tools and improve any workflow! Top AI automation tools 1. AirOps AirOps uses AI to provide advanced data analysis and automation so you can make decisions quickly. The platform has strong integrations with business intelligence tools, allowing you to easily add AI-driven insights into your existing workflows. AirOps' no-code interface allows users of all technical levels to create and implement AI automation. However, AirOps mainly focuses on marketing content generation, so it may not be suitable for businesses looking for automation solutions in other areas. Non-technical users may have a steep learning curve when first using the platform. Pros: AI-powered data analysis and automation for advanced decision-making Strong integrations specific to marketing content generation Cons: Limited integrations outside of marketing automation Steep learning curve for non-technical users Takeaway: Great for technical users to automate their content teams. 2. Lindy Lindy takes a new approach to AI automation by providing an AI assistant with automation capabilities, essentially an intelligent virtual employee. Using natural language processing (NLP), Lindy lets you execute commands and automate tasks with simple conversational language. This easy interaction method allows you to seamlessly integrate AI automation into your daily operations without needing complex programming or extensive training. As Lindy is still in the early stages, it may have fewer integrations than more established platforms. Also, it lacks deep integrations, which may make it unable to handle complex automation scenarios. Pros: AI assistant with automation capabilities (acts as an intelligent virtual employee) Natural language processing for easy command execution Cons: Still in early development, fewer integrations are available Lacks deep integrations Takeaway: For businesses looking for an AI-powered assistant that can automate tasks through natural language. 3. MESA MESA offers AI integration solutions designed for pros who need advanced workflow customization. The visual builder and no-code interface let you build complex automation without requiring technical expertise. MESA's commitment to customer support shines through in its 5-star reviews, with users raving about the personalized sessions to help them get the most out of the platform. Pros: Easily train AI agents on your data to automate reporting and analysis Highly customizable with visual builder and no-code interface for complex workflows Cons: Fewer connectors than competitors 7-day free trial but no free plan Takeaway: The most affordable platform to customize AI agents trained on your business data. Popular workflow templates: 4. Scoutos Scoutos automates marketing and sales tasks, a great option for businesses looking to streamline their customer acquisition and retention processes. The no-code interface lets you quickly set up and deploy AI-powered automation; no technical expertise is required. This ease of use makes Scoutos accessible to marketing and sales teams of all sizes to leverage the power of AI to optimize their workflows and results.   Though Scoutos is great for marketing and sales automation, its capabilities may not extend to other business areas. Also, the platform is still building its integration library, so it may not be able to connect with some third-party tools seamlessly. Pros: Great for automating marketing and sales tasks Developer-friendly with API & SDK documentation Cons: Limited beyond marketing and sales automation Still expanding its integration library Takeaway: Great for marketing and sales teams looking for AI-driven workflow optimization. 5. Gumloop Gumloop has a unique set of AI-powered tools that help you extract valuable data and insights from websites and documents. Furthermore, its AI-driven web scraping capabilities allow you to extract key information from any website, thereby simplifying data collection and analysis. The platform also has AI-powered SEO tools to automate keyword research, content optimization, and rank tracking to improve your search engine rankings. Besides web scraping and SEO, Gumloop has AI-based document processing capabilities to extract data from documents, categorize and summarize content, and even fill out PDFs. These features make Gumloop a versatile tool for businesses looking to integrate AI into their customer-facing automation workflows. Pros: Extract key data from any website with AI Boost your search rankings with AI-powered SEO tools. Automate keyword research, content optimization, and rank tracking. Cons: Newer platform with less adoption Fewer third-party integrations than other automation platforms Takeaway: Great for small businesses looking to integrate AI into customer-facing automation. 6. Relay Relay is an AI-powered workflow automation platform that enhances team collaboration and also streamlines individual task automation. Moreover, its intuitive interface allows teams to automate repetitive workflows, improving efficiency and reducing manual work. In addition, Relay stands out with its strong team-focused features, making it ideal for businesses that rely on seamless collaboration. However, while Relay excels at task automation, it may not be as flexible for complex AI-driven decision-making as other AI automation tools. Additionally, it lacks the advanced AI analytics features offered by some competitors. Pros: Strong team collaboration features Great for individual task automation Cons: Not as flexible for complex AI-driven decision-making Limited advanced AI analytics compared to competitors Takeaway: Best for teams looking for AI-powered workflow automation to enhance collaboration and efficiency. 7. Active Pieces Active Pieces is an open-source AI automation tool that gives users complete control over their workflows. With both no-code and low-code options, it offers flexibility for businesses and developers who want to create custom automation. Unlike proprietary platforms, Active Pieces benefits from a strong developer community, ensuring continuous improvements and support. However, while the open-source nature benefits customization, advanced use may require technical knowledge. Additionally, its user interface is less polished than other commercial automation tools. Pros: Open-source AI automation tool Strong developer community for support and enhancements Cons: Requires technical knowledge for advanced use Less polished UI compared to other competitors Takeaway: Best for developers and businesses looking for an open-source AI automation solution with customization options. Getting started with AI automation When you start your AI automation journey, start small and scale up. Begin by automating a single workflow or exploring pre-built templates to see how prompts are structured. This way, you can test the waters and get familiar with the platform before diving into more complex automation. As you automate AI, always keep a human in the loop, especially during the initial stages. This means regularly reviewing the AI-generated responses and making necessary adjustments to ensure accuracy and relevance. Once you've automated a few tasks and gained confidence in the AI, then it's time to scale. As you scale your automation, be sure to monitor performance metrics and gather feedback from users so you can continuously improve your AI-powered workflows. Common AI automation mistakes to avoid While AI automation can be a game changer for businesses, be sure to avoid these common pitfalls: Always review and validate the AI-generated output before deploying it in production. This ensures accuracy and prevents errors from impacting your business. Automation for the sake of automation can lead to inefficiencies and confusion. Before automating with AI, clearly define your goals and prioritize tasks that will yield the most results. AI can handle many tasks autonomously, but it's essential to have human oversight to detect any inconsistencies. Regularly review and make adjustments to optimize. Key features to look for When evaluating AI automation tools, look for: Large library of latest AI models: Choose a platform with a wide range of AI models to suit your needs, whether it's NLP, computer vision, or predictive analytics. Integration: Ensure the AI automation app can integrate with your existing tools and systems for smooth data flow and minimal disruption to your current workflows. Scalability: As your business grows, your AI automation needs will evolve. Choose a platform that can scale with your organization, handling increasing complexity and data volumes without performance degradation. Focusing on these features can help you choose an AI automation app that meets your current needs and has the potential to grow with your business. Frequently asked questions What are the best AI automation tools available? The best AI automation tools include MESA, AirOps, Lindy, Relay, Gumloop, Scoutos, and Active Pieces. Each offers unique features for different use cases, such as eCommerce, data processing, and workflow automation. How can AI automation tools improve my workflow? AI is great at analyzing large datasets, identifying patterns, and making data-driven decisions which is great for improving efficiency. Are there any free AI automation tools? Yes, MESA has a built-in AI tool and comes with a free trial. Other AI tools like Active Pieces (open-source) and some free-tier options from Relay and Gumloop allow users to experiment with AI automation at no cost, though premium features may require a paid plan. What features should I look for in AI automation tools? Key features to consider are AI-driven decision-making, integrations with your existing tools, ease of use (no-code/low-code options), scalability, and security measures for data protection. --- - Published: 2025-04-03 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/automate-pinterest-posts-from-etsy-listing/ - Categories: Workflow Tutorials - Tags: etsy, pinterest Pinterest is a visual platform with a vast user base, which makes it perfect for showcasing Etsy products. With over 400 million active users, Pinterest offers Etsy sellers an opportunity to reach a massive audience of potential customers actively looking for unique and creative items. That’s why many sellers are looking for ways to automate Pinterest posts from Etsy listings—to consistently stay in front of their audience without the manual work. However, manually posting each new product listing on Pinterest can be time-consuming and tedious, taking away from hours that could be spent on other important aspects of running an Etsy business. That's where automating Pinterest posts from Etsy listings comes in. Using a simple Etsy to Pinterest integration, sellers can connect their Pinterest marketing and consistently have a platform presence without intervening manually. Automating Pinterest posts allows sellers to focus on creating quality products, providing excellent customer service, and growing their business. TL;DR: Skip the step-by-step tutorial. Use this template to automate Etsy listings to Pinterest posts with just a few clicks. How to automate Pinterest Pins from new Etsy listings Time needed: 5 minutes. This workflow generates a Pinterest pin whenever you publish a new Etsy listing. Turn every new Etsy listing into a Pinterest-worthy moment—automatically! Detect new Etsy listing The workflow triggers when your Etsy shop has a new active listing. Retrieve listing images Once the workflow detects a new listing, it retrieves the associated images. It uses the listing's unique ID to gather all the product listing images. Create Pinterest Pin This step creates a new Pinterest pin that includes the listing's title and description, along with the main image. It is automatically posted to the specified Pinterest board, enhancing the listing's discoverability through Pinterest. Turn "On" this workflow Run your workflow once to confirm that new Etsy listings are pinned to your Pinterest board. Then, turn "On" this workflow to have it run automatically. Save yourself the setup. Use this template instead: Tips for Pinterest automation When automating Pinterest posts from Etsy listings, you must have a strategy. Here are some tips to help you with successful Pinterest automation: Use Filters and Delays for optimal scheduling Timing is everything in Pinterest marketing. Since this automation is triggered when the Etsy listing is created, you may want to use a Filter or Delay to control when to publish your pins. Target the most opportune moments when your target audience is active on the platform. For example, if you’re always adding listings on the weekend, use the Delay built-in tool to wait 2 days before proceeding. Add AI-powered descriptions to your Pins Adding AI to your pinterest automation lets you auto-generate pin descriptions based on your Etsy listing information. Remember, only the first 50 characters of a pin description are visible in the feed. So make sure to front-load your descriptions with the most important and informative parts to grab users' attention and encourage them to click through to your Etsy listing. Curate a mix of automated and handcrafted content Dedicate some time to create unique high-quality pins that tell your brand story, feature customer experiences, or themed collections. These handcrafted pins complement your automated content and give you a well-rounded presence on the platform. You should also actively participate in the Pinterest community by engaging with your followers, responding to comments, and collaborating with influencers or complementary brands. These interactions help build relationships and trust with your target audience. Frequently asked questions Is automation reliable for maintaining my Pinterest presence? Yes, automation ensures consistent posting, helping you stay active and grow your audience without more effort. How can I ensure my automated pins look professional? Use high-quality images, compelling descriptions, and optimized listing templates to maintain a polished, brand-aligned look. What's the best frequency for posting automated pins? We recommend publishing products on Etsy throughout the day to produce the same pinning cadence on Pinterest. Can I customize the automation for different product categories? Yes, filters allow category-specific scheduling, descriptions, and visuals for more targeted pins. The Etsy listing only stores the Taxonomy ID so add the workflow step “Get List of Properties by Seller Taxonomy” to then filter whether the new listing is included in the right category. Contact us if you need help setting this up for your automation. --- - Published: 2025-04-02 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-3-2025/ - Categories: Product News 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: 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 Browse more workflows in the template library. Playlist: Throwback gold 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. https://open. spotify. com/playlist/1XRhWKtQT4FS46nNdP5Eo0? si=bd29aea46cb74c29 --- - Published: 2025-04-01 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/klaviyo-order-delivered-flow/ - Categories: Workflow Tutorials - Tags: klaviyo, tracktor Keeping customers informed and engaged is key to building long-term relationships. Klaviyo, an email marketing platform, has the tools to help you streamline your communication strategy and deliver fantastic customer experiences. One of Klaviyo's most powerful tools is the ability to create automated email flows that keep customers in the loop at every stage of their journey. From welcome series to abandoned cart reminders, these flows ensure your brand stays top of mind and provides timely, relevant information to your audience. Today, we'll examine one of the most important flows for any online store: the Order Delivered Flow. By the end of this article, you'll understand why this flow is important, how to set it up, and best practices for maximizing its impact on customer satisfaction and loyalty. TL;DR: Skip the step-by-step tutorial. Use this template to send "Order Delivered" emails from Klaviyo with just a few clicks. What is a Klaviyo order-delivered flow? A Klaviyo order-delivered flow is an automated sequence of emails that gets triggered when a Shopify order’s “delivery status” is updated to “delivered”. This flow keeps customers informed about the status of their purchase and gives them peace of mind and trust in your brand. The order-delivered flow can include personalized messages thanking the customer for their purchase, confirming the delivery details, and providing any follow-up information. Using Klaviyo's segmentation and dynamic content, you can tailor these emails to each customer. How to trigger a Klaviyo flow when a Shopify order is delivered Time needed: 5 minutes. By connecting Tracktor with Klaviyo, this setup allows you to automatically send a thank you message, request feedback, or offer product suggestions, thus building customer loyalty through timely communication. Monitor fulfillment status The workflow starts by monitoring the fulfillment status through Tracktor. Specifically, it triggers when a Shopify order is marked as "Delivered. " Retrieve order details from Shopify The next step uses the Order ID to retrieve the specific order details from Shopify. Create a Klaviyo event With the necessary Shopify order details retrieved, an event is created in Klaviyo to trigger a flow. Turn "On" this workflow Be sure to run your workflow once to ensure delivery updates are being added as an event in Klaviyo. Then, turn "On" this workflow to have it run when Tracktor update the fulfillment status updates. Set up a Klaviyo flow that is triggered from a new event In Klaviyo, go to 'Flows' and start a new flow from scratch or use a template. Choose 'Metric' as the trigger type and select an event (e. g. , 'Order Delivered') to initiate the flow. Refine who enters the flow by applying filters, such as triggering only for specific products or order values. Be sure the flow includes sending an email or SMS to the customer using the email address associated with the order. The message content can include the order name, fulfillment ID, and status, allowing personalized communication regarding the order delivery. Learn more about building Klaviyo flows here. Save yourself the setup. Use this template instead: Why set up order-delivered flows? Build trust Building trust with your customers is essential. One of the easiest ways to do this is to keep them informed and engaged throughout their post-purchase journey. Reduce support tickets By automating these notifications, you also reduce the burden on your support team. Customers are less likely to reach out with questions about their order status, allowing your team to focus on more complex issues and proactively address any potential problems, ultimately increasing customer satisfaction and loyalty. Enable cross-selling Another way to use the order-delivered flow is for cross-selling and upselling. Analyze the items the customer has just received and curate personalized recommendations for related products or higher-value alternatives that fit their preferences and needs. By doing this, you're showing you understand their unique requirements and encouraging them to explore more of what your brand has to offer. Best practices for Klaviyo order-delivered flows To get the most out of your order-delivered flow, follow best practices that prioritize customer experience and engagement. Time messages after delivery confirmation Wait a few hours after delivery before triggering your flow to give the customer plenty of time to receive and open their package. This minimizes the risk of sending too early and allows you to tailor your messaging to the customer's preferences. For example, sending your order-delivered email in the evening may increase engagement rates as customers are more likely to browse their inboxes at home. Include "next steps" for customers This includes providing easy access to product details, support inquiries, and return or exchange policies. By anticipating the customer's post-purchase needs and making this information available, you're showing proactive customer service and reducing the chance of frustration or confusion. Keep messages short and action-oriented Use a friendly, appreciative tone that thanks the customer for their business but keeps it brief and easily consumable. Use clear and compelling CTAs to encourage the desired action, such as leaving a review or exploring related products with an exclusive discount code. Frequently asked questions How quickly do delivery notifications send? Typically, notifications trigger once Tracktor marks an order as "Delivered" in Shopify. However, some carriers may have slight delays in updating delivery status, so the timing may vary. Can I customize message content? Yes, Klaviyo allows full customization, including dynamic fields for order details. You can personalize messages with customer names, product names, and tailored offers. What happens if the delivery status changes? If an order is marked "Returned" or "Failed Delivery," you can trigger different flows. Adjust messaging accordingly to offer support or resolve delivery issues. Check out our other template: Send Shopify In-Transit Fulfillment Updates to Klaviyo. --- - Published: 2025-03-28 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/gift-card-balance-klaviyo-flow/ - Categories: Workflow Tutorials - Tags: klaviyo Gift cards are popular for businesses to drive sales and customer loyalty. However, managing gift card balances can be a hassle and time-consuming, especially for growing e-commerce stores. Integrating gift card data with your email marketing platform, like Klaviyo, can help streamline this process and improve the customer experience. By tracking gift card balances in Klaviyo, you can create targeted campaigns, send timely reminders, and keep your customers engaged. In this post, we will discuss the benefits of tracking gift card balances in Klaviyo and provide a step-by-step guide on how to set up a gift card balance flow. TL;DR: Skip the step-by-step tutorial. Use this template to track gift card balances in Klaviyo with just a few clicks. How to sync Shopify gift card balances to Klaviyo profiles Time needed: 5 minutes. This automation seamlessly synchronizes Shopify gift card balances with corresponding customer profiles in Klaviyo. As a result, this workflow enhances marketing campaigns by leveraging gift card data for personalized customer engagement. Additionally, it enables more targeted strategies to drive conversions and retention. Schedule the workflow The workflow schedule is set to run daily at midnight, ensuring that the gift card balances are updated once a day. Retrieve a list of gift cards from Shopify Fetch a comprehensive list of gift cards from Shopify. Loop through all gift cards Initiate a loop to process each gift card individually. This step iterates over each card to handle associated data sequentially. Retrieve customer information from Shopify This step retrieves an email address or phone number from a Customer ID for Klaviyo to use. Update or create a gift card record in a database Insert or update the gift card information in a database table named "Shopify Gift Cards. " If a customer has multiple gift cards, each will be recorded separately, allowing you to track individual balances. By storing these records in a database, you can sum their total value in Klaviyo for a comprehensive view of the customer's gift card balance. Query the total balance for the customer Calculate the total gift card balance for each customer by querying the database. This step aggregates the balances for saving totals in Klaviyo. Here’s the snippet to copy then paste:SELECT SUM(CAST("Balance" AS numeric)) AS "Total Balance"FROM "Shopify Gift Cards"WHERE "Customer Email" = '{{shopify_1. email}}' AND "Disabled At" IS NOT NULL Fetch Klaviyo profile by email Retrieve the customer's Klaviyo profile using their email address. Here’s the snippet to copy then paste:equals(email,'{{shopify_1. email}}') Filter Klaviyo profile Ensure the Klaviyo profile exists by checking if the profile ID is not empty. This validation step prevents errors in the next update step. Update the Klaviyo profile with gift card balance Update the Klaviyo profile by setting the "Gift Card Balance" attribute to the calculated total balance. This integration personalizes the customer profile with relevant gift card data. Learn how to set up custom profile properties in Klaviyo. Turn "On" this workflow Be sure to run your workflow once to test that gift card balances are being added to Klaviyo customer profiles. Then, turn "On" this workflow to have it run automatically. Save yourself the setup. Use this template instead: Why track gift card balances in Klaviyo? Many brands struggle to sync gift card balance updates to Klaviyo profiles, leading to missed customer engagement and sales opportunities. When appropriately managed, gift cards drive repeat purchases and customer loyalty. Integrating gift card data with Klaviyo allows you to create targeted campaigns based on customer behavior and preferences. For example, you can send personalized product recommendations to customers with unused gift card balances to redeem their funds for items they like. This level of personalization will build stronger relationships with your customers and increase the chances of repeat purchases. Benefits of tracking gift card balances in Klaviyo Using Klaviyo's advanced segmentation, you can easily identify customers with unused gift card balances. As a result, you can create highly targeted campaigns to encourage them to redeem their funds. Additionally, by diving deep into their purchase history, you can craft personalized product recommendations that align with their interests and preferences. Reduce Gift Card Abandonment  Gift card abandonment is a common problem for many eCommerce businesses, often leading to lost revenue. However, to combat this, you can use automated balance reminder emails in Klaviyo's flow builder. As a result, these timely reminders act as a gentle nudge, ensuring that customers always stay aware of their available gift card funds. Encourage Repeat Purchases Creating a sense of urgency is a proven way to drive customer action. With Klaviyo, you can set up automated email notifications to alert customers when their gift card balances are about to expire. In addition, use compelling subject lines and persuasive messaging to highlight the limited time remaining and the unused funds. Consider offering exclusive promotions or limited-time discounts to customers with expiring balances. Build Customer Loyalty  Personalization is key to building strong relationships with your customers. By tracking gift card balances in Klaviyo, you can craft highly personalized communications that will resonate with your audience. When a customer redeems a gift card, use the opportunity to send a thank-you email. Take it further by including a special offer or exclusive discount code for their next purchase. Also, consider integrating gift card data into your loyalty program and rewarding customers who frequently use gift cards with bonus points, early access to sales, or other perks.   Frequently asked questions How often should gift card balances sync? Gift card balances should sync at least daily to ensure accuracy for marketing campaigns and prevent discrepancies between Shopify and Klaviyo data. What triggers should activate balance reminder emails? Balance reminder emails should be triggered when a card balance falls below a set threshold, such as $10, or when the card is approaching its expiration date, typically 30 days prior, to encourage timely redemption. Which customer segments respond best to gift card campaigns? First-time gift card recipients often need guidance on how to use their balance, while high-value cardholders are more likely to engage with personalized upsell offers. How can you measure gift card tracking success? Tracking success requires monitoring key metrics to gauge effectiveness. For example, you should track email open and click-through rates for balance reminders. Additionally, measuring redemption rates helps assess gift card usage. Finally, comparing repeat purchase rates between gift card users and non-users provides insights into overall engagement. --- - Published: 2025-03-27 - Modified: 2025-11-04 - URL: https://www.getmesa.com/blog/zapier-alternatives/ - Categories: Shopify Growth - Tags: zapier Automation has become a must-have tool for businesses to save time, reduce errors, and focus on growth. While Zapier has been the go-to choice for workflow automation, it may not fit every business's unique needs and budget. This article will explore why businesses are looking for Zapier alternatives and highlight some of the top options out there. Looking for an alternative to Zapier? Try MESA today and start building smarter automations. Why look for Zapier alternatives? The cost of automation platforms is rising, and businesses are looking for alternative options. As businesses scale and their automation needs grow, the costs associated with popular tools like Zapier add up quickly. This has led many organizations to look for more cost-effective solutions that offer similar or better functionality. Standard no-code tools lack the deep customization options required by businesses with complex workflows. While these platforms provide a user-friendly interface for basic automation, they fall short when it comes to handling deeper expertise within their integrations.   Some businesses operate in specific industries and require special features not available in general automation tools. For example, ecommerce businesses may need deeper Zapier Shopify integrations than offered or with platforms like Square, BigCommerce, or Etsy. Zapier alternatives that serve specific niches can provide better solutions that address industry-specific challenges. Lastly, there is a growing demand for more user-friendly automation interfaces. While Zapier has made progress in simplifying workflow creation, some users still find the platform's learning curve too steep.   Top Zapier alternatives to try this year 1. MESA Starting at $12/mo. MESA is a powerful Shopify automation platform designed to streamline complex workflows with a no-code visual builder. It offers deep integration with Shopify and ecommerce tools, making it an ideal choice for merchants looking to automate order processing, inventory management, customer notifications, and more. MESA empowers businesses to scale efficiently with highly configurable workflows and responsive customer support. Pros Highly configurable, with a visual builder and no-code interface, suitable for complex workflows. Excellent customer support, with 5-star reviews highlighting responsive and personalized assistance, including one-on-one sessions. Entry pricing starting at $12/month, Unlimited automation for only $299/month. Cons Fewer connectors than competitors due to its ecommerce specialization. 7-day free trial, but no free plan May have a learning curve for new users Takeaway It is best for professionals who require automating critical business processes. Popular workflow templates 2. Make (formerly Integromat) Starting at $10. 59/mo. Make is a visual automation platform that allows users to create intricate workflows using its drag-and-drop builder. It excels in advanced data manipulation, offering tools for filtering, transforming, and parsing data. While it has a steeper learning curve, its affordability compared to Zapier makes it an attractive alternative for businesses needing complex automation. Pros Visual, drag-and-drop workflow builder makes automation easy to understand Advanced data manipulation (e. g. , transforming, filtering, and parsing data) More affordable pricing to Zapier for similar features Cons Steeper learning curve due to complex interface and automation logic Limited native integrations compared to Zapier Less AI features than Zapier Takeaway It is ideal for users who need powerful automation with a visual workflow builder but are willing to invest time in learning. 3. Microsoft Power Automate Starting at $15/mo. Microsoft Power Automate is an enterprise-grade automation solution with deep integration into the Microsoft 365 ecosystem. It leverages AI-powered automation and offers advanced security features, making it a strong choice for businesses already using Microsoft tools. However, its complexity and pricing may not be ideal for smaller companies. Pros Deep integration with Microsoft 365 (Excel, Teams, Outlook, etc. ) AI-powered automation (Power Automate AI Builder) Strong enterprise security features Cons Steep learning curve for non-technical users Expensive for small businesses compared to other alternatives Takeaway Best for businesses already using Microsoft's ecosystem looking for enterprise-level automation 4. Workato Pricing requires contacting Enterprise sales. Workato is an enterprise-level automation platform with AI-powered workflow suggestions and extensive security features. It supports both no-code and API-based integrations, providing flexibility for large organizations. However, its high pricing and complex setup make it less accessible to small businesses. Pros Enterprise-grade automation with robust security and compliance AI-powered workflow suggestions improve efficiency No-code and API-based integrations for flexibility Cons The high pricing structure makes it less accessible for small businesses Complex setup requires technical knowledge Takeaway A top choice for large businesses needing enterprise-level automation with AI-enhanced workflows. 5. Tray. io Pricing requires contacting Enterprise sales. Tray. io offers powerful API-driven automation, making it a preferred solution for developers and scaling businesses. It provides advanced workflow automation capabilities but comes with a higher price tag than Zapier and requires more technical expertise. Pros Highly flexible API integrations for custom automation Scalable for growing businesses Advanced workflow automation capabilities Cons More expensive than Zapier for similar features It is not as beginner-friendly due to the complexity Takeaway Best for developers and larger businesses needing scalable and API-driven automation. 6. Pipedream Starting at $45/mo. Pipedream is a developer-friendly automation platform that supports JavaScript and Node. js and allows real-time event-driven workflows. While it offers a free tier for basic automation needs, it has fewer native integrations and requires coding knowledge, making it less suitable for no-code users. Pros Free tier available for basic automation needs Supports JavaScript and Node. js for developer-friendly customization Real-time event-driven workflows Cons Not beginner-friendly due to coding knowledge requirements Fewer native integrations compared to Zapier Takeaway Ideal for developers who prefer coding-based automation over no-code solutions. 7. Bardeen Starting at $129/mo. Bardeen specializes in browser automation, making it ideal for repetitive web tasks, data scraping, and lead generation. It incorporates AI-powered workflow suggestions but has limited integrations beyond web-based automation, making it less suitable for full-scale business automation. Pros Specialized in browser automation (perfect for repetitive web tasks) AI-powered workflow suggestions Great for lead generation and data scraping Cons Limited integrations beyond web-based automation Not ideal for full-scale business automation High monthly fee to get started Takeaway Best for automating web-based tasks, data scraping, and lead generation. 8. Pabbly Connect Starting at $59/mo. Pabbly Connect is a cost-effective automation tool with a unique one-time payment model. It offers unlimited workflows without recurring fees. While it supports unlimited app integrations, its interface can feel outdated, and customer support is not as robust as competitors. Pros One-time payment model (no recurring subscription required) Unlimited workflows and tasks No restrictions on app integrations Cons Limited customer support compared to competitors Interface can feel outdated and less intuitive Takeaway A budget-friendly choice for businesses looking for unlimited automation without monthly fees. 9. SureTriggers Starting at $9/mo. billed annually SureTriggers is a budget-friendly automation platform designed for WordPress and WooCommerce users. It features a simple drag-and-drop interface but has limited integrations outside of WordPress, making it best suited for website and ecommerce automation. Pros Designed for WordPress and WooCommerce users Affordable pricing for small businesses Simple drag-and-drop interface Cons Fewer integrations outside WordPress/WooCommerce Newer platform, so fewer advanced features Takeaway Ideal for WordPress and WooCommerce users looking for affordable, easy automation. 10. Zluri Pricing requires contacting Enterprise sales. Zluri is a SaaS and IT management automation platform specializing in employee onboarding/offboarding and software security compliance. While it's highly effective for IT teams, it is not designed for general business automation and may be expensive for smaller businesses. Pros Best for IT and SaaS management automation Great for onboarding/offboarding workflows Strong security and compliance features Cons Not designed for general business automation Expensive for small businesses Takeaway Best for IT teams and SaaS companies needing automated employee and software management. 11. Encharge Starting at $99/mo. Encharge is a marketing automation tool focused on email workflows and behavioral triggers. It's great for lead nurturing and customer engagement but lacks versatility beyond marketing automation and has fewer integrations than Zapier. Pros Marketing-focused automation with behavioral triggers Easy email workflow setup Great for lead nurturing and customer engagement Cons Limited beyond marketing automation Fewer integrations than Zapier Takeaway An excellent choice for marketers looking for email automation and customer engagement workflows. 12. AppyPie Connect Starting at $12/mo. billed annually AppyPie Connect is an affordable and beginner-friendly automation platform that works well for simple task automation. However, it has fewer integrations and advanced features than competitors and may struggle with high-volume workflows. Pros Budget-friendly pricing compared to Zapier Beginner-friendly interface Works well for simple task automation Cons Fewer integrations and advanced features It can be slow with high-volume workflows Takeaway A solid option for small businesses looking for a simple and affordable automation tool. 13. Albato Starting at $19/mo. Albato is a no-code automation tool with strong support for European markets. It offers no-code and API automation at a lower price than Zapier but has a smaller integration library and limited documentation, making onboarding more challenging. Pros Strong European market presence with localized support Affordable alternative to Zapier Offers both no-code and API automation Cons Smaller library of integrations compared to Zapier Limited documentation and tutorials Takeaway A cost-effective automation tool with strong support in European markets. How to choose the right Zapier alternative With so many automation platforms available, each with unique features and benefits, choosing the right one for your business can be challenging. Know your business's unique requirements The first step in choosing the right automation platform is to define your business's specific needs. Are you an ecommerce business looking for deep integrations with Shopify or Etsy? Do you need a tool to handle complex multi-step workflows with advanced customization options? Or perhaps you're a small business owner looking for a no-code solution to automate basic tasks. By knowing your unique needs, you can narrow your options and focus on platforms serving your industry or niche. For example, if you're an online store, a platform with strong ecommerce capabilities and deep integrations with popular shopping cart software might be perfect for you. If you're a large enterprise looking for a scalable solution with robust security features, platforms designed for enterprise-level automation might be more suitable. Compare pricing and features Once you know your business's unique requirements, it's time to compare the pricing and features of different automation platforms. While it may be tempting to go for the cheapest option, ensure the platform offers the features and capabilities to support your automation goals. Take the time to review each platform's pricing structure and feature set thoroughly. Some platforms may offer a wide range of features at a higher cost, while others provide a more limited but targeted set of tools at a lower price point. Decide which features are must-haves for your business and which are nice-to-haves. By aligning your needs with the platform's offerings, you can avoid overpaying for features you don't need and get the best value for your money. Try before you buy with free trials Some automation platforms offer free trials, so you can try the software and see how it works. Take advantage of these opportunities to test drive the tools and see how they fit into your workflow. During the trial period, focus on testing the user interface, learning curve, and overall user experience. Is the platform intuitive and easy to use, or does it require technical knowledge? Can you quickly create and manage workflows, or do you struggle with complex setup processes? Also, use the trial period to test the platform's performance and reliability. Create sample workflows that mimic your real-world scenarios and see how the platform handles them. Is the automation triggered smoothly and on time? Does the platform provide adequate error handling and troubleshooting tools? Ensure seamless integration Integration compatibility is another key factor to consider when choosing an automation platform. Your chosen solution should integrate seamlessly with the apps and tools you already use so data can flow smoothly and workflows are uninterrupted. Before making your final decision, review the platform's list of integrations and make sure it covers all the apps in your tech stack. If you rely heavily on specific tools, such as a particular CRM or marketing automation platform, ensure the automation software... --- - Published: 2025-03-27 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/shopify-flow-alternatives/ - Categories: Shopify Growth - Tags: shopify flow When running your own ecommerce store how many times have you wished there was just one more hour in the day or that you had another set of hands? Automating repetitive tasks with an e-commerce automation app like Shopify Flow is one way you can start saving time. But, Shopify Flow alternatives are available when you find yourself needing more from this app. Don’t get roped into using expensive enterprise solutions that may not be right for your online business. Thankfully, there are some great apps out there that are alternatives to Shopify Flow. Most have tiered pricing plans that allow you to increase your workflow automation as your Shopify store grows and only pay for the features you use.   For simplicity, we’ve compiled a list of the best Shopify Flow alternatives with the pros and cons of each below. Looking for an alternative to Shopify Flow? Try MESA today and start building smarter automations. MESA MESA - Shopify automation app Shopify App Store Rating:  4. 7 | 165 reviews This Shopify automation app is perfect when you just need to automate tasks and get back to your business. MESA allows users to easily create workflows across Shopify and other connected ecommerce applications. It was one of the first Shopify Flow alternatives so they understand which repetitive tasks Shopify stores need to automate most. Also, MESA comes with the most built-in workflow tools so even seemingly complex workflows between ecommerce systems are possible. Pricing: Basic: $12/month - 500 tasks per month Flex: $29/month - 10,000 tasks per month Pro: $99/month - 50,000 tasks per month Unlimited: $299/month - Unlimited tasks per month Pros: Includes workflow setup by Shopify experts Connects your data to more than 100 ecommerce apps and services Deep integrations to Shopify and Shopify Plus Cons: Steeper learning curve for advanced workflows Popular workflow templates: Browse more workflow in the template library. Arigato Shopify App Store Rating:  4. 9 stars | 156 reviews Lastly, Arigato is an automation app that takes care of mundane tasks that come with running an ecommerce business. It comes with more than one hundred pre-built automations for apps like Slack messages and Trello cards. Stores can use the platform to publish products, trigger customer emails, keep track of returns, and more. The app also comes with a personal robot virtual assistant to help you run your store more productively.   Main Features: Forty-seven different actions that can be used in 1,000’s of configurations Access to 400+ data points and 350+ personalization tokens Virtual assistant that helps with set up Mechanic Shopify App Store Rating:  4. 9 stars | 114 reviews Created by Lightware, Mechanic is a tool to help ecommerce developers automate tasks. The platform offers you access to 250+ ready-made actions to help run your Shopify store more effectively.   Some of these tasks include emailing customers after each paid order, directing the customer to an email signup page, and cancelling unpaid orders after a specific time frame. Since it is a Zapier alternative focused on developers, keep in mind that some coding knowledge is helpful to get the most from the platform. Main Features: Large number of pre-built tasks for popular use cases A YouTube channel to help you use the software Developer-friendly UI that makes it easy to configure Zapier Zapier website One of the first automation platforms that helped define and bring automation to the user is Zapier. It connects everyday apps and services, allowing users to automate actions between them easily. It enables you to move data between your everyday apps without having to code. Additionally, you can create customized automated workflows that can connect with hundreds of different apps and services. The term "automation" is synonymous with this automation platform, regardless of what you do or the type of business that you work for. They've developed an easy-to-use interface so anyone can bring the power of automation into their daily lives. Pricing: Tiered Free - 100 tasks/month Starter: $19. 99/month - 750 tasks Professional: $49/month - 2000 tasks Team: $399/month - 50K tasks Company: $799/month - 100K tasks. Pros: Connects Shopify with hundreds of apps and services Easy-to-use UI Works with any Shopify plan Cons: Costlier than some alternatives for high-volume tasks Limited data fields in key applications like Shopify. Lacks specific app integrations unique to Shopify merchants. Parabola Parabola website Shopify App Store Rating:  5. 0 stars | 22 reviews Touted as an ecommerce automation platform that requires no coding is Parabola. It allows users to quickly and easily create complex business processes with visual, drag and drop interface tools. It also connects Shopify data to 3rd-party applications, allowing for easy automation across multiple platforms. Their workflow builder exposes coding functions in a visual way so those that understand how to code and how systems structure their data will be very comfortable using Parabola. Pricing: Tiered Basic plan: Free - 3 workflows Plus: $80/month - unlimited flows Pros: Easy-to-use drag & drop builder Connects Shopify data to more than 100 app integrations Great for CIOs who understand technical processes Cons: More expensive option than other alternatives for more common workflows. Not suitable for novice users who don’t have a lot of technical experience. Alloy Alloy website Shopify App Store Rating:  5. 0 stars | 9 reviews A SaaS integration platform, Alloy allows apps to quickly and easily develop integrations with other apps. Their Embedded product offers a streamlined interface for bringing app integrations into any connected app. This developer tool helps businesses focus on their core features; leaving the concern of third party software integration to them. Alloy’s Automation product brings the same ease of use as Flow to the user, so you can set up workflows for your business needs too. They offer 100+ app integrations focused on ecommerce management software solutions. Pricing: Single-plan $2,500/month - unlimited workflows Pros: Connects with multiple ecommerce platforms Over 100 app integrations are available Cons: The most expensive option for building automation. What is Shopify Flow and what are its key features? Shopify Flow is designed to help users add workflow automation to their business. And, Shopify understand the importance ecommerce store data is to a growing business. By automating more tasks, users are then able to focus on high performing marketing campaigns, connect inventory insights, nurturing positive customer experiences, and so much more. Its key features are: Automating workflows for Shopify tasks: Shopify Flow automates manual tasks like order fulfillment, customer service requests, and inventory synchronization. This saves you time when running your online store. A drag-and-drop workflow builder: Using their app connectors, anyone can quickly create a workflow without knowing how to code. It’s a free app: Shopify originally developed Flow to offer automation for their high-tiered merchants and has slowly released it to more plans. What is Shopify Flow pricing? Shopify Flow is a free app to merchants on all plans except for their lowest, Basic. Presumably, for those on Shopify Basic, you're not doing enough order volume to concern yourself with automation. There are no additional fees or hidden costs to using Shopify Flow aside from the standard Shopify fees and credit card processing fees. Why might you consider using a Shopify Flow alternative? Connect Shopify data to 3rd-party systems. Shopify Flow only connects Shopify apps that developed Flow Connectors within their apps. So if your business relies on data within Shopify to be included in a CRM or ERP system that doesn't have a native integration, you'll need to find an alternative solution. We have an article on extending Shopify Flow to these systems but the easier approach to use an alternative. Build workflows that start when Customer Update events occur. Currently, there is no way to do this very common workflow. However, we have an article that walks you through how to do this with MESA. Here's another article for popular subscription customers. You need a Shopify expert who understands automation. Running your ecommerce business has enough challenges in your day-to-day routine. You need a reliable resource to contact with questions and get fast, reliable results so you can keep your business moving forward. What are the benefits of MESA vs Shopify Flow for Shopify businesses? First and foremost, you can try it out first with the free plan. Then you can work your way up MESA’s paid plans as you scale up your business. This is great for growing businesses. MESA has workflow templates for the most popular ecommerce automation tasks used when running Shopify stores. Things like: adding product options to order notes, auto-tagging orders, auto-tagging customers based on qualifying details, and moving data to popular apps like Google Sheets, Airtable, Hubspot, Etsy, and more. The future is AI and only MESA brings the power of artificial intelligence to your Shopify store. Leverage OpenAI to craft creative email campaigns or write product descriptions for you. That's only the beginning... And finally, MESA has Shopify experts who are ready and willing to help craft any workflow for your immediate and long-term needs. And, at no additional cost. --- - Published: 2025-03-26 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-add-products-to-a-collection-in-shopify-using-and-or-logic/ - Categories: Workflow Tutorials - Tags: shopify Shopify collections help organize your products, making it easier for customers to browse and for you to manage inventory. However, Shopify’s built-in smart collections have a limitation—they don’t support AND/OR logic for filtering products. In this tutorial, we’ll show you a workaround using an automation workflow. By tagging products based on specific conditions—like product type or keywords in the title—you can create smarter collections that automatically update as your inventory changes. For example, you can tag a product if it’s a towel OR if its title contains "soap", then use Shopify’s collection system to group those tagged products. Let’s dive in and set up this automation step by step! Try MESA for free and start automating Shopify collections using AND, OR logic. How to use AND, OR logic to organize Shopify smart collections Time needed: 5 minutes. This workflow automates the tagging of products in Shopify based on specific criteria. It listens for product updates, checks if they meet AND, OR conditions, and applies a tag if they do. Then, we’ll setup a smart collection using those tagged products. Monitor product updates The workflow begins by monitoring product updates in Shopify. Whenever a product is updated, this step triggers the workflow to evaluate the product's details. Filter using AND, OR logic Since Shopify’s smart collection logic doesn’t support AND, OR logic, this step checks if the product meets specific conditions using the built-in tool, Filter. It verifies if the product type equals "towel" or, if the product title contains the word "soap. " Add product tag Then, the workflow adds a tag to the product. The tag "towels or soap" helps categorize the product based on the established criteria. Turn "On" this workflow Be sure to run your workflow once to test whether it tags the right products. Then, turn "On" this workflow to have it run whenever products are updated. Setup a smart collection in Shopify Create a new smart collection in Shopify. Using the fields provided, add the tags defined in your workflow to add those items to this collection automatically. Why organize products into collections? Adding products to collections has many benefits for your Shopify store. First and foremost, it boosts sales through better product discovery. When customers can navigate through well-defined categories, they are more likely to find what they're looking for and buy. Collections also simplify inventory management by allowing you to show or hide products based on stock levels. This means customers only see available products, no more disappointment or backorders. Plus, collections enable you to create targeted promotions and seasonal displays. By grouping products together, you can promote specific ranges or offer discounts on related items. This strategic approach can drive sales and clear out seasonal inventory. Finally, a "New Arrivals" collection is a great way to showcase new inventory and keep your store looking fresh. By regularly updating this collection, you can encourage customers to come back and check out the latest products. Types of Shopify collections Shopify has two ways to organize your products into collections: manual and smart. Manual Collections With manual collections, you have the flexibility to curate products and add them to a collection one by one. This hands-on approach gives you complete control over the products in each collection and the order in which they are displayed. Manual collections are perfect for handpicked selections like "Editor's Favorites" or "Seasonal Highlights," where you want to highlight specific products based on your own criteria. Manual collections offer a high level of precision and customization but can become time-consuming to maintain, especially for large product catalogs. As your inventory grows, you may find smart collections are a more efficient solution. Smart Collections Smart collections use automation to populate based on predefined criteria and rules. Instead of manually adding products, you set the parameters using product attributes like title, type, vendor, price range, or custom tags. Shopify then adds or removes products from the collection as they meet or don't meet those conditions.   Here's an example: you can create a smart collection called "Winter Accessories" that includes all products with both "winter" and "accessories" tags. As you add more winter accessories, they will automatically show up in this collection without you having to do anything. Adding AND, OR logic to Shopify collections By using conditions with AND and OR operators, you can create super-focused collections that exactly match your product attributes. Let's say you want to create a "New Bathroom Essentials" collection that shows products with the "new" tag AND are in the "bathroom" product type OR have "essential" in the title. To do this, you would create your smart collection conditions as follows: Product tag contains "new" AND (Product type is equal to "bathroom" OR Product title contains "essential") To get around Shopify’s smart collection limitations, you can use a tagging methodology that combines multiple attributes into one tag. For example, create a "bathroom-essential" tag and assign it to products that are in the "bathroom" product type and have "essential" in the title. This simplifies your smart collection conditions to: Product tag contains "new" AND Product tag contains "bathroom-essential" Another advantage of using AND and OR logic in your smart collections is creating mutually exclusive collections. For example, you can create a "Clearance Items" collection that includes products with a price less than $25 OR a comparison at a price greater than $50. This means products with deeply discounted or significant price reductions will automatically appear in the collection. Frequently asked questions Can products be in multiple collections? Yes! A single product can be part of multiple collections. For example, a black leather jacket can belong to: "Best Sellers" (for popular items), "Winter Collection" (seasonal grouping), "Men's Jackets" (product category) How often should I update collections? Regular updates keep collections relevant. For instance, a "New Arrivals" collection should be refreshed weekly or monthly, while a "Holiday Sale" collection should be updated before each shopping season. What's the difference between manual and smart collections? Manual collections require adding products individually—ideal for curated selections like "Staff Picks. " Automated collections use rules—perfect for dynamic groups like "All Items Over $50. " What's the best way to handle seasonal collections? Create and schedule collections in advance. For example, a "Back to School" collection can be built in July and set to go live in early August, ensuring timely promotion. --- - Published: 2025-03-07 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/shopify-order-to-another-shopify-store/ - Categories: Workflow Tutorials - Tags: shopify Many businesses manage multiple Shopify stores for various reasons: some have regional storefronts for different markets, and others have separate stores for B2B and B2C customers. Whatever the scenario, knowing how to transfer a Shopify order to another Shopify store is essential for keeping operations running smoothly. Without automation, manually copying order details from one store to another is painful and error-prone. It involves extracting order data from the source store, reformatting it to match the destination store, and then manually entering the information. This not only takes up valuable time but also increases the chance of human error, which can lead to delays and customer dissatisfaction. Automating order transfers between Shopify stores offers a solution to these problems. By using dedicated tools and integrations such as MESA, you can send order data from one store to another without any manual intervention. This automation ensures orders are processed accurately and efficiently, reduces staff workload, and minimizes mistakes. TL;DR: Skip the step-by-step tutorial. Use this template to send Shopify orders to another Shopify store with just a few clicks. How to send orders from one Shopify store to another Time needed: 5 minutes. This workflow automatically transfers orders from one Shopify store to another. When a customer places an order in the source store, a corresponding order with all relevant details is created in the destination store. Trigger on new order created in source store This workflow begins when a customer places a new order on the source Shopify store. The workflow is set to trigger every time an order is created, capturing all necessary order details. Authorize destination store credential Copying the details from the original order, this step creates a new order in the destination Shopify store. Simply select the credentials for the different store. Create a new order on the destination store The workflow gathers order details, including product details, customer information, shipping preferences, and payment status from the source store. It ensures all relevant data fields, such as currency, email, line items, billing, and shipping addresses, are connected back to their variable data values of the order that triggered the workflow. The order is also tagged as an imported order for easy identification. Turn “On” this workflow Be sure to run your workflow once to ensure it’s saving orders to the destination store exactly as you want them. Then, turn “On” this workflow to have it run automatically any time a new order is created in your source Shopify store. Save yourself the setup. Use this template instead: Everyday use cases to sync orders Shopify merchants face situations where transferring orders between stores is necessary for smooth operations. Regional storefronts One common use case is managing multiple regional storefronts that send orders to a central fulfillment store. This allows businesses to have a local presence while centralizing their inventory management and order processing. Wholesale vs. Retail Another scenario is when separate B2B and B2C stores require order data sharing. Businesses that serve wholesale and retail customers often have distinct stores to cater to the specific needs of each segment. However, consolidating order information from both stores is crucial for efficient order management and inventory control. Test stores Quality assurance and testing are essential to running a successful ecommerce business. Many Shopify merchants create test stores to test new features, designs, or workflows before deploying them in their production stores. By setting up test stores to forward orders to the production store, businesses can ensure that any orders placed during testing are not lost and are processed quickly in the live environment. Marketplaces Finally, syncing orders between marketplaces and direct-to-consumer stores is a frequent necessity for businesses that sell through multiple channels. Marketplaces like Amazon, eBay, or Etsy offer increased visibility and sales opportunities, but managing orders across these platforms alongside a branded Shopify store can be challenging. Benefits of automating order transfers Automating order transfers between Shopify stores offers more than just convenience. Process faster One of the biggest benefits of automated order transfers is reduced processing time, which means faster order fulfillment. When orders are sent from one store to another without manual intervention, businesses can avoid the time-consuming task of manually entering order details. By delivering orders quickly, businesses can build a good reputation and customer loyalty. Accurate inventory Ensuring inventory accuracy across multiple stores is a key to successful e-commerce. Automated order transfers ensure that inventory data is synced and up-to-date in real-time. When an order is placed in one store and transferred to another automatically, the corresponding inventory levels are updated instantly. This seamless integration prevents overselling and helps businesses avoid stockouts or unfulfilled orders. Scalability As businesses grow and order volumes increase, manually transferring orders becomes increasingly cumbersome and inefficient. Automating the process allows businesses to scale their operations seamlessly, handling more orders without compromising on accuracy or speed. Whether a business handles 10 orders a day or 10,000, automation ensures each order is transferred without a hitch or delay. Frequently asked questions Can I transfer historical orders? Yes, using MESA’s Time Travel, you can target historical orders. Will this affect my inventory levels? Yes, the line item quantities are also included and will decrease inventory levels on the destination store. Can I customize which orders get transferred? Yes, using MESA’s Filter or Paths built-in tools, you could customize this workflow by targeting only the orders required. --- - Published: 2025-03-06 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-show-inventory-on-product-page/ - Categories: Workflow Tutorials - Tags: code, Web Request Having Shopify show inventory product details on product pages has become a popular move for online retailers. This simple but effective feature can significantly impact the customer experience and buying decisions. Merchants can build trust, create urgency, and streamline their business by showing real-time stock. In this post, we’ll discuss the benefits, options, and practical advice. Whether you’re a seasoned Shopify merchant or just starting, this guide will help you use inventory visibility to optimize your online store. TL;DR: Skip the step-by-step tutorial. Use this template to show inventory counts on your Shopify product pages with just a few clicks. How to show inventory levels by location on your product page Time needed: 5 minutes. This workflow allows you to display real-time inventory levels from each warehouse or retail location directly on your Shopify product pages. It retrieves current stock data from your locations and shows item availability, updating as stock levels change, and providing accurate information to customers before purchase. Set up Web Request Initiate a Web request to collect inventory data. This step sets the stage for fetching data from your Shopify store. Use Code to gather inventory levels Run a Code step to process the inventory data. This queries the Shopify GraphQL API to obtain the inventory levels by location for specific product variants. It extracts location names and available quantities, and prepares the data for display. const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');/** * A Mesa Script exports a class with a script method. */module. exports = new class { script = (payload, context) => { let vars = context. steps; let variantId = vars. webrequest. querystring. variant_id; let query = ` { productVariant(id:"gid://shopify/ProductVariant/${variantId}") { sku inventoryItem { inventoryLevels(first:10) { nodes { location { name } quantities(names:"available") { available: quantity } } } } } } `; const r = ShopifyGraphql. send(query, null); Mesa. output. next({"response": r. data. productVariant. inventoryItem. inventoryLevels. nodes}); }} Copy then paste your workflow’s webhook URL Copy your workflow's Webhook URL from the MESA workflow trigger and replace the “Add your webhook URL here” (line 5 in the code snippet above) for the theme snippet in the next step. Add theme snippet to the product template Output the processed inventory levels, organized by location, with a theme snippet on the product page. This step ensures the data is ready to be displayed on your product page, allowing customers to view where items are in stock. Navigate to your theme’s product template. In the Product Information section, add a block for Custom Liquid. Paste the following snippet: Available Inventory const WEBHOOK_URL = 'Add your webhook URL here'; function fetchJSON(url) { return fetch(url) . then((response) => { if (! response. ok) { throw new Error('Network response was not ok'); } return response. json; }) . catch((error) => { console. error('There was a problem with the fetch operation:', error); }); } function showInventoryForVariant(variantId) { const outputDiv = document. getElementById('mesa-output'); outputDiv. style. opacity = 0. 5; url = WEBHOOK_URL + '&variant_id=' + variantId; console. log("MESA fetching inventory levels data: " + url); fetchJSON(url). then((response) => { let data = response. response; console. log("MESA inventory levels data: ", data); let levels = data. map((object) => { return object. location. name + ': ' + object. quantities. available; }); let output = levels. join(''); outputDiv. style. opacity = 1; outputDiv. innerHTML = output; }); } window. addEventListener('DOMContentLoaded', => { let variantId = '{{product. selected_or_first_available_variant. id}}'; showInventoryForVariant(variantId); subscribe(PUB_SUB_EVENTS. variantChange, (event) => { console. log('Variant change event:', event); let variantId = event. data. variant. id; showInventoryForVariant(variantId); }); }); Turn “On” this workflow Be sure to run your workflow once to ensure it correctly makes Shopify show inventory product levels on the product page. Then, turn “On” this workflow to have it run automatically any time a user views a product page. Save yourself the setup. Use this template instead: Why show inventory on product pages? Showing inventory on product pages has several benefits for both merchants and customers. Build trust—In a world where online shopping can sometimes feel uncertain, knowing a product is in stock and ready to ship gives peace of mind. This transparency builds reliability and encourages customers to complete their purchases with confidence. Create urgency—When customers see there are only a few left, it taps into the fear of missing out (FOMO) and gets them to act fast. This psychological trigger can be potent during sales or promotions, as it adds scarcity to the shopping experience. By using this urgency, merchants can increase conversions and reduce cart abandonment. Reduce customer support questions about product availability—When stock is visible on product pages, customers can self-serve and find the necessary answers without contacting support teams. This improves the customer experience and frees support time for more complex issues. Popular ways to display inventory levels The most precise way is to show the exact quantity remaining for each variant. This level of detail gives customers a transparent view of availability so they can make informed decisions. Another common way is to use stock status indicators. Instead of showing exact quantities, these indicators give a binary availability view. Green checkmarks or “in stock” labels tell customers the product is available, while red crosses or “out of stock” messages manage expectations and prevent disappointment. Low-stock alerts are another way to show inventory and create urgency. When a product’s stock falls below a certain threshold, merchants can display attention-grabbing messages like “Limited stock remaining” or “Act fast, only a few left. ” These alerts capitalize on the scarcity principle and get customers to act fast before the opportunity disappears. For businesses with multiple physical stores or warehouses, showing inventory by location can be a game-changer for the customer experience. In fact, this display option allows customers to see which specific locations have the product in stock, so it becomes easier to find and buy from a nearby store. This is especially useful for retailers with a strong brick-and-mortar presence or those that offer in-store pickup; it’s a big win for the customer. Tips for displaying inventory levels on product pages Showing inventory on your product pages requires consideration to ensure it enhances the user experience without slowing down your store. One thing to keep in mind is the impact of product page loads on your automation.   Each time a customer visits a product page, it triggers an automation to retrieve and display the latest stock information. By optimizing your automation and being selective about which pages show inventory, you can strike a balance between real-time data and efficiency. For businesses with large product catalogs or high sales volumes, the Unlimited plan from MESA is the way to go. This plan offers unlimited automation to handle uninterrupted product page requests, so your inventory data stays up to date across your entire Shopify store. Common questions about showing inventory levels Can I show different inventory displays for different products? Because this is incorporated into the theme, the display of inventory levels will appear on all product pages. How often does the inventory count update? The count displays the most recent value every time the product page is loaded. What happens when an item sells out? The display will show “0” unless you create custom conditions to show something else. Can specific locations be hidden from appearing on the product page? Certainly. Specific locations could be filtered from the workflow before the results are sent to the product page, or, using Liquid, the location could be hidden in the theme template. Contact us if you need help with either approach. --- - Published: 2025-02-28 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/field-notes-vol-2-2025/ - Categories: Product News Love is in the air—and so are smarter automations! Welcome to the February edition of MESA Field Notes. This month, we’ve been busy fine-tuning workflows, rolling out seamless updates, and delivering the automation love your business deserves. No fluff—just the tools you need to keep things running smoothly. Here’s what’s new this month: 6 new templates New app: Help Scout We're thrilled to announce our latest app integration—Help Scout! Now, you can boost your customer support workflows with personalized automation. What’s possible? Automate ticket management Streamline customer communications Sync support data effortlessly Save time with hands-free workflows Triggers & actions galoreFrom creating conversations and tagging threads to updating customers and retrieving support data, this integration is packed with everything you need to keep customer service running smoothly. Try these HelpScout workflow templates: FTP / CSV updates We've expanded our CSV automation capabilities! New trigger: Fetch CSV File Row Created – Now supports CSV files with over 10,000 rows for seamless data processing. New actions: Query Rows – Search and retrieve specific rows from your CSV file. Add or Update Rows in CSV – Easily modify existing data or add new entries. These actions now work just like our Google Sheets integration, featuring tokens, typeahead, and variables to make working with CSV files even easier—especially for new users. Improvements We're always on the lookout to make adjustments. Improved testing search for draft orders - Search now works in the testing section of a draft step so the user can specify a specific draft order to test with. Added filters to actions - Locate steps faster with pre-set filter links for popular app integrations. Hide Grammarly from MESA inputs - This popular plugin would cover variable icons and sometimes prevent you from typing in the fields. Playlist: Burn, Baby, Burn! Your February disco playlist is here to melt away work stress and keep you fired up to finish the month strong! https://open. spotify. com/playlist/1T23laHXBsYfbuX4KSzvvi? si=Zuen2tjWQ6K8SGxw1NzmBg --- - Published: 2025-02-27 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/shopify-collection-by-product-sku-pattern/ - Categories: Workflow Tutorials - Tags: shopify Organizing products in Shopify collections can be a nightmare, especially for big stores with huge inventory. As your business grows, manually categorizing each product becomes increasingly time-consuming and error-prone. Luckily, MESA has a solution: using product SKU patterns to create smart collections. Consistent SKU structures allow you to group products efficiently and keep your store organized. In this article, we will explore the benefits of using SKU patterns for collection management and provide a step-by-step guide on how to implement them in your Shopify store. TL;DR: Skip the step-by-step tutorial. Use this template to sort Shopify collections by SKU patterns with just a few clicks. How to add Shopify product tags using SKU pattern rules Time needed: 5 minutes. This workflow automates the process of tagging Shopify products based on SKU patterns. It applies predefined tag rules to newly created products, ensuring consistent product organization without manual intervention. Detect new Shopify product creation When a new product is created on Shopify, this step triggers the workflow. Iterate through product variants This step loops through each variant of the newly created product. It specifically checks for variants with non-empty SKUs, ensuring that only those are processed for tagging. Add product tags based on SKU In this step, tags are added to the product using the SKU patterns. The SKU is split by the hyphen character ("-"), and the resulting segments are joined with a comma to form the tags. These tags are then applied to the product in Shopify. Turn “On” this workflow Be sure to run your workflow once to make sure it’s tagging products properly. Then, turn “On” this workflow to have it run automatically any time a new product is created in Shopify. Setup the smart collection in Shopify Finally, in the Shopify admin, set up a smart collection and specify the conditions to add products by the tag defined from this workflow. Save yourself the setup. Use this template instead: Why SKU pattern tagging matters Using a standardized SKU structure helps maintain uniform product categorization across your entire inventory. Moreover, SKU pattern tagging makes it easier to create a Shopify collection by product SKU. Shopify's smart collections can automatically group products based on various criteria, but they rely on accurate and consistent product tags. By incorporating SKU patterns, you can build dynamic collections that update automatically as you add new products to your store. For example, let's say you sell clothing, and your SKUs follow the pattern "CATEGORY-COLOR-SIZE. " By tagging products with their respective SKU elements, you can create innovative collections based on specific categories, colors, or sizes. So, when you add a new "SHIRT-RED-M" product, it will automatically be included in the relevant collections, saving you time and keeping your store organized. Common SKU pattern structures When creating an SKU pattern for your Shopify store, consider how it will support a Shopify collection by product SKU. Your SKU structure should reflect the unique characteristics of your products and business. There is no one-size-fits-all approach, but several proven structures can help merchants organize inventory more efficiently. Category-based patterns (e. g. , SHIRT-BLU-L) This structure allows you to identify the product type, color, and size of the SKU itself. Department codes can also be included in SKUs to denote broader product groupings like "MEN-ACCS-HAT" for a men's accessory hat. Size and color variations (e. g. , DRS-001-RED-M) A pattern like this indicates that the product is a dress (DRS) with a specific style number (001), red in color, and medium in size. This granular approach allows precise product identification and inventory tracking. Seasonal identifiers (e. g. , SS23-SHOE-BLK) By including codes like "SS23" for Spring/Summer 2023 or "FW24" for Fall/Winter 2024, you can easily categorize products by their seasonal relevance. This is especially useful for fashion and apparel businesses that introduce new collections regularly. Vendor-specific patterns (e. g. , VND1-TECH-PHN) If you work with multiple vendors or suppliers, you can include vendor-specific codes in your SKUs to make your life easier. For example, using a pattern like "VND1-TECH-PHN," you can identify the vendor (VND1) and product category (TECH for technology) at a glance. When choosing an SKU pattern, prioritize consistency and clarity. Best practices for SKU pattern tagging To ensure the long-term success of your system, you must follow best practices that maintain consistency and clarity throughout your store. Strike a balance between capturing product attributes and simplicity Effective SKU patterns strike a balance between capturing product attributes and simplicity. While granular SKUs provide valuable information, overly complex structures can cause confusion and errors. Identify and include the most critical elements that differentiate your products in your SKU. Use clear separators between SKU elements. When designing your SKU pattern, consider using clear separators between each element. Separators like hyphens (-), underscores (_), or periods (. ) serve as visual cues, making your SKUs more readable and reducing the chance of misinterpretation. Consistently using the same separators throughout your SKU structure will help your team to quickly and accurately identify product attributes, even with a large inventory. Create comprehensive documentation Another key to successful SKU pattern implementation is documentation. This documentation is a single source of truth so everyone in your organization understands how to assign SKUs to new products and maintain consistency across your store. Your SKU pattern documentation should include a detailed breakdown of each element in your SKU structure and real-world examples of how the pattern is applied to different product types. Consider including visual aids like flowcharts or decision trees to guide users through assigning SKUs based on product attributes. Update your documentation regularly to reflect any changes or additions to your SKU system to keep it relevant and effective over time. Common SKU pattern questions Can I use special characters in SKU patterns? Shopify allows alphanumeric SKUs but avoids special characters (*, &, #) to prevent compatibility issues with third-party apps. How do I handle product variants? Use a consistent format, such as PRODUCT-COLOR-SIZE (e. g. , TSHIRT-BLUE-M), to differentiate variants clearly. What's the best way to structure SKUs for international products? Include country codes or currency identifiers (e. g. , SKU-US-1234 or SKU-UK-5678) to track region-specific inventory. --- - Published: 2025-02-25 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-auto-fulfill-digital-products/ - Categories: Workflow Tutorials - Tags: shopify If you sell digital products like ebooks, software, or online courses on Shopify, automating fulfillment can be a game changer. In this post, we'll discuss the benefits of automating digital product fulfillment on Shopify and provide actionable tips for setting up and optimizing your own automated system. Whether you're an ecommerce veteran or just starting, automating digital product fulfillment is a smart move that can take your business to new heights. TL;DR: Skip the step-by-step tutorial. Use this template to fulfill digital products automatically with just a few clicks. How to auto-fulfill Shopify order line items by SKU Time needed: 5 minutes. This workflow automates the fulfillment process of specific line items in a Shopify order based on SKU. It checks each line item, fulfills those with a specific SKU, and adds a tag to the order for tracking. Order created When a new order is created in Shopify, the workflow is triggered to begin processing the order details. Loop over line items Each line item in the order is individually processed in a loop to check for specific conditions that would allow it to be automatically fulfilled. Is it the auto-fulfillable SKU? The built-in Filter tool checks if the line item's SKU matches the designated auto-fulfillable SKU and whether its fulfillment status is empty. Create order fulfillment For each line item meeting the criteria, an order fulfillment is created using the order's ID and the line item's ID and quantity, updating the fulfillment status in Shopify. Turn “On” this workflow Be sure to run your workflow once to make sure it’s fulfilling and tagging the right order items. Then, turn “On” this workflow to have it run automatically any time a new order is created in Shopify. Save yourself the setup. Use this template instead: Tips to successfully automate digital product delivery To make your digital product automation on Shopify seamless and efficient, consider these best practices: Organize your digital inventory with clear SKUs  A well-structured SKU (Stock Keeping Unit) system is essential for managing digital products efficiently. For example, by assigning a unique and descriptive SKU to each item, you can easily locate specific files, which helps streamline organization and ultimately minimizes fulfillment errors. When setting up your SKU system, consider including product type, version, or release date. For example, an ebook SKU might look like this: "EBOOK-GUIDE-MEDITATION-2023. " This clear and concise format allows you to easily distinguish between different products and versions, streamlining your fulfillment process. Try this workflow template: Monitor fulfillment notifications Keeping an eye on your digital product fulfillment status is key to identifying and resolving any issues that may arise. Shopify sends automated notifications to keep you informed about the status of your digital product deliveries so you can track successful and failed attempts in real time. Make it a habit to regularly check these notifications and keep an eye out for problems like: Bounced emails: If a customer's email is invalid or their inbox is complete, the download link won't reach them. Broken file links: Double-check that your notification download links point to the correct files, preventing customer confusion and support requests. By monitoring your fulfillment notifications, you can catch any issues before they become big problems that hurt your customers' experience and your brand's reputation. Try this workflow template: Provide product descriptions and instructions To reduce confusion and support requests, you need to provide clear and detailed product descriptions and instructions for your digital products. Your product pages should include: File format and size: Let customers know what type of file they'll receive (e. g. , PDF, MP3, JPEG) and the approximate file size so they can ensure they have enough storage space. System requirements: If your digital product requires specific software or hardware to function correctly, state these requirements to avoid compatibility issues. Download and installation instructions: If the digital product is more complicated than a simple download link, provide step-by-step guidance on how to download and access it. By providing complete product information as well as clear instructions, customers can easily self-serve, which in turn helps reduce support requests for digital product access and usage. Benefits of automated digital fulfillment Streamlining your delivery process can increase customer satisfaction, save time, and scale your business without needing more staff. Instant delivery = customer satisfaction In the age of instant gratification, customers buying digital products online have high expectations for instant access. When customers get their digital products quickly after purchase, they feel valued and develop a strong positive association with your brand. This increased satisfaction can lead to long-term customer loyalty, repeat business, and positive word-of-mouth referrals—all of which contribute to your business's growth and success. Plus, instant delivery minimizes the need for customers to contact your support team about delayed or missing deliveries. Save time by eliminating manual tasks Automated fulfillment handles the entire delivery process, managing file uploads, email notifications, order status updates, and tracking. As a result, this hands-off approach frees up your time so you can focus on high-impact activities. By streamlining the tedious parts of digital fulfillment, you can dedicate more energy to initiatives that drive growth and set your brand apart in a competitive market. Scale your business without growing your team With an automated system, your business can handle spikes in demand and a more extensive customer base without sacrificing delivery time or accuracy. This is especially useful for businesses growing fast or dealing with seasonal fluctuations. By removing the constraints of manual processing, you can seize new opportunities, add more products to your lineup, and maximize the potential of your digital product line. Plus, automated fulfillment allows you to grow your revenue without the overhead of hiring and training more staff. This lean and agile approach to scaling is perfect for small businesses and entrepreneurs with limited resources. Frequently asked questions Can I mix physical and digital products? Yes, Shopify allows mixed carts, but digital products should be set to auto-fulfill using the above workflow solution, while physical items require shipping. What apps can help with auto-fulfilling digital products in Shopify? Apps like MESA, SendOwl, and Shopify Digital Downloads automate digital product delivery and order fulfillment. Are there settings in Shopify to enable auto fulfillment for digital downloads? No, there are no native settings specifically for digital products in Shopify. You can set all items to auto-fulfill across your entire store but if you sell both physical and digital goods, you will need a workflow to assist in auto-fulfillment. Also, be sure to uncheck the "This is a physical product" on the variant/product so that shipping isn't calculated. --- - Published: 2025-02-18 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/send-shopify-order-metafields/ - Categories: Workflow Tutorials - Tags: email, shopify In ecommerce, data is everything. Shopify merchants aim to optimize, streamline, and deliver fantastic customer experiences. One feature that can help with that is Shopify’s order metafields. When used with orders, these custom fields allow merchants to use extra information that open up a whole world of possibilities for customization and automation. In this article, we’ll go into what Shopify order metafields are, how they can be used, and the benefits they bring to merchants looking to take their online store to the next level. Try MESA for free and start incorporating Shopify order metafields with any app in your tech stack. How to send order notification emails to include metafield values Time needed: 5 minutes. This workflow sends a notification email with metafield values when a new order is created in Shopify. Trigger on Shopify order creation The workflow starts with a trigger that fires when a new order is created in Shopify. This step is essential as it sets everything in motion, and all subsequent actions will run on each new order. Get a list of the order metafields Next, this step gets the list of metafields for the order that will be included in the email. Parse metafield values The retrieved metafields are then processed using the Code built-in tool, which formats the data so it’s easy to include in an email. This step ensures that each piece of information is correctly formatted for the Email step, making the details clear and well-organized. Paste the following snippet into the code editor:const Mesa = require('vendor/Mesa. js');module. exports = new class { script = (payload, context) => { const vars = context. steps; let variables = {}; for (let metaobject of vars. shopify_1) { let value = null; Mesa. log. info("key: ", metaobject. key); try { value = JSON. parse(metaobject. value); } catch (error) { value = metaobject. value; } Mesa. log. info("value: ", value); variables = value; } Mesa. log. info("variables", variables); Mesa. output. next(variables); }} Send an email notification Finally, the workflow sends an email to a recipient. The email contains the metafield information formatted from the previous step. Paste the following snippet to get started but you can customize the message as needed. Metafields:Personalized Text: {{ metafields. custom-personalized_text }}Item Costs: {{ metafields. custom-item_costs. amount }} {{ metafields. custom-item_costs. currency_code }}File: {{ metafields. custom-file }} Turn “On” this workflow Be sure to run your workflow once to make sure it’s capturing and sending the order metafields properly. Then, turn “On” this workflow to have it run automatically any time a new order is created in Shopify. Related workflow templates using metafields With MESA, getting workflows setup from a template is fast and easy. Try these today: What are Shopify order metafields? Send Shopify order metafields to extend the platform’s functionality, allowing merchants to store and display extra data beyond default fields like product title, order number, and customer email. Metafields can be attached to various Shopify resources, such as products, collections, customers, and orders. Shopify order metafields let merchants store extra order details beyond standard properties. This extra data can be anything from personalization details provided by the customer to internal notes for staff handling the order. Why metafields for orders? Having the ability to add metafields to orders opens up a lot of possibilities to enhance the overall e-commerce experience. Merchants can use order metafields to: Capture personalization details: Save customer-provided details for custom products, such as engraved initials or color choices. Track order source: Record information about where the order came from, such as the marketing campaign, referral link, or physical store that led to the sale. Include special fulfillment instructions: Attach special handling or packaging requirements to an order so the warehouse team has all the info. Flag orders for review: Add internal notes to flag certain orders for manual review, such as those that are high-risk or potential fraud. Store customer attributes: Link customer-specific data points, such as loyalty program tiers or subscription IDs, to an order for post-purchase experiences. Order metafields help automate workflows, integrate with third-party systems, and enhance customer experience with custom order data. --- - Published: 2025-02-13 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-inventory-location-alerts/ - Categories: Workflow Tutorials - Tags: email, shopify Inventory management is the backbone of any ecommerce business. As your Shopify store grows and you add more locations, inventory tracking becomes more complex and time-consuming. Imagine a customer adds a product to their cart only to find out it’s out of stock at checkout. Not only is that a lost sale, but it also erodes customer trust and loyalty. That’s where location-based stock alerts come in—a powerful approach to help Shopify merchants stay on top of their inventory. You can proactively manage your inventory and prevent stockouts by setting up automated notifications when stock levels get low at specific locations. TL;DR: Skip the step-by-step tutorial. Use this template to get low stock alerts from specific locations with just a few clicks. How to receive low inventory alerts for specific locations in Shopify Time needed: 5 minutes. This workflow monitors inventory levels at Shopify locations and sends email alerts when stock levels fall below defined thresholds. It involves retrieving inventory data, filtering low-stock items, and emailing concerned parties. Inventory level updated Monitor updates to inventory levels in Shopify. This step is triggered every time inventory levels change. Retrieve the inventory item Fetch detailed information about the inventory item that has experienced a stock level change. This step retrieves data using the inventory item ID. Retrieve product variant details from SKU Using the inventory item's SKU (Stock Keeping Unit), you can get additional details about the product variant associated with it. Retrieve product Access the product details using the product ID obtained from the previous step to gather comprehensive product information. Shopify saves product information across various data objects that’s why the workflow needs to fetch the Inventory ID, the product SKU and finally, the product ID. Retrieve location Identify the specific Shopify location where the inventory change occurred by retrieving the location details using the location ID. We’ll use the location name in the email notification so it’s clear to the recipient. Filter Evaluate the available stock levels. This step checks if the stock is less than a defined threshold (e. g. , less than 5) to identify low inventory situations. Send email Send an email alert about the low stock level, including product details and the low stock location to a predefined recipient with the product title and stock information. You can paste the following snippet to the message field that contains the data variables from all the previous steps:Product {{shopify_3. title}}{{shopify_4. name}} stock level is low at {{shopify. available}}Product URL: https://admin. shopify. com/store/{{context. shop. domain | | replace: ". myshopify. com", ""}}/products/{{shopify_3. id}} Turn “On” this workflow Be sure to run your workflow once to ensure it’s emailing about the correct low-inventory items. Then, turn “On” this workflow to have it run when inventory levels update in Shopify. Save yourself the setup. Use this template instead: Why location-based stock alerts matter Running out of inventory is a business nightmare. It results in lost revenue and disappointed customers who may go to a competitor for what they need. In fact, 34% of consumers will go to another retailer if a product they want is out of stock. Managing inventory across multiple locations adds another layer of complexity. Without a central system to track stock levels, discrepancies can easily slip through the cracks. It can lead to overselling, which frustrates customers and creates logistical headaches for your team. Manual inventory checks are time-consuming and prone to human error. Imagine having to physically count stock levels at each location and then manually update your Shopify low inventory—it’s a tedious process that takes time away from growing your business. Making your inventory work smarter So how do you take your location-based stock alerts to the next level? With customizable Paths, you can set up personalized inventory alerts for specific products and locations. For example, you might want to be notified when your best-selling product drops below 10 units at your main warehouse but only when it drops below 5 units at a smaller retail location. Flexible notification options let you choose how to receive alerts—via Email, SMS, or even directly on your team’s Slack channel. This ensures the right people are informed at the right time so you can take action to restock. Whether you’re adding new locations, expanding your product line, or integrating with other inventory management tools, MESA’s automation platform can handle it all. Common questions about Shopify location alerts Can I set different alert levels per location? You can set unique stock thresholds for each location by configuring inventory rules for each specific site. How quickly do alerts get sent? Alerts are typically sent in real time or at scheduled intervals, depending on how frequently you want to receive them. Which notification methods work best? Email and Slack notifications are most effective for timely communication, while SMS is ideal for urgent or mobile-first updates. How do I customize alert messages? You can personalize message content, include location details, and specify recipients directly in the notification step configuration. --- - Published: 2025-02-11 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/hide-shipstation-packing-slip-item-options-underscores/ - Categories: Workflow Tutorials - Tags: shipstation ShipStation is popular shipping software that makes order processing and fulfillment easy for online businesses. One feature is the ability to customize packing slips so merchants can present important information to customers cleanly and professionally. However, some businesses find that their packing slips have item options starting with underscores, which are properties not meant for customers’ eyes. These underscores can mess up the packing slip and ruin the customer experience. The good news is that MESA has a solution for this problem through an automated workflow. By following this simple walkthrough guide, merchants can hide item options starting with underscores and get clean, professional packing slips that represent their brand. Try MESA for free and automatically clean up your ShipStation packing slips to improve your customer experience. Why hide line items starting with underscores in ShipStation? When running an online store, merchants use internal SKUs and properties to track various aspects of their products and orders. These internal identifiers often start with underscores to differentiate them from customer-facing information. While this is helpful for backend organization, including these on packing slips can be confusing and not great for customer experience. Here are reasons to hide line items starting with underscores on ShipStation packing slips: Efficiency: Hiding unnecessary line items on your packing slips can also speed up your order fulfillment process. With fewer items to look at on the packing slip, your team can quickly and accurately verify orders and reduce errors. Professionalism: A clean packing slip looks suitable for your brand. By removing internal SKUs and properties, you present a more professional image to your customers. Customer experience: Customers like clear and concise information on their packing slips. Remove irrelevant or confusing line items starting with underscores so your customers can easily find what they need, product names, quantities, and prices. Unfortunately, you can’t manually remove these item options in ShipStation.   The only way to do this is through custom templates and automation. Tools like MESA can help you create custom workflows that hide line items starting with underscores for you so you don’t have to. Step-by-step guide: How to hide underscore item options from ShipStation packing slips Time needed: 5 minutes. This workflow processes orders from ShipStation, filters specific orders, and removes item options that start with an underscore. Order created in ShipStation This step triggers when a new order is created in ShipStation. Retrieve order details Retrieve full details of the order from ShipStation using the order ID. This ensures we have the most current information about the order, including all item options. Remove underscore line item properties Execute custom code to delete any item options that begin with an underscore in the order's options. Click the “Edit code” link to paste the following snippet into the editor. const Mesa = require('vendor/Mesa. js');/** * A Mesa Script exports a class with a script method. */module. exports = new class { /** * Mesa Script * * @param {object} payload The payload data * @param {object} context Additional context about this task */ script = (payload, context) => { // Refer to previous steps const vars = context. steps; // Store updated ShipStation order let updatedShipstationOrder = vars. shipstation_1; // Remove line item properties starting with underscore of ShipStation order in items. options for (let item of updatedShipstationOrder. items) { item. options = item. options. filter(option => option. name. toLowerCase. charAt(0) ! == "_" ); } // Go to next step and pass updated ShipStation order Mesa. output. next({updatedShipstationOrder: updatedShipstationOrder}); }} Update ShipStation order Execute another custom code step to send the modified order back to ShipStation. This code updates the order, ensuring that the cleaned-up data is reflected in ShipStation. Click the “Edit code” link to paste the following snippet into the editor. const Mesa = require('vendor/Mesa. js');/** * A Mesa Script exports a class with a script method. */module. exports = new class { /** * Mesa Script * * @param {object} payload The payload data * @param {object} context Additional context about this task */ script = (payload, context) => { // Refer to previous steps const vars = context. steps; // Get updated ShipStation order let updatedShipstationOrder = vars. custom. updatedShipstationOrder; // Get ShipStation credential // Will need to create a ShipStation credential before this will work let credential = JSON. parse(Mesa. credential. get('shipstation')); // Get authorization header let authHeader = Mesa. request. base64_encode(`${credential. key}:${credential. secret}`); // Set headers let options = { "headers": { "Content-Type": "application\/json", "Authorization": "Basic " + authHeader, } } // Make POST request to ShipStation Create/Update Order let url = 'https://ssapi. shipstation. com/orders/createorder'; let results = Mesa. request. post(url, updatedShipstationOrder, options); // Go to next step and pass payload Mesa. output. next(payload); }} Test, then turn your workflow “On” Give your workflow a test run to confirm it’s ready, then activate it to run every time a new order is created in ShipStation. Getting started with ShipStation packing slips ShipStation gives users two main options to customize packing slips: Basic and Advanced templates. Basic templates are a simple and user-friendly way to make minor changes to your packing slips, like adding a logo or changing the color scheme. These are good for businesses that don’t need extensive customization or have limited tech expertise. Advanced templates give users more control over the content and layout of their packing slips. With Advanced templates, you can use HTML and ShipStation’s custom variables to create highly customized packing slips that fit your business needs. By default, ShipStation’s packing slip templates include all product item options.   While this is helpful for some businesses, it also includes internal data irrelevant to customers, like SKUs or properties starting with underscores. This internal data can make packing slips look cluttered and unprofessional and ruin the customer experience. ShipStation packing slip tips When customizing your ShipStation packing slips, follow best practices to ensure a smooth and efficient process.   Organize and document packing slip templates To manage packing slip templates effectively, give each one a clear, descriptive name that reflects its purpose. This makes it easier to find the right template when processing orders. If your business handles multiple product lines or unique scenarios, create separate templates for each to avoid confusion.   Test custom templates with sample orders Before using customized packing slips in actual orders, test them with sample orders representing various scenarios your business might encounter. Apply the templates to these orders and carefully review the results to ensure they display information correctly and meet your requirements. Organizing, documenting, and thoroughly testing your templates guarantees accurate and professional packing slips. Frequently asked questions What happens to the deleted line item options after automation? Any line item options you hide will be removed forever from packing slips generated with the MESA workflow. If you hide item options that are prefixed with underscores, those details will no longer be visible on your packing slips. So, make sure you evaluate which line item options are truly not needed for your customers and order records before you make the change. Can I get the deleted line item options back? In some cases, you may find that item options you previously hid are needed for reference or record-keeping purposes. But it cannot be undone once you hide a line item option from your ShipStation packing slip template. ShipStation does not record the line item options you hide from your templates. So, if you need to retrieve any information that was removed, you’ll need to look at the original order details in your ShipStation account. --- - Published: 2025-02-06 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-hide-out-of-stock-products-shopify/ - Categories: Workflow Tutorials - Tags: shopify Inventory management is key to running a successful online store. If not handled properly, product outages can result in a poor customer experience and lost sales. Shopify, by default, keeps out-of-stock products visible in your store unless you take action to hide them. This means customers will see unavailable products, get frustrated, and have a bad impression of your brand. Managing the visibility of out-of-stock products is important for customer satisfaction and loyalty. By hiding unavailable products, you can focus your customers' attention on products they can buy, drive more sales, and improve your store overall. Want to improve how you manage your inventory? Try MESA today and start building smarter automations. Out-of-stock management in Shopify When products go out of stock, Shopify shows them to customers unless you take action to hide them. Leaving sold-out products on display can hurt your store big time, as it can lead to a bad brand reputation and lost repeat sales. Customers who see out-of-stock products will get frustrated and leave your store to shop elsewhere. This means lost sales and reduced customer satisfaction and loyalty. By managing inventory visibility properly, you can minimize these negative effects and ensure a positive shopping experience for your customers. Store owners face common challenges in managing inventory visibility across multiple sales channels. Balancing SEO with customer-centric inventory management is tough.   But with the right strategies and tools, like MESA, you can simplify the process with a simple workflow. Start with this workflow template: Step by step: How to hide sold-out products in Shopify Time needed: 5 minutes. Following this step-by-step process to ensure your store always shows only available products. Detect variant out of stock Monitor your Shopify store's variants to identify when any variant goes out of stock. This triggers the workflow to begin the process of updating product information. Retrieve product information Fetch the product details from Shopify using the product ID. This step ensures you have the necessary information to update the product’s status later in the process. Count matching variants Check how many variants match the condition of being out of stock. If there is at least one variant out of stock, the workflow will proceed to the next steps. Filter out-of-stock condition Ensure that the count of out-of-stock variants is less than or equal to zero. This step acts as a decision point to verify if any product status updates are needed. Update product status Modify the product details to inform customers that the product is currently out of stock. The product description is updated with a message indicating its unavailability. Unpublish product or collection Remove the product or its collection from the online store's publication to prevent it from being sold while out of stock. This step ensures customers are not misled about product availability. Test, then turn your workflow “On” Give your workflow a test run to confirm it’s ready, then activate it to run every time a product is updated on your store. Related workflow templates Why hide out-of-stock products? Managing out-of-stock product visibility in your Shopify store is key to a great customer experience and maximizing sales. Removing unavailable products from your store can prevent customers from being disappointed and frustrated when they come across products they can’t buy. This thoughtful approach to inventory management lets you show only available products and simplify your customers' browsing and buying process. Hiding out-of-stock products helps focus your customers on the products they can interact with and buy. When shown a mix of available and sold-out products, customers can get distracted or discouraged, which may result in higher bounce rates and lower conversion rates. By showing only buyable inventory, you’re guiding customers to products they can add to cart and checkout, increasing the chances of successful transactions and revenue. Plus, hiding out-of-stock products makes for a more streamlined and user-friendly site navigation. Having unavailable products in search results and category pages can clutter the interface and make it harder for customers to find what they’re looking for. By removing these obstacles, you create a more intuitive browsing environment that satisfies customers, keeps them on the site longer, and ultimately drives more sales. Preserving SEO while hiding out-of-stock products While hiding out-of-stock products has many benefits for customer experience and sales performance, it’s important to tread carefully with the SEO implications. Search engines like Google rely on your product pages to determine relevance and authority. Removing these pages completely can result in loss of backlinks and a decrease in organic traffic. To mitigate these risks, consider implementing 301 redirects for hidden product pages to guide visitors to relevant in-stock products. Seasonal and pre-order products Managing out-of-stock visibility for seasonal products and pre-order items requires a more subtle approach. For seasonal products, consider archiving during off-peak periods to keep the store clean and easy to re-activate when demand picks up. This archiving will keep your brand looking polished and retain the SEO value of your seasonal product pages. For pre-order products, keeping them visible in your store even during temporary stock outages can be beneficial. By being transparent about the pre-order status and providing clear shipping estimates, you can capitalize on customer anticipation and sell ahead of time. You can implement a pre-order system through Shopify’s built-in features, third-party apps, or custom coding for your store. Common questions about hiding out-of-stock products Managing SEO, seasonal products, and pre-order strategies can be tricky. Still, with the proper knowledge and tools, you can make informed decisions that align with your business and customer expectations.   What is the impact on SEO when hiding out-of-stock products? Hiding out-of-stock products can hurt your SEO by removing indexed pages that drive organic traffic. To avoid this, use 301 redirects to guide visitors to similar in-stock products or keep the pages live but labeled as “Out of Stock. ” Features like restock dates or waitlists can maintain customer interest and preserve SEO value. How to handle seasonal items? Archive out-of-season products to keep your catalog focused on in-stock items. Label these archived pages with “Returning Soon” to preserve SEO value and build anticipation. When the season returns, restoring these products and capitalizing on the interest is easy. How to manage pre-orders while hiding out-of-stock products? Enable pre-orders to capture demand for sold-out items. Use Shopify’s pre-order features or third-party apps to allow purchases before restocking. Communicate shipping timelines and keep customers updated to build trust and maintain engagement. --- - Published: 2025-02-04 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/automate-discord-messages/ - Categories: Workflow Tutorials - Tags: discord Discord is a staple for communities, businesses, and teams to communicate and collaborate. As these groups get more prominent and more active, managing communication and keeping everyone informed can be a real-time suck. Automating Discord messages is a way to streamline communication, get updates in time, and keep engagement without having to send every message manually. By using automation tools and techniques, you can save time, be more efficient, and focus on growing your community or business. In this article, we’ll cover the benefits of automating Discord messages, step-by-step instructions on how to set up automation, and best practices to help you get the most out of this. Try MESA today and start automating Discord messages to keep your teams and customers in the loop. Why automate Discord messages? Automating Discord messages has several benefits that will help you manage your server better and engage your community: Save time: Scheduling repetitive messages—daily announcements, reminders, or event notifications—means you don’t have to post them manually every time. That’s time you can use for other essential things. Get engagement: Automated messages will keep your Discord server active and engaged even when you’re not around. By scheduling messages to be sent at the best times, you’ll keep your community informed and involved no matter the time zone or availability. Provide timely updates: Automated messages are great for time-sensitive information such as product launches, limited-time offers, or important news. By setting up automation in advance, you’ll ensure your community gets those updates quickly. Consistency and reliability: Automating messages means essential information is shared consistently and reliably. This is especially important for businesses or teams that use Discord for internal communication, as it keeps everyone on the same page and reduces the chance of missing updates. Pre-built Discord automation templates In addition, MESA has pre-built automation templates to make creating Discord message automation even easier. These templates are designed to handle common scenarios and can be customized to fit your needs. Step-by-step: How to automate Discord messages Time needed: 5 minutes. To begin with, automating Discord messages with MESA is easy and can be customized to your needs. Follow these steps to create an automation that keeps your community informed. Choose your trigger To begin with, choose the event that will trigger your Discord message automation. MESA offers several trigger options tailored to different scenarios:Time-based triggers: Perfect for sending scheduled messages at a regular interval, daily digest, or weekly updates. Event-based triggers: Great for sending messages when a specific event occurs, like when a new order is received in your Shopify store or when data is pulled via API. Create message content Now that you’ve chosen your trigger, it’s time to write the content of your automated message. MESA has an easy-to-use interface to craft messages that are informative and engaging:Message text: Then, write your message's main content, and ensure it conveys the information you want to share. Use formatting like bold, italics, and bullet points to make it readable and understandable. Add dynamic variables: Finally, customize your messages by adding variables like the recipient’s name, order details, or task information. This way, you can send targeted and relevant messages to your audience. Set up automation rules To make sure your automated messages are sent at the right time to the right people, MESA allows you to set up multiple automation rules:Timing and frequency: Decide when and how often you want your messages to be sent. This can be a specific time of day, a fixed interval (e. g. , every 6 hours), or a specific day of the week. Target channels: Then, choose the Discord channels to send your automated messages. This allows you to customize your messages for different audiences or topics. Configure with Filters, Paths, and Approvals: Add conditional logic to control when and how your messages are sent. Use Filters to set conditions that must be met for the message to be sent, Paths to have multiple outcomes based on different situations, and Approvals to require manual review before sending messages. Test your automation Before you deploy your Discord message automation, test it thoroughly to ensure it works as expected. MESA has tools to help you test your automation:Run workflow test: First, test your automation workflow to see how it works in real-time. This way, you can catch any issues or unexpected behavior before you deploy the automation to your live Discord server. Timing check: Then, verify that you send messages at the right time and frequency. If needed, adjust your automation rules to fine-tune the timing. Message formatting: Finally, check the structure of your automated messages to ensure they are visually appealing and readable. Also, check that any dynamic variables are populating correctly and that the overall message format matches your brand or community guidelines. Discord message automation best practices Follow best practices to ensure your Discord message automation is effective, well-received, and matches your community’s expectations. By doing so, you can create automation that delivers value, encourages participation, and improves the overall experience for your Discord members. Don’t clutter the channel However, one of the most critical parts of successful Discord message automation is finding the balance between sharing valuable information and not cluttering the channel. Sending too many or irrelevant automated messages to your channel can quickly lead to member frustration and disengagement. Be intentional: Carefully decide which messages to automate. Focus on messages that provide necessary updates, timely reminders, or valuable insights your community will appreciate. Use dedicated channels: Create specific channels for automated messages, like a “News” or “Updates” channel. This way, members can opt in to receive these messages, keeping other channels organized and focused. Frequency: Limit the frequency of automated messages so as not to overwhelm your members. Send messages over some time and allow members to customize their notification settings. Make it relevant Ensuring your automated messages are relevant and valuable to your community is key to engagement and member interest. Irrelevant or generic messages can quickly lead to members tuning out or leaving your server. Content: Customize your message to match your community’s interests, needs, and goals. Use personalization techniques like dynamic variables to create messages that speak to your members. Segment your audience: Use Discord’s role system to send automated messages to specific parts of your community. This will allow you to deliver more relevant content to each group and increase engagement. Collect feedback: Ask your community regularly for input on what automated messages they find most valuable. Use this feedback to refine your automation strategy and keep your messages relevant over time. Test thoroughly Before you deploy your Discord message automation, test thoroughly to find and fix any issues. Not testing your automation properly can lead to unintended consequences, such as the wrong message content or timing. Test in an isolated environment: Use a separate Discord server or channel. This way, you can test different automation configurations without affecting your central community. Message correctness: Double-check that your automated messages are error-free and typo-free and that formatting is correct. Make sure dynamic variables populate correctly and message content matches your intended purpose. Timing and triggers: Test your automation triggers and timing settings to send messages at the right time for the right events. Adjust as needed to optimize delivery times. Analyze and refine Lastly, once your Discord message automation is live, continuously monitor and adjust to your community’s changing needs. Regularly evaluating your automation will help you find areas for improvement and ensure that your messages stay relevant over time. Engagement metrics: Track metrics like message reactions, replies, and channel activity to see how well your automated messages perform. Look for patterns or trends to see which message type works best. Collect member feedback: Ask your community for feedback on your automated messages. Encourage members to share their thoughts, suggestions, and concerns through surveys, polls, or dedicated feedback channels. Refine and optimize: Iterate your automation strategy based on engagement metrics and member feedback. Try different message formats, content, and timing to see what works best for your community. Don’t be afraid to change and adapt. With a thoughtful automation approach, you can increase engagement, build stronger relationships, and have a thriving Discord community. Conclusion MESA’s Discord message automation allows businesses and communities to simplify communication and engage with their members more. As you set up your Discord message automation, craft content that resonates with your members and encourages them to participate. Each automated message should add to the overall vibe of your server: vibrant, supportive, and informative. Additionally, look for opportunities to use automation to create meaningful interactions and strengthen the bonds within your community. Be open to feedback from your community and try new things. --- - Published: 2025-02-03 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-1-2025/ - Categories: Product News Welcome to the first MESA Field Notes of the new year! This January, our team has been hard at work delivering fresh updates, smarter automations, and seamless improvements to help you start the year strong. No fluff—just the tools you need to keep things running smoothly. Here’s what’s new this month: Featured automation: Weekly Ticket Summary for Gorgias This automation takes the hassle out of tracking closed support tickets in Gorgias. Every time a ticket is resolved, it’s saved to a database automatically—no manual logging needed. At the end of the week, you’ll get a summary of all closed tickets in one place, so you can stay on top of support trends without digging through past conversations. Simple, hands-free, and one less thing to worry about. 3 new Discord workflows These automations keep your team in the loop by sending important Shopify updates straight to Discord. Get instant alerts when a product goes out of stock, inventory runs low, or a high-risk order comes in—so you can take action fast without constantly checking Shopify. 5 new templates New year, new automations! Playlist: Dealer's Choice Let's get these 2025 ecomm stacks! Here's your January playlist. https://open. spotify. com/playlist/246eE1E4jA1SwcpnKmnmYJ? si=d431eb984a754413 --- - Published: 2025-01-23 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/ai-tips/ - Categories: AI Automation - Tags: AI AI is changing how creatives approach their work, offering powerful tools to innovate and streamline processes. To make the most of these advancements, following the right AI tips can help you harness its full potential strategically. With a thoughtful approach, you can enhance your creative output, simplify workflows, and tackle tasks more effectively—without compromising your unique perspective. Whether it’s mastering prompt techniques or automating repetitive tasks, here are our top 10 AI tips to help you get more from your creative process and achieve your goals faster. Unlock new AI strategies. Try MESA today and start building smarter workflows. Top 10 AI tips to get you started 1. Master prompt engineering Prompt engineering is a crucial skill for effectively using AI tools. Writing clear, detailed prompts allows you to maintain creative control and guide the AI to produce the results you need. To refine this skill, focus on techniques such as: Providing context and background information to set the stage for the AI Specifying desired formats, styles, or tones for the output Sharing examples or references to help guide the AI’s responses Learning to craft precise prompts gives you the ability to steer AI tools toward generating accurate and relevant outputs, ensuring they align with your creative vision. 2. Automate repetitive creative tasks Identify repetitive tasks in your creative workflow that can be automated, allowing you to dedicate more time to strategic and creative work. Some examples of tasks you can automate include: Generating product descriptions for Shopify collections Writing AI-powered listing descriptions for Shopify and Etsy Resizing and optimizing images for various platforms Automating these tasks helps you reduce manual effort and streamline your workflow, giving you more space to focus on the creative elements that require your unique expertise and perspective. 3. Visual content creation AI introduces new possibilities for creating and editing visual content, making it easier to produce high-quality visuals at scale. With AI tools, you can quickly generate, edit, or enhance images while maintaining creative control and adapting to specific needs. Generate images, illustrations, or designs from text prompts Edit visuals by modifying colors, styles, or composition Upscale or enhance image resolution without losing quality To keep your visuals consistent with your brand, establish clear guidelines for using AI tools. This might include defining color palettes, style guides, and specific prompts that align with your brand’s identity. These practices help integrate AI into your workflow without compromising your unique look and feel. 4. Content writing and editing AI provides practical tools to enhance and accelerate your content writing and editing process. It helps generate ideas, refine drafts, and adapt your work to suit different audiences or platforms, making writing tasks more efficient and focused. Platforms like ChatGPT and Claude can help you: Generate ideas and outlines for articles, blog posts, or scripts Refine and polish your writing with grammar, style, and clarity suggestions Adapt content to fit specific audiences or platforms While AI can streamline the writing process, it’s important to maintain your unique voice and carefully review the final output to ensure it reflects your intent and perspective. 5. Project management AI offers practical solutions to the challenges of planning and managing creative projects. It simplifies complex workflows, provides actionable insights, and helps you make data-driven decisions to manage timelines, resources, and collaboration effectively. With the right AI tips you can: Auto-prioritize tasks by analyzing deadlines and resource availability Identify potential roadblocks in your timeline using predictive tools Allocate resources and streamline team collaboration for maximum efficiency With AI, you gain tools that don’t just manage details but actively improve how projects progress. It lets you address problems early and adapt workflows dynamically, keeping your projects focused and within scope. 6. Use AI for research and inspiration AI can expand the scope of your creative research, helping you uncover new directions or refine your approach. It can provide valuable input by analyzing information at a scale that's difficult to achieve manually, making it a practical companion for the early stages of any project. With tools like Gemini, you can: Research trends and patterns in your industry or target market Generate new ideas or concepts based on specific criteria Curate relevant references, examples, or case studies While AI offers useful input, it’s essential to balance its suggestions with your own judgment. Treat AI as a tool to support your research, not as a replacement for your perspective. 7. Quality control Maintaining consistency and accuracy is critical for any creative project, especially as they become more complex. AI simplifies quality control by helping you identify and fix issues quickly and efficiently. Brand consistency checks, such as brand positioning and data accuracy AI-powered review to find errors or inconsistencies Monitoring of creative assets across projects Using AI for quality control allows you to catch problems early and deliver polished, reliable work. 8. Personalize creative output AI helps you better understand and engage your audience by enabling precise personalization in your creative content. It allows you to tailor your work to specific groups based on their preferences, behavior, and needs. Here are some ways to use AI effectively: Analyze audience preferences, behavior, or demographics Personalize content, such as product recommendations or targeted messaging Adapt creative assets for different platforms or devices While AI is useful for personalization, it’s important to keep your work authentic and not rely too heavily on automation. Use AI to understand your audience better, but make sure the final decisions reflect your own creative input. 9. Work with AI tools Collaboration is key to successful creative projects, and AI can be a valuable partner in enhancing teamwork. It not only helps streamline processes but also brings a new dimension of creativity and efficiency to the table. To maximize the benefits, set up best practices for working with AI tools: Shared resources, such as prompt libraries or style guides Setting up workflows that include AI-generated content Training team members on AI best practices and workflows Use apps like Recall. ai to transcribe, record, and manage metadata from meetings By working with AI, you can combine the collective intelligence of your team with the capabilities of AI tools, creating a synergy that leads to exceptional creative results. This approach fosters innovation, reduces bottlenecks, and ensures your team stays ahead of the curve. 10. Scale creative operations As creative projects grow more complex, maintaining efficiency and quality becomes challenging. AI offers powerful tools to scale operations without sacrificing creativity or precision, helping you manage larger workloads, streamline processes, and ensure consistency. Use AI strategies to: Automate across multiple projects Resource allocation and workload management Continuous improvement of AI-powered workflows Using AI to scale your creative operations, you can handle more work without sacrificing quality or creativity. The key is to treat AI as an enabler—one that not only helps you do more but also ensures that what you produce is polished, impactful, and aligned with your creative vision. With thoughtful planning and continuous improvement, you can expand your capabilities and keep up with the growing demands of modern creative projects. Conclusion Using AI as a creative partner is all about staying curious and open to learning. As these tools evolve, it’s important to adapt and find new ways to make them work for you. By applying these 10 AI tips, you’ll be ready to take your creative projects further and discover possibilities you might not have imagined. The way we create is changing, and AI is becoming a big part of that. It’s not just about having the right tools—it’s about building a mindset that’s always learning and growing along the way. --- - Published: 2025-01-16 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/ai-for-ecommerce/ - Categories: AI Automation - Tags: AI AI is changing the way ecommerce businesses operate, making processes faster and more efficient. It can help with tasks like managing inventory, improving customer support, and creating personalized shopping experiences. As online shopping grows, adopting these tools is becoming essential for staying competitive and building customer loyalty. For businesses starting out, focusing on one key process can make AI more approachable. Automating tasks like order fulfillment or generating tailored product recommendations can create immediate benefits. Tools like MESA make it easier to integrate AI into existing workflows, helping companies streamline operations and set the stage for long-term success. Unlock new AI strategies. Try MESA today and start building smarter workflows. 1. Intelligent order processing AI can seamlessly automate and optimize every stage of the order fulfillment process, from order placement to delivery. Additionally, automated workflows can efficiently handle tasks such as order verification, payment processing, and shipping label creation, thereby reducing errors and boosting overall efficiency. AI-powered fraud detection and prevention systems can identify and flag suspicious orders, helping businesses protect themselves and their customers from fraud. Returns management is another area where AI can make a big impact. It can automate the process of handling returns and exchanges to reduce costs and increase customer satisfaction. 2. Smart inventory forecasting Inventory management is a crucial aspect of ecommerce success, and AI-powered solutions are fundamentally changing how businesses manage their stock. By utilizing advanced AI algorithms, companies can not only forecast demand but also optimize inventory levels, thereby avoiding challenges such as stockouts or overstocking. With automated reorder points and purchase orders, AI systems can ensure products are always available when customers need them. Real-time inventory tracking solutions can give businesses immediate visibility into their stock levels so they can make informed decisions and react to changes in demand. 3. Personalized shopping experiences In today's customer-centric ecommerce era, personalization plays a crucial role in building loyalty and driving sales. Furthermore, AI-powered product recommendation engines analyze customer behavior, preferences, and purchase history to deliver tailored product suggestions that resonate with individual customers. Dynamic pricing optimization is another AI-driven strategy that can help businesses increase revenue by adjusting real-time prices based on demand, competition, and customer behavior. By segmenting customers based on their behavior and preferences, merchants can tailor their marketing and create personalized experiences that resonate with each customer. Pre-made workflow: 4. Automated customer support Customer service is key to ecommerce success, but managing high volumes of customer queries can be challenging. AI chatbots and virtual assistants are changing how businesses handle customer support, offering 24/7 support and instant answers to frequently asked questions. Smart ticket routing and automation send queries to the right agent, reducing response times and boosting satisfaction. AI-powered support solutions enable fast, efficient, and personalized service to meet modern customer expectations. Pre-made workflow: 5. Visual search and recognition As online shoppers become more visual, the ability to search for products using images is becoming a must-have feature for ecommerce businesses. AI-powered visual search engines can analyze pictures uploaded by customers and return similar or matching products so customers can find what they’re looking for. Visual merchandising automation is another AI-driven strategy that can help businesses optimize their product displays and create visually appealing online stores. By using AI to tag and categorize products based on attributes like color, style, and material, businesses can create more intuitive and engaging shopping experiences that drive conversions. Pre-made workflow: 6. Voice commerce integration With the rise of smart speakers and voice assistants, voice commerce is becoming a significant channel for ecommerce businesses. By integrating voice-activated shopping into their online stores, companies can offer customers a hands-free, convenient way to browse and buy products. In order to leverage voice search, businesses need to focus on natural language processing and long tail keywords that reflect how people speak. By creating content and product descriptions that are voice assistant-friendly, companies can improve their visibility in voice search results and capture a growing slice of the ecommerce pie. 7. Predictive analytics for sales Indeed, AI-powered predictive analytics can help ecommerce businesses make data-driven decisions, ultimately driving sales and revenue growth. By analyzing historical sales data and customer behavior, AI algorithms can effectively forecast future sales trends and identify key areas for optimization. Customer lifetime value prediction is another powerful application of AI in ecommerce, allowing businesses to identify their most valuable customers and target their marketing accordingly. By using AI to optimize campaign performance and allocate resources more effectively, companies can get the most out of their investment and drive long-term growth. Future proof your ecommerce business While the benefits of AI are clear, many businesses face challenges in determining how to begin their AI journey, selecting the right use cases, and effectively scaling their efforts over time. For example, one approach is to start by identifying a single workflow or process that can be optimized with AI. By focusing on a specific pain point and implementing an AI solution to fix it, businesses can better understand how AI can help their business. As the industry sees the value of AI in one area, it can then roll out AI to other parts of the company, using what was learned from the first implementation to drive more success. Common mistakes to avoid One of the biggest mistakes is to let AI run wild without human supervision and control. While AI can automate many tasks and processes, you must implement human checkpoints and approvals to ensure the AI system works as intended and does not introduce costly errors or biases. Another mistake to avoid is treating AI as a standalone solution rather than integrating it with your existing systems and processes. To fully leverage AI and ensure long-term success, it is essential to carefully plan and execute its integration with your current tech stack and workflows. Furthermore, this process requires close collaboration and effective communication between departments and stakeholders to ensure everyone remains aligned and works toward the same goals. Conclusion MESA simplifies AI adoption for ecommerce businesses with pre-built integrations and customizable workflows. Designed to streamline operations, MESA automates tasks like inventory management and order fulfillment while enhancing customer experiences with AI-driven personalization. By integrating seamlessly with your existing systems, MESA avoids common pitfalls, ensuring a smooth transition to AI-powered operations. Whether starting small or scaling up, MESA provides the tools to future-proof your business and stay competitive in ecommerce. --- - Published: 2025-01-07 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-12-2024/ - Categories: Product News Welcome to our festive edition of MESA's monthly field notes, where we unwrap the latest enhancements and updates just for you! Each month, our team works their holiday magic to deliver sparkling new features, delightful improvements, and seamless integrations to make your work feel as smooth as a sleigh ride. Let’s dive into December's merry-making adventures: Paths in Paths You can now add as many Paths as you want, and take actions after those Paths. Improvements Shopify APIs upgraded: We've upgraded our Shopify version from 2024-04 to 2024-10. Shopify Product APIs to GraphQL: We've also modified all our Shopify product APIs to use GraphQL under the hood while maintaining backward compatibility. This switch to GraphQL is necessary since Shopify will deprecate their REST API in February. Playlist: Holiday Beats You've made it through BFCM! Now it's time to kick back with a cozy cup of hot chocolate (spiked if you're feeling festive), rock that ugly sweater you've been eyeing, and vibe to December's playlist. --- - Published: 2025-01-02 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/exploring-ai-agentic-workflows/ - Categories: AI Automation - Tags: AI AI is moving fast, and businesses are finding new ways to run their operations more efficiently than ever. One of the most exciting developments is AI agentic workflows, systems that use autonomous AI agents to perform tasks and make decisions within a workflow. As businesses across industries look to optimize and stay ahead of the competition, the potential of agentic AI workflows is clearer than ever. By automating routine tasks, these systems help organizations reduce errors, increase productivity, and free up resources for more strategic initiatives. In this post, we’ll look at the key features, benefits, and use cases of agentic AI workflows and how you can implement them in your business. Ready to use agentic AI workflows? Try MESA today to let AI handle those tasks. AI Workflows Incorporating AI has changed how businesses run their operations. Let’s examine some of the most popular AI workflows in commerce. Shopify Product Updates AI tools provide significant benefits when refining Shopify product pages. Creating dynamic product descriptions with AI speeds up the process and ensures consistency and accuracy across the catalog. These smart workflows analyze product attributes to create compelling descriptions that grab buyers’ attention. Proactive Monitoring Staying on top of things is key. AI-powered workflows can send you instant notifications for Shopify server issues or when a competitor beats your price. By automating these monitoring tasks, businesses can focus on strategic work instead of constant market watching. SEO AI-powered workflows can increase visibility and target the right audience during the buying search and discovery phase. Auto-generating SEO titles and descriptions for new Shopify products boost search engine rankings and store traffic. Tagging AI workflows can extend to back-office tasks like automated tagging. These smart workflows add intelligence and structure to ecommerce operations. You can customize your outreach for maximum engagement and conversion by improving your ability to segment business data. Cross Channel Content AI reaches across platforms like Etsy, where it can auto-generate listing descriptions and increase seller productivity. By using AI for content creation, sellers can maintain brand consistency and produce high-quality listings across multiple channels. This cross-channel capability shows the power of AI workflows and why they’re a must-have for any ecommerce business. Why agentic AI workflows? Using agentic AI workflows helps you optimize and keep up with scaling workloads. One of the biggest benefits is the ability to use autonomous decision-making, which means you can move faster while maintaining high quality. By delegating tasks to AI agents that can analyse data, make decisions, and take action without human intervention, you can respond to changing market and work environment conditions. Another benefit of agentic AI workflows is the reduced manual work that can slow down processes and lead to errors. With AI agents doing these tasks autonomously, everyone can focus on more strategic, value-added activities that require human expertise and creativity. This will not only increase efficiency but also job satisfaction and employee engagement. Also, agentic AI workflows are great at simplifying complex processes that involve multiple variables, large datasets, and intricate decision-making. By harnessing the power of machine learning algorithms and advanced analytics, these systems can find patterns, predict outcomes, and optimize workflows that would be impossible for humans alone. Conclusion Agentic AI workflows are getting more precise by the day. Now’s the time to plan and deploy. --- - Published: 2024-12-30 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/understanding-agentic-ai/ - Categories: AI Automation - Tags: AI AI has come a long way and is moving faster than ever. One of the most exciting things to happen in recent years is the emergence of agentic AI - a new type of AI that can operate autonomously and make decisions based on goals. Agentic AI is a big step forward in the quest for more intelligent, adaptable, and efficient AI. By combining machine learning with goal-oriented programming, agentic AI can solve complex problems and adapt to changing environments in previously impossible ways. As businesses look to automation and AI to simplify and gain an edge, understanding agentic AI has never been more important. In this article, we’ll explore the concept of agentic AI, its characteristics, applications, and the future of business and technology. Add agentic AI to your business. Try MESA today to automate anything with AI. What is agentic AI? Agentic AI is a new type of AI designed for autonomous decision-making and action to achieve specific goals. Unlike traditional AI systems, which are often limited to narrow, predetermined tasks, agentic AI can operate independently, pursue objectives, and adapt to changing circumstances. Agentic AI combines advanced machine learning algorithms with goal-oriented programming frameworks. This architecture allows agentic AI systems to analyse complex data, find patterns, and make decisions based on predefined objectives. By learning from their experiences and adjusting their behavior, agentic AI systems can improve over time and tackle more complex problems. One of the big advantages of agentic AI is that it can integrate with existing AI tools and platforms. This integration allows businesses to use agentic AI within their current workflows, automate complex decision-making, and gain more efficiency. For example, an ecommerce business could deploy an agentic AI system to manage its inventory, automatically adjusting stock levels based on real-time sales data and predictive analytics. Why agentic AI matters for business Agentic AI changes business operations through automation simplifies workflows, and improves decisions. By allowing systems to operate independently, businesses reduce the need for constant human oversight, which speeds up process execution and increases productivity. This is especially important in ecommerce, where fast order processing and customer service are key. With agentic AI, businesses can allocate resources strategically and focus on initiatives that drive growth and innovation. Efficiency, especially in ecommerce and retail, is a significant advantage of agentic AI. These intelligent systems improve customer interactions by analyzing data to deliver personalization. Order fulfillment and inventory processes get precise forecasting, proactively adjusting supply chains. This means higher customer satisfaction, lower risk of stock discrepancies, and a smoother operational flow. Also, agentic AI is cost-effective because of its precision in data management tasks. By delivering accurate and reliable results, agentic AI reduces operational errors and resource waste. As data-driven strategies become more prevalent, agentic AI’s ability to do real-time analysis is a critical asset for decision-making. Agentic AI components Autonomous Decision Making The core of agentic AI is its self-governing decision frameworks, which allow it to act on strategic objectives. This reduces the need for constant human oversight and allows the AI to operate independently while ensuring its actions align with the overall business objectives. Continuous Learning Learning and adjusting are key to agentic AI. It evolves by incorporating new data so it can respond to changes in its environment. This continuous learning means agentic AI stays up-to-date and efficient. By drawing from multiple data sources, agentic AI becomes more precise and reliable, which is critical in volatile or fast-changing environments. Obey The Rules Having clear rules for goals is essential to get the most out of agentic AI. By setting explicit tasks, these rules guide the AI in achieving the desired outcome efficiently. This structured approach makes the AI more effective and aligned to the business objectives. Agentic AI best practices To get the most out of agentic AI, you need to take a strategic approach to using it. Clear goals are key—these need to be specific, measurable, and aligned with the business's long-term vision. Businesses should ensure that AI is focused on achieving outcomes that drive growth. Access to good quality and well-structured data allows the AI to operate and make decisions. Having a data management strategy in place helps data flow and adaptability. This means AI tools can extract insights and make valuable contributions across the business. Human oversight is required to ensure agentic AI is ethical and effective. Continuous monitoring helps detect deviations and ensures the AI stays within ethical guidelines. Planning for scalability also means that as business needs change, the AI can add functionality without disrupting existing processes. Conclusion Retail is evolving; AI is creating seamless personalization for individual customer habits. The supply chain is getting more sophisticated as AI predicts demand and streamlines logistics to be more efficient. This means higher customer experience and new operational benchmarks across industries. Future-proof your business. --- - Published: 2024-12-27 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/how-to-automate-competitor-price-monitoring-on-shopify/ - Categories: Workflow Tutorials - Tags: AI, Scraper To stay competitive, you should closely monitor your competitors’ pricing strategies. Tracking price fluctuations helps you adjust your own pricing, protect profit margins, and remain appealing to your customers. While setting up competitor price monitoring might seem complicated, automation helps simplify it. This guide will walk you through creating a workflow that tracks competitor prices and sends alerts when changes occur—helping you make smarter pricing decisions. TL;DR: Skip the step-by-step tutorial. Use this template to monitor competitor prices with just a few clicks. How to get Slack alerts when competitor prices drop below yours Time needed: 5 minutes. With MESA, you can automate price monitoring and receive Slack notifications when a competitor’s price dips below yours, allowing you to act fast and adjust your strategy. Schedule the price check Set up a schedule to automatically monitor competitor prices—such as hourly—to ensure your market pricing data stays current. Scrape the competitor's webpage Use MESA’s built-in Scraper tool to gather pricing details from your competitors' product pages. Scraper grabs the web page and converts it into structured data to analyze later. Determine if the product is on sale Leverage AI to analyze the scraped data and identify if the competitor's product is on sale. AI will provide a simple 'yes' or 'no' response. Filter sale confirmation The Filter next checks the AI response to confirm the product is on sale. This step makes sure only relevant data is processed further. Extract competitor's sale price When a sale is confirmed, AI will extract the first price listed before any sale markers, such as 'Sale •,' from the competitor's site. This isolates the actual sale price for accurate comparisons. Retrieve your product's current price Next, pull your product's ID to retrieve its current price, enabling a direct comparison with the competitor's sale price. Compare prices Filter to check if the competitor's sale price is lower than your product's current price, highlighting where potential price adjustments may be needed. Send Slack notification If a lower competitor price is detected, notify a designated Slack channel with the sale price and a link to their product page. Test, then turn “On” Give your workflow a test run to confirm it’s ready, then turn it “On” to have it run on your pre-determined schedule. Save yourself the setup. Use this template instead: Best practices for price monitoring Focus on continuous improvement and thoughtful strategies to make your price monitoring efforts effective. Here are a few things to keep in mind: Prioritize direct competitors: Start by targeting the competitors that pose the greatest threat to your market share, allowing you to concentrate your efforts where they have the most impact. Refine your alerts: Set clear criteria for a significant price change. This keeps notifications actionable and prevents your team from being overwhelmed by unnecessary updates. Review and adjust regularly: Schedule routine check-ins to assess how well your workflow is performing. Use these assessments to identify trends, fine-tune your criteria, and improve over time. By taking a focused and adaptable approach, price monitoring can become a reliable tool for staying competitive without adding unnecessary noise to your operations. Conclusion Staying competitive requires closely monitoring pricing changes. With an automation platform like MESA, setting up and managing competitor price monitoring becomes simple, saving you valuable time and effort. By regularly tracking and analyzing competitor prices, you can fine-tune your pricing strategy, protect your margins, and respond quickly to market shifts. The good news is that the whole process can be automated, so you’re not just staying on top of changes—you’re creating the space to focus on bigger goals, like growing your business and delivering value to your customers. Frequently asked questions How often should I monitor competitor prices? It depends on your industry. Start with daily alerts and adjust hourly or weekly based on how frequently prices change in your market. How can I automate price adjustments based on competitor data? With MESA, you can easily extend this step to automatically adjust your prices based on competitor data. Tailor it to fit your needs, adjust the schedule, or set specific conditions for changes. --- - Published: 2024-12-23 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-have-ai-write-an-etsy-listing/ - Categories: Workflow Tutorials - Tags: AI, etsy Selling on Etsy can be a profitable venture, but crafting product listings that capture buyers' attention takes time and effort. With the option to have AI write an Etsy listing, sellers can save time while ensuring descriptions do more than list features—they tell a story, highlight benefits, and incorporate SEO strategies to reach the right audience. This is where AI comes in. Using AI, you can create high-quality, keyword-rich descriptions faster and with less effort. AI tools streamline the writing process and help your products stand out by generating compelling and tailored content that buyers are searching for. In this article, we’ll explore how AI can solve the challenges of creating standout Etsy listings and why integrating AI-powered workflows can improve overall listing quality. TL;DR: Skip the step-by-step tutorial. Use this template to automatically write Etsy listing descriptions with AI in just a few clicks. Step-by-step: AI-powered Etsy listing descriptions Time needed: 5 minutes. With MESA, connecting your Etsy store to AI is simple. This guide walks you through the process of automating product descriptions, from detecting new listings to updating them with AI-generated content. Detect a new Etsy listing Set the interval to check for new Etsy shop listings; in this case, it’s set hourly as default. You’ll also need to include the Shop ID associated with your Etsy Shop. Generate AI product description With MESA’s built-in AI tool, a new listing automatically generates a compelling product description based on its title. Review AI-generated description The AI-generated description is sent for approval, allowing you to review and accept or reject the content. This quality control step ensures the description meets expectations before being published. Update the Etsy listing with a description Upon approval, the Etsy listing is automatically updated with the AI-generated description, making the new content live on the platform. Test, then turn “On” Including an Approval step in this workflow lets you moderate AI responses before they go live. Test the workflow to confirm it’s ready—approve the AI response if it meets your needs. Save yourself the setup. Use this template instead: Why use AI for Etsy listings? Using AI for your Etsy listings has many advantages to help you save time, improve your shop and grow your business: Overcomes writer’s block and creative exhaustion: Coming up with new and interesting product descriptions for every listing can be mentally exhausting. AI tools can generate content ideas and variations, help you get past creative blocks and keep a stream of high quality listings going. Saves hours of manual writing time: Writing product descriptions from scratch can be a time consuming process especially if you have a lot of listings. Since Etsy doesn’t have built in AI writing tools, using MESA’s built in AI tool can save you hours of managing your listing catalog. Keeps brand voice consistent across listings: Having a consistent brand voice and tone across all your product listings is key to building trust and authenticity. AI tools allow you to set your brand style guidelines and generate descriptions that match your tone, so your shop looks professional across the board. By using AI you can automate your listing creation and focus on other parts of growing your Etsy store – like creating new products, engaging with customers and marketing your shop. Conclusion AI tools are transforming how Etsy sellers manage product listings, helping you create fresh, engaging descriptions without the creative strain. By automating content creation, you can maintain high-quality, on-brand listings that appeal to buyers while freeing up time to focus on product development and customer relationships. Automation platforms like MESA make it simple to integrate AI into your workflow. Start with targeted tasks, measure their impact, and refine your approach. Over time, AI can improve listing SEO, keep your shop content relevant, and drive more sales in a competitive marketplace. Frequently asked questions How does AI improve listing SEO? AI boosts SEO by embedding relevant keywords, increasing the text-to-code ratio, and generating content for search snippets and product feeds to improve online visibility. What makes a good AI-generated description? A high-quality AI-generated description reflects your brand’s voice, tone, and style. By providing clear, tailored prompts, you can guide the AI to be direct, clever, or witty—whatever best resonates with your audience—while clearly communicating product details and benefits. Can AI help with seasonal updates? Yes, AI can tailor product descriptions to seasonal trends, highlighting timely themes and offers that resonate with buyers. This keeps your listings relevant and helps drive conversions. --- - Published: 2024-12-20 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/import-seo-keywords-shopify-metafields-csv/ - Categories: Workflow Tutorials - Tags: FTP Shopify's metafields let you store and organize custom details—like product dimensions, ingredients, or care instructions—giving you the flexibility to present the exact information your customers need to make confident purchases. By learning how to import metafields into Shopify with a CSV file, you can streamline this process and manage your store’s data better. Metafields can help improve your SEO for marketing. Adding attributes like targeted keywords can improve search visibility while creating more engaging and informative product pages. Managing these enhancements for large catalogs, however, can be challenging. Updating SEO keywords across hundreds of products manually is time-consuming and error-prone. In this article, we’ll show you how to simplify this process using CSV files, avoid common pitfalls, and build a more efficient, SEO-optimized store. Want to do more with Shopify metafields? Try MESA today and start incorporating metafield data into the apps you use most. Preparing your CSV file for Shopify metafield imports A properly structured CSV file is essential for successfully importing metafields into Shopify. Each row in the file represents a specific product or variant and the metafield data you want to add or update. The file must include columns like Product ID, which specify the product or variant to update.   Here’s a sample CSV file to use as a reference. This template outlines the correct structure and formatting, making organizing your data easier and avoiding errors during the import process. With this preparation, you’re ready to import your CSV file into Shopify. Step-by-step guide to import meta keywords from a CSV hosted on FTP Time needed: 5 minutes. Save SEO keywords to product metafields in Shopify by importing them from a CSV file on an FTP server. Follow these steps to simplify the process and reduce manual work: Fetch the CSV File from your FTP server Set up a trigger to fetch the customer CSV file from your FTP server and configure a schedule—daily, weekly, or custom—to keep your product data regularly synced and up to date. Loop through the CSV file Use the Loop step in MESA to process each CSV file row. Define iteration rules and address potential errors for consistent data handling. Filter for SEO Keywords Filter the data to focus on valid SEO keywords by removing unnecessary fields and ensuring the 'SEO Keywords' column is not empty. Set product metafield The key, type and namespace are fixed, but the product ID and value are determined by your CSV file. The product ID links the metafield to the correct item, while the key (e. g. , meta_keywords) specifies where the data is stored. This will always pull as a string and set the value to the data from the CSV. Use a namespace like “custom” to group the metafield and prevent conflicts with existing data. Test, then turn “On” Test your workflow to confirm it’s ready, then turn it on to run whenever a trigger event happens. IMPORTANT: Modify your theme's product template for keyword display To display imported keywords, update your theme’s product template, as Shopify’s default setup doesn’t show meta keywords from the admin panel. Open your theme’s product page Liquid template and add the following line: Conclusion Automation is the only process that can import SEO keywords from CSV files, reducing manual effort and improving the accuracy of product metadata.   As your ecommerce store grows, it becomes critical for managing larger and more complex data. Tools like MESA make it easy to scale workflows, adapt to increasing demands, and keep operations flexible. This approach allows businesses to focus on strategic growth while maintaining the agility needed to thrive in a competitive marketplace. Frequently asked questions How often should I update SEO keywords? SEO keyword updates depend on your business and marketing goals. Quarterly updates work well for most businesses, but rapidly changing industries may need more frequent updates to stay competitive and align with market trends. Can I import multiple metafields simultaneously? Yes, you can import multiple metafields at once with a properly structured CSV file. Include separate columns for namespace, key, value, and value type for each metafield. --- - Published: 2024-12-19 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/how-to-schedule-shopify-product-csv-export-to-ftp/ - Categories: Workflow Tutorials - Tags: FTP Automating Shopify product CSV exports can significantly affect how smoothly your business runs. It helps keep your inventory data up-to-date across all platforms, making multi-channel inventory management easier and more reliable. Plus, with accurate data, you can trust your reports and dive deeper into analytics to make smarter business decisions. This tutorial will provide a step-by-step guide for using MESA to build a workflow that exports product data to a CSV file on an FTP server. In addition, it’ll cover everything you need to know and demonstrate how to update essential data points like inventory count, prices, cost of goods, and inventory location. Automate product CSV exports to FTP—no coding needed. Try MESA today and save time managing your Shopify products. Step-by-Step Guide: Scheduling a Shopify product export workflow Time needed: 15 minutes. Export product CSV Shopify files to an FTP server with this guide to simplify the process and automate inventory updates. Add the built-in tool Schedule Set a repeating schedule for your export workflow (daily, weekly, etc. ). Next, add a new step, select the Shopify app, and select the Get List of Products action Select criteria to define which products are included in the export. Add a Loop step Set the "Values to loop over" to iterate through the products from the previous step. Inside the Loop, add another Loop step for variants Save your workflow to make the Loop variables accessible. Then, add a second Loop to filter out 'default' variants automatically added by Shopify. Now add a Shopify step and select the Retrieve Inventory Item action Because inventory data is managed separately from the product object, you need to extract the Inventory Item ID from the Variant data to access it. Add another Shopify step and select the Get List of Inventory Levels action We’ll use the ID from the prior step to collect the inventory values for each Variant. Use the built-in Code step We need to use a Custom Code step to generate the Location ID to capture where inventory is stored. Add a Shopify step and select Retrieve Location The value from the previous code step will be used to gather the location's name for the file. Next, add a Transform Mapping step Organize product data fields (SKU, inventory count, cost of goods, etc. ) into key/value pairs for the CSV file. Configure the Variant Loop End Now, we need to map the value returned as the {{transform}} variable. Configure the Product Loop End Lastly, we need to map the value returned as the {{loop_3}} variable. Add the FTP step and select Save FTP file Make sure to set the file name to something specific like product-export_{{ "now" | date: "_%m_%d_%Y_%r" }}. csv Finally, select “Edit code” Copy and paste the following code snippet, then click 'Save Changes' to complete the setup. Your workflow is now ready to run. const Mesa = require('vendor/Mesa. js');const Transform = require('vendor/Transform. js');/*** A Mesa Script exports a class with a script method. */module. exports = new class {/*** Mesa Script** @param {object} payload The payload data* @param {object} context Additional context about this task*/script = (payload, context) => {// Adjust `payload` here to alter data before we transform it. // Alter the payload data based on our transform ruleslet csvRows = ;if (payload && payload. items) {payload. items. forEach((product) => {if (product. items) {product. items. map((variant) => {const { product_id, product_title, variant_id, variant_option1, variant_option2, variant_price, inventory_quantity, location } = variant;csvRows. push({product_id,product_title,variant_id,variant_option1,variant_option2,variant_price,inventory_quantity,location});});}});}// Adjust `output` here to alter data after we transform it. const csvOutput = Mesa. csv. encode(csvRows, true);// We're done, call the next step! Mesa. output. next(csvOutput);}} Test, then turn “On” Give your workflow a test run to confirm it’s ready, then activate it to run automatically every hour. Popular uses for scheduled product exports Automating product exports in Shopify significantly streamlines your store’s operations. Furthermore, by scheduling exports to an FTP server, you can efficiently manage inventory, reporting, and product updates with less effort and fewer errors. This is particularly helpful if you work with multiple sales channels, need detailed analytics, or frequently adjust prices. Here are some key ways merchants use scheduled exports to improve efficiency: Inventory Syncing with Third-Party SystemsScheduled exports keep inventory data up-to-date across platforms, ensuring accurate stock levels and avoiding overselling. This is especially valuable for merchants selling on multiple channels or managing complex supply chains. By automating updates with FTP feeds, you not only save time but also minimize errors, while additionally gaining real-time visibility into your inventory across Shopify and tools like ERPs or warehouse software. Regular price and product data updates Scheduling exports to an FTP server not only makes bulk product updates simple and efficient but also allows marketing teams to quickly update descriptions and metadata, thereby improving conversions and enhancing SEO. It’s also great for managing dynamic pricing for promotions or market changes. As your products evolve, you can quickly adjust descriptions or specifications. Conclusion MESA's product export automation empowers Shopify merchants to streamline operations and focus on growth. Whether reducing human errors, saving time, or ensuring your platforms and systems work together, MESA’s workflows will improve your operations. With the right approach, automated exports mean your product data is always consistent, allowing you to focus on growth-driving activities like marketing, strategy, and delivering exceptional customer experiences. Frequently asked questions What are best practices? Update your template regularly with relevant fields to maintain accurate data. Use standardized naming conventions across your product catalog for easy organization, and always back up your data before major changes. How do you handle large inventories? Segmenting exports into smaller, targeted groups, such as by category, SKU range, or location, makes managing large inventories easier. This helps keep file sizes manageable and data organized. Additionally, with MESA, you can customize the “Get List of Products” step to filter exports by availability, tags, and more, ensuring you export only the products you need. How do I handle multiple exports from a single workflow run? MESA’s built-in Paths tool allows you to create multiple exports from a single workflow run. This means you can automatically generate different CSV files for various inventory segments, such as separating exports by location or product type—all within the same scheduled workflow. This tailored approach saves time and helps you focus on the data that matters most. --- - Published: 2024-12-17 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/import-customer-csv-shopify-guide/ - Categories: Workflow Tutorials - Tags: FTP Maintaining an accurate and up-to-date customer database is key to running a Shopify store and delivering great customer experiences. Whether you’re migrating from another platform, consolidating data from multiple sales channels, or uploading accounts for a new store, a reliable process to import customer CSV files into Shopify saves time and minimizes errors. Importing customer data via CSV files is a practical solution for managing large datasets or frequent updates. Automating this process simplifies account creation and keeps records consistent and accurate without manual input. This guide walks you through the steps to prepare your CSV file, set up automated workflows, and import customer data directly into Shopify. Whether you’re transitioning to Shopify or refining your operations, this process offers an organized approach. Try MESA today to import Shopify customer accounts from CSV files on FTP. Preparing your customer CSV file for import A well-structured CSV file is key to successfully importing customer data into Shopify. Follow these guidelines: Required Fields: Email: Mandatory for account creation. Optional Fields: First Name and Last Name: Personalize customer profiles. Phone Number, Address, City: Add details for complete profiles. Tags: Use for segmentation or grouping customers. Notes: Include internal details or custom information. View this sample CSV file for reference. Data Validation Tips: Check for duplicate emails or inconsistent phone formats. Save your file with UTF-8 encoding to prevent errors. Password Handling: Shopify doesn’t allow password imports for security reasons. Email customers instructions on how to set their passwords directly in Shopify. Step-by-step guide to importing customer CSV files into Shopify  Time needed: 3 minutes. Automating customer imports simplifies the process, saving time and reducing errors for merchants handling complex or frequent updates. Here’s a clear and structured approach to get started: Fetch the CSV File from your FTP server Set up a trigger to fetch the customer CSV file from your FTP server and configure a schedule—daily, weekly, or custom—to keep your customer data regularly synced and up-to-date. Loop through the CSV file Configure the Loop step to iterate over each row in the CSV file, ensuring every record is handled. Create a customer account Match the CSV fields (e. g. , email, name, addresses) to Shopify’s customer creation API, creating accounts with complete and accurate data. Test, then turn “On” Test your workflow to confirm it’s ready, then activate it to run on your set schedule. Popular Use Cases for Automating Customer Imports Centralizing customer data across sales channelsMerchants selling on multiple platforms, like Amazon, Etsy, or offline systems, often need a unified database for better tracking. Automating the import of customer accounts into Shopify consolidates this data, enabling effective segmentation, cohesive marketing strategies, and improved customer engagement. Enhancing marketing and personalizationComprehensive customer data is vital for personalized marketing. By importing information from events, email campaigns, or other sources into Shopify customer records, merchants can use tags and segmentation fields to craft targeted campaigns. This enables Shopify’s built-in tools to categorize dynamically and segment customers, making personalized, data-driven interactions seamless and effective. Re-engaging dormant customersLegacy customer data from old systems or external lists offers an opportunity to re-engage inactive customers. By importing this data into Shopify, merchants can identify dormant customers and use automated workflows to send personalized messages—like welcome emails or exclusive offers—reigniting interest and encouraging renewed activity. Migrating from other platformsAutomated imports make switching to Shopify from platforms like WooCommerce, Magento, or BigCommerce smoother. Existing customers can be transitioned without requiring re-registration, preserving trust, loyalty, and business continuity during the migration. Conclusion Automating customer imports into Shopify ensures accurate records, streamlines workflows, and enables better customer management. With tools like MESA, you can seamlessly transfer information from CSV files, keeping your data organized and operations efficient. This approach empowers you to focus on personalized customer engagement and scaling your business. By leveraging automation, you’re better prepared to handle growth, meet customer needs precisely, and stay competitive in a fast-paced market. Frequently asked questions Navigating the process of importing customer CSV files into Shopify often raises important questions. Below are clear answers to common inquiries, helping you effectively manage your workflow and customer data. Can I import customer passwords? No, Shopify doesn’t allow password imports. Email customers to set their passwords using Shopify’s reset flow. How do I handle duplicate customers? Before importing, validate your CSV by checking for duplicate emails. Shopify will automatically skip creating multiple accounts with the same email, ensuring clean and accurate customer data. How often should I update customer data? Update daily or as frequently as your customer data changes to keep records accurate. --- - Published: 2024-12-13 - Modified: 2025-04-22 - URL: https://www.getmesa.com/blog/shopify-import-orders-csv/ - Categories: Workflow Tutorials - Tags: FTP Managing orders effectively is the backbone of any successful ecommerce business. Importing orders into Shopify often arises from specific needs, such as migrating data from another platform, consolidating orders from multiple sales channels, or handling bulk offline orders—think trade shows, phone sales, or in-person events. While these tasks are essential, they can quickly become overwhelming when done manually. That’s where MESA comes in. By automating the order import process using FTP and CSV files, MESA helps you save time, reduce errors, and focus on growing your business. In this article, you’ll learn how to seamlessly prepare a CSV file stored on an FTP server and set up an automated workflow to import your order data into Shopify. By the end, you’ll have a reliable, hands-free process for managing even the most complex order imports. Get MESA today and automate your order imports from CSV files. Understanding CSV Order Imports in Shopify CSV (Comma-Separated Values) files are a common format for importing data into Shopify, including products, customers, and orders. For businesses, importing orders via CSV is especially valuable when migrating from another platform, consolidating data from multiple sources, or handling bulk offline sales. While CSV imports save time compared to manual entry, challenges like proper formatting, column mapping, and managing large datasets can complicate the process. Automation tools like MESA simplify this task with intuitive interfaces, pre-built templates, and error handling, making imports faster and more reliable. Preparing your CSV file for import CSV imports for Shopify simplify bulk order management by reducing manual entry and consolidating data. This ensures accurate records, better inventory control, and smoother order fulfillment, making it a reliable option for businesses without modern integrations. Include required fields To map your data accurately, ensure your CSV file includes these essential fields: email: The customer's email address. line_items: Product details for each order. billing_address: Customer billing information. Optional fields like discounts, tags, shipping addresses, and order_notes provide additional flexibility and context for your data. For clarity, use a sample CSV file as a reference. Focus on accuracy Format Dates Correctly: Use the YYYY-MM-DD format for consistency. Save in UTF-8 Encoding: Prevent issues with special characters by using the correct encoding. Stay organized Maintain a clear file structure in your FTP folders and use descriptive file names (e. g. , Orders_TradeShow_March2024. csv) for easy tracking and retrieval. Step-by-step guide to importing orders to Shopify from a CSV file Time needed: 3 minutes. Using FTP to import CSV files into Shopify streamlines order management by enabling accurate data processing and efficient handling of large datasets. Fetch the CSV file The workflow begins by fetching a CSV file from your specified FTP server. Iterate through CSV rows Each row in the CSV file is processed individually in a Loop step, allowing the workflow to handle each order as a separate record. Create a Shopify order For each row, a new Shopify order is created with data from the CSV, populating fields like email, fulfillment status, line items, and addresses. Test, then turn “On” Give your workflow a test run to confirm it’s ready, then turn it "On" to have it run on your set schedule. Troubleshooting common issues with CSV order imports Navigating CSV order imports can be challenging, especially when working with Shopify’s strict data requirements. These issues often stem from formatting errors, import failures, or data validation challenges. Below are common obstacles and how to address them effectively. Format errors Formatting discrepancies in your CSV file can disrupt the import process: Encoding Problems: Ensure the CSV file uses UTF-8 encoding to prevent data misinterpretation. Missing Fields: Shopify requires fields like order IDs, customer details, and product information. Verify that all critical columns are present and populated. Data Type Mismatches: Dates should follow ISO formatting, and currency values must have consistent decimal placement. Correct formatting ensures seamless imports. Import failures Technical issues can interrupt the transfer of data between your FTP server and Shopify: Data Validation Errors: Imports fail when data doesn’t meet Shopify’s criteria. Tools like Excel, OpenRefine, or CSV Lint can catch issues like missing fields, incorrect formats, or malformed rows before uploading. By addressing these common issues, you can improve data integrity and ensure a smooth import process, enabling efficient order management on Shopify. Conclusion Managing data imports shouldn’t feel like a burden. It’s a critical part of keeping your Shopify store running smoothly—so that orders, customer details, and inventory align without the constant worry of errors or missing information. Automating these processes saves hours of manual effort, allowing you to focus on growing your business and delivering a better customer experience. Tools like MESA streamline this by automating workflows for importing bulk orders, syncing inventory, and managing customer data. With a system in place to handle these tasks, you can move past repetitive operations and invest your time in strategies that scale your business. Simplifying data imports isn’t just about saving time; it’s about building a solid foundation that allows your operations to adapt and grow, keeping you ready for the challenges and opportunities of ecommerce. Frequently asked questions What if orders fail to import? If an order fails to import, check the MESA dashboard for error logs on issues like missing fields, incorrect formats, or mismatched field names. Make sure the source file is updated to meet Shopify's requirements, including properly formatting required fields like order ID, product details, and customer information. How can I maintain data accuracy? Review your CSV files for errors like missing fields or incorrect formats, and verify they align with Shopify's requirements for field names, data types, and formatting. Tools like OpenRefine, Flatfile, or CSV Lint can automate these checks, and testing small batches before full imports helps catch potential issues early. Are there any speed limitations? While Shopify's API handles data effectively, breaking large datasets into smaller batches and scheduling imports thoughtfully can enhance processing. For best results, keep each batch to 10,000 records or fewer. --- - Published: 2024-12-13 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/update-shopify-product-prices-csv-ftp/ - Categories: Workflow Tutorials - Tags: FTP Managing product prices and data in Shopify becomes more complex as your inventory grows. Manual updates are time-consuming, error-prone, and can disrupt operations—especially when updating Shopify prices using a CSV file on an FTP server. Automated workflows with FTP file exports streamline the process, reducing manual effort and improving accuracy. By exporting product CSV files directly to an FTP server, you can keep your data organized and updates more efficient across systems. TL;DR: Skip the step-by-step tutorial. Use this template to update prices from a CSV file with just a few clicks. Step-by-step guide: Shopify CSV price updates Time needed: 5 minutes. This workflow connects to your FTP server, retrieves the CSV file containing price updates, and processes the data. It then matches the updates to the correct products in Shopify and applies the new prices automatically. First, make sure you have access to the FTP server where your price update CSV file is stored. To format your CSV, include columns for Product ID and Variant ID, which aren’t part of Shopify’s default export. Start by exporting a CSV from your Shopify admin as a base template. Then, manually add columns for Product ID and Variant ID, pulling these values directly from your Shopify admin. To find these IDs, go to your Shopify admin, open a product, and check the URL. The Product ID and Variant ID will be visible in the URL—copy these values into your sample CSV file. Fetch the CSV file from the FTP server Kick off the workflow by adding the built-in FTP tool and choosing the Fetch CSV File trigger. Enter the file name and path for the CSV file, then validate the connection by clicking the “Check for CSV” button. Loop over the file contents Add the built-in Loop step to iterate over the rows in the CSV file. Enter {{ftp}} in the “Values to loop over” field to process each row. Update Product Variant based on the CSV file data While still in the Loop step, add Shopify and select the “Update Product Variant” action. Assign data variables to configure the data mapping To set up the Product ID and Variant ID fields, select Custom value and use the Variable Selector to choose the correct ID values. Under 'More options,' find the Price field and link it to the Variant Price variable. Test, then turn “On” Give your workflow a test run to confirm it’s ready, then activate it to respond automatically to trigger events. Save yourself the setup. Use this template instead: Popular uses for FTP and CSV files to update product prices in Shopify Updating prices in Shopify can be time-consuming, but FTP and CSV workflows simplify the task. You can save time, reduce errors, and maintain consistent pricing across your store by automating updates from ERP systems, suppliers, or promotional files. Here are some popular use cases: Automated Price Updates from ERP SystemsERP systems frequently generate daily CSV files with updated pricing data for inventory and orders. Stored on an FTP server, these files can be fetched automatically, ensuring consistent and up-to-date pricing in Shopify. Wholesale Price Adjustments Based on Supplier CostsSuppliers often send daily or weekly CSV files with wholesale price updates, allowing merchants to adjust prices based on cost changes. By linking these files to Shopify through an automated workflow, price updates happen seamlessly, eliminating the need for manual input and reducing the chance of mistakes. Dynamic Pricing for Seasonal PromotionsSeasonal promotions, such as Black Friday or holiday sales, can also benefit from automation. You can create CSV files with discounted prices, upload them to an FTP server, and let a workflow handle the bulk price updates in Shopify, making it easy to manage sales without manually editing each product. Bulk Price Adjustments for Regional Pricing DifferencesFTP and CSV workflows are a great fit for merchants with region-specific pricing strategies. Store region-specific prices in a CSV and auto-update Shopify pricing by segment—no more manual adjustments needed. Regular Price Syncing for High-Volume Product CatalogsLarge product catalogs can also pose challenges for maintaining accurate pricing. Merchants with thousands of products often manage their main catalog in a PIM system. By exporting updated prices to an FTP-based CSV file, a workflow can sync these updates with Shopify, keeping the store’s catalog accurate and up-to-date with minimal effort. Conclusion With the right tools, updating Shopify product prices becomes simple and efficient. Using FTP and CSV workflows allows you to automate updates, minimize errors, and save time. Whether you’re managing seasonal promotions, supplier cost changes, or a large catalog, automation ensures your store stays accurate without the hassle of manual updates. Workflows that fetch and process CSV files make handling price adjustments seamless and accurate. With consistent, automated updates, you’ll spend less time on tedious tasks and more on growing your business. --- - Published: 2024-12-04 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/import-inventory-by-barcode-using-ftp/ - Categories: Workflow Tutorials - Tags: FTP Managing inventory effectively is one of the biggest challenges for Shopify store owners, especially as your product catalog grows. Errors in stock levels can lead to overselling, dissatisfied customers, and lost revenue. That’s why many Shopify merchants leverage File Transfer Protocol (FTP) to import inventory, which allow for bulk updates and more accurate inventory management. Barcodes are a reliable way to identify products, reducing the errors often associated with manual entry or SKU-based systems. Meanwhile, FTP streamlines the process by automating bulk inventory updates, keeping your Shopify store accurate and up-to-date without needing constant manual intervention. This guide will show you how to customize MESA’s FTP inventory update template to use barcodes as your primary product identifier. This switch will save time, reduce errors, and increase your store's efficiency and scalability as it grows. TL;DR: Skip the step-by-step tutorial. Use this template to update inventory by barcode from a CSV file on your FTP server with just a few clicks. Step-by-step guide to use product barcode vs. SKU  Time needed: 5 minutes. First, locate the “Shopify Inventory Updates from CSV on FTP” template in MESA’s template library. The following steps will help you customize it to use barcodes instead of SKUs as the identifier.   Configure your FTP credentials You'll need a host, port, username, and password to connect to an FTP server. Expand the Custom Code step Locate the Custom Code step in your workflow, and click on “Edit Code” to access and modify the workflow script. Modify the product identifier to switch from SKU to barcode Replace line 20 with const barcode = vars. loop. Barcode to use barcodes instead of SKUs. Update the log message to reflect barcodes (optional) Change line 21 to Mesa. log. info("Barcode", barcode) if you want to maintain logging within MESA. Update the query to use barcodes for identification Replace line 45 with "query": "barcode:" + barcode, to query products using barcodes instead of SKUs. Save your changes Before returning to the builder, click the “Save Changes” button to keep your updates. Save yourself the setup. Use this template instead: Benefits of Using FTP with Barcode-Based Inventory Updates File Transfer Protocol (FTP) is a reliable method for transferring files between computers over a Transmission Control Protocol (TCP)-based network, like the internet. For Shopify store owners, FTP is a powerful tool for automating data exchanges, particularly for bulk inventory updates. Key benefits include: Automated updates: An FTP workflow eliminates the need for manual data entry by automating inventory updates, reducing errors, and saving time. Bulk processing: With FTP, large CSV files containing details for multiple products can be transferred and processed, making it ideal for stores with extensive product catalogs. Real-time synchronization: FTP workflows can run at scheduled intervals, keeping your store’s stock levels accurate and enhancing the customer experience. By leveraging FTP to import files, Shopify store owners can efficiently manage their product data, enabling smoother operations and more reliable inventory management. Conclusion Customizing MESA’s template to update inventory using product barcodes instead of SKUs is quick and simple. Updating a few lines of code will unlock a more accurate and streamlined way to manage your Shopify store’s inventory. MESA offers a variety of templates to enhance your Shopify operations beyond inventory management, including tools for marketing automation, fulfillment, product updates, reporting, and more. Explore the MESA template library to discover ways to optimize your workflows and save time on manual tasks. --- - Published: 2024-11-27 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/how-to-set-up-shopify-ftp/ - Categories: Workflow Tutorials - Tags: FTP Managing product inventory is just one of the many ways Shopify store owners can leverage File Transfer Protocol (FTP). By simplifying file transfers, FTP makes tasks like updating inventory levels, syncing supplier data, and integrating third-party systems more efficient. It helps prevent common issues like overselling or missed sales while supporting broader operational needs for your Shopify store. And here’s the best part: managing your inventory doesn’t have to be complicated. FTP provides a dependable way to handle large data exports, making it easy to import CSV or XML files with inventory details directly into your store. If you’re looking for a smarter way to manage inventory, MESA has you covered. With powerful workflow automation and seamless FTP integration, MESA keeps your stock accurate and up-to-date—no tedious manual work is required. Automate FTP file drops - no coding needed. Get MESA today and connect Shopify FTP data transfers. What is FTP? FTP is a standard network protocol used to transfer files between a client (your computer) and a server over the internet. It enables users to upload, download, and manage files stored on a remote server. FTP operates using a client-server model: the client initiates requests to transfer files, and the server stores the files and processes these requests. After connecting to the server, the client can perform tasks like listing directories, uploading or downloading files, and resuming interrupted transfers. This makes FTP particularly effective for transferring large files, handling multiple files simultaneously, and automating tasks such as updating product catalogs or syncing inventory with suppliers and third-party systems. Step-by-step guide to setting up FTP credentials with MESA Time needed: 5 minutes. This guide provides clear instructions for setting up FTP credentials in MESA, helping you connect to an external FTP server, and configure your workflow for automation. Select the FTP trigger MESA acts as a bridge, connecting to and interacting with your external FTP server. Every automation begins with a trigger; in this case, the trigger is MESA's built-in FTP tool. Select it to kickstart your workflow. Choose an action and configure your connection Select an action based on the file type you’re working with—options include Fetch File, Fetch CSV, or Fetch XML. For this example, choose Fetch CSV. Next, enter your FTP credentials: Host Name, Port Number, Method (FTP or SFTP), Username, and Password. Punch in your FTP Host The Host or Hostname is the address of the FTP you’re connecting to. It can be an IP address (e. g. , 192. 168. 1. 1) or a domain name (e. g. , ftp. yourserver. com). Enter your Port number The Port Number is essential for connecting to the FTP. Think of it as the "door" through which data flows. Common FTP port numbers include:21: Standard FTP22: Secure FTP (SFTP), supports encrypted data export990: FTP over SSL/TLS (FTPS), another secure methodChoose the port that aligns with your server’s setup. Enter the method The Method (or Protocol) specifies the type of FTP you’ll use and determines how data is transmitted and whether it’s secured. Each method offers different levels of security: FTP: A basic, unencrypted connection. While this protocol is interception and eavesdropping, it’s easy to set up and use. SFTP: All data is encrypted using SSH (Secure Shell). This protocol also Supports various authentication methods, including passwords and SSH keys. Overall, it’s a solid choice for sending personal or sensitive data. Enter your Username The Username identifies your account on the FTP server and ensures that only authorized users can connect. Common examples include yourname@example. com or ftpuser123. Enter your Password The Password pairs with your username to authenticate access. Use a strong, secure password, especially when using secure FTP methods like SFTP or FTPS. Related templates: Common FTP connection details for Shopify stores To connect to an FTP server, you need a hostname (e. g. , "ftp. example. com" or "192. 168. 1. 100") to locate the server, a username and password for authentication, and a port number to establish the connection. Standard FTP uses port 21, while more secure SFTP uses port 22. SFTP encrypts transfers and requires acceptance of the server's SSH key on first use. The file path directs MESA to your server's correct files or directories. Maintaining a clear and consistent folder structure ensures that inventory data is easily located and processed without issues.   To keep your FTP organized, create a logical, hierarchical folder structure and use consistent file naming conventions. Implement version control to track changes, ensuring updates are clear and traceable. Add a “README” file in the root directory to explain the folder setup, making it easy for anyone to understand and work with the system. How to acquire an FTP host To use FTP with your Shopify store, you’ll need an external FTP server, as Shopify does not offer built-in FTP access. An FTP server is a remote storage space where files can be uploaded, downloaded, or managed. Acquiring an FTP server is the first step in setting up this functionality. Here are your options: Web Hosting Providers: Many web hosting plans have built-in FTP access, making them a convenient choice for general file management. Providers like Bluehost, HostGator, and others offer reliable solutions for users who prioritize ease of use and dependable access without needing advanced features. Cloud-Based FTP Services: Platforms like Files. com offer secure FTP (SFTP) hosting, providing additional security features like encryption and remote access. These services are often scalable and easy to set up, making them a good choice for businesses prioritizing security and flexibility. Self-Hosted FTP Server: For greater control, you can set up your own FTP server on a Virtual Private Server (VPS) or dedicated server. This option provides maximum customization but requires technical expertise to manage and secure the server. Choosing the right FTP server depends on your specific needs, such as syncing inventory data, managing bulk product updates, or handling sensitive files. Once your server is set up, the next step is to connect to it using an FTP client application. Popular FTP applications for connecting to FTP servers You'll need a reliable FTP client to access and manage files on an FTP server. These applications provide an interface for uploading, downloading, and organizing files, making handling tasks like inventory updates or product data management easy. Here are some of the most trusted options available. FileZilla is a popular, open-source FTP client that allows users to import files and manage files on remote servers securely. It supports various protocols, including FTP, SFTP, and FTPS, making it a versatile choice for beginners and advanced users managing website files or transferring data. Cyberduck is a powerful, user-friendly file transfer client for cloud storage and FTP protocols. It supports various connections, including FTP, SFTP, WebDAV, and popular cloud services like Amazon S3, Google Drive, and Dropbox. With an intuitive interface and advanced features, Cyberduck is ideal for seamless file management across local and remote servers. WinSCP is a free, open-source file transfer client for Windows that enables secure file transfers between local and remote systems. It supports protocols like FTP, SFTP, SCP, and WebDAV and offers robust features and an easy-to-use interface, making it a top choice for managing and synchronizing files securely. Transmit is a robust file transfer client for macOS developed by Panic Inc. . It enables users to efficiently import files, download, and manage them on various servers and cloud services. It supports multiple protocols, including FTP, SFTP, WebDAV, and Amazon S3, making it a versatile tool for developers, system administrators, and freelancers. Popular uses for FTP Shopify inventory management FTP is a powerful tool for automating inventory updates, serving as a bridge between your suppliers, third-party systems, and Shopify. However, it’s important to note that Shopify doesn’t directly read FTP files. Middleware like MESA is needed to retrieve the data from FTP, process it, and communicate with Shopify through its APIs. For example, suppliers often generate and upload CSV files with up-to-date inventory data to an FTP server. A MESA workflow can automatically check the server for new or updated files, download them, and convert the data into a format Shopify can use to update inventory levels—all without manual intervention. Try this template: Beyond supplier updates, FTP enables seamless data syncing from third-party systems that don’t integrate directly with Shopify, such as Warehouse Management Systems (WMS), Enterprise Resource Planning (ERP) software, Point of Sale (POS) systems, and multichannel selling platforms. By exporting data from these tools to an FTP server, MESA can process the files and synchronize Shopify inventory effortlessly. FTP also simplifies bulk product updates for Shopify. Merchants can prepare a CSV file with updates such as pricing, descriptions, availability, SEO metadata, or images and upload it to an FTP server. MESA then translates and applies these changes through Shopify's APIs, ensuring accuracy and saving time while managing large-scale updates. Conclusion Using FTP for Shopify inventory management can simplify and streamline your operations. Integrating FTP with MESA allows you to automate inventory updates and product data management, reducing manual work and minimizing errors. This lets you focus on other business aspects, like marketing or strategy. The key advantages include more efficient inventory management, fewer mistakes, and better scalability as your store grows. Whether new to MESA or already using it, exploring additional workflows could be the next step to optimizing your store management. --- - Published: 2024-11-14 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/how-to-export-shopify-orders-by-state-and-date/ - Categories: Workflow Tutorials - Tags: Google sheets Many Shopify merchants overlook the value of filtering order data by state and date, but mastering this export process can be a game changer for tax reporting and compliance. With this setup, you’ll gain quick access to location-based and date-specific sales data, making tax season far less of a hassle and streamlining your accounting workflow. In this tutorial, we’ll guide you through setting up custom workflow automation for your Shopify store using MESA to accomplish just that. Our step-by-step guide will also show you how to export Shopify data filtered by state and date, ensuring a smooth process from start to finish. Automate order exports—no coding needed. Get MESA today and save time managing your Shopify orders. Step-by-step guide to export orders by state and date Time needed: 5 minutes. Shopify’s native order export features, while useful, don’t include the option to filter orders by state. This is where MESA’s workflow automation comes in, letting you create a custom solution for location-specific exports. With MESA, you can easily organize order data by state, date, or other criteria—keeping everything streamlined and accessible. Copy our Google Sheets template that features a dedicated sheet with columns for each U. S. state. Kick things off by adding a Shopify trigger Choose “Order Created” to start the workflow whenever a new order hits your Shopify store. Choose the Google Sheets, Add Row action When you add an action to your workflow, choose the app to connect with then the action to perform. Authenticate with Google Sheets Follow the instructions to connect your Google Sheets account. Select the Google Spreadsheet example If you copied the example spreadsheet to your account, simply select that spreadsheet file from the modal prompt. Then choose the sheet, "All Orders" and click the "Sync with spreadsheet" button. Map the data values from Shopify to Google Sheets With the fields sync'd from the spreadsheet, click the variable selector icon within each field to open the list of data values being sent from Shopify. Click on the variable to add into the field. Finish mapping all the fields for your spreadsheet When complete, you will see a data variable within each field that corresponds to the Shopify data you want saved to Google Sheets. . Save, then test your workflow When you're ready, save all your changes and test your 2-step workflow. Be sure to turn it "On" to run automatically. Rest assured, once the workflow is turned "On", all new orders will automatically sync to your Google Sheets spreadsheet. Need historical data, like year-to-date or past years' orders? MESA’s Time Travel feature lets you pull in previous order data with ease. Export order data to CSV file Now that your Shopify orders are in Google Sheets, you can export files in other formats—such as a CSV file or even Microsoft Excel sheet—it's simple. Just click "File," select "Download," and choose your preferred format. Export order data as a CSV file, Microsoft Excel sheet or PDF Other workflow templates to export Shopify orders Alongside our custom workflow for exporting orders by state and date, we've crafted a wide range of workflow templates to make order exporting simple and seamless—all powered by MESA's robust capabilities. Here's a list to get you started: Send Shopify Orders to Google Sheets Designed for merchants who need an organized, up-to-date spreadsheet of order data filtered by each product in the order, this template exports order data in a more granular detail. Real-time updates simplify sharing and reporting, keeping essential sales data readily accessible—a must-have for any Shopify merchant. Shopify order data to Google Sheets Get the template: Schedule a Daily Export of Orders Into Google Sheets This template provides scheduled updates of Shopify order data to new spreadsheets in Google Sheets. It leverages a database of order data that can be merged with other external sources like fulfillment updates, product reviews or anything you deem valuable. This is great when external resources need to act on order data in more manageable way. Scheduled order spreadsheets Get the template: Export Order and Fulfillment Details of Delivered Orders Into Google Sheets Looking to track delivery efficiency and timelines by location and date? This template provides a clear view of fulfilled orders, delivering insights into delivery performance to help improve service quality and maintain customer satisfaction. View Tracktor order and fulfillment details in Google Sheets Get the template: Create an Order Fulfillment From a New Row in Google Sheets This template saves time by automating complex fulfillment workflows, especially for merchants handling orders that meet specific location or date-based conditions. It’s ideal for reducing manual steps and streamlining the fulfillment process. Fulfill orders when a new row is added to a Google Sheets spreadsheet Get the template: Conclusion Efficient order management is key as your Shopify store grows—and that’s where MESA comes in. MESA’s workflow automation makes exporting orders by state and date seamless, delivering precise insights into sales and fulfillment. Say goodbye to manual data entry with customizable workflows that free up your time to focus on growth. --- - Published: 2024-11-11 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-11-2024/ - Categories: Product News Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let’s jump in to see November adventures: 8 new AI workflows Bringing AI into your business just got a lot easier. 7 new workflow templates Assign fulfillment location by order tag. Managing CSVs on FTP to Shopify just got a whole lot simpler. Using Google Sheets like a PIM? We got you. Stop asking, "Is Shopify down? " and get notified immediately instead. Build community with every new sale. Square + Shopify really are better together. Managing your ERP doesn't need custom development when point and click integrations are this easy. New integration: Katana MESA now integrates seamlessly with Katana, the inventory management app designed for better organization, accurate demand forecasting, and efficient purchasing processes. With this new integration, you can automate inventory updates, sync stock levels, and optimize workflows between Katana and the apps that help run your business. Improvements Template Library Search: Improved the search facets to provide better results when selecting multiple categories. Discord: Added typeahead to the Discord action, 'Add Guild Member Role. ' Loop: The Loop built-in tool has been updated to add support for paginating through API list calls, which allows you to go beyond the 250 limit up to 8,000. Loop: Now supports multiple filter rules within a Loop. Loop: Synchronous loops are now possible. Playlist: Stress-free BFCM Here's your November playlist to help melt away the BFCM stress. --- - Published: 2024-11-08 - Modified: 2025-07-25 - URL: https://www.getmesa.com/blog/check-shopify-status/ - Categories: Workflow Tutorials - Tags: AI, Scraper, shopify Current Shopify Server Status: Checking status, please wait... document. addEventListener("DOMContentLoaded", => { const apiUrl = 'https://webhooks. getmesa. com/v1/shoppad-ops/webrequest/6729248bac2c34b21f0c6214/67292491a93dcc04240d69cf. json? apikey=HvKnQYVzNt4Y5vyqvHijQ70TQgws1B1e1RMwaXcI'; const showElement = (id) => { document. getElementById(id). style. display = "flex"; }; const hideElement = (id) => { document. getElementById(id). style. display = "none"; }; const createResponseDiv = (content) => { const div = document. createElement("div"); div. className = "response"; div. textContent = content; return div; }; // Show the loading div initially showElement("loading"); fetch(apiUrl) . then(response => response. text) // Get raw response as text . then(rawData => { console. log("Raw Response:", rawData); // Remove extraneous `` at the end of the response const cleanedData = rawData. replace(/\$/, ""). trim; try { const data = JSON. parse(cleanedData); // Parse the cleaned JSON hideElement("loading"); if (data. response === false) { showElement("no-issues"); } else { const hasIssuesDiv = document. getElementById("has-issues"); const responsesContainer = document. getElementById("responses-container"); showElement("has-issues"); showElement("responses-container"); // Create a new div for the response content and append it const responseDiv = createResponseDiv(data. response); responsesContainer. appendChild(responseDiv); } } catch (error) { console. error("JSON Parsing Error:", error); throw new Error("Invalid JSON format after cleaning. "); } }) . catch(error => { console. error('Error:', error); hideElement("loading"); const hasIssuesDiv = document. getElementById("has-issues"); showElement("has-issues"); const errorMessage = ` Error fetching or processing data. Details: ${error. message} `; const responsesContainer = document. getElementById("responses-container"); showElement("responses-container"); const errorDiv = createResponseDiv(errorMessage); responsesContainer. appendChild(errorDiv); }); }); Wouldn't it be great to just get notified when Shopify services goes down? Shopify powers over 10% of e-commerce in the United States. That's a mind-boggling number of online businesses relying on Shopify's platform. When these servers hit a snag, it affects millions of store owners and their customers. Whether running your own Shopify store or helping clients manage theirs, keeping tabs on Shopify's server status can make or break your daily sales targets. Now, don't panic! Shopify takes pride in its rock-solid 99. 99% uptime promise. But even the most reliable platforms occasionally have issues, even if just for a few minutes per year. Today, we'll show you how to check the Shopify status page and set up automatic notifications using MESA workflows. So, you won't have to wonder, "Is Shopify down? " You'll be the first to know if anything goes wrong. TL;DR: Skip the step-by-step tutorial. Use this template to get notified when Shopify is down with just a few clicks. Step-by-step guide to Shopify status notifications Let's be honest. You're probably not sitting at your desk refreshing your store page all day to check if everything's working. Who has time for that? You've got a business to run! But waiting for customer complaints or watching your sales tank isn't the best way to discover a problem. You need to be notified when Shopify has an issue or an outage so you can take action immediately. That's where MESA comes in handy. Our flexible, no-code automation tool works with third-party apps to keep you informed about Shopify server status changes. A step-by-step workflow that detects issues affecting Shopify and sends alerts Time needed: 5 minutes. We’ll walk you through setting up this workflow from scratch. To get started, be sure to add MESA to your Shopify store. We'll use Slack to send the notification, but you could swap that for email, SMS, or any other app. Start with the Schedule Set up a recurring check using MESA's built-in Schedule tool. This ensures your store's status is monitored regularly without you having to do manual work. Check the Shopify Status page To check whether Shopify is down, you'll want to set up a Scraper that automatically checks Shopify's status page. This tool's only job will be to extract the content of the web page and convert it into Markdown so subsequent steps can understand the data. Use AI to check the status AI is great for interpreting structured data. In this step, we'll use MESA's built-in AI tool to analyze the Markdown and then determine whether the Shopify servers are having issues by returning a value of "true" or "false" for the next step. Filter for issues or errors Then, you'll want to filter for any red flags in the AI's findings. If something's wrong, it moves on to the next step. If everything's okay, it stays quiet. Get clear explanations with details When there's a problem, you can use AI to break it down into plain English. No technical jargon – just clear updates about what's happening in one or two sentences. For example, the AI step may respond, "Shopify's servers are experiencing technical difficulties with their payment system and checkout process. " Create smart alerts Finally, choose how you want to be notified. Slack is a good option for notifying your entire team simultaneously, but you can also use email, SMS messages, or Discord—whatever works best for you. With MESA, everything can be automated so that all these steps happen in the background without you having to do manual work. Save yourself the setup. Use this template instead: Shopify Status You can find the Shopify Official Status page mentioned in step 2 at shopifystatus. com. It's your go-to spot for real-time updates about how Shopify's services are running. This page tells you if crucial features like checkout, API, and Shopify admin tools work correctly. Think of it as Shopify's health monitor. Third-party services app for Shopify admin status Understanding Shopify's server status helps you maintain operational efficiency, especially during high-traffic sales events. For example, if the API goes down right before a big flash sale, you may experience issues with order processing. This can quickly frustrate customers and lead to a loss of sales. Here's what usually causes downtime: Planned maintenance (usually during quiet hours) Unexpected technical glitches High traffic overload Network issues System updates gone wrong When to check the Shopify status  Ideally, you should have automated workflows to monitor the Shopify status page continuously. This prevents any nasty surprises. Beyond that, here are times you should check the status page manually: Is your store loading slower than usual? Are customers having trouble checking out? Even a small percentage of reports could be signs of server issues. A quick look at the status page can tell you if it's a Shopify problem or something on your end. Significant sales events also need extra attention. Before launching that flash sale or holiday promotion (i. e. , Black Friday,) make sure Shopify's systems are running smoothly. You don't want technical issues ruining your biggest sales day! Monitoring the Shopify API status is crucial for stores using many apps and custom features. If the API goes down, those special features might stop working, even if your primary store still looks fine. What to do if Shopify is down Here's the thing: you can control how you monitor Shopify's status, but you can't control when their services might experience a problem. The key is being ready for anything. Turn off paid ad campaigns immediately Don't waste money sending visitors to a broken store link. If your stores aren't working right, the last thing you want is to pay to send even a small percentage of shoppers there. On most platforms, pausing your ad campaigns takes just a few clicks. It's much better than wasting your budget on ads that lead nowhere. Once everything's working again, you can always turn them back on. Notify customers Sometimes, you need to let your customer know what's happening. If orders are delayed or systems aren't working, a quick heads-up goes a long way. For example, if checkout is down during a big sale, post updates on social media. Or if shipping is delayed because of system issues, send an email explaining the situation. With MESA's automated notifications, you'll know about problems right away. That means you can quickly tell customers what is happening before they get frustrated and create support tickets. Have a contingency plan While Shopify is the backbone of your online store, you need backup plans for rare downtimes—every minute counts when your site isn't working. Consider setting up alternative ways to take orders, such as social media DMs or a simple contact form. Have pre-written customer messages ready to go. Typically, at least one alternate purchase journey can help users temporarily. Conclusion Shopify's occasional hiccups shouldn't keep you up at night. It's still one of the most reliable platforms out there for online stores, but smart store owners plan. You're protecting your business from unexpected surprises by monitoring Shopify's status and setting up automated monitoring with MESA. Think of it as insurance for your online store and checkout. Are you ready to stop worrying about Shopify’s down status and start receiving automatic updates instead? Set up this MESA workflow today. --- - Published: 2024-10-30 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-10-2024/ - Categories: Product News Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let’s jump in to see October adventures: 2 new workflow templates Get required signatures with Docusign after orders. Leverage AI to help with collection descriptions. Closing the loop on Loops Our improved Loop app now offers even more flexibility for workflow automation. You can now close loops to trigger actions after each loop finishes, allowing for more complex, multi-step processes. Additionally, you can set a return value from each loop iteration as a variable, enabling you to pass dynamic data to other steps in your workflow. This enhancement makes automating tasks with MESA even more powerful and customizable, giving you greater control over how data flows and actions are performed. Get lists of Shopify data We’ve just enhanced the Get List endpoints in Shopify, allowing you to retrieve significantly more data in a single request. Get List of Orders endpoint now supports fetching up to 1,000 orders Get List of Customers endpoint allows you to retrieve up to 2,000 customers All other Get List endpoints now support pulling up to 8,000 items. Combined with the Loops update, you can efficiently loop through these large data sets, making it easier to automate workflows that involve processing extensive Shopify data. Las Vegas Summit 6 At our 6th company Summit in Las Vegas, the MESA team came together for a week of in-person collaboration and strategy sessions. We focused on all things MESA, diving into discussions about improvements, growth opportunities, and how we can better support our customers in building unique workflows. It wasn’t all work though—we also enjoyed some great team bonding moments! From dinners out to drinks around the High Roller carousel, and even intense curling battles on the ice, the week was packed with fun and camaraderie. Everyone left energized and excited to get back to business, ready to make MESA even better! summit 6 las vegas summit 6 las vegas - session summit 6 las vegas - session summit 6 las vegas - session summit 6 las vegas - curling summit 6 las vegas - curling summit 6 las vegas - dinner summit 6 las vegas - dinner summit 6 las vegas - Omega Mart summit 6 las vegas - Omega Mart summit 6 las vegas - drinks summit 6 las vegas - founders summit 6 las vegas - session summit 6 las vegas - winners summit 6 las vegas - sound bath summit 6 las vegas - photo shoot summit 6 las vegas - twins summit 6 las vegas - twins summit 6 las vegas - yeti bucks summit 6 las vegas dinner summit 6 las vegas - party bus summit 6 las vegas - party summit 6 las vegas - ShopPad --- - Published: 2024-09-06 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-9-2024/ - Categories: Product News Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let’s jump in to see September adventures: New built-in tool: Scraper Our new, built-in tool, Scraper, allows you to extract and convert the contents of any web page into markdown. This is particularly useful when you want to extract content from a webpage and feed it into AI tools like ChatGPT, Claude, or other language models. 4 new workflow templates Use the Paths tool to split logic in your workflows. Share form submissions to Slack as they're received! Get notified if no orders are received in the last hour. Managing products from Google Sheets just got easier! Odoo improvements Majors improvements to this popular ERP connector: Supports triggers and Time Travel. New Odoo specific credential with support for the database setting Uses a “Retrieve fields” scheme to pull fields from your Odoo instance to alleviate the difficulties with Odoo differing versions in the past. Added “typeahead” support for many fields on the standard outputs. Improved error handling from Odoo. New helper step to get Odoo IDs for fields like country and state. We know you love Odoo so please contact us with your use cases! There's more in the queue so voice your feedback and we'll keep these Odoo updates coming. New Shopify Flows triggers and actions to extend data in and out of existing workflows Shopify Flow is great but it's limited in connectors that matter. We've heard your cries to extend existing Flows into MESA so we've made it even easier than before. New Flow triggers: Custom Data Send Customer Send Order Send Product New Flow actions: Send Customer to MESA Send Order to MESA Send Product to MESA Additionally, the "Send to MESA" action automatically converts to JSON (as long as it's valid), eliminating the need for a custom action to convert that string into JSON. For orders, customers, and products triggers, we also automatically load the payload, removing the need to include a retrieve step in your workflows. Filter: Select from known values and date comparisons Knowing the specific value something can be difficult. Now, in our Filter tool, when you chose a variable to filter, the condition will update with all known values. For example, this improvement shines when your workflow looks for specific fulfillment or order statuses. Additionally, you can search for before/after, or on the same date, or combine conditions with an AND to select a specific date range. Dates are standardized around Liquid tags for representing dates. Activity: details improved We updated MESA's Activity log to improve searching and how workflows with Delays are displayed. For example, workflow runs are now sorted by their last update date (the last time any task in the workflow ran). This should reduce confusion when you have a bunch of "Ready" tasks enqueued. This also allows MESA to show the full delay as a single workflow run so you can see the steps that ran before the delay. Also, filtering by status, specifically by Error, is no longer slow for those running a lot of automations. Testing improved for Email, Web Request, Webhook, and Form built-in tools We revamped empty states and added a new client-side testing endpoints that allow you to test these triggers when the workflow is disabled. We now poll for test records, so when testing from external systems (sending an email, or making an API request in Postman for example), you'll see notifications in the app and have a path forward to view the test results. Service Partner, Kalen Jordin highlights MESA Paths Join MESA Service Partner Kalen Jordan as he showcases MESA's newest built-in tool, Paths, which allows for conditional logic and branching in any automated workflow. https://www. youtube. com/watch? v=ieDZUPxxSWc Playlist: Viva Las Vegas! This playlist was designed to set the perfect vibe for our upcoming company Summit in Las Vegas and hopefully, bring a little extra luck to your game. Enjoy the tunes, and may fortune favor you at the tables! https://open. spotify. com/playlist/0MJ02m6eFun7EyYyLFoNbs? si=86e1b89e56cb4e12 --- - Published: 2024-08-01 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-8-2024/ - Categories: Product News - Tags: field notes Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let's jump in to see August adventures: New tool: Paths Announcing our new built-in tool: Paths! Create multiple paths for you workflow and conditionally run them based of filters within the individual paths. Edit & save test records We improved test records so you can more easily see and edit the data values of any record then save them for future testing. This is a great way to make sure your workflows runs as expected in any scenario. Step settings moved to a modal To help simplify the workflow builder, we moved step settings to the it's menu. Click the action link to open the step's setting fields. We hope this makes using the workflow builder a little easier by moving the optional settings out of the way of the required fields. Template: Send a Discord message when a Shopify order is created Get real-time notifications in Discord from Shopify orders. https://youtu. be/5tks-_C26Wk Template: Send a Gmail email when orders are in transit Sending fulfillment notifications has never been easier. https://youtu. be/i6SyoYCySTM Template: Send a Gmail email when a Google Sheet row is added This productivity hack is perfect for staying informed with your latest spreadsheet activity. https://youtu. be/a7B8fYfhncA Playlist: Summer Close Out Throw on some sunglasses and enjoy some vitamin D to this epic playlist. Enjoy! https://open. spotify. com/playlist/5xRyV0ZTvWNzY4Ygzjdeof? si=0b99b22ab2f543ce --- - Published: 2024-07-05 - Modified: 2025-04-21 - URL: https://www.getmesa.com/blog/best-auto-tag-shopify-apps/ - Categories: Shopify Growth - Tags: shopify Successful brands go out of their way to auto-tag Shopify data to save time, make intelligent decisions and grow their sales. Many are still figuring out how to eliminate manual tagging and add tags at scale.   Picture this: Over a hundred customers shop for more than $100 worth of products each month from your store. Every month, some of them abandon their carts as well. You want to retarget them but don’t have the time for manual tagging. The easy solution? You can just add an app to your Shopify store to get it done automatically. For example, you can use an automation app like MESA to tag customers and other information.   Below we share some of the best apps that help auto-tag products, orders, transfers, and more. Want to do more with auto-tagging? Try MESA today and start building smarter automations. MESA - Workflow Automation App Store Rating: (5. 0) MESA is a workflow automation solution for Shopify. The app can automatically tag customers, orders, and more based on whenever a trigger occurs in the app or in your online store. For example, you can configure MESA to tag Shopify orders as high-priority when someone requests express delivery by paying extra. Unlike the average auto-tagger tool, MESA is AI-enabled. MESA can help auto-tag Shopify data using its built-in AI app. In addition to auto-tagging, MESA can help reduce your time spent using app with its prebuilt workflows for marketing campaigns and various administrative tasks. For example, automatically transferring data from Shopify to Google Sheets or Airtable.   Price: Flex: $30 per month Advanced: $96 per month Unlimited: $239 per month Key features: Automatic and bulk tagging for orders, customers, and other Shopify data. 100% setup included with fraud auto tagging and 17 other apps built for your business. Send production options to third-party databases like Google Sheets or Airtable. SC Order Tags & Flows App Store Rating: (4. 9) Shop Circle’s Order Tags and Flow makes it easier to add tags to Shopify orders. But it doesn’t automatically tag customers or products. If you’re looking for a tool that specifically tags orders, SC Order Tags might work for you. You can organize orders using unlimited workflows. You can add tags based on line items, delivery dates, order attributes, and inventory levels. Price: Free plan available Growth: $15. 99 per month Enterprise: $99. 99 per month Key features: Unlimited custom workflows specifically for order management. Connect with shipping and fulfillment partners on the Shopify Admin panel. Connect to automation apps like Zapier in paid options. Auto Tags - All-in-One Tagging App Store Rating: (5. 0) Auto Tags Shopify app can auto-tag orders, products, and customers. Once you set up a workflow with specific conditions, the app will keep tagging entries that fulfill those conditions in real-time. You can also tag existing data in the store by running a workflow. The app allows you to create custom matching rules using operators like AND & OR. These rules can help streamline order management, customer segmentation, and product discovery. Price: Free plan is available Basic: $8 per month Professional: $15 per month Business: $30 per month Key features: Combine custom matching rules using AND & OR operators. Unlimited custom workflows with a library of 100+ workflows. AOD Auto Tags Customer & Order App Store Rating: (4. 7) The customer and order tagging app from App on Demands helps you add or remove order and customer tags. The AOD Auto Tags Customer & Order app can group orders by tags to streamline fulfillment or trigger any order management actions by auto-tagging Shopify data. There are no limits on the number of tags. But you can only add tags to orders and customers using this app in your Shopify store. It doesn’t automatically tag other items like products or transfers. Price: Free option is available Basic: $12. 99 per month Key features: Auto-tag unlimited orders and customers. 60+ rules for order and customer tags. Use backdate tags to match past orders to new workflows. Omega Auto Tags Order Customer App Store Rating: (5) Omega’s Auto Tags app in Shopify app store allows you to add as many tags as you want to customers and orders. Create a workflow or use a template to configure automated tagging. The app also includes dynamic tagging. A dynamic tag changes along with the status of orders and customers. Note that the free plan only allows tagging up to 100 orders and 50 customers per month. Price: Free opton is available Basic: $4. 99 per month Standard: $9. 99 per month Pro: $12. 99 per month Key features: A library of workflow templates for common use cases. Add dynamic tags that change along with orders and customers. Add (or remove) tags to old orders. TagRobot: Auto Tag Orders, Customers App Store Rating: (4. 9) TagRobot is another Shopify tool that helps tag customers and orders. You can use TagRobot to add Shopify tags for order to streamline fulfillment and customers to segment them or offer customer-specific discounts. TR also allows users to add or remove tags in bulk by uploading a CSV file. Both manual and dynamic tagging are available. The app can dynamically add tags to items based on order and line item attributes. Price: Free option is available. Basic: $5 per month Professional: $10 per month Business: $25 per month Key features: 50+ pre-built templates to automatically tag Shopify data. Unlimited tagging for old orders and customers. Bulk add or remove order and customer tags via a CSV upload. Dynamic tagging to use in Shopify admin. Tagit: Auto Tags App Store Rating: (5) Tagit can create Shopify tags for orders and customers based on your configured rules. Create custom rules and make unique tags by passing dynamic values to them. White Tagit is a great tool for someone who wants a free-forever tool, it doesn’t offer as many features as its paid competitors. For example, you don’t get ready-to-use workflow templates. You’ll have to create all the rules from scratch yourself. Price: Free, no paid version Key features: Auto-tag customers and orders. Set up tagging conditions using a wide range of criteria. Track automation and control results using the activity log. Importance of Shopify auto-tags in ecommerce Being able to automatically tag the data in your Shopify store not only frees up your time, it also helps you to: Organize data: Ecommerce stores generate and manage a ton of data. Managing product lists, orders, and customer information can be overwhelming. Using apps for the Shopify tags helps you organize this information without manual work. Streamline order fulfillment: Organizing order data can help streamline fulfillment. For example, adding tags to sort confirmed orders by zip code or fulfillment zones can help you identify orders with the same delivery location so you can ship those orders together. Improves product search: Tags make it easier for shoppers to search for products on your website. You can also tag products with tags like “bestseller” or “new arrival” to increase their appeal. Related: How to automatically add Shopify tags to products and more How to choose the best Shopify auto-tag app Here’s what you should look for in a Shopify auto-tag app: Product, customer, and order auto-tagging: Ideally, you should select a tool that can auto-tag at least three elements: products, orders, and customers. Some apps only offer order tagging, limiting your ability to automatically tag customers or other data in your Shopify store. Workflow templates: Being able to add custom rules is great. But a workflow template library is an excellent way to set up auto-tagging in seconds. More automation features: Automation can streamline your entire ecommerce business. Why just limit yourself to automating tags? Apps like MESA help you automate almost every function of your business, including marketing and administration. Do more with Shopify auto-tags without the work Auto-tagging Shopify data is a powerful way to automate many tasks. From personalizing customer experience with customer tags to providing an excellent search experience using product tags, auto-tagging can transform how you operate. --- - Published: 2024-07-01 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-7-2024/ - Categories: Product News - Tags: field notes Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let's jump in to see July's adventures. New Feature: Duplicate steps You can now duplicate actions! Click on the Step Options icon then, Duplicate. Template: Shopify orders to database Save orders to a database for use in other workflows or connecting with systems. https://youtu. be/7uv8xwXd0hc Template: Shopify customers to database Easily backup your customer data to database or to easily connect it with workflows. https://youtu. be/f55AlWmMqyc Template: Tag an order when a specific discount code is applied Use Shopify tags to analyze discount effectiveness, segment your customers, and track sales performance effortlessly. Try this template: https://youtu. be/Q77FHWSLkWc Template: Create an order fulfillment from a new row in Google Sheets Do you use Google Sheets to manage your tracking numbers? Ever want to auto-fulfill those orders in Shopify when you do? Check out this new workflow: https://youtu. be/_cqqJ0ECUJk? si=q6zdUT4Us4CnvMXT Related: How to Automate Order Fulfillment on Shopify: A Step by Step Guide Improvement: Shopify search Performance: We are using GraphQL to search more efficiently with a single API call. This approach retrieves only the fields we are searching for, making the experience faster. Search capabilities: For orders, you can search by order name, order ID, and email. For customers, you can search by email, customer ID, and phone. Improvement: Google apps Google apps (Google Drive and Google Sheets specifically) reclassified the requested permissions to be considered "Restrictive" permissions. This update should not impact any workflow, except for the typeahead of Google Spreadsheet ID. It now uses an iframe, allowing you to select the Google Sheet you are targeting. Improvement: Shopify Plus We added the ability to create B2B orders/draft orders through our Shopify Plus app. You can also trigger workflows whenever a B2B order/draft order is created or updated. Creating B2B orders requires company information. As a refresher, Shopify Plus app can only be used by stores on a Shopify Plus plan. For your ears: Summer Slow Jams Light the grills and crack a beer! Enjoy our Spotify playlist for July featuring summertime slow jams. https://open. spotify. com/playlist/3cBF0qNxf4KQ35K9k2eWBC? si=1b91d96f92954a5d --- - Published: 2024-06-17 - Modified: 2025-06-13 - URL: https://www.getmesa.com/blog/best-email-marketing-apps-for-your-shopify-store/ - Categories: Shopify Growth - Tags: email, gmail, klaviyo, mailchimp, mailgun, mandrill, omnisend, shopify 442% increase in lead capture rate with an ROI of 964%—these aren’t imaginative numbers. Beardbrand, a men’s grooming company, achieved this in just 11 months of introducing email marketing. In this article, we'll cover the importance of automating email marketing in the digital marketing landscape. Additionally, we'll cover the best email marketing apps to choose from for your business. This shows how email marketing can solve the pressing problems of your ecommerce business as it did for Beardbrand. Email marketing can turn your store visitors into loyal customers, improve your conversion rate, and multiply your ROI. It makes sense, too: with an estimated 4. 2 billion email users worldwide, 78% of marketers saw increased email engagement over the past 12 months.  It’s wildly effective for ecommerce brands like yours. For every $1 you spend on email marketing, you get an average ROI of $36. Save time by automating emails.  Try MESA free and automate more marketing tasks. Email marketing & the importance of marketing automation Email marketing is sending commercial emails to your audience (who opt-in for your emails) to meet your business goals, such as creating awareness, driving conversions and sales, and building a community around your brand. It adds to your existing online marketing strategies, making them even more powerful. You can use it to promote your products or services, increase brand awareness, reduce cart abandonment rates, and build lasting relationships with your customers. Here are different types of emails you can use for your Shopify store: 1. Promotional emails: Want to motivate customers to purchase your upcoming product or inform them of the limited-time offers you’re running? These are promotional email campaigns, which could be run multiple times over a day (Black Friday) or a few weeks (Christmas). Here’s an example from J. Crew Factory that mixes humor with their offer: J. Crew Factory promotional email example 2. Informational emails: Informational emails revolve around valuable information your audience will be interested in. For example, you could run a weekly, bi-weekly, or monthly newsletter telling your audience about the benefits of your product ingredients and case studies.  Additionally, you could also make store announcements such as changes in the delivery service or new product features introduction. Mint, a personal finance app, hooks the reader with its headline and follows up with value-adding content. Mint informational email example 3. Re-engagement emails: With the help of re-engagement emails, you can reconnect with existing customers who haven’t purchased for some time. These emails will help turn them into repeat customers. You can give special discounts for such customer segments. Pottery Barn hits the nail on getting re-engagement emails right with their email content: Pottery Barn re-engagement email With email marketing automation, you can create different segments and target customers accurately based on their buying behavior. While you have advanced target options on social media, too, it’s only limited to paid ads. According to eMarketer, email is 20% more effective in retaining customers: Email marketing is the most effective channel for customer retention The best apps for email marketing on Shopify You can automate every email sequence for your store, meaning it’ll run on its own to meet your business goals. Here are the email platforms you can make use of for your Shopify store’s email marketing: 1. Klaviyo Klaviyo helps you deliver personalized messages through targeted email campaigns. You can pull in data like order details, product recommendations, and cart content to create email content that converts.   Here’s a list of campaigns you can run with Klaviyo:  Cart abandonment Welcoming new customers Post-purchase upselling campaigns Pros:  Automatically trigger a flow of emails when a customer performs an action. For example, if someone abandoned their cart in the last stage of the buying process, you can trigger an email or a sequence of emails from Klaviyo to motivate conversions. Set conditions to make some sections of the email visible to only those customers that meet the requirements. Here’s how MixTiles runs their welcome email and SMS series, one of their many campaigns, to achieve 40% of all revenue coming in from email and SMS. Mixtiles email/SMS campaign Klaviyo templates: 2. Mailchimp  With Mailchimp, you can build effective email marketing campaigns by having behavior-based automation journeys.   You can send relevant emails based on customer interactions and behavior, leading to higher engagement and better customer experiences. Tracking your campaigns to see where people clicked on your emails is also possible.  Pros:  Make use of their Content Optimizer, which recommends suggestions to make your email copy, layout, and imagery more engaging. Choose from a variety of drag-and-drop templates or even code your own. Shapeways, a New-York based company in 3D Printing, used Mailchimp to trigger email marketing campaigns that were personalized and tailored to the customer’s life cycle.   The result: a 238% increase in open rate and a 525% increase in click-through rate. Here’s an example of their abandoned cart email: Shapeways email marketing campaign Mailchimp templates: 3. Omnisend Omnisend is an all-in-one email marketing automation platform designed for e-commerce businesses, including those using Shopify. The platform allows e-commerce managers to create targeted and personalized email campaigns, automate workflows, and integrate their marketing channels to increase engagement and conversions. Pros: Segment your email lists based on customer behavior, purchase history, and other data points, so you can create highly targeted campaigns that are more likely to convert. The visual email editor also makes it easy to design professional-looking emails without the need for technical or design expertise. Skinnydip used Omnisend's email automation features to create a series of personalized email campaigns that targeted customers who had abandoned their shopping carts. By sending targeted emails with product recommendations and discounts, Skinnydip was able to recover lost sales and increase their overall revenue. Omnisend templates: 4. Email by MESA Email by MESA automates email sequences for your customers and the internal team by customizing the email's subject lines, title, and body.   For example, your product went out of stock. You can directly send an email to your logistics team to ensure that the item is restocked. When it’s restocked, an email notification will be sent to your customer informing them about the restock. Pros:  You have access to a lot of ready-made templates to pick from to save time and create uniform email content. You can directly integrate workflows into your Shopify store by sending emails to your internal team whenever an issue pops up. Doesn't require another third-party app, Email by MESA comes included in the MESA monthly plan. Keeps your team in the loop with internal notifications for fraudulent orders and special notes. StyleMeGHD, a home decor and furniture shop, uses Email by MESA to automate their entire email process and reduce manual work. For example, instead of manually sending customers the tracking link, they set up workflows to trigger emails. Email by MESA Templates: 5. SMS By MESA Along with emails, you can send SMS updates to your customers and team with SMS By MESA. Manually sending individual messages can be a headache, especially when you have hundreds of customers. The app automates this entire process by creating the right workflows for your business.   For example, you can send a text message upon delivery, giving customers real-time product updates and offers. Pros:  Integrate workflows in your Shopify store and notify your team when a product goes out of stock. Decrease potential fraud by receiving a message when someone creates a fraudulent order. Doesn't require another third-party app, SMS by MESA comes included in the MESA monthly plan. SMS by MESA templates: 6. NotifyVisitors If you have a Shopify store but have been consistently stumped on email marketing, NotifyVisitors may be your solution. It's an email marketing app equipped with top-notch features to help you optimize your email campaigns and grow your customer base.   With NotifyVisitors, you can use email targeting and segmentation and craft emails with beautiful, customizable templates to best suit your needs.   Plus, its intuitive dashboard also lets you keep track of email campaign performance and get clear insights whenever necessary. NotifyVisitors is a must-have email marketing app to take your Shopify store to the next level. Pros: Easy to create and send email campaigns. Sound customer support. Single dashboard to keep track of all campaigns. Real-time analytics to track performance. Advanced segmentation allows you to send more targeted content. Here is an example of jusherbs, a global beauty and personal care company that used NotifyVisitors to implement email marketing campaigns that were personalized and tailored according to the branding needs. The result: a 200% increase in open rate and a 26. 3% hike in average order value. Here’s an example of their email: Tip & tricks for successful email marketing automation Creating effective email marketing campaigns requires experimentation and research about your customer segments. Here are some best practices to implement an email marketing strategy successfully:  Clean your email list regularly: It’s tempting to have thousands of people on your email list. But inactive subscribers can ruin your open rate and make your campaigns look worse.   Apart from regularly cleaning your email list, never hide the “unsubscribe” button in the weeds. If someone wants to unsubscribe, it’s only good for your list. Never buy contact lists: Buying contact lists means you don’t have the recipient’s consent. This can portray your company as spam and lead to a negative brand image. Since these contacts haven’t voluntarily subscribed to your emails, there’s also a higher chance of low engagement with your campaigns. Personalize the email greeting: 88% of users say that they would be more likely to respond to an email favorably if it’s specifically created for them.  Instead of sending emails that sound like “Dear Subscriber,” personalize the email greeting with the recipient’s name. For example, with the subject line “The Spookiest Bedtime Story Ever” and a personalized subject line, Tuft & Needle got readers to read the entire email. Tuft & Needle personalized email greeting Keep call to action above the fold: The above-the-fold area is what the subscribers see first after opening your email. This area will be visible to your recipient without them having to scroll down.  Even if people are more likely to scroll more, having your CTA above the fold is a safer move due to social media and vertical timelines. Dial-in your subject line: 47% of email recipients open an email based solely on the subject line. This makes actionable subject lines a non-negotiable. You could use offers, limited-time deals, or curiosity hooks. For example, Mixtiles uses a mix of emojis and speaks directly to its target audience with its subject line, “Give your walls a bloomin’ makeover. ” Mixtiles subject line example Related: 8 Shopify Emails Every Store Needs to Send How to quickly automate your email marketing campaigns Email marketing campaigns can bring you incredible results like increased brand awareness and a community of loyal fans.   Now that you know the basics of email marketing and the benefits it can bring to your ecommerce business, start with setting up different email sequences and building your email lists. With MESA, you can use existing templates and not worry about technicalities. Integrate it with your Shopify store to reach your email marketing campaign goals. --- - Published: 2024-06-05 - Modified: 2025-04-21 - URL: https://www.getmesa.com/blog/new-shopify-metaobjects-for-better-data-management/ - Categories: Product News - Tags: app update MESA, a leading app for automating Shopify workflows, has taken a significant step forward by now supporting Shopify metaobjects. This new Shopify feature empowers ecommerce managers to customize and manage their stores with unparalleled flexibility and precision. Want to do more with your data management? Try MESA today and bring Shopify metaobject into everyday workflows - no coding required. What are Shopify metaobjects? Shopify metaobjects are powerful and flexible data structures designed to extend the capabilities of your Shopify store's data beyond the standard fields and metafields. You can create specific data structures and associate them with resources like products, collections, orders, and customers. Related: How to automate Shopify metafields You can define and manage unique information that Shopify’s platform doesn’t already include. With metaobjects, you can: Tailor your data management to match your business processes. Capture specific information that is critical to your operations. Build a more detailed and rich database, enhancing your ability to serve your customers better. By incorporating metaobjects, Shopify becomes a more adaptable platform, capable of meeting the specific demands of a wide range of ecommerce businesses. How to connect Shopify metaobjects https://youtu. be/jnsUuOWjY5A How to connect Shopify metaobjects in MESA workflows People know MESA for its powerful workflow automation that seamlessly connects apps and processes in the Shopify ecosystem. The recent integration of Shopify metaobjects into MESA’s functionality elevates its utility, offering ecommerce managers an unprecedented level of customization and control over their store’s data. Here’s how it works: Creating Custom Fields: Using MESA, you can define and create metaobjects to store additional information relevant to your products, orders, customers, and more. You can complete this simple process without needing extensive technical knowledge. Automating Data Management: Once you set up your metaobjects, MESA automates populating, updating, and managing those fields. For example, when a customer places a new order, MESA automatically fills custom order fields based on predefined criteria. Seamless Integration with Existing Workflows: MESA integrates metaobjects directly into your existing workflows. Whether you’re managing inventory or tracking customer data, MESA makes it easy to include and utilize metaobjects. New triggers and actions: MESA’s integration with Shopify metaobjects introduces a range of new triggers and actions to enhance your workflow automation: Triggers: Metaobjects CreatedInitiates a workflow when a new metaobject is created, ensuring immediate integration into your processes. Metaobjects UpdatedTriggers when an existing metaobject is updated, allowing real-time adjustments and data consistency. Metaobjects DeletedActivates when a metaobject is deleted, enabling you to manage data integrity and update related processes. Actions: Metaobjects CreateAllows you to automatically create metaobjects as part of your workflows, ensuring that custom fields are populated as needed. Metaobjects UpdateEnables the automatic updating of metaobjects, maintaining up-to-date information across all custom fields. Metaobjects RetrieveFacilitates the retrieval of metaobjects, allowing you to access and use custom data within your automated processes. Feature wrap-up The integration of Shopify metaobjects into MESA marks a significant improvement for ecommerce managers seeking greater flexibility and control over their data management. Whether you’re looking to enhance product descriptions, improve customer segmentation, or automate complex data management tasks, MESA’s support for Shopify metaobjects offers the tools you need to succeed. Explore the potential of MESA’s integration with Shopify metaobjects and elevate your store’s data management capabilities. If you have any questions or need assistance setting up your workflows, our dedicated customer success team is here to help. --- - Published: 2024-06-01 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/field-notes-vol-6-2024/ - Categories: Product News - Tags: field notes Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let's jump in to see the adventure that occurred this June. New: Gmail integrations Our new Gmail integration is similar to our built-in Email tool, however it enables you to send emails directly from your Gmail inbox instead from any workflow in MESA. New: Claude integrations Our new Claude integration brings the new AI assistant developed by Anthropic into any of your workflows. Be sure to read our doc for getting started with and configuring your message content. New: Shopify metaobjects Our Shopify integration now supports Shopify metaobjects endpoints. For those use them to organize your business data, this lets you manage metaobjects from any workflow! Related: New Shopify Metaobjects Support For Better Data Management New: Automation demos Our MESA Service Partner created two new demo videos based on popular requests. Have questions about personalizing these automations? Contact Kalen Jordan for his expert assistance! How to Generate Product Highlights Using ChatGPT Feed your product description into ChatGPT to create compelling highlights that enhance your product page, boosting visibility for your unique offerings. https://www. youtube. com/watch? v=2mObsBCfPv4 How To Streamline Your Shopify Returns Enable your returns team to effortlessly look up customers by address or zip code and automatically tag their most recent item as returned, all streamlined through MESA workflows. https://www. youtube. com/watch? v=C2PM1B-_ZG4 Improvement: Airtable More field types We have expanded our field type support, which allows us to integrate more fields from Airtable into MESA. We can also pull descriptions from Airtable and provide placeholders depending on the field type. No more "Sync Fields" button Previously, in our triggers, we asked users to sync the fields. This is no longer necessary. We now automatically show the Airtable data when users visit the token selector. Starting from an empty table support It is now possible to retrieve fields from an empty Airtable table. Previously, filling out a record was necessary to pull all the fields and tokens, but that is no longer needed. Testing support This is a new version of the Airtable app integration. Your existing workflow will remain the same. If you want to use the new features, you need to recreate the step. For more about Airtable, be sure to read our doc. Improvement: ShipStation We're adding the store to the configuration of the triggers. Currently, if a user has multiple Shopify stores in their Shipstation account, our triggers will execute for each one. With this new optional field, merchants can select the specific store they want to execute the trigger from. Additionally, we added the fields to the "Refresh Store" step and improved all error handling. For more about ShipStation, be sure to read our doc. Improvement: AI tool We have just improved our built-in AI tool. It is now powered by OpenAI’s ChatGPT and each AI action uses the gpt-4o model. Additionally, we added five new actions: Generate Product Title Generate Product Description Generate Product Tags Generate Product Meta Title Generate Product Meta Description For those paying close attention, all references to "by MESA" have been removed from our built-in apps now referred to as tools in app and documentation! Improvement: Built-in tools We just deployed an update to split out our “Built-in” tools from the apps in the new step selector as part of an ongoing effort to improve our built-in offerings. Additionally, if you search for a step that doesn’t exist on the trigger / action your’re trying to add, we will surface that result in a disabled state to provide more context for why something might not be showing up. Improvement: Step picker We update our workflow builder for easier access to filters and apps. Clicking Filter will add the built-in Filter step, while clicking Actions will open the app-picker menu. Improvement: Workflow reports We updated to the automation charts on the dashboards. Data is now realtime. We no longer have the delays in data displaying within the charts. They also have been reformatted to de-emphasize stopped automation runs which are filtered out. Days are in your (Shopify) timezone (previously it was UTC/UK time for everyone). Ready and Skipped tasks are now highlighted in their own cards to provide more detail when there are a lot of tasks that have not run in their queue. Improvement: Shopify API version We updated our Shopify API minimum version from 2023-04 to 2024-01. This means that if you use custom code to make an API call to Shopify and includes an API version prior to 2024-01, we will automatically update the API endpoint to target 2024-01. For your ears: Land Down Under Enjoy our Spotify playlist for June featuring artist that hail from Australia or New Zealand. https://open. spotify. com/playlist/59ALQN9gxQ4MwcIGpVIXxG? si=79acfc7c84034f60 --- - Published: 2024-05-01 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/field-notes-vol-5-2024/ - Categories: Product News - Tags: field notes Welcome to our monthly field notes of the latest enhancements and updates for MESA! Each month, our team works diligently to bring you new features, improvements, and integrations designed to make your work easier to accomplish. Let's jump in to see the adventure that occurred this May. New: Per-step testing Workflow testing from beginning to end can be problematic if there are errors. It can be difficult to isolate the issue and determine where in the workflow there is a problem. By simplifying testing and breaking it down into manageable parts, it’s easier to troubleshoot and confirm the results. We overhauled testing by building it directly into the steps so you can validate the work as you go. For more on how it all works, be sure to read the Testing doc. New app integration: ChannelApe ChannelApe is a popular inventory management service. There are currently only two workflow actions while we incorporate more of their APIs. New Shopify trigger: Discount Created This trigger event starts when a Shopify Discount is created. Take a look at this Shopify guide on how to create discounts. To use this, you will need to update your permission scopes to include read_discounts. Improvement: Discord For Discord integrations, we introduced new authentication, eliminating the need to create your own bots. We removed the Guild ID field from all actions, as it is now automatically added. We implemented typeahead for the Channel ID, so you can search for the channel directly instead of enabling "Developer mode" in Discord and copying and pasting the Channel ID. As a result we also update the setup instructions for the following templates: 🪝 Improvement: Webhook subscriptions Previously, our webhook triggers would subscribe when workflow are enabled, and unsubscribe when the workflow or trigger was deleted. This means that if you disable the workflow, you will still receive webhooks. However, they will be marked as "Skipped" tasks. This update will unsubscribe from webhooks you disables the workflow, delete the workflow, uninstall the app, or delete the trigger. So, if you disable the workflow, you will no longer receive "Skipped" tasks. Related: How To Backfill Important Data - Time Travel with MESA Improvement: Optional Fields In an effort to reduce confusion and simplify the configuration of each step, we move all optional fields to a side sheets that is accessible from a "More options" button. We found users were struggling to find the right fields to customize and also user configuring fields that were unrelated. We'll continue listening to your feedback and iterate for delivering the best workflow builder experience! Improvement: MESA Docs We improved the structure and wrote new articles to help everyone get started with MESA regardless of your experience with workflow automation. Check it out here: https://docs. getmesa. com/ For your ears: Only Soundtracks Enjoy our Spotify playlist for May featuring hit songs in cinema. Can you pair each song with inspired movie? https://open. spotify. com/playlist/4QHTtc6kpDk0nwZcyooSZU? si=a24daad34c8b4ce6 --- - Published: 2024-03-25 - Modified: 2025-05-28 - URL: https://www.getmesa.com/blog/new-shopify-graphql-updates/ - Categories: Product News - Tags: app update If you're automating Shopify, it's important to keep up with the latest updates to maximize your workflows. We're here to discuss some recent changes to our Shopify integration, specifically with GraphQL, a modern query language that simplifies data handling. Want to do more with Shopify? Try MESA today and start building smarter automations. The latest Shopify GraphQL triggers Our recent enhancements to Shopify triggers mark a significant leap forward, thanks to the integration of GraphQL webhooks. These updates offer a new level of control and efficiency. Here are the key updates: TriggersDescriptionCustomers MergedCombines duplicate customer profiles into one for a cleaner database. Customer Tags AddedAlerts when new tags are added to customer profiles for better segmentation. Customer Tags RemovedNotifies when tags are removed from customer profiles to keep segmentation current. Fulfillment CancelledInforms when an order is cancelled, aiding in inventory and expectation management. Fulfillment Cancellation Request AcceptedIndicates when a fulfillment request is accepted, keeping order processing on track. Fulfillment Cancellation Request RejectedAlerts about the rejection of a fulfillment request, prompting action or adjustment. Fulfillment Cancellation Request SubmittedNotifies when a fulfillment request is made, initiating the fulfillment process. Fulfillment Service Failed to CompleteAlerts to issues or failures in the fulfillment service for quick resolution. Fulfillment Hold ReleasedIndicates when a hold on an order is released, advancing the order process. Fulfillment's Line Items Prepared for Local DeliveryShows when items are ready for local delivery, aiding in logistics. Fulfillment's Line Items Prepared for PickupAlerts when items are prepared for customer pickup. Fulfillments MergedInforms of merged orders for tracking and inventory management. Fulfillment MovedNotifies when an order is moved, aiding in order tracking. Fulfillment Order Routing CompletedIndicates the completion of order routing, signifying readiness for the next phase. Fulfillment Placed on HoldAlerts when an order is placed on hold, important for managing delays and communication. Fulfillment SplitNotifies when an order is split, essential for accurate order tracking. Get List of CatalogsObtain a list of catalogs. Get List of Price ListsObtain a list of price lists. Get List of Sales ChannelsObtain a list of sales channels. Publish Product or CollectionPublish a product or collection to a specific sales channel. Retrieve CatalogGrab all details about a catalog. Retrieve Inventory LevelsGrab all details about inventory levels (includes details about item ID, location, quantities, incoming, on hand, damaged, and available). Retrieve MetafieldGrab all details about any metafield, including CompaniesRetrieve Price ListGrab all details about a price list. Retrieve Sales ChannelGrab all details about a sales channel. Return ApprovedInforms when a return is approved, streamlining the returns process. Return CancelledIndicates the cancellation of a return request, aiding in inventory and customer management. Return ClosedAlerts when a return process is concluded, marking the end of the return cycle. Return DeclinedNotifies when a return request is declined, essential for customer service follow-up. Return ReopenedInforms if a previously closed return is reopened, requiring attention. Return RequestedAlerts to new return requests, initiating the returns handling process. Unpublish Product or CollectionUnpublish a product or collection from a specific sales channel. Shopify GraphQL triggers now available for more efficient workflows Additionally, we added two new optional fields available across Shopify triggers that leverage GraphQL and make your workflows easier to setup and manage. Include Fields This option allows you to specify which fields should trigger an action in your workflow. By using 'include fields', you can filter and trigger actions based on specific data fields. https://youtu. be/4me2zjwv2v0 Suppose you want to trigger a workflow only when someone changes specific fields like "price" or "inventory. " By setting 'include fields' to these specific areas, your workflow will only activate when changes occur in these fields, ignoring irrelevant data changes. This targeted approach makes your automation more efficient and relevant, reducing unnecessary processing and focusing on key data points. For example, if you're monitoring stock levels, you can use 'include fields' to trigger an alert only when the 'inventory' field changes. This way, you track critical inventory updates and ignore irrelevant data changes. Metafields Namespace Metafield Namespaces allow you to add specific metafields to your workflow's payload. By listing the desired namespaces, separated by commas, you can tailor the data your workflow receives. https://youtu. be/dfNHEQ2zgN8 Shopify stores specialized information in Metafields that standard fields don’t capture. By including specific metafield namespaces in your triggers, you can access and utilize this customized data in your workflows. This capability is particularly useful for workflows that depend on unique information in conjunction with other relevant data. Related: How to automate Shopify metafields For example, imagine you're using a metafield to track the 'expected delivery date' for orders – a crucial piece of information for customer service. You might store this metafield under the namespace 'order_info. expected_delivery'. By including this namespace in your trigger, you configure the workflow to activate when the expected delivery date updates. For instance, you could set up an automated email to customers, updating them about the new delivery date. Or, internally, this update could trigger a notification to your logistics team to prioritize or reorganize delivery schedules. The impact of GraphQL in your Shopify workflow These updates are essential for those who want to streamline their Shopify operations. Here's why they matter: Direct Data Access: With GraphQL, you can more closely monitor and react to changes in your Shopify store in real-time. You'll benefit from enhanced control over customer interactions and order management, leading to a more streamlined and responsive experience. More Efficient Automations: Set your workflows to react only to specific changes that matter most to your business. It simplifies your automation, ensuring that you spend less time dealing with bulky data and more time on what truly impacts your store’s performance. Customized Data Integration: Now, you can include specific metafields in your workflow trigger, neatly packaged into a single dataset. This customization means your automated processes are not just efficient but also perfectly aligned with your unique business needs and customer requirements. These GraphQL updates in Shopify are all about making your life easier. They make your workflows not just automated, but smartly automated. We’re Here to Help Feel free to reach out for support if you need help if you run into a problem or feel unsure. MESA’s US-based support team is here to assist you with any challenges. Contact us any time at contact@getmesa. com. --- - Published: 2024-03-04 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/how-to-drive-traffic-shopify-store/ - Categories: Shopify Growth - Tags: shopify Shopify store traffic is the beating heart of any ecommerce business. Sales growth is only possible with a steady stream of potential customers entering your ecommerce website. Even with the best retention efforts and a loyal customer base, attrition will eat your revenue if you're not getting new prospects. You don't need us to tell you that your ecommerce business lives and dies by its sales. Web traffic is the critical first step in converting search intent into customers.   This article will show you how Shopify stores drive traffic through various strategies and techniques. So, let's get into it because there's no time to waste. Want to do more with Shopify? Try MESA today and start building smarter automations. Understanding the basics of ecommerce traffic If you want to know how to get traffic to your Shopify store, the first step is understanding what traffic means in the context of an ecommerce store. There are a few different ways to define ecommerce web traffic, but the simplest way is that it describes the flow of potential customers who are browsing your Shopify website. Related: How To Increase Sales On Shopify And Succeed Faster However, we can split traffic into two broad categories: paid and organic. Let's explore both. Paid traffic: Visitors to your site after clicking on a search engine, display, or social media ad. Organic traffic: Prospects that come your way via search engines, social media shares, links on forums, or because they directly typed your URL in your browser. Essentially free traffic. Which is better, paid or organic? It's not a competition. Both traffic sources are essential to your Shopify store. Perhaps the best way to think about it is that organic traffic is a long-term strategy for user acquisition, while paid ads traffic gives you a shot in the arm when you need it. Leveraging SEO to boost organic traffic Search engine optimization (SEO) is crucial for generating organic traffic. In an ideal world, you want prospects to show up at your store and be ready to buy just by searching for products you sell. SEO can help you achieve that, but beware, it's not easy and takes time to bear fruit. Here's what you need to do to drive traffic to your Shopify store via SEO. Invest time in keyword research so you know what people write when they search for your products Your product descriptions need to be on point so they connect with user intent Well-optimized meta descriptions create impact on search results pages People use image search on their search engines to find products, so make sure your photos are slick and inviting Blog content is another solid way to improve your SEO ranking and connect with your target audience. Utilizing social media to drive traffic Social media is another good way to get people to your online store. Having a presence on platforms like Meta, Instagram, TikTok, and Pinterest helps you attract customers and relevant traffic. However, you must post and share interesting content from your social media accounts. Some of the best ways of increasing traffic to your Shopify store include: Posting shareworthy visual content Building a strong community for your store Encouraging existing customers to make user-generated content or guest posts Using influencer marketing campaigns to connect with your target audience. With social media platforms, people congregate around topics and subjects they're passionate about. If you establish your Shopify store on social media, you can generate traffic and views that can turn into sales. Implementing effective content marketing The best way to gain your target audience's attention, trust, and interest is by producing content they love. There are lots of different content that you can produce to help drive traffic to your Shopify store, including: Blog post, guest posting Video content Podcasts As for the kind of content you produce, some good ideas are: Content that helps users get the most from your product or services Helpful content that answers users' questions Topics and trends that are related to your niche Content that helps establish your authority Finally, think about your target audience and what formats they like. For example, short and punchy videos work for the TikTok generation, while in-depth and educational content will suit a professional audience. Email marketing strategies for increased traffic Every year, people declare email marketing as dead. However, it's anything but. Indeed, email marketing campaigns are still one of the most influential and cost-friendly ways of connecting with consumers.   Some good email marketing ideas for driving traffic to your Shopify stores include: Newsletters with product information and tips and clear-as-day CTA buttons Emails with personalized recommendations Promotion emails with offers, discounts, and deals Pro Tip: Keep your email list tidy and occasionally prune recipients who are not opening or reading your emails. It will help boost your overall deliverability. Paid advertising: a tool for quick traffic boosts While organic marketing is a sustainable and cost-effective way to drive traffic to your Shopify store, it's a more long-term strategy. Indeed, things like SEO can take six or more months to start producing results. So, what are you meant to do while you wait for online shoppers to roll up to your Shopify website? The answer is paid ads. While paid ads are an excellent short-term option, we don't want to give you the wrong impression. They are also part of a general strategy to get more traffic for your store. When used with organic traffic, they are a great way to get potential customers to browse your products. There are a few compelling reasons to use paid social media ads, including: Advertising platform like Instagram ads, Youtube ads or Google Ads offer exact targeting and access to a vast audience base. Google Search Ads help your product appear above the other search engine results page (SERP) entries for relevant keywords. Ad platforms generate significant data to help you understand your audience and optimize conversion rates and sales. Related: How To Lower Customer Acquisition Costs For Shopify Growth Here are the basics of a good paid ads strategy. #1. Understand your audience and use Google and Facebook Ads' excellent targeting capabilities to serve ads based on demographics, location, interests, and more. #2. Use analytics to determine how much each customer is worth to you over the long term and use that to inform your bidding strategy. #3. If you want to create ads that sell, ensure you have: Compelling and descriptive headlines that grab attention Copy that emphasizes benefits and not just specs and features Great visuals Clear CTAs #4. Use A/B testing to serve your users different versions or combinations of your ads. Then, settle on what works best. #5. Track metrics and ad performance so you can make constant adjustments to wring as much value as possible from your ad spending.   Collaborations and partnerships Another good strategy for how to get traffic to your Shopify store is to embrace collaborations and partnerships with brands and influencers. Here are some tips: Look for trusted and relevant influencers whose values and audience align with your own. Find brands that aren't your direct competitors but do sell related products. You can use all kinds of cross-promotions, like discounts, guest blogs, or contests that give you access to each other's audiences. Explore affiliate marketing so that you have people promoting your brand day and night for a small cut of your sales. Analyzing and optimizing traffic strategies Tools like Google Analytics 4 (GA4) are a great way to understand where your quality traffic is coming from. Using these tools means you can attribute which strategies are working and which need more work.   It can also help you predict the impact your sales and marketing budget could have on your sales. Another consideration is the customer journey, which involves a prospect's first hearing about your store and becoming a loyal customer.   GA4 can help you understand the journey, remedy any friction in your strategy, and double down on the approaches driving revenue. Again, A/B testing is your friend, so use it for everything you can. Conclusion Driving traffic to your Shopify store requires a multifaceted approach. A combination of paid ads and organic traffic is best, but there's no time to rest easy. Generating quality traffic requires consistent hard work and analysis and the ability to adjust and adapt to changes. So, get out there and experiment, and you'll find out what works for your audience or niche. --- - Published: 2024-02-26 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/how-to-increase-conversion-rate-shopify/ - Categories: Shopify Growth - Tags: shopify Running a Shopify store is challenging work. Getting traffic to your online store takes a lot of work, but your effort is for nothing if you can’t convert potential customers.  If you’ve ever wondered how to increase your Shopify conversion rate, you’ve come to the right place. This handy guide contains the tips and tricks to take your Shopify store to the next level. MESA is a powerful tool for conversions on your Shopify store because it helps you automate all the time-consuming tasks needed to do to run a successful ecommerce business. Automate conversion rate tasks today. Try MESA free - no coding required. Understanding Shopify conversion rates Your Shopify conversion rate is a percentage number of website visitors that come to your Shopify store and take a desired action. Typically, when people talk about Shopify conversion rates, it means your online shoppers are making a purchase. However, it can also mean other desirable actions, such as: adding an item to their cart making an account Signing up for your newsletter How to calculate your Shopify conversion rate In this example, we’ll focus on sales. Conversion rate = number of sales / number of visitors x 100. In other words, say you had 140 people visit your ecommerce store, and five of them bought an item; that would be: (5 sales /140 visitors) x 100 = conversion rate of 3. 5% Why Shopify store owners should monitor and increase conversions Boosting Shopify conversion rates is essential for ecommerce sites for several reasons. Getting website visitors costs time and money, so you should maximize the value of that traffic. If you grow your conversion rate, you grow your ecommerce business. Shopify conversion rate optimization helps reduce average Customer Acquisition Cost (CAC) because you need to spend less on organic or paid traffic per sale. Tracking conversion rates helps you take a data-driven approach to more sales. What is a good conversion rate for Shopify? The first thing to consider is that a good conversion rate is subjective and dependent on your industry. However, there are benchmarks that you can measure yourself against. This Shopify article about conversion rates cites a study by Littledata, which suggests: Average conversion rate is 1. 3% Below 0. 5% calls for improvement Over 3. 3% puts you in the top 20 Shopify stores Of course, averages shift depending on products and industry. For example, this study suggests an average of 1. 07% for DIY and tools, while Healthcare (4. 6%) and Gifts (4. 9%) had far higher industry averages. The best thing to do is find benchmarks for similar ecommerce stores and measure against them. Why is my Shopify conversion rate low? There are several reasons why your Shopify conversion rate is low. Here are a few likely candidates. Poor website design: Bad layouts and navigation confuse customers, while poor design looks unprofessional. Moreover, not optimizing for a mobile friendly website or a slow website are other conversion killers. Unconventional navigation and scroll hijacking forces shoppers to perform extra work Unclear product descriptions: Lazy or incomplete product descriptions harm trust, while fuzzy photos on a product page are a massive turn-off for potential customers. Showing only 1 product angle doesn't help customers understand the entire item. Complicated checkout: If you have too much friction anywhere on your checkout page, you turn customers away. Horizontal forms are difficult to know where to start and too easy to skip important information. Target audience mismatch: This common problem happens when your Shopify store, products, and messaging don’t align with your target audience. When you sell too many different items, it's difficult to present clear messaging for new visitors How do I increase conversion rate on Shopify? If you’ve got one or more of those problems listed above, you must know how to increase your Shopify conversion rate. Thankfully, you can boost conversions in a few different ways. To begin with, let’s break them down into simple categories. Related: How to Improve the Conversion Rate of Your Shopify Store Website design and user experience (UX) Make your ecommerce websites clean and easy to navigate Invest in professional design or theme Make sure your store is compatible with different mobile devices. Use clear calls to action (CTA) Product images and descriptions Use compelling, detailed product descriptions Leverage keywords to improve search engine rankings Ensure professional photography Use videos across product pages Optimize the checkout experience Display security badges to eliminate customer concerns about data safety Allow guest checkout option Use as few steps as possible to checkout Offer multiple payment options Offer free shipping Customer testimonials and social proof Share reviews and ratings Use “someone just purchased... ” messages to boost social proof Encourage customers to create and share user-generated content (UGC). Proven strategies to increase your Shopify store's conversion rate Here are the best strategies when you need to know for improving Shopify conversion rates. Website optimization If you’re wondering how to increase Shopify conversion rate, the first port of call is to look at your website. When visitors come to your ecommerce site, they expect it to work well. Any underperformance can hinder conversion rates. Here are some areas to think about. Website speed - Research from Bidnamic shows that faster page loads correlate with higher conversion rates. Moreover, a Vodafone case study showed how an LCP boost of 31% translated into 8% more sales. In addition, audit your web page speeds with a tool like Google's PageSpeed Insights to see how you’re doing. Mobile responsiveness - Mobile phones make up over half of all web traffic, which is growing yearly. Your Shopify store needs to be mobile responsive to serve as a mobile-optimized page when it detects a visitor on a smartphone. Please do so to avoid a high bounce rate, which destroys your conversion rate. User interface (UI) - Good UI is about analyzing user behavior when using your product. It describes the flow of navigating around your interface and layout and how easy it is for consumers to complete tasks. In one interesting case study, the online retailer ASOS simplified registration for their users and saw abandoned carts fall by 50%. High-quality product images and descriptions Convenience is one of ecommerce’s biggest strengths. However, being unable to see and hold the items is one of its drawbacks. Always provide detailed product descriptions and high-quality product images. It can go a long way toward moving ecommerce shoppers down the conversion funnel. Multiple images - Multiple high-quality product images allow users to see your stock from every angle. Indeed, according to Online Dasher, “90% of online buyers say that photo quality is the most crucial factor in an online sale. ” Where appropriate, show the product in use; it helps potential customers visualize themselves using it.   Embrace video - Viewers love video. It’s that simple. According to HubSpot, adding video to a landing page can increase conversion rates by up to 86%. Also, video is the best way to show off the benefits of specific products. Product descriptions - An old phrase in copywriting circles goes, “Don’t sell the features. Sell the benefits. ” Listing specs is essential, but if you want to sell something, you need to give the benefits to the customer. Alongside the benefits, sell the product’s story, use emotion, and address potential objections.   Simplify the checkout process Remove as much friction from the checkout process to get out of your customer's way. Guest checkout - Offer a guest checkout page. Sure, you miss out on customer data analytics, but you reduce your cart abandonment. Minimize steps - Every unnecessary page, click, or dialogue box allows your potential customer to change their mind. Streamline your checkout process! Offer different payment options - Where possible, offer credit card, PayPal, Google Pay, Apple Pay, and even “Buy Now, Pay Later” options. Leveraging marketing tactics to boost conversion rates There are lots of good marketing strategies to boost Spotify conversion rates. Some of the areas you should explore include: Building and cultivating relationships with prospective customers via email marketing campaign Retargeting customers abandon carts or haven’t purchased in a while Share content on social media to drive interest Run social media competitions or giveaways to create a buzz around your store Offer free shipping when a specific cart total threshold is reached Use search engine optimization (SEO) for your store and individual products to drive sustainable organic traffic. Utilizing analytics to understand and improve conversion rates Tools like Google Analytics can help you find your baseline Shopify conversion rates. However, they also allow you to dig deeper and see where users drop off on their customer journey. Identifying the weaknesses in your conversion funnel helps guide your remediation efforts. Focus on crucial conversion metrics and compare them to industry benchmarks. For example, it might be time to provide guest checkout if your abandoned carts are excessive. Finally, A/B test images, product descriptions, and calls to action on your store. Go with the best-performing creatives. Advanced techniques for Shopify conversion rate optimization When you’ve mastered the techniques mentioned above, it’s time to go further with more advanced conversion rate optimization techniques. Here are a few you can try. Use limited-time offers, flash sales, and low-stock indicators to create a sense of urgency. Use “frequently bought together” suggestions, relevant product add ons, and cross-sells and upsells to boost conversions to the next level Loyalty programs help build relationships with existing customers and encourage repeat purchases. Conclusion Increasing Shopify conversion rates is about more than driving revenue. It’s about improving the user behavior of your Shopify store, providing value to customers, and making buying as frictionless as possible.   While some marketing strategies work best for different products and industries, it’s important to remember that constant testing and experimentation is the key. Therefore, invest time and money in improving your conversion rate, and eventually, the results will come. --- - Published: 2024-02-26 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/lower-customer-acquisition-costs/ - Categories: Shopify Growth - Tags: shopify Customer acquisition cost (CAC) is an essential metric that measures how much it costs to win a new customer. It’s important to know because when paired with other metrics like customer retention and lifetime value (CLV), it tells you a lot about your Shopify store's health. In this article, we’ll answer questions like “What is customer acquisition cost? ”, share the customer acquisition cost formula, and teach you how to calculate customer acquisition cost and lower your customer acquisition costs so that you can grow or scale. Customer acquisition costs are the sum of your marketing and advertising activities, the technology you use to win new customers, and all the staff involved. Workflow automation apps like MESA can help you lower CAC through our innovative tools that help reduce churn, boost conversion rates, and reduce overheads through automation. Automate CAC tasks today. Try MESA free! - no coding required. What is the customer acquisition cost? Customer acquisition is the total monetary cost of winning a single paying customer. It is the sum of all customer acquisition activities, including paid and organic marketing campaigns and relevant software and staff. Calculating customer acquisition costs uses a simple formula: CAC = Total Marketing & Sales Costs / Number of New Customers Acquired So, to use an example, let’s say your sales and marketing spend for the month was $9,000, and over that period, you acquired 250 new customers. Then CAC is $9,000 / 250 = $36 The importance of CAC for Shopify and other ecommerce stores Knowing your CAC is crucial for an ecommerce brand for several reasons. Knowing the average amount you spend to acquire a customer can tell you if your marketing efforts are producing a sustainable return on investment (ROI) It helps you make decisions about your marketing budget In fact, tracking CAC over time gives you valuable insights into your efficiency and ability to scale your marketing campaign. Related: 11 Marketing Automation Workflows for Shopify Stores Difference between CAC and customer lifetime value CAC and customer lifetime value (CLTV) are highly related. CAC measures the average cost of winning a new customer CLTV measures the average revenue a customer will bring during your entire relationship. The relationship between these numbers strongly influences growth. For example, if it costs you $100 to win a customer, and they only spend, on average, about $200, your CLTV:CAC ratio is 2:1. Typically, experts suggest something in the region of 3:1 is healthy, with 4:1 considered excellent. A CLTV:CAC ratio around 1:1 or below 2:1 suggests that you're losing money acquiring customers once other business costs are subtracted.   Is a low customer acquisition cost good? Yes, a low CAC is a good thing. Low CAC means: You have a better chance of being profitable Your sales and marketing are efficient Your Shopify store can scale However, there is some context you must understand. Lowering CAC at any cost can harm your brand. For example, aggressive, spammy, and overly broad targeting might be cost-effective, but it’s rarely a good way to build long-term relationships. Some problems associated with driving CAC too low are: Low-quality customers that generate little revenue High customer churn Positioning your brand as low-value Striking a balance is essential if you want profitable and long-lasting customer relationships. Optimizing marketing strategies to reduce CAC Efficient targeting is a great way to lower customer acquisition costs. In effect, it’s about understanding the target market who needs or wants your product and spending your money getting ad campaigns in front of them. To begin with, using target audience profiles helps you lock in on the people who will convert through your sales funnel. In addition, paid ad platforms allow you to get granular, which boosts precision and, ultimately, conversion rates. Ensure that you think about CAC while you formulate your paid advertising strategy.   Finally, understand your target audience and your product's solution then, target the channels where they congregate. Leveraging organic marketing efforts Paid ads are great because they produce instant results about your sales cycle. However, marketing automation can help you lower customer acquisition costs while building meaningful customer relationships and growing your brand. Some organic marketing strategies that you should consider for your Shopify store include: Search engine optimization (SEO) Content marketing Social media posting, engagement, and community building Other excellent organic marketing strategies involve leveraging social proof, testimonials, and user-generated content. These campaigns take time to produce results, but they’re cost-effective, sustainable, and go a long way toward building deep consumer trust. Can CAC be reduced? In recent years, the average CAC has gone up across the board. There are a few reasons, including data privacy regulations and increased competition in digital marketing and social media platforms. However, with the right approach, you can lower customer acquisition costs. Some essential tips include: Refine your targeting so that only interested people see your ads Analyze your marketing channels and rotate your budget into the platforms that produce results Produce high-quality content marketing Use referrals or product-led growth  Workflow automation apps like MESA can also help you reduce customer acquisition cost by automating email marketing campaigns, delivering actionable insights, and reducing operational costs. MESA gives you the information to make data-driven decisions to lower customer acquisition cost. What is low CAC? What is considered a low CAC depends on many factors, including: Industry Product price Business model As we’ve shared above, a CLTV:CAC ratio of 3:1 is seen as sustainable. However, it would be best to benchmark against relevant competitors to know that your CAC is low. Here’s how you can do that. Calculate your CAC Gather industry data and benchmarks Compare against similar Shopify stores Improving website conversion rates One of the best ways to lower customer acquisition costs is to improve your Shopify store's conversion rate. If you optimize your store, you can make more sales from your existing traffic. Moreover, you reduce wasted ad spend and marketing costs because fewer customers are bouncing from your store. Some of the best strategies here include: Easy navigation, fast-loading pages, and detailed product descriptions and photos Clear, colorful, and well-written calls to action (CTA) Mobile responsiveness A/B testing of all your creatives and copy to ensure the best wins out Using data analytics to drive down costs Data analytics are a great way to understand the customer journey. Tools like Google Analytics can help you know things like: Which customer segments deliver high CLTV Which marketing channels are producing results, and which aren’t? How much revenue you can attribute to different points on your customer journey Where are the bottlenecks in the customer journey Predictive analysis tools use AI and ML to help you understand who your potential customers are. For example, it can let you build profiles of the people you should target with digital marketing. Predictive analysis tools can also help you boost retention by finding the patterns in consumer behavior that forecast customer churn or even openness to cross or upselling. Customer retention as a strategy to lower CAC Customer retention is a crucial strategy for businesses that want to lower customer acquisition costs. When you provide value to customers and develop long-term relationships, you can unlock the following benefits: Lowering your customer churn rate reduces your reliance on marketing spend to drive revenue Holding on to more of your existing customers means average CLTV will rise CAC is more expensive than retention, and thanks to cross and upselling, these efforts can produce a fantastic ROI. Retention also increases the chance of referrals and word of mouth as loyal customers become advocates. Collaboration and partnerships for cost-efficient acquisition Of course, there are many novel ways to reduce customer acquisition costs.   Partnerships Collaborations and partnerships with other complementary brands or influencers are great ways to engage paying customers without increasing your CAC to unsustainable levels. Specifically, some of the significant benefits here include: Expanding your reach by accessing your partner's audience Sharing the load of marketing and advertising costs Increased trust and credibility due to your partnerships. Affiliate marketing Affiliate marketing is a proven way to outsource content creation, SEO, and audience targeting to potential customers with credibility in your niche. Some of the benefits of affiliate marketing include: You only pay for marketing that results in sales Affiliate marketers do the work of identifying and attracting your ideal audience Affiliate marketing is easy to scale. Conclusion There are many ways to minimize customer acquisition costs for your Shopify store. Some of the best ideas involve marketing automation, customer experience improvements, customer data analysis, and customer retention.   Ultimately, lowering CAC is a continuous process. Consequently, you must stay vigilant, test often, and leverage data to outperform your competitors. What works for one ecommerce store might not work for you. Make adjustments, focus on customer retention, and watch your revenues grow. When you want to get serious about lowering CAC, get MESA. MESA helps Shopify stores automate a wide range of strategies that help drive down CAC without compromising growth and revenue. By simplifying these processes, MESA supports you to boost conversion rates, customer retention, repeat customers, and marketing spend efficiency while you focus on running your store. --- - Published: 2024-02-26 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/average-order-value-formula/ - Categories: Shopify Growth - Tags: shopify There's one metric you need to pay attention to if you want to drive revenue growth for your online store: Average Order Value (AOV. ) It may sound like some complex finance term, but it's a critical number that can make or break your ecommerce success. In this post, we'll explain the average order value and why it matters. We will also offer actionable tips to increase the average transaction value in your ecommerce business. Whether you're just starting or looking to take your business to the next level, optimizing Average Order Value should be a top priority. The good news? You can significantly boost customer purchase sizes and your bottom line with the right strategies and tools. Automate your AOV strategies. Try MESA free! - no coding required. The fundamentals of average order value Here is the formula to calculate average order value: Average Order = Total Revenue/Number of Orders First things first, let's start with the basics by defining what Average Order Value is. AOV is calculated by taking your total revenue over some time and dividing it by the number of orders placed. In simple terms, it's the average dollar amount customers spend each time they purchase from your store. This number gives you insight into the buying behavior of your customers. And it has direct implications for the profitability of online businesses. With higher average order values, you make more money per sale. In turn, your overall revenue and margins increase without acquiring new customers. It's a lever you can pull to scale your Shopify business faster. Higher order values often indicate that customers find real value in your products. It builds loyalty and improves customer retention over the long term. Key strategies to increase AOV in your Shopify store You probably want to know, "How do you increase the average order value on Shopify? " Boosting AOV can be challenging, but it's worth the effort. In this section, we'll outline key strategies you can implement immediately to encourage customers to spend more when purchasing from you. Related: How to Increase Average Order Value on your Shopify store Use upsells and cross-sells Cross-sell example of items related to the primary product One of the most straightforward ways to increase average order value on Shopify is through upsells and cross-sells. It grows the customer's basket size without needing to acquire new customers. Upsells show customers a higher-tier or more expensive version of an item already in their cart. For example, they are upgrading from standard to premium membership. Meanwhile, cross-sells recommend complementary products that offer more value when purchased together. Think - chips with guacamole. The key is presenting these offers in a helpful rather than pushy way. Be selective with what you show customers. Only suggest products that make logical sense based on their purchases. Descriptive language is essential here as well. Focus on the benefits customers will enjoy from purchasing an upsell or cross-sell. Provide bundles deals and promotions Product bundle collection example that includes promotional discounts Everyone loves a good promotion or special offer. You can use this to your advantage to entice larger purchases. Product bundles and built-in discounts work exceptionally well, especially during the holiday season. Black Friday and Cyber Monday present prime opportunities to boost AOV with bundle deals and site-wide sales. Creative promotions like free shipping thresholds increase the average amount customers spend by improving the perceived value from a customer standpoint. Offer free shipping to encourage customers to add more items to their carts. Even if the shipping costs are low, it's an attractive incentive.   Without seasonal events, well-designed bundles with multiple products still add convenience for customers and make them more likely to spend more. Give them all three flavors of ice cream instead of just one. Or a shirt, shorts, and shoes to complete an outfit. Leverage volume discounts and tiered pricing Quantity discount example Along the same lines of bundles and promotions, tiered pricing or volume discounts employ psychological tricks that lift AOV. You've probably seen examples like: Buy 2, Get 10% Off Buy 3, Get 20% Off Buy 5, Save 30% This type of structured pricing rewards customers for buying in larger quantities. Which naturally results in bigger order sizes. The critical thing to remember is the more money customers think they're saving, the more willing they'll be to spend. They tend to put aside normal spending inhibitions when confronted with attractive bulk or volume discounts. Their minimum spending limit and the Average Order Value go up.   Promote limited-time offers Countdown timer for upcoming product releases Time is money. And that applies ideally when using limited-time incentives to increase purchase value. The threat of missing out on a short-term deal or special promotion is an excellent motivator for increasing order sizes. We often see this from online retailers with offers like "Today Only! 20% Off Spring Collection! " or "48-Hour Flash Sale! Buy More, Save More! " This tactic plays into our natural fear of missing out (FOMO) on what seems like an exceptional bargain. By emphasizing the exclusivity and urgency of a promotion, you spark action and more significant purchases from more customers. Even if a customer wasn't looking to make a big order, the temptation of time-sensitive savings brings more revenue than usual. They are still determining if they will have another chance to get such a good deal, so they take advantage of it now. Enhance the product presentation Engaging product page example Now that we've gotten the basics let's focus on more subtle methods and tricks that can increase average order value. One such trick is to enhance the presentation and descriptions of your products. Savvy ecommerce brands know product presentation and descriptions directly impact conversions and average transaction value. Good content builds trust and perceived value with customers. Let's say a customer lands on a product page with low-quality or confusing content. There are no engaging descriptions, and photos are missing or hard to decipher. Chances are that visitors will leave without a second thought, even if that's the product they were looking for. Alternatively, product pages with vibrant images, detailed descriptions, specs, and positive customer reviews do the selling for you. They establish credibility and make the product seem higher quality. In turn, buyers have far more confidence about making the purchase. You can even raise the retail price (which is excellent for AOV) since customers will pay more for better-quality products. Additionally, including social proof such as reviews or ratings can also increase perceived value and trust in your products. Personalization: a game-changer for AOV One of the most powerful tactics to increase average order value is personalization. Leveraging data from customer behavior, you can serve up tailored product recommendations matching individual customer interests. The ideal cross-sells, upsells, and promotions - are displayed at precisely the right moments. The goal of personalization is knowing what customers want before they do. The stats speak for themselves. According to recent data, personalization increases AOV for 98% of online retailers.   The beauty is personalization works for email marketing campaigns, too. Segmenting your list based on past purchases lets you promote relevant products in campaigns. You are significantly boosting CTR and conversion rates. The more dialed-in your personalization efforts, the higher your AOV will climb. It's that simple. One recommended tactic is creating buyer personas, fictional representations of your ideal customer based on research and data. This enables you to understand their interests and buying habits better, creating more accurate and effective personalized marketing and pricing strategies. Optimizing the checkout experience The final steps before a customer hits "Purchase" represent prime real estate for increasing average order value. You have a captive audience. Their shopping carts are complete, with credit cards in hand. Now, it's time to remove any last obstacles in their way and optimize the customer experience.   Streamlining the checkout process minimizes distractions for customers. It enables you to guide the focus toward impactful upsells or cross-sells when they count most. Tips like pre-filling checkout fields also lend themselves to higher order values by reducing friction. Saving and showing past carts also help remind customers what they originally wanted to buy. Multiple payment options like PayPal or Apple Pay correlate to higher conversions and AOV. The overarching goal is to eliminate barriers distracting customers from spending more money with you. Smooth their path from product selection to final checkout, and watch as your average transaction values rise in response. Utilizing customer feedback to increase AOV One of the best ways to find opportunities for higher average order value is by asking the customers. After all, they directly interact with your products and services. Collecting direct feedback through surveys, reviews, and social media conversations offers invaluable insights into purchase decisions. And this ties back to the average value. Customers may want more sizing options before buying multiple items. They may prefer automatic re-ordering for routine purchases or seeking discounts to justify more oversized single orders. Acting on this feedback guarantees that any AOV efforts stay aligned with buyer needs. The bonus is increased customer loyalty and retention from feeling "heard" by your brand. Loyalty programs and their impact on AOV A good loyalty program is one of the best AOV optimization strategies is rewarding repeat customers. Loyalty and rewards programs are easy ways to raise the Shopify average order amount. For instance, offer a free gift if a minimum purchase value was reached or offering free shipping to repeat customers who sign up for a membership. They can accumulate points or rewards with each purchase or benefit from exclusive promotions and discounts.  There are a few reasons for this uptick: Rewarding loyal customers then become emotionally invested in chasing status, discounts, and perks from a brand they love. Tier structures motivate customers to keep spending to unlock better benefits. Gamification triggers the desire for mastery and completion. Members-only pricing makes customers feel special, plus nets them exclusive savings. Customer loyalty programs offer ecommerce businesses valuable customer data as well. You gain more precise insight into purchasing habits and what motivates higher spending from your best shoppers. Use this intel to refine cross-sells, bundles, and promotions, increasing AOV over time. Finally, since loyalty strengthens over time, these programs also increase another crucial metric. Customer Lifetime Value (CLV) represents how much money a customer spends on average with your brand over their entire lifetime. Monitoring and adjusting strategies for AOV growth Like most things in ecommerce, increasing Shopify's average order value requires ongoing testing and optimization based on performance. Routinely monitor your business health by looking at AOV and related important metrics using Shopify analytics and external tools like Google Analytics. Track the impact of implemented promotions, product bundles, and checkout changes over 30, 60, or 90-day periods. If something works well, expand on it. If results disappoint, tweak your approach and try again. Customer preferences also evolve. New product mixes alter natural purchase pairings. Online store growth unlocks possibilities like tiered pricing. You increase revenue from every opportunity by continuously assessing your AOV and pricing strategy against actual data. Over time, all those small wins compound into meaningful growth. Your loyal customers become even more valuable to your brand, increasing AOV and total online sales year after year. Conclusion Now that you know how to increase average order value on your ecommerce store, it's time to implement those tips. Boosting average order value directly fuels business growth by maximizing revenue from your existing customers. Based on data from Customer Acquisition Costs (CAC), it is significantly less expensive to earn more from current shoppers than to chase endless streams of new customers. And the strategies covered today are just the start. There are always more opportunities to monetize customers better. Want even faster and bigger AOV wins? Consider integrating tools like MESA, built specifically to help ecommerce owners automate workflows with no code. --- - Published: 2024-02-26 - Modified: 2025-05-28 - URL: https://www.getmesa.com/blog/how-to-backfill-data-time-travel/ - Categories: Product News - Tags: feature As a business scales, we all invent new processes and systems to meet the needs of the business. Orders start to get new tags, data is synced to new platforms, and new warehouse teams get brought on board. But how do you keep historical data consistent with these new workflows? This is where MESA's Time Travel feature comes in handy. It lets you run historical data through a MESA automation workflow. Picture retroactively updating all customer orders that include a specific product with the Shopify tag you started using last week? Or image syncing all of your past customers into your CRM. You can update tags, order notes, or product descriptions, ensuring that your past data aligns with the new data. You can apply your workflows to your past data, ensuring continuity and consistency in your data management. In this article, we'll go over MESA's Time Travel feature. We'll explain how it works, provide a guide on how to use it, discuss practical use cases, and offer troubleshooting tips. By the end of this guide, you'll be able to manage your data effectively, turning historical records into a valuable business asset. Want to do more with your data? Try MESA today and start building smarter automations. What is MESA’s Time Travel feature? Ecommerce automation usually revolves around triggers that act in response to current events. But what about events and data that happened before your current workflow setup? That's where MESA's Time Travel feature comes in. It lets you run your workflow retroactively on past orders, products, customer data, and more. With Time Travel, you can backfill your data, applying your current workflow processes to historical records. This ensures that your past data aligns seamlessly with your current operations, providing valuable insights. Your historical data becomes a dynamic asset, actively contributing to your business strategy. Time Travel keeps your workflow active for future records while also applying it to past records. This ensures that all data, old or new, benefits from your automation processes, bridging the gap between past and present and ensuring comprehensive data management for your Shopify store. How to use Time Travel on your workflows Time needed: 5 minutes. Using MESA's Time Travel feature is straightforward, but here’s a step-by-step approach to prevent any errors. Before getting started, please note that as of now, Time Travel is solely compatible with workflows triggered by the following platforms: Shopify Order, Shopify Customer, Shopify Product, Shopify Refund, Recharge, Infinite Options, Uploadery, Tracktor, Gorgias, and Salesforce. Test your workflow first Before using Time Travel, test your workflow on a new event or single record to ensure it runs smoothly and as expected. Any errors could lead to unintended consequences when applied to large amounts past data. Once you've confirmed that the workflow functions correctly, enable it. Your workflow is now running for all future events. Accessing Time Travel To use Time Travel, click on the Activity tab at the top of your MESA workflow. Be sure your workflow status is "On". Selecting records or timeframe Decide on the scope of your Time Travel. You can specify the number of records or choose a specific timeframe. If you want to apply it to all past data, select "All-Time" from the timeframe dropdown menu. Running Time Travel Once you are satisfied with the preview, run Time Travel. The duration of the process can vary from seconds to hours, depending on the number of records selected. By following these steps, you can effectively use MESA's Time Travel feature to manage your historical data, enhancing data consistency and unlocking new potential in data management and strategy development. Benefits of running automation against past data MESA's Time Travel opens up many possibilities for your Shopify store. Here are some practical use cases: Backfill important data in Google Sheets With Time Travel, you can retroactively fill Google Sheets with past order details for quick reference and strategic planning. Retroactively apply tags and order notes Time Travel lets you update past orders with relevant tags and notes, ensuring your database reflects the most current inventory and order status. Update all product descriptions with AI Leverage AI to update product descriptions, even those in the past. This enhances SEO and customer engagement. Populate a Google Sheet with tags based on option selection purchase history Gain insights into popular trends and preferences by using Time Travel to populate a Google Sheet with tags based on past purchase options. Each use case shows how MESA's Time Travel can transform your data management and operational efficiency. Managing your past, present, & future data MESA's Time Travel feature is not just about revisiting and updating historical data; it's about integrating this enhanced data seamlessly into your current business ecosystem. This remarkable feature can update past records and effortlessly connect them with the Shopify database or any other database system you choose, such as Google Sheets or Airtable. This level of integration brings a new dimension of flexibility and power to your data management strategies. One of the most exciting aspects of Time Travel is its compatibility with popular AI models like ChatGPT. By leveraging AI, you can significantly improve the quality of your data with minimal manual effort. Imagine using ChatGPT to automatically update product descriptions or generate insightful tags based on past trends and data patterns. This synergy between MESA's Time Travel and AI tools like ChatGPT paves the way for innovative, efficient, and effective data management practices. MESA's Time Travel integration capabilities extend beyond just data updates and AI enhancement. They provide a cohesive, streamlined approach to managing your Shopify store's historical and current data. Whether you're looking to gain more insights from your past sales data, update inventory records, or enhance customer interaction histories, the integration of Time Travel with your preferred databases and AI tools makes it a seamless and highly effective process. In essence, MESA's Time Travel acts as a bridge, connecting the past and the present data, ensuring that your ecommerce store operates on a foundation of comprehensive and up-to-date information. This integration simplifies data management and amplifies its potential, making it a vital tool for any forward-thinking Shopify store owner. With great power comes great responsibility Implementing any new feature, especially one as robust as MESA's Time Travel, can come with challenges. It's crucial to be prepared for potential issues and know how to address them effectively. Here are some essential troubleshooting tips and support resources to ensure a smooth experience with Time Travel. Stopping Time Travel If you encounter any issues during the Time Travel process, the most immediate action is to use the “Stop Time Travel” button. This feature halts all ongoing activities, preventing any further changes to your data. It's a crucial step to minimize any potential impact of unexpected issues. Being Mindful with ChatGPT Integration While integrating AI models like ChatGPT can significantly enhance your data quality, it's essential to be cautious. The prompts you use with ChatGPT should be well-thought-out and specific to your requirements. A well-designed prompt might lead to accurate or relevant updates in your product descriptions or tags. Review and refine your prompts to ensure they align perfectly with your objectives. We're Here to Help Feel free to reach out for support if you need help if you run into a problem or feel unsure. MESA's US-based support team is here to assist you with any challenges. Contact us any time at contact@getmesa. com. Feature wrap-up Are you ready to take the next step with your data management? MESA's Time Travel feature offers a powerful way to manage your business's historical data. This feature allows you to apply current processes to past data, ensuring consistency across your operations. Start small, perhaps by updating a section of your data. This allows you to become familiar with Time Travel without overwhelming your existing systems. As you grow comfortable, expand your use of Time Travel, applying it to larger data sets. Test out the Time Travel feature today and discover how it can enhance your inventory management and ensure data consistency. Whether you're looking to tidy up historical records or integrate advanced AI capabilities, Time Travel is a feature worth exploring. For more insight and a detailed guide on getting started, check out our help guide on MESA's support page. Try Time Travel today and elevate your business's efficiency and data management. --- - Published: 2024-02-16 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/ultimate-guide-to-the-best-shopify-apps-to-increase-sales/ - Categories: Shopify Growth - Tags: appstle, bold, facebook, fera, google reviews, instagram, judgeme, junip, justuno, klaviyo, loox, loyaltylion, marketplace, omnisend, optimonk, pinterest, pushowl, recharge, reconvert, reputon, rivo, salespop, seal, selleasy, skio, smartrr, smile, stamped, tiktok, uppromote, vitals, yotpo, yotpo loyalty In the fast-paced world of ecommerce, every online store owner looks for ways to increase sales and outshine competitors. A key strategy involves leveraging the best Shopify apps to increase sales. These apps offer innovative solutions to enhance your store's performance, from marketing automation efforts to search engine optimization. However, the real game-changer comes from integrating these apps with MESA, a powerful automation tool that streamlines your processes. By adding pre built automation workflows between your chosen apps and MESA, you not only simplify operations but also unlock new avenues for sales growth. Integrating your apps is essential for anyone serious about taking their online store to the next level. Let's dive into how these tools can transform your business and look at some of the best ecommerce platform apps to increase sales. Want to do more with your Shopify apps? Try MESA today and start building smarter automations. Streamlining Orders and Managing Subscriptions Streamlining the process of managing orders and subscriptions plays a crucial role in increasing sales on Shopify. Efficient order tracking, processing, and fulfillment are the backbone of a successful online store, ensuring customer satisfaction and repeat business. Similarly, offering subscription services can provide a steady revenue stream and enhance customer loyalty by making it easy for customers to receive their favorite products on a regular basis. Related: How to Automate Shopify Orders and Streamline Your Business Order management apps streamline the entire order lifecycle, from the moment a customer places an order to its delivery. These apps offer features like real-time tracking, automated shipping updates, and simplified returns, making the process seamless for both store owners and customers. Managing subscriptions efficiently is vital for businesses offering products or services on a recurring basis. Subscription management apps focus on automating recurring payments, adjusting subscription preferences, and implementing retention strategies to reduce churn. Seal Subscriptions 4. 9 (1,200+) • Free plan available. 30-day free trial Seal Subscriptions App for Shopify simplifies creating and managing subscription services. You can easily configure subscription rules, manage subscribers, products, and discounts with full control, and increase recurring revenue by design. The app features a supportive team, mobile responsiveness, and integrates well with Shopify. Merchants appreciate its user-friendly interface, customization options, and the increase in recurring sales. The app provides a range of features, including churn rate management, subscription boxes, and flexible cancellation options. Appstle Subscriptions 4. 9 (2,800+) • Free plan available. 30-day free trial. Appstle Subscriptions App for Shopify, launched in 2021, provides comprehensive and efficient subscription management tools, ideal for large e-commerce brands. It offers features like loyalty benefits, 1-click checkout, churn control, build-a-box, and more. The app ensures a seamless subscription experience with its customizable options and robust merchant tools. Merchants value the app for its user-friendly dashboard, seamless Shopify integration, and 24/7 support from a responsive success team. It's known for increasing sales, customer loyalty, and recurring revenue. Recharge Subscriptions 4. 6 (1,600+) • 30-day free trial Recharge is a dynamic Shopify app acclaimed for its robust subscription management and seamless integration with Shopify. It empowers brands to cultivate long-term customer relationships and increase recurring revenue. Key features include customizable subscription options, allowing businesses to offer tailored product bundles and unique shopping experiences. The app also focuses on customer loyalty, offering exclusive rewards and benefits. Merchants praise Recharge for its user-friendly billing and efficient recurring payment system. Users consistently praise the support team for their responsive service, which enhances the overall experience. Users have reported improved conversion rates and increased revenue from existing customers. Overall, Recharge is recognized as an invaluable tool for enhancing customer engagement and fostering sustained business growth on Shopify. Skio 5. 0 (100+) • $499/month Skio, a user-friendly Shopify app, simplifies subscription management for brands. Users praise it for its seamless migration process and intuitive interface, which enhance the management of subscription services. Notable features include passwordless login and volume discounts, improving user experience and boosting sales and customer retention. Skio's analytics dashboard offers insights into subscription performance, contributing to growth and better conversion rates. Its compatibility with platforms like Klaviyo allows for advanced functionalities such as product swaps and upselling. The Surprise & Delight feature is especially popular for enhancing customer satisfaction, making Skio a comprehensive solution for Shopify-based subscription services. Smartrr 4. 7 (40+) • 14-day free trial Smartrr, a Shopify subscription app, aims to maximize customer lifetime value through a consumer-centric approach. It features rapid setup for customized subscription programs, enhancing recurring revenue and customer loyalty. The app's standout features include a beautifully designed subscriber account portal for flexible management, a unique Bundle Builder for personalized packages, and an integrated loyalty program. Personalized support from dedicated customer success managers ensures smooth integration. Smartrr's comprehensive offerings, like member-only benefits and gifting, make it an ideal choice for building community engagement within subscription models. Bold Subscriptions 4. 3 (300+) • 30-day free trial Shopify merchants highly recommend BOLD Subscriptions because it offers an easy and effective way to manage subscription-based services. Celebrated for over a decade of expertise, it simplifies setting up and scaling recurring subscriptions, notably through its Subscribe-and-Save and advanced pre-paid options with smart-renewal, which significantly increase customer lifetime value. The app's beautiful customer portal offers extensive functionality, including the ability to modify subscriptions and the unique feature of monthly product upsells to existing subscribers. BOLD stands out for its seamless integration with Shopify, automating subscription processes, and enhancing customer service, leading to increased recurring revenue. It includes valuable features like passwordless login, varied frequency options, and effective cancellation management. Merchants appreciate BOLD for its flexibility in subscription plans and billing, robust reporting, and analytics capabilities, as well as the exceptional customer service team known for their responsiveness and problem-solving skills. Overall, BOLD Subscriptions is a top choice for Shopify users seeking a reliable and comprehensive subscription management solution. Enhancing Customer Conversions Enhancing customer conversions is pivotal for any Shopify store aiming to scale its sales. The right tools can transform your website visitors into loyal customers. Here’s a look at some of the best Shopify apps to increase sales by boosting customer conversions, each offering unique features, pricing, and benefits. Justuno 4. 6 (2,300+) • Free plan available Justuno is a conversion marketing and analytics platform enhancing online retail with tools for boosting conversions. Merchants recognize it for engaging visitors through targeted tactics like ecommerce promotions and personalized recommendations. Merchants appreciate its customization options, especially for email capture and responsive support with video demos. Features like Commerce AI and targeted rules enhance conversion rates and customer targeting. Integrating with services like MailChimp and Klaviyo, Justuno offers cost-effective, device-specific offers. Users view it as a dynamic tool for creating personalized, conversion-driven website experiences, despite some challenges with the design tools. OptiMonk 4. 9 (800+) • Free plan available OptiMonk is a dynamic app designed to elevate website conversions through AI-driven email and SMS popups, website personalization, and A/B testing. It effectively transforms Shopify site visitors into leads, enhancing the value of marketing efforts. The app offers advanced capabilities like raising average order value with product recommendations, combating cart abandonment with discount popups, and gathering visitor insights through surveys. OptiMonk facilitates the personalization of landing pages and sales popups without the need for coding, all powered by AI for time-saving automation. Merchants love OptiMonk for its user-friendly interface, customizable templates, and innovative campaign features. The app's effectiveness in generating quality leads and enhancing conversion rates is highly valued, as is its comprehensive A/B testing. Additionally, engaging pop-ups and surveys provide valuable customer insights. Customer support is another plus, recognized for efficiency and exceptional service. Many users consider OptiMonk’s pricing reasonable, and they appreciate the free version for its comprehensive features, making it a well-rounded choice for optimizing online store conversions. Rivo Popups 5. 0 (4,500+) • Free Rivo Popups is a free Shopify app designed to convert visitors into customers by building a robust email list and offering enticing discounts through attractive popups. This app allows users to expand their audience by seamlessly encouraging visitors and customers to subscribe to marketing lists. Its design style editor is easy to use, enabling complete customization of the discount offers and popup appearance. Additionally, users can set form display rules to specify when and where the popups appear on the store. Merchants highly value Rivo Popups for its role in boosting sales and conversions, attributing significant revenue increases to its efficient product presentation and engagement capabilities. The app's user-friendly interface and customizable features enhance its appeal. Rivo Popups is a completely free app that even offers CSS customization at no additional cost, often being preferred over paid alternatives. Its reliability, absence of bugs, and the support team's willingness to assist with broader store issues further enhance its reputation as a valuable addition to any Shopify store. Mastering Social Media Selling Mastering social media selling is a crucial strategy for increasing Shopify sales. With the average internet user spending 147 minutes per day on social media, businesses have a significant opportunity to engage potential customers where they spend a lot of their time. Selling on social media, or social selling, involves building interest and engaging with prospective customers, then facilitating the sales process to convert that interest into purchases. Here are some of the best Shopify apps to increase sales. TikTok 4. 8 (12,400+) • Free to install The TikTok App on Shopify is a game-changer for businesses seeking to tap into the vast, highly engaged audience on TikTok. This app simplifies the process of reaching billions of potential customers, many of whom are influenced by the popular #TikTokMadeMeBuyIt trend. It enables effortless creation and management of TikTok ad campaigns, product catalog synchronization, and direct selling through in-feed videos and LIVE broadcasts on TikTok Shop. Merchants praise the app for its user-friendly interface and straightforward setup. The effective "Shop Now" feature significantly drives web traffic to their stores, while the business portal offers a range of helpful tools and resources. The validation process provided by the app enhances customer confidence. Users report experiencing sales within just a day of setup and find managing ads and campaigns to be uncomplicated. Recognized as a pivotal tool for reaching broader audiences and fostering business growth, the TikTok App on Shopify is essential for modern ecommerce strategies. Shopify Marketplace Connect 4. 3 (1,400+) • Free to install Shopify Marketplace Connect is an efficient and streamlined solution for Shopify merchants looking to expand their sales across top online marketplaces like Amazon, eBay, Walmart, and Etsy. This single app connects your Shopify product catalog with multiple marketplaces, allowing for effortless management of listings, orders, and inventory, all from within your Shopify admin dashboard. Key features include real-time marketplace synchronization, flexible fulfillment options, and support for unlimited marketplace account connections. Merchants commend Shopify Marketplace Connect for its effective management capabilities, particularly its automatic syncing and user-friendly interface. The responsive customer support, including a live chat feature, adds to its appeal. The app is particularly noted for its flawless eBay integration and the ability to customize product details. Users report a glitch-free experience, instant updates, and significant boosts in sales and customer satisfaction, making Shopify Marketplace Connect a valuable tool for managing and expanding online sales across various platforms. Facebook & Instagram 3. 7 (4,500+) • Free to install The Facebook and Instagram Shopping app by Shopify offers a seamless way for businesses to sell and manage their products on these popular social platforms. This integration allows merchants to grow their business by managing orders, returns, and more, all from Shopify. It simplifies the process of promoting products and targeting customers accurately with powerful sales and marketing tools. Merchants can reach new customers and provide a smooth in-app shopping experience, from product discovery to checkout, with automatic syncing of eligible products to their Facebook and Instagram shops. Key features include insightful shop analytics, highlighting top-performing products and content. The app facilitates better ad performance through the setup of a conversion pixel and offers an easy one-time account connection for shop setup. With a single... --- - Published: 2024-02-16 - Modified: 2025-04-21 - URL: https://www.getmesa.com/blog/how-to-increase-sales-on-shopify-and-succeed-faster/ - Categories: Shopify Growth - Tags: shopify In a world where Shopify's influence in ecommerce is undeniable, with over 1. 75 million unique sellers and a whopping $775 billion in sales, the quest for retail success is fierce . This digital era underscores a crucial question for every Shopify merchant: How to increase sales on Shopify? As the marketplace evolves, so does the complexity of staying ahead. This is where the power of automation comes in. In this landscape, platforms like MESA are not just advantageous; they're essential. They streamline operations, from inventory management to customer service, freeing up merchants to focus on what matters most — growth. Want to turn your Shopify store into a sales magnet? Try MESA today and start building smarter automations. Email Marketing Email marketing efforts emerges as a formidable tool if you want increased sales. Its effectiveness is unparalleled, especially when powered by automation. Automating email marketing campaigns can significantly enhance customer engagement through timely, personalized communication. MESA, a notable automation tool, excels in refining email marketing strategies, making it an essential asset for Shopify merchants. Related: How To Automate Email Marketing Strategy On Shopify Abandoned Carts Recovery Abandoned cart recovery is a strategic method to recapture potential lost sales. With an average cart abandonment rate of about 70%, automated emails act as a gentle reminder to potential customers who have left items in their cart. This tactic is not just about nudging customers to complete their purchase; it offers insights into the customer journey and hesitation points. By analyzing abandonment reasons, retailers can tweak their offerings or checkout process, making it more aligned with customer preferences and reducing future cart abandonment rates. Offering Educational Content: Instead of directly encouraging a purchase, send an educational email about the product left in the cart. This builds trust and value, increasing the likelihood of conversion. Survey for Feedback: Use abandoned cart emails to ask why the customer didn’t complete the purchase, offering an incentive for their feedback. This provides valuable insights and engages the customer in a conversation. Cross-Sell Opportunities: In your abandoned cart email, suggest related products or bundles that complement the item in the cart, turning a single purchase opportunity into a larger sale. Post-Purchase Follow-Up Post-purchase follow-up is essential for nurturing existing customers. After a purchase, automated thank-you emails convey appreciation and increase customer retention. This phase is crucial for gathering feedback, which is invaluable for product and service enhancement. Effective follow-up can transform a one-time buyer and encourage repeat purchases. Additionally, this marketing strategy can lead to increased word-of-mouth referrals, as satisfied customers are more likely to recommend your store to others. Product Usage Tips: Send emails offering advice on how to get the most out of the purchased product, increasing customer satisfaction and perceived value. Invite to Loyalty Program: Use the follow-up email to introduce your customer loyalty program, providing an incentive for them to make another purchase. Share Customer Stories: Include stories or testimonials from other customers who purchased the same product, creating a sense of community and reliability around your brand. Seasonal Promotions Seasonal promotions, when timed right, can significantly amplify more sales. Use email marketing software for scheduling emails in advance for holidays or special events, ensuring that your promotions attract customers when they are most likely to buy. This tactic taps into the seasonal shopping mindset, increasing sales by offering timely deals or exclusive offers. It’s also an opportunity to showcase seasonal products or limited-time offerings, creating a sense of urgency that can drive future sales. Early Bird Specials: Send pre-season promotional emails, offering exclusive deals to customers who shop before the peak season rush. Post-Holiday Upsell: After a major holiday, use automated emails to offer a discount code on related products or accessories, capitalizing on post-holiday shopping trends. Non-traditional Holidays: Take advantage of less crowded holidays or create your own special event, standing out from competitors and catching new customers by surprise. SEO (Search engine optimization) SEO is a cornerstone of ecommerce business success, particularly on platforms like Shopify, where competition is intense. Effective SEO strategies can significantly boost an online store's visibility, driving more organic traffic and, ultimately, boost sales. With ecommerce SEO offering an ROI of 1,600% compared to paid advertising, the importance of optimizing your site's content for search engines cannot be overstated . Automation tools play a critical role, and MESA stands out for its ability to streamline SEO practices efficiently. Related: The Ultimate Guide to Optimizing Shopify Alt Tags for Better SEO Keyword Monitoring Keyword monitoring is pivotal in SEO, offering a 79% increase in keyword rankings and a 326% surge in net organic keyword portfolio. This strategy involves continuously tracking relevant keywords to adjust content and SEO tactics effectively. With automation, this process becomes more efficient, allowing real-time insights and adjustments. By understanding keyword trends and user search behavior, Shopify merchants can tailor their content to meet the evolving demands of their target audience, ensuring their online stores remain relevant and highly visible in search engine results. Seasonal Keyword Trends: Utilize keyword monitoring to capitalize on seasonal trends, adjusting your SEO strategy to include relevant keywords related to upcoming holidays or events. Competitor Keyword Analysis: Monitor competitors’ high-ranking keywords and incorporate them into your strategy, potentially capturing a share of their organic traffic. Local SEO Focus: For businesses with physical stores, use keyword monitoring to target local SEO terms, attracting nearby customers to both online and offline locations. Content Optimization Content optimization, especially on product pages, plays a crucial role in SEO success. Automating the inclusion of high-performing keywords in product descriptions and high quality product images ensures that your product pages are consistently optimized for search engines. This not only improves your store's search engine rankings but also enhances the user experience by providing relevant and informative content. Regular updates and adjustments based on keyword performance keep your content fresh and aligned with what potential customers are searching for, making your products more discoverable and appealing. Optimizing for Voice Search: Incorporate conversational keywords and questions into product descriptions, catering to the growing trend of voice search. User-Generated Content: Encourage customers to include specific keywords in their product reviews, improving the SEO of your product pages organically. Multimedia Content Optimization: Extend optimization to include alt texts and file names for images and videos, enhancing SEO beyond just text-based content. Backlink Tracking Backlinks are a critical ranking factor for Google, indicating your site’s credibility and authority. With over 65% of pages having no backlinks, actively managing your backlink profile can provide a significant competitive advantage. Automation in backlink tracking allows you to monitor and analyze the backlinks to your Shopify store effectively. This enables you to identify valuable linking opportunities and address any harmful links that would attract the wrong audience. Maintaining a strong backlink profile not only boosts your SEO but also drives high-quality traffic to your site, further enhancing your online presence and credibility. Broken Link Building: Identify broken external links to your site and reach out to those websites to update them, improving link quality and SEO. Unlinked Mentions Conversion: Find mentions of your brand that are not linked and contact the authors to convert these mentions into backlinks. Backlink Diversity: Focus on getting backlinks from a variety of sources, including blogs, news sites, and industry forums, to diversify your backlink profile and enhance its effectiveness. Social Media Marketing Automating social media platforms is essential when it comes to keeping engagement levels high and driving more customers to Shopify stores. With the right tools, your online store can streamline their social media campaigns, ensuring that they consistently connect with their audience at the right times and respond promptly to engagements. Scheduled Posting Scheduled posting is vital in social media marketing, as timing plays a critical role in visibility and engagement. Research indicates that posts published during peak user times garner more attention. Automating post scheduling ensures that your content reaches your ideal customers when they are most active, maximizing the chances of engagement and shares that drive traffic. This strategy not only enhances visibility but also maintains a consistent presence, keeping your brand at the forefront of your audience's mind. Scheduled posting allows for better planning and a more strategic approach to content distribution, ensuring a steady stream of relevant and timely posts. Off-Peak Experimentation: Schedule some posts during off-peak hours to target different audience segments, such as night owls or early birds, who might be more engaged during these times. Automated A/B Testing: Use scheduled posting to conduct A/B tests on different types of content, posting times, and days to gauge the most effective strategies. Time Zone Targeting: Schedule posts to go live in different time zones, ensuring global audience engagement for stores targeting international markets. Engagement Responses Prompt engagement with your audience is key to fostering a strong social media presence. Automated responses to comments or likes help maintain an active conversation, even when you're not online. This approach demonstrates to your audience that you are responsive and attentive, leading to increased loyalty and customer satisfaction. Automated engagement tools can help in managing large volumes of interactions efficiently, ensuring no comment goes unnoticed. This consistent engagement builds a community around your brand, encouraging more interactions, shares, and ultimately, directing more traffic to your Shopify store. Automated Personalized Messages: Use automation to send personalized messages or offers to users who frequently engage with your posts, enhancing customer relationships. Crisis Management: Set up automated responses for common queries or complaints, ensuring immediate communication during high-traffic periods or crises. Feedback Collection: Automatically ask for feedback or reviews from users who engage positively with your posts, leveraging social proof for your store. Analytics Reporting Analytics reporting is essential in understanding and improving your social media channels. Automation in analytics allows for a comprehensive analysis of targeted ad campaigns, providing insights into content effectiveness, influencer marketing, audience demographics, use of various mobile devices and engagement patterns. This data is crucial in refining your content strategy, ensuring that you create more of what resonates with your audience. Automated reporting simplifies the process of tracking metrics, saving time and providing regular, in-depth insights that inform better decision-making. By understanding your social media analytics, you can tailor your approach to meet your ideal customers more effectively, enhancing your store’s overall social media impact. Content Lifespan Analysis: Use analytics to determine the lifespan of different types of posts and adjust your content strategy accordingly. Competitor Benchmarking: Analyze competitors’ social media performance alongside your own, identifying gaps and opportunities in your strategy. Influencer Impact Assessment: Track the performance of posts involving influencers or brand ambassadors to evaluate their true impact on your brand's social media presence. Inventory and Order Management Automated inventory tracking and order fulfillment can be effective marketing strategies in enhancing customer satisfaction and maintaining a smooth operation in ecommerce. Efficient management of these processes ensures that customers receive their orders on time and helps prevent stockouts, which can significantly damage brand loyalty. Automated Inventory Tracking Automated inventory tracking is essential in preventing stockouts, a major issue causing nearly $1 trillion in lost sales annually. These systems provide real-time visibility into stock levels and can send automatic alerts when supplies run low. This proactive approach allows for timely restocking, reducing the risk of loosing future purchases. Automated tracking not only improves inventory accuracy but also enhances operational efficiency. By leveraging this technology, businesses can optimize their inventory levels, ensuring they have the right products available at the right time, ultimately leading to increased customer satisfaction and reduced lost sales opportunities. Dynamic Pricing Adjustments: Use inventory levels to dynamically adjust pricing or promotions, increasing demand for overstocked items and protecting profit margins on low-stock items. Seasonal Demand Forecasting: Analyze historical inventory trends to predict seasonal fluctuations, ensuring optimal stock levels during peak periods. Customer Demand Insights: Utilize inventory data to gain insights into customer preferences and buying patterns, guiding product development and marketing strategies. Order Processing Automating order confirmations and shipping notifications significantly enhances the customer experience by providing timely and transparent... --- - Published: 2024-02-02 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-optimize-shopify-alt-tags-for-seo/ - Categories: Shopify Growth - Tags: AI, shopify When you are setting up your Shopify store, it is important to optimize your product images with alt tags. Alt tags or alternative text is a description of an image that allows search engines to understand what the image is about. This helps improve the SEO of your website and can bring in more traffic. Alt tags also serve another purpose – they are used by screen readers to describe images to visually impaired users. By providing alt tags, you are ensuring that your website is accessible to all types of users. In this guide, we will discuss how to add alt tags to your Shopify product images and the best practices for optimizing them. Want to improve your SEO with Shopify alt tags? Try MESA today and start building smarter automations. Understanding Shopify alt tags Alt tags are brief image descriptions added to websites to improve accessibility and SEO. They serve as an alternative for visually impaired users who rely on screen readers to navigate web pages. Alt tags describe the appearance and function of an image, allowing these users to understand the content of the image. In addition to improving accessibility, adding alt text and tags are also important for SEO. Search engines use alt tags to understand the context of images and determine their relevance to a search query. Adding relevant alt tags helps your products show up in search results more easily. The importance of alt tags in Shopify SEO Optimizing your Shopify alt tags can greatly benefit your SEO efforts. Accurate alt tags help search engines understand your products and index your site more effectively. Furthermore, alt tags also contribute to enhancing the visibility of Shopify products in search results. Optimized alt tags can get your images into search engine image results, boosting product visibility. Exploring Shopify product tags and SEO impact Not to be confused with “product alt tags”, Shopify also allows you to add product tags to your products. These are descriptive keywords that can help organize and group similar products together on your website. Product tags indirectly support SEO by helping search engines understand your site’s context and product relevance. Specific tags help search engines index and rank products when themes use them for filtering collections. Additionally, the term “img tag” is primarily used for adding images to HTML content, while the “image alt attribute” is an element of the img tag typically used in your theme’s assets; typically for product details page or blog post. Both of these tags can improve SEO and accessibility by ensuring the images are accurately described. It's important to note that alt tags are added in the HTML or page code, while product tags are added in Shopify's admin. Resources for managing Shopify alt tags Here are some helpful tools and resources for managing your alt tags in Shopify: Image Optimization Apps: There are several apps available on the Shopify App Store that can help optimize your images, including adding alt tags. SEO Plugins: Consider using a plugin like Yoast SEO or All in One SEO Pack to enhance the overall SEO of your website, including optimizing alt tags. Accessibility Tools: Use tools like WAVE or A-Checker to check your website’s accessibility, including alt tags for images. AI: Using AI can allow you to create effective, SEO-friendly image alt tags for your product images, with a minimum of time and effort. By implementing these advanced strategies, you can further improve the SEO and accessibility of your Shopify store. Regularly monitoring and optimizing your alt tags, along with other SEO efforts, can help boost your online visibility and drive more traffic to your store. Use keyword research tools Use tools like Google Keyword Planner or SEMrush to find relevant and high-ranking keywords for your products and incorporate them into your alt tags. Analyze website traffic Monitor the traffic coming to your website from image searches, and adjust your image alt tags, accordingly to target popular and relevant keywords. Schedule regular reviews Identify popular products Use keywords strategically By implementing these advanced strategies, you can further improve the SEO and accessibility of your Shopify store. Regularly monitoring and optimizing your alt tags, along with other SEO efforts, can help boost your online visibility and drive more traffic to your store. --- - Published: 2024-02-02 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/simplify-your-workflow-how-to-bulk-add-tags-in-shopify/ - Categories: Shopify Growth - Tags: shopify Tags are an essential tool for organizing and managing your products in Shopify. They allow you to group products based on specific characteristics, making it easier for customers to find what they're looking for. By using tags, you can also create collections and discount codes that target specific products. Bulk adding, editing, and removing tags is a powerful feature in Shopify that can save you time and effort. Instead of manually adding tags to each individual product, you can use bulk actions to add or remove tags for multiple products at once. In this guide, we will walk you through the process of bulk-adding tags in Shopify. Save time with bulk tagging. Try MESA today and start building smarter automations. Understanding Shopify tags Tags in Shopify are labels or keywords that you can assign to your products, collections, and customers. They serve as a way to categorize products and organize items based on specific characteristics. In the context of Shopify, tags play a crucial role in managing and organizing your online store and sales channels. By using tags, you can easily group numerous products together based on their attributes, such as size, color, material, or type. This makes it easier for customers to find products they are looking for and also allows you to create targeted collections and promotions. For example, if you run a clothing store, you can use tags to group all your t-shirts together under the tag "t-shirt" or the same tag "apparel. " This way, when a customer searches for t-shirts in your store, they will be able to quickly find all the relevant products in one place. Related: How to automatically add Shopify tags to products and more Why bulk add tags in Shopify? There are several reasons why you might bulk add tags Shopify: Time-saving: Manually adding tags to each individual product can be a time-consuming task, especially if you have a large inventory. By using bulk actions, you can either add tag, or remove multiple tags, for multiple products at once, saving you valuable time and effort. Consistency: When you have a large number of products, maintaining consistency in tagging can be challenging. With bulk actions, you can ensure that all your products have the same tags, avoiding any discrepancies or confusion. Easy organization and management: By using tags, you can easily group and organize your products based on their attributes. This makes it easier to manage your inventory and create targeted collections and promotions. How to bulk add tags Shopify Time needed: 5 minutes. Now that you understand the important future use of tags in Shopify and why bulk adding can be beneficial, let's go through the steps to bulk add tags in Shopify: Navigate to your product catalog Log into your Shopify admin dashboard panel and navigate to the Products page. Choose the products to tag Select all the products you want to tag by checking the box next to each product or use the "Select all" option at the top. Click on the "Bulk edit" button to open the editor A fullscreen editor will open with the products you selected. Add the Tag column into view Click the Columns button in the top right to expand all the editable options. Select Tag to make the column appear in the editor. Add, Edit, Remove tags for each product In the bulk product editor, enter the tag or tags you want to add to each of the selected products. Click "Save" to apply the changes. Add tags in bulk with other tools To speed up the process of bulk adding tags in Shopify, there are various power tools and methods you can use. These include: MESA Time Travel: MESA Time Travel allows you to set up automated workflows that can bulk add tags to products based on specific conditions or triggers. CSV files: You can export your product list as a CSV file, make changes to the tags column, and then re-import it into Shopify. Shopify scripts: If you are familiar with coding, you can use Shopify scripts to automate the process of bulk-adding tags. Third-party apps: There are several Shopify apps that allow you to add or remove tags in bulk for your products. Some popular options include "EZ Bulk CSV Import+CSV Export" app and "Matrixify. " Bulk edit tags to streamlining organization By utilizing bulk delete tags, actions and other tools, you can streamline the organization and management of your online store. Here are some advanced techniques and strategies you can use for "Shopify bulk edit tags": Utilize smart collections: Smart Collections allow you to automatically group products together based on specific criteria, such as tags. By creating smart collections group related items using common tags, you can easily manage and update your inventory. Use metafields: Metafields are customizable fields that allow you to add additional data and information to your products. You can use metafields for tagging purposes, allowing for more advanced organization and filtering options. Set up automated workflows: As mentioned earlier, you can use Shopify scripts or apps like MESA Time Travel to set up automated workflows that can bulk add or remove a tag or edit tags based on specific conditions or triggers. Bulk editing tags can significantly improve the searchability and user experience in your Shopify store. By properly tagging your products, you are making it easier for customers to find exactly what they are looking for on your website. This not only improves their shopping experience but also increases the chances of them making a purchase. Managing tags in Shopify can greatly improve the organization and efficiency of your online store. By utilizing tools like bulk actions, smart collections, and automated workflows, you can easily update and maintain your product tags. This not only benefits your store's organization but also improves the customer shopping experience, ultimately leading to increased sales. Cleaning up your tags Effective tag management is crucial for keeping your Shopify store organized and making it easy for customers to find products. This includes creating new tags, editing existing ones, and also removing unnecessary tags. When creating a new tag, it's important to keep it concise and relevant to the product. Avoid using duplicate or similar tags, as this can lead to confusion. It's also helpful to create a tagging system or guidelines for your team to follow, ensuring consistency in tag usage. Having a well-organized tagging system can greatly improve the browsing experience for customers. When searching for specific products, customers can easily filter and find what they are looking for by using tags. This saves them time and effort, making it more likely for them to make a purchase. Common mistakes to avoid There are a few common mistakes that merchants make when bulk-adding tags in Shopify. These include: Over-categorizing products: It's important to strike a balance between having enough tags for efficient organization and avoiding an overwhelming number of tag types. Not utilizing existing tags: Before creating new tags, check if there are any existing ones that can fulfill the same purpose. This will help maintain consistency and avoid clutter. Inaccurate or inconsistent tagging: Make sure to double-check your tags for accuracy and spelling. It's also important to use the same format and naming conventions throughout. By avoiding these mistakes, you can ensure that your tag management is effective and efficient. This will ultimately benefit both your store's organization and your customers' shopping experience. Update tags for SEO Effective tag management can also greatly impact your Shopify store's SEO. By properly tagging your products, you are providing valuable information to search engines about the content on your website. This can help improve your store's visibility and ranking in search engine results. Here are some tips for integrating bulk tags with Shopify SEO: Use relevant keywords: When creating tags, try to include relevant keywords that customers may use when searching for products. This can help improve your store's ranking for those specific search terms. Utilize meta fields: As mentioned earlier, meta fields can also play a role in SEO. By adding relevant information and data to your page or product through metafields, you are providing more content for search engines to crawl and index in search results. Keep tags consistent: Inconsistent or duplicate tags can negatively impact your SEO. Make sure to regularly review and clean up your tags to maintain consistency. Use tags to your advantage Effective tag management is crucial for the success of your Shopify store. By utilizing bulk actions and other tools, you can streamline the organization and management of your online store. Remember to regularly review and update your tags to maintain consistency and accuracy. By properly tagging your products, you are not only improving the overall browsing experience for customers but also boosting your store's SEO. --- - Published: 2024-02-02 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/automatic-alt-text-for-your-shopify-images-with-chatgpt-vision-api-demo/ - Categories: Workflow Tutorials - Tags: approval, ChatGPT, code, data, schedule, transform, webhook This set of workflows enables you to automatically generate SEO-optimized alt text for all images across your entire Shopify site, not just product images. An included approval step allows you to review and refine the alt text before it goes live, ensuring accuracy and relevancy. Enhance your site’s accessibility and SEO performance effortlessly with this comprehensive and intelligent solution. Want to do more with ChatGPT? Try MESA today and start building smarter automations. Watch the demo https://www. youtube. com/watch? v=ix-v7H3l5HA Example: Approval step Step-by-step guide to use ChatGPT Vision for writing product image alt text Time needed: 30 minutes. We’ll walk you through setting up these workflows from scratch. To get started, be sure to add MESA to your Shopify store. Create a new workflow using the Schedule tool This workflow simple contains the scheduling logic to call the second workflow needed. Next add a Code step This is how we'll call the next workflow in this series. Paste this JS script in the Code step const Mesa = require('vendor/Mesa. js');module. exports = new class { script = (payload, context) => { const vars = context. steps; Mesa. automation. send('AI Alt Text: Paginate Through New Files'); Mesa. output. next(payload); }}Note: Be sure the name of your second workflow matches the name in this code step. Next, create the second workflow using the Webhook Received trigger This step initiates the workflow when a webhook is received, passing data such as the host URL into the workflow. This allows the process to start automatically based on external triggers. Use Transform to define workflow variables This step maps data to workflow variables for easy access in later steps. For example, it sets a maximum value from an input of 3 that will be used to control pagination limits within the workflow. You could set this to whatever you think is right for your workload. Get the pagination cursor from Database Queries the database to retrieve the last saved pagination cursor from the “settings” table. This cursor marks the last processed file and helps in resuming pagination from where it left off. Fetch files using pagination cursor Using the retrieved pagination cursor, this step fetches the next set of files. It uses a custom script to query files, leveraging the cursor to navigate through file pages on the source server. Click Edit code to pase the code snippet:const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');const Shopify = require('vendor/Shopify. js');module. exports = new class { script = (payload, context) => { let vars = context. steps; let cursor = null; if (vars. webhook. endCursor) { cursor = vars. webhook. endCursor; } else if (vars. data_1 && vars. data_1. length) { cursor = vars. data_1. files_cursor; } Mesa. trigger. setTaskExternalData({ "label": "Webhook: " + vars. webhook. endCursor + ", Cursor: " + cursor, }); let query = `query getFiles($max: Int! , $after: String) { files( first: $max query: "media_type:image" after: $after sortKey: UPDATED_AT ) { nodes { id alt ... on MediaImage { image { url } } } pageInfo { endCursor hasNextPage } } } `; const r = ShopifyGraphql. send(query, { "max": parseInt(vars. transform_1. max), "after": cursor, }); let nextPayload = { "files": r. data. files. nodes, "pageInfo": r. data. files. pageInfo, }; Mesa. output. next(nextPayload); }} Update the pagination cursor in Database After fetching the current set of files, this step updates the pagination cursor in the database with the latest endCursor value. This ensures that the workflow will start from the correct place on the next run. Loop through each file Initiates a loop to process each file individually. It iterates through files, applying subsequent steps to each one, allowing the workflow to handle each new file retrieved from the source server. Call the next workflow for each new file found For each file in the loop, this step calls another workflow or script designed to process a newly found file. This allows individual handling or analysis of each file as it’s processed. Here's the code snippet to paste into this Code step:const Mesa = require('vendor/Mesa. js');module. exports = new class { script = (payload, context) => { const vars = context. steps; Mesa. automation. send('ai_alt_text_process_new_image_file', vars. loop); Mesa. output. next(payload); }} Check if this is the last item in Loop and if more pages exist This step checks if the current file is the last one in the loop and verifies if there are additional pages to process. It uses conditional logic to determine whether to continue to the next page of files. Call this workflow for the next page of files if needed If there are more pages to process, this step triggers the workflow recursively to fetch and process the next page of files. This ensures that all files across multiple pages are retrieved and handled systematically. const Mesa = require('vendor/Mesa. js');module. exports = new class { script = (payload, context) => { const vars = context. steps; Mesa. automation. send('AI Alt Text: Paginate Through New Files', vars. custom_3. pageInfo); Mesa. output. next(payload); }} Next, create the third workflow using the Webhook Received trigger This step starts the last workflow needed when a webhook is received from the second workflow in this series. This workflow is design to call ChatGPT to "look" at the images to suggest a description for use alt text. Define prompt for AI alt text generation This step creates a prompt that will be sent to ChatGPT. The prompt instructs the AI model to generate an alt text for the image, limiting it to a maximum of 140 characters for brevity and clarity. Call ChatGPT Vision API to generate alt text Uses the ChatGPT Vision API to analyze the image and generate descriptive alt text based on the defined prompt. This step processes the image and returns suggested alt text, leveraging AI to improve accessibility. Paste this code snippet into this Code step:const Mesa = require('vendor/Mesa. js');module. exports = new class { script = async (payload, context) => { const vars = context. steps; // Retrieve API key from Mesa credentials let credential = JSON. parse(Mesa. credential. get('chatgpt')); Mesa. log. info("credential: ", credential); // Headers for the request let options = { "headers": { "Content-Type": "application/json", "Authorization": "Bearer " + credential. apikey, } }; // Define the API endpoint let url = 'https://api. openai. com/v1/chat/completions'; // Prepare the content array (text + image URLs) let content = ; // Define the payload for the request let data = { "model": "gpt-4-turbo", // Adjust model as needed, e. g. , "gpt-4o-mini" if that's available for images "messages": , "max_tokens": 100, }; // Make the POST request using Mesa. request. post let result = await Mesa. request. post(url, JSON. stringify(data), options); Mesa. log. info('result', result); // Handle the result from the OpenAI API if (result. error) { throw new Error(result. error. message); } // Set the task's external data with the response from OpenAI Mesa. trigger. setTaskExternalData({ "label": result. choices. message. content, }); // Pass the response to the next workflow step Mesa. output. next({"alt_text": result. choices. message. content}); }} Use Approval tool to suggest alt text for review Displays the image, current alt text, and the AI-generated alt text for human review. Users can choose to “Accept” the suggested text if it’s suitable or “Reject” it if it needs adjustments. Update image with approved alt text If the suggested alt text is approved, this step automatically updates the image file with the new alt text. This ensures that the image has descriptive and accessible alt text in the system, improving accessibility and SEO. Paste this code snippet into the Code step:const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');const Shopify= require('vendor/Shopify. js');module. exports = new class { script = (payload, context) => { let vars = context. steps; let query = ` mutation updateFile($id: ID! , $alt: String! ) { fileUpdate(files: {id: $id, alt: $alt}) { files { alt id ... on MediaImage { image { url } } } } } `; const r = ShopifyGraphql. send(query, { "id": vars. webhook. id, "alt": vars. custom. alt_text, }, {}, 'admin/api/2023-10/graphql. json'); Mesa. output. next({"response": r. data}); }} --- - Published: 2024-01-23 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-flow-vs-mesa/ - Categories: Shopify Growth - Tags: shopify flow Explore the definitive comparison of Shopify Flow vs MESA in our latest blog post. Discover which automation app best suits your Shopify store's needs, offering insights into features, ease of use, and integration capabilities. Make an informed decision to enhance your ecommerce efficiency today. For any growing business with an ecommerce store, setting yourself apart from your competitors can be simply out-executing their perceived services. While marketing the business will always be a top priority, equally, streamlining order fulfillment, organizing customer data, and optimizing marketing automation strategies to attract and retain new customers is just as important. This is where choosing the right ecommerce automation platform comes in. Always verify new products before using them—especially when they’re core to your business operations. Getting ahead of workflow automation for your business apps will definitely help you leave your competitors behind. Automation is a key element in making sure that you achieve operational efficiency while at the same time reducing possible errors and enhancing the overall productivity of your business. If you are navigating the expansive Shopify ecosystem, choosing the right app is an important decision that can significantly impact the success of your business. Let's take a look at two prominent players in the field: MESA and Shopify Flow. Get the easiest, all-in-one automation platform for busy brands. Try MESA – no coding required. Main differences between Shopify Flow vs MESA As a free app for all Shopify stores, Shopify Flow should be the first workflow automation app you use. When operations outgrow Shopify Flow, MESA offers an easy, no-code alternative to handle complex business needs. When your business requires Shopify to work in slightly differently, create a new workflow. Shopify Flow is great for auto tagging orders, email marketing campaigns or connecting other Shopify apps to workflows. However, as your business grows, so do the complications in how your business operates. Accessing specific data details is where the MESA workflow builder really shines. Choose from built-in tools like Filter, Delay, Email, SMS, and more to automate tasks of any complexity. When choosing automation apps, understand their differences and how they support your business’s evolving needs. Exploring MESA (4. 7) Shopify App Store Price: From $30/month. 7-day free trial. MESA is touted as the premier, all-in-one automation app designed for busy brands, emphasizing its user-friendly, no-code approach. It allows for extensive customization across various aspects of workflow automation, from auto-tagging for simpler order management to complex integrations involving third party services. Moreover, MESA's drag-and-drop interface simplifies the management of workflow automations, making it suitable for businesses of all sizes. This ecommerce automation platform not only promises ease of use but also offers exceptional customer support to ensure customers fully leverage the benefits of automation. The app builds custom workflows for each business’s needs—no coding skills required. MESA enables automation across more than 100 apps that connect seamlessly with a wide array of popular e-commerce apps. This versatility ensures that businesses can automate tasks efficiently, regardless of the apps they use. MESA stands out with its rich library of pre-built automation templates specifically designed for Shopify and Shopify Plus stores. These workflow templates, along with built-in tools for email, AI, SMS, forms, FTP, APIs, and approvals, provide a comprehensive automation solution. Moreover, MESA's 5-star customer support, including live chat, ensures quick and effective resolution of any issues, allowing Shopify merchants to optimize their operations without any significant roadblocks. Exploring Shopify Flow (3. 7) Shopify App Store Price: Free app Shopify Flow is a low-code app that automates and customizes Shopify store operations efficiently. To begin with, Shopify Flow is a low-code app that automates and customizes Shopify store operations efficiently. Additionally, its user-friendly interface allows you to create workflows with ease. Flow handles tasks like inventory and auto-tagging, and integrates smoothly with Shopify apps that support Flow connectors. Additionally, adding a Shopify Flow workflow is easy. With templates catering to common use cases, you can customize these workflow templates using conditional logic and trigger multiple actions. The app supports a variety of functions and integrates with more apps and services, including tags, metafields, fulfillment processes, B2B operations, Slack, and Google Sheets, making it a great solution for automating various aspects of your ecommerce store. Related: The Best Shopify Flow Alternatives to Automate Your Shopify Store The importance of choosing the right automation app As the workflow automation space becomes more competitive, the importance of choosing the right automation app cannot be overstated. In addition, quick workflow creation, process optimization, and seamless integration are key to long-term growth and team alignment. Startups and enterprises need automation that meets current needs and scales with future growth. Related: Best Shopify Automation Apps to Easily Complete More Tasks How automation solves more business-critical challenges In today’s fast-paced ecommerce world, you must understand how automation platforms solve key business challenges. Let's break down this concept into key aspects: Streamlining Repetitive Tasks: Automated workflows excel at handling repetitive, time-consuming tasks. By automating processes like order fulfillment, inventory management, and customer communications, you free up valuable time. This shift lets you focus on strategic, revenue-driving work instead of getting stuck in routine tasks. Enhancing Accuracy and Consistency: Manual processes are prone to errors, which can be costly for your business. Furthermore, automation reduces the risk of human error, ensuring tasks are performed consistently and accurately. As a result, this consistency is critical in maintaining trust and reliability with your customers. Scalability and Flexibility: As your business grows, the ability to scale operations efficiently becomes vital. Ecommerce automation apps can easily handle increasing volumes of work without the need for proportionate increases in staff or resources. Additionally, they offer the flexibility to quickly adapt processes in response to changing business needs or market conditions. Data-Driven Decision Making: Automation tools often come with reporting features. These can help you gain insights into various aspects of your business using data like customer behavior and sales trends. Informed by data, you can make better strategic decisions and continuously refine your processes for improved performance. Enhancing Customer Experience: Today’s consumers expect fast, personalized service. An automation platform can help you meet these expectations by enabling personalized marketing campaigns, swift customer service responses, and timely order processing. A better customer experience often translates to increased loyalty and repeat business. Cost Efficiency: By automating tasks, you can often accomplish more with less, reducing the need for additional staff or overtime expenses. This efficiency can significantly lower operational costs over time. Staying Competitive: In a digital-first world, businesses that leverage automation are often more agile and responsive to market changes. By adopting automation, you ensure that your business remains competitive and can seize opportunities more quickly. Understanding and utilizing integrated workflows can transform the way you tackle more challenges. It's not just about doing things faster; it's about doing them smarter, with greater precision, and with a view towards scalable growth. MESA and Shopify Flow are designed to address these very challenges, offering tailored solutions and integrations that can significantly enhance your ecommerce operations. Conclusion In conclusion, the choice between MESA and Shopify Flow as your Shopify automation app depends on the specific needs and scale of your ecommerce operation. MESA offers a broad range of features, extensive integration capabilities, and is highly customizable, making it a versatile choice for businesses of all sizes seeking comprehensive automation solutions. On the other hand, Shopify Flow, with its seamless integration within the Shopify ecosystem, provides a straightforward and efficient automation experience, particularly suited for those just getting started automating their business processes. Ultimately, the decision hinges on what aspects of automation are most critical to your own workflows. Are you looking for a solution that offers extensive customization and the ability to integrate with a wide variety of apps? Or do you need a more streamlined, Shopify-centric tool that aligns closely with your existing Shopify setup? By considering these factors, along with the potential for scalability and the quality of customer support, you can make an informed choice that not only enhances your operational efficiency but also drives your work forward in the competitive ecommerce landscape. Remember, automation is not just about the technology; it's about how it aligns with your goals and enhances your ability to serve your customers better. Whether you choose MESA or Shopify Flow, embracing automation is a step forward in optimizing your growing business operations and ensuring long-term success in the ever-evolving world of ecommerce. --- - Published: 2024-01-19 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/zapier-shopify-integrations/ - Categories: Shopify Growth - Tags: zapier In this blog post, we’ll unpack exactly what Zapier is, the platform's features, the benefits of a automated workflow, and how to integrate crucial parts your Shopify data to Zapier so you can streamlines more parts of your business to focus on attracting new customers. Investigating new trends and other apps that may help drive your company forward is important. As the ecommerce space is an ever-evolving landscape, if you don’t adapt and adopt, you may find that you are surviving more than thriving. With these digital products, selecting those offering the power of automation is key.  Growth comes from identifying the critical workflows that people do everyday. Automate work that solves real business problems no coding required. Lets learn to how to integrate everything from basic data entry tasks your people are busy with to complex challenges that solves their unique business challenges. See why why top companies trust Zapier to automate any workflow. Want a better Shopify automation app? Try MESA for free. Personalize hundreds of templates and leverage support from in-house Shopify experts. What is Zapier? Zapier, an online automation platform, has helped join millions worldwide who automate their work every day. For example, automate your lead management with Zapier by making workflows that run every time someone clicks your Google Ads through Facebook offline conversions. You can do all of this without any coding skills or needed a technical resource by your side. At its core, the platform operates based on a simple principle: "Zaps. " These are automated workflows between two or more apps. Specifically, every workflow event a Zap performs contains a 'trigger' and an 'action'. The trigger is where automation starts, while the action is the event that occurs afterward. Zapier supports thousands of applications across related categories for a business including e-commerce, productivity, marketing, customer relationship management (CRM), and more. The platform's versatility makes it a popular choice to connect your tools and unlock a simpler way to work. Understanding Shopify Zapier together Before you create integration with Shopify triggers actions, it’s important to understand how you'll interact with the two. First, you'll need to add the Zapier app from the Shopify App Store. Zapier isn’t built for Shopify so the app is simply for granting permission to your Shopify account. There is no dashboard interface to be concerned with. Instead, Zapier adds "Quick actions" across various pages in the Shopify admin. While it’s great for manually starting a workflow from a single data point, it’s not ideal at all for building sophisticated automation that runs automatically. However, you can create integrations to help with common components of every automated task so let's learn how. Related: Zapier Alternatives For Shopify Tasks That You Should Start Automating Now How to connect Zapier to Shopify Time needed: 15 minutes. Here is a summary of the steps you’ll need to follow to connect Shopify to Zapier. Be sure to have a paid Shopify plan to start. First, add the Zapier from the Shopify App Store and accept the permission requests. This simply allows Zapier to connect to your Shopify store so the two apps can talk to one another. Next, you'll be taken to Zapier's Shopify triggers actions and search page. From here, you can search apps to make Zaps with or browse popular template to get started with. Next, scroll down to the list of Shopify triggers actions and choose New Customer You'll now see the Zapier workflow builder with the trigger as the starting event a zap performs. Next, test the trigger to acquire a test record from your Shopify store. You'll see a list of customer records to choose from. Select any one to continue. Next, select an app to choose the action event an automation performs Lets choose Google Sheets for this example. Next, choose an event from the Google Sheets actions For this example, we'll choose Create Spreadsheet Row from the dropdown list. After, connecting your Google account, select a spreadsheet from your Google account From the Spreadsheet select menu, choose your spreadsheet. It must be a file that already exists on your Google account. Be sure to choose the Worksheet too. Then, you'll see the column headers load as inputs fields. Next, we'll map the data from Shopify > New Customer to our Google Sheets spreadsheet For each field, click the input to choose the data should be saved into that field. You'll see the actual values from the test record you chose from the start. Click Continue when you're ready. Next, test the Google Sheets step This will actually save the test record data to your spreadsheet so if everything worked correctly, you can open the spreadsheet and confirm that it worked. Lastly, click Publish to save everything Congrats! Your Zap automates new customers from your Shopify account into a lead capture to outreach efforts. Isn't that nice. See how easy it is to create workflows that connect apps to automate repetitive work? Exploring popular Zapier Shopify automations If making your own workflow isn't your cup of tea, there are a variety of popular Zapier automations, called templates, that you can add into your Shopify store. Some templates include: Send a slack message when inventory runs low. Receive a Facebook lead and save it your CRM. Add Shopify customers to a Google Ads list for future marketing promotions. And so many more. Each of these Zaps can customized to meet your exact needs, offering a range of functionalities to enhance your operations. Zapier pricing transparency The Zapier pricing structure varies depending on what you are looking for. It offers a free plan for individuals looking to dabble with automation using only 2-step workflows. The basic plan starts at $29. 99 per month for 750 tasks. How many tasks will you run per month, you ask? Ultimately, that depends on your business. However, it’s important to note that every step in automation counts toward the number of tasks run, which means they can quickly add up for a growing business. Multiple-step workflows and access to built-in apps are the main factors when upgrading beyond a free plan. A careful comparison of plans is important to make sure you choose the right option based on the unique needs of your Shopify store, taking into account any additional costs or limitations associated with each tier or package. The reality though, is that Shopify is considered a Premium app. Those only become available with the Professional plan at $73. 50 per month and 2,000 tasks. Troubleshooting common Zapier Shopify issues While the integration process is generally easy to use, you may encounter some common issues. Limited Shopify triggers actions It's important to note that Zapier has a limited number of supported triggers and actions, supporting only the basics of Shopify endpoints. Be sure to understand everything available before crafting a Zap. Not everything will be possible or may require crafting your solution in a more creative way. Limited Technical Support For example, those on the Pro plan gain access to Zapier's Premiere support team, thereby receiving faster, prioritized responses through the same communication channels. There are plenty of Zapier experts out there but they can get pricey too and isn't helping reduce your dependency on developers or technical resources. Limited Ecommerce Apps While Zapier offers an impressive library of apps, niche ones unique to Shopify or ecommerce in general may not be available. Be sure to not only check if the app integration exists but also what triggers and actions can be used in workflows. Maximizing the benefits of Shopify Zapier together Embracing automation significantly enhances efficiency and competitiveness in your operations. It's about creating a streamlined, interconnected system that optimizes every aspect of your business operations. You can achieve a higher level of workflow automation that not only simplifies processes but also ensures accuracy and speed. This is particularly evident in real-time order processing and inventory management, where the synchronization of data across platforms can prevent stock-outs and overstocking, leading to a more satisfying customer experience. Another lies in its ability to enhance data synchronization and CRM interactions. The seamless flow of data between Shopify and other applications through Zapier ensures that customer information, preferences, and interaction histories are always up-to-date and accessible. Improved marketing capabilities, powered by detailed customer data, enable you to create more compelling, tailored campaigns that resonate with your audience, driving both engagement and sales. These integrations allow for the creation of bespoke solutions tailored to your specific needs, enabling scalability and growth. As your business expands, these integrations evolve with you, providing the tools necessary to manage increasing demands without sacrificing quality or customer satisfaction. This adaptability, coupled with significant time and cost savings, positions your business to thrive in a competitive online environment. By automating routine tasks and optimizing operations, you're not just staying afloat; you're paving the way for sustained growth and increased market competitiveness. Conclusion Connecting Shopify to Zapier is a strategic move for anyone looking to elevate their lead management and improve their automation capabilities. If you follow the steps we have outlined above and explore the various Zaps, you’ll be able to unlock the power of efficiency for your business, data management and improve conversions, and increased customer satisfaction. --- - Published: 2024-01-17 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/shopify-tags-chatgpt-vision-api-demo/ - Categories: Workflow Tutorials - Tags: AI, ChatGPT, code, filter, transform In the visually driven world of ecommerce, where product images play a pivotal role in customer engagement and conversion, the ability to effectively tag and organize these images is crucial. This workflow uses the ChatGPT Vision API, which introduces a groundbreaking approach to enhancing the functionality and accessibility of your online store's visual content. This automation demo will guide you through the advanced capabilities of the ChatGPT Vision API to analyze and tag product images automatically. By doing so, it transforms your product gallery into a searchable, organized database, where each image is not just a visual representation but also a rich source of searchable data. Want to do more with AI? Try MESA today and start building smarter automations. Watch the demo https://www. youtube. com/watch? v=ASl1hqww4fE Workflow preview Here's an example of some of the tags it generated for this product: Yelvis Pompadour, tribute costume accessory, stage performance gear, rock 'n' roll wig, party costume wig, novelty wig, music legend costume, King of Rock hairstyle, iconic pompadour hairpiece, Elvis wig, Elvis Presley fans, classic rock outfit The Yelvis Pompadour Get ready to shake, rattle, and roll with the Yelvis Pompadour—the ultimate statement piece for any Yelvis fan! This larger-than-life hairpiece is designed to channel the King’s iconic look with its gravity-defying height and sleek style. Whether you're heading to a convention, an Yelvis tribute night, or just want to feel like a rock 'n' roll legend for the day, this wig will have you "All Shook Up! " Slip it on and instantly transform into the King of Rock 'n' Roll. The Yelvis Pompadour isn’t just a wig—it’s a crown fit for the King. Ready to turn heads and get your hips shaking? Then grab yours today and take center stage! demo image Step-by-step tutorial to ChatGPT tagging Shopify products Time needed: 10 minutes. To get started, be sure to add MESA on your Shopify store. Then, follow these step-by-step instructions. First, start the workflow with the Shopify > Product Created trigger Choose the Shopify app then, select the Product Created step. Next, add a Filter step To add a Filter, choose the built-in tool from the action menu. Next, check to make sure the product has images Use the variable selector to assign the Shopify > Product > Image > Src value to our Filter's rule. If prompted, choose just the first item returned. Then, choose "Is Not Empty" as the condition to Filter against This will ensure the Filter checks that the product has at least one image to pass through the workflow. Next, Add the Transform built-in tool, Mapping action Use the built-in tool, Transform and choose the Transform Mapping action step. Add the Key, Value details for reference later in the workflow Define the Key as "Prompt" and the Value as:Write a comma-separated list of search engine tags for this product:{% if shopify. body_html %}The description of the product for reference is:{{shopify. body_html}}{% endif %}This preparation step sets up the prompt to be served to ChatGPT while given the AI context for the image to describe. Next, add the Code built-in tool Use the built-in tool, Code for the next step of this workflow. Replace the JS script with the following snippet Select all and replace the existing code snippet with the following. This code will connect to ChatGPT using the GPT-4-TURBO model which accepts the image URLs and text strings. const Mesa = require('vendor/Mesa. js');/** * A Mesa Script exports a class with a script method. */module. exports = new class { /** * Mesa Script * * @param {object} payload The payload data * @param {object} context Additional context about this task */ script = async (payload, context) => { const vars = context. steps; // Retrieve API key from Mesa credentials let credential = JSON. parse(Mesa. credential. get('chatgpt')); Mesa. log. info("credential: ", credential); // Headers for the request let options = { "headers": { "Content-Type": "application/json", "Authorization": "Bearer " + credential. apikey, } }; // Define the API endpoint let url = 'https://api. openai. com/v1/chat/completions'; // Prepare the content array (text + image URLs) let content = ; // Loop through each image in the Shopify data and add it as an image_url for (let image of vars. shopify. images) { content. push({ type: "image_url", image_url: { url: image. src // Image URL string } }); } // Define the payload for the request let data = { "model": "gpt-4-turbo", // Adjust model as needed, e. g. , "gpt-4o-mini" if that's available for images "messages": , "max_tokens": 100, }; // Make the POST request using Mesa. request. post let result = await Mesa. request. post(url, JSON. stringify(data), options); // Handle the result from the OpenAI API if (result. error) { throw new Error(result. error. message); } // Set the task's external data with the response from OpenAI Mesa. trigger. setTaskExternalData({ "label": result. choices. message. content, }); // Pass the response to the next workflow step Mesa. output. next({ "tags": result. choices. message. content }); }} Next, add the Shopify > Product Add Tag action step Choose the Shopify app, then search or select the Product Add Tag step. Next, assign the Product ID and ChatGPT response as the Tag value For tags, use the following snippet: {{custom. tags}}This uses the response from the prior code step which ChatGPT is generating. Lastly, save your changes and test your workflow! Save your workflow often to ensure data variables for each step are coming through as expected. Always test your workflow, end-to-end and see each step running properly then, turn your workflow on! Note: The Code step uses the ChatGPT API key saved in MESA. The easiest way to add authentication is to add an arbitrary step for ChatGPT so you can add your API key. Then, delete the step. Workflow benefits The integration of ChatGPT Vision API in this workflow represents a significant leap in ecommerce technology. Increased Discoverability of Products - Utilizing the ChatGPT Vision API for tagging product images vastly improves the discoverability of your products. By generating comprehensive and accurate tags, this workflow ensures that your products are easily found both through internal search functions and external search engines. This heightened visibility can lead to increased traffic and higher conversion rates as customers find exactly what they are looking for with minimal effort. Enhanced User Experience - The ability to search and filter products based on specific image tags significantly enhances the user experience on your ecommerce site. Customers can enjoy a more intuitive and satisfying shopping journey, as they can navigate your product catalog more efficiently. This streamlined browsing experience not only keeps customers engaged but also encourages repeat visits and purchases. Automated and Efficient Catalog Management - This workflow introduces a high degree of automation in managing your product catalog. The ChatGPT Vision API's ability to analyze and tag images reduces the need for manual tagging, saving valuable time and resources. This efficiency not only speeds up the process of updating and maintaining your product database but also ensures consistency and accuracy in image tagging across your entire product range. Related: How to automatically add Shopify tags to products and more Prepare to unlock a new dimension of digital retail, where your product images are not just seen but are also smartly cataloged and effortlessly navigable. --- - Published: 2024-01-17 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/what-is-shopify-flow/ - Categories: Shopify Growth - Tags: shopify flow We’ll unpack what the Shopify Flow app is and why you should consider taking advantage of all it has to offer- streamlining marketing campaigns, auto-send a Slack message, saving data to Google Sheets, inventory changes and more. We also compare it to other such automation platforms, giving you the knowledge you need to make an informed decision about which will work best for your various tasks. But, why should you consider automation? Ecommerce is an ever-evolving landscape, and for businesses that sell products online, staying ahead of the trend is vital. It can often be the difference between a successful ecommerce business, and one that drifts away into the distance. Adopting the latest technologies and software is about ensuring that you have the competitive edge, and that you rise above your peers and competitors around you. This is where the Shopify Flow app comes in. Developed for businesses to create and manage their online stores, it’s well-established as a trusted app to click create workflow to eliminate human errors. Want a better Shopify automation app? Try MESA for free. Personalize hundreds of templates and leverage support from in-house Shopify experts . What is the Shopify Flow app? Shopify Flow is a native Shopify app that helps store owners automate repetitive tasks. It used to only be available on Shopify Plus but is now available across all plans. A store owner can create custom workflows or use pre designed templates to automate common, manual tasks. This automation app essentially helps store owners save time and do things faster. It does this by integrating existing third party apps, using a trigger event to start a workflow, then automating tasks and processes within your online store. It also makes the entire management of your store simple, which means it is much easier to manage multiple orders and run more from the Shopify admin. Think of it as an extra set of hands to help run your ecommerce business. It handles a wide variety of tasks, from routing a customer support ticket to updating inventory levels and tagging high risk orders. Here is a summary of its popular features and capabilities: Workflow creation - Intuitive interface for creating and customizing automated workflows to suit your specific business needs when eliminating repetitive manual tasks. Trigger event - A diverse range of Shopify Flow triggers to automate workflows, such as order creation, product variant inventory updates, or customer activities. Condition settings - Pre set conditions to refine workflow responses, ensuring automation aligns with precise requirements for your process. Filter steps for tagging customers, surfacing negative reviews or reviewing inventory quantity for example. Action capabilities - A comprehensive set of action steps to automate tasks, including order processing, inventory management, or customer support team communications. Integration with other apps - Seamless integration with a variety of Shopify apps for extending functionality. Key benefits of Shopify Flow There’s a good reason that thousands of online businesses use Shopify Flow, with many more adopting its capabilities every day. It comes with a number of benefits, including: Efficiency in managing online stores: It is incredibly efficient in managing your online store.  By automating routine tasks like order processing, inventory management, and customer communication, merchants can significantly reduce their workload. This is a huge win for anyone running an online business as it frees up valuable time for strategic decision-making and business growth. Customization options for different business needs: We all know that one size doesn’t fit all online businesses. Shopify knows this as well, which is why Shopify Flow offers extensive customization options. You can tailor workflows to meet your unique requirements, whatever they may be. This ensures that the automation seamlessly aligns with specific processes and objectives.   Scalability for growing brands: As a business grows and expands, the demand for efficient processes naturally increases.  Shopify Flow is designed with scalability in mind. It is designed in such a way that it can grow alongside your business. Whether managing an escalating volume of orders or adapting to new sales channels, Shopify Flow remains a reliable automation solution for businesses on the rise. How to use Shopify Flow (3. 7) - Shopify App Store Time needed: 10 minutes. If you are looking to take advantage of Shopify Flow, here’s how you can get started. If you don't already see the Flow app listed on your store, visit the Shopify App Store to one click install the app. Knowing how to create workflows involves understanding triggers, conditions, and actions. For instance, inventory management workflows can be triggered by low stock levels, with actions such as restocking or notifying relevant team members. Simply click on ‘Create workflows’ to get started, and learn the basics of automated workflows.   Create a new workflow There are two ways to get started with the Shopify Flow app. Create a workflow from scratch or browser templates. Let's make a new workflow so click the button Create Workflow. Select a trigger Now you'll see the workflow builder. This is where we can define each step of our automation. Next, click the Select a trigger button to set the first step which initiates our process. Choose the Order created trigger step The list of triggers is based on the apps already installed on your Shopify store in addition to the default ones available from the Shopify Admin API. For this example, let's start a workflow every time an order is received. Browse or search "order" to locate the "Order created" trigger step. Add a Condition or Action step Next, from the workflow builder, click the plus icon (+) on the trigger step. This will expand two options for you. You can either add a conditional step or an action step. For simplicity, click the Action button. Add customer tags action step Next, we'll need to choose an action or what should occur every time the trigger step is fired. In this example, choose Add customer tags from the Shopify Admin API list of actions. Configure action step by adding "test" tag Every step is possible to have its configuration options. In the case of tagging customers, we can either type the tag we want added or choose an Environment Value. These are dynamic variables set by previous steps. For this example, we'll type the text "test" to add that tag to the customer. Turn on workflow to enable automation Next, click Turn on workflow to enable this automation. Then, click Exit to leave the workflow builder. Congrats! You just created your first workflow. Optionally, you can add various levels of sophistication to your workflow. This is where personalization comes in as every business has unique requirements for managing their data. Those are the basics to making Shopify Flow workflows! Best practices for maximizing Shopify Flow When it comes to Shopify Flow, there are a number of ways that you can maximize its impact to increase sales and improve the efficiency of your business. Start by using one of the many templates to guide your setup. Discount code alert: You should reward customers and then track when they use that reward Merchandise and inventory alerts: Set up a flow that notifies you of any product or stock changes. For example, if stock is running low, you are notified Organize customers with tags: When new orders are received, tag the customer account by shipping address or specific product ordered to keep organized records. Upsell campaigns: Find opportunities to cross promote related products to new orders for future promotions or discounts. High-risk order alert: You can set up a flow that adds high risk level orders to Google Sheets so you can then review them. Related: Best pre-made Shopify Flow templates to complete more tasks Shopify Flow support and resources Shopify supports apps through standard channels, but Flow introduces its own nuances. Shopify can answer basic questions via Email or Chat, but they often limit support for specific workflow issues. They can't update custom workflows, especially when connecting to third-party apps or external systems. Leverage the Shopify Help Center or find a Shopify Expert that is intimate with their API and understands how to craft any workflow to meet your needs. Common "gotchas" to be aware of When it comes to setting up and managing Shopify Flow, there are a number of issues that one should be aware of. Testing your workflows: There is not a test environment or other ability to test workflows before running for real. You'll need to create your own method to test and confirm everything is working properly. Shopify doesn't support every API endpoint: So you can't trigger workflows from events like Customer Updated or Order Updated. If you need this feature, consider adjusting your workflow or exploring apps that support these trigger events. Connecting external systems: It's natural to want Shopify data in your external business systems but integrating non Shopify apps will likely require a Shopify Expert unless you're comfortable using APIs, Webhooks and payloads. Shopify has opened automation to everyone by making Flow available beyond Shopify Plus. There are ways around these limitations if you find yourself stuck. Comparing Shopify Flow to other automation apps While Shopify Flow is the app of choice for many online businesses, there are other options out there. Some features or limited support may not suit your store, especially if you need more advanced functionality. Many choose MESA over Shopify Flow, or at least look to extend Shopify Flow by connecting their existing workflows to the MESA platform. This app takes Shopify automation to an entirely new level. Related: The Best Shopify Flow Alternatives to Automate Your Shopify Store Conclusion Shopify Flow is a great solution for those looking to improve their efficiency and increase operations through the power of automation. It features a user-friendly interface, and a selection of pre designed templates, and multiple conditional statements to help personalize any workflow.   --- - Published: 2024-01-17 - Modified: 2025-04-21 - URL: https://www.getmesa.com/blog/shopify-flow-vs-zapier/ - Categories: Shopify Growth - Tags: shopify flow, zapier Two automation platforms that have grown significantly over the past few years is Shopify Flow vs Zapier. We'll shine the light on both, explain the main features and differences of each, compare what they offer, and share insights into which of the two may be better suited to your business. The ecommerce space is a dynamic and competitive place in which to operate. If there is a silver lining from COVID-19, it’s the speed at which online stores grew since the pandemic first hit and how the industry as a whole has developed around the world.   The pandemic changed the way in which most people bought products and services, and savvy business owners responded and took the opportunity to turn their traditional brick-and-mortar business into a thriving online store. A key fundamental to any successful ecommerce store in this day and age is automation. With an advanced automation platform, businesses are able to scale and reach a far wider audience, while at the same time improving their customer service and reducing the need for manual intervention. If you are looking to automate and take your online business from zero to hero through automation, read on. Want a better Shopify automation app? Try MESA for free. Personalize hundreds of templates and leverage support from in-house Shopify experts . Main differences between Zapier vs Flow Shopify Flow is a free automation app for those looking for customized workflows designed to efficiently organize data within the Shopify admin. Its strength lies in internal data organization, where it ensures a seamless and well-coordinated operation of your Shopify store. On the other hand, Zapier does well at connecting Shopify data with external systems and a variety of third-party applications that may not be part of the Shopify App Store. Its strengths are in its versatility, facilitating cross-platform integrations and making it a preferred choice for businesses with diverse tech stack. Exploring Shopify Flow Rating: (3. 7) Shopify App Store Price: Free Shopify Flow, built for the Shopify ecosystem, it's a robust automation tool that empowers store owners to create tailored workflows effortlessly. This intuitive platform allows for seamless integration of various apps, facilitating a wide range of tasks such as inventory management, restocking, and fraud prevention. With Flow, users can automate numerous store functions using an extensive collection of templates for common scenarios, tailor workflows with conditional logic and multiple actions, and leverage compatibility with features like tags, metafields, B2B, as well as popular apps like Slack and Google Sheets. Key features include: Visual workflow builder: Shopify Flow offers a user-friendly interface that allows users to design custom workflows without needing any coding expertise. This feature is great for store owners looking to customize and automate specific processes unique to their business. Shopify ecosystem integrations: A big advantage of Shopify Flow is its seamless integration within the Shopify ecosystem. This makes sure that the tool works with existing store functionalities, enhancing overall efficiency. With Shopify Flow you get significant cost savings, a reduction in manual errors, and increased adaptability to changing business needs. Store owners can automate repetitive and tedious tasks such as order processing or inventory management, allowing them to redirect their focus to more strategic aspects of their business. Related: The Best Shopify Flow Alternatives to Automate Your Shopify Store Exploring Zapier Rating: (4. 3) Shopify App Store Price: From $29. 99/month. 14-day free trial. Zapier, an advanced automation platform, seamlessly integrates Shopify with over 5,000 other platforms, including popular choices like Google Sheets, Facebook Offline Conversions, and Slack. It creates Zaps—custom workflows linking Shopify to key apps for tasks like order tracking or customer management. Zapier supports multi-step automations, templates, and conditional logic—no coding needed—for fast and complex workflows. Key features include: Cross-platform integrations: Zapier's strength lies in its ability to seamlessly connect Shopify data with a vast range of external systems and applications. This same power enables businesses to create intricate, multi-platform automations tailored to support their unique needs. Extensive app library: Outside of the Shopify ecosystem, Zapier offers customers a variety of integrations with other platforms. This provides businesses with the full power, flexibility and scalability needed to operate efficiently within a diverse toolset. Zapier's advantages include a user-friendly interface, real-time automation updates, and the ability to create complex workflows across multiple platforms. It’s a comprehensive solution for businesses looking to automate workflows and streamline operations across various applications. Related: Zapier Alternatives For Shopify Tasks That You Should Start Automating Now Side-by-side comparison: Shopify and Zapier Shopify FlowZapierAudienceExclusive to ShopifyProfessionals across various platformsIntegrationsConnects primarily with Shopify appsIntegrates with over 5,000 apps across various platformsEase of UseVisual builder, no coding requiredUser-friendly, no coding for basic workflows, some technical knowledge for complex tasksConditionsLimited filter optionsAdvanced conditional workflowsTemplatesBasic templates for popular ecommerce usesThousands of templates for a wide range of business use casesPricingFreeFree tier available; Paid plans for advanced features start at $29/mo Shopify Flow, as a free app should be the first place to start adding workflows to your operations. Once you hit the limitations, then it's worth exploring other apps that would meet your needs. Related: Best Shopify Automation Apps to Easily Complete More Tasks The growing need for workflow automation In the ever-evolving landscape of ecommerce, the complexities that come with creating and managing a store have risen significantly over recent years. In response to these challenges, we have seen a surge in demand for a variety of tools that simplify the processes in a business. Workflow automation is an in-demand area, and the benefits are clear. Improved efficiencies, reduced manual intervention, better customer service, and significantly improved operations are just a few of the benefits. Workflow automation helps ensure efficiency, reduce manual errors, and amplify overall productivity. Shopify Flow and Zapier lead in automation, offering tailored solutions for the diverse needs of online businesses. Workflow automation in ecommerce is all about using technology to automate repetitive and tedious tasks to streamline processes, and enhance overall operational efficiency. We can’t stress the importance of automation in enough, as it allows businesses to: Enhance efficiency: Automation reduces manual errors and accelerates task completion, ensuring smooth operations. Improve productivity: By automating routine tasks, businesses can redirect human resources to strategic activities, driving innovation and growth. Ensure consistency: Automated workflows guarantee consistency in processes, leading to a more reliable and predictable business operation. Why add automation to your business operations? While the advantages of automation are grand, businesses must carefully consider factors such as: Complexity of Operations In the realm of ecommerce operations, complexity varies widely. Smaller businesses might have straightforward processes that need simple automation solutions. For instance, automating email responses or inventory alerts could suffice. On the other hand, larger enterprises might require more sophisticated systems to handle intricate workflows involving numerous departments and processes. Automation can streamline these complex operations, reducing manual errors and increasing efficiency. However, it's crucial to assess your business's specific needs. Over-automation can lead to unnecessary costs and complexities, while under-automation might not yield the desired efficiency gains. Integration Requirements Today's businesses often use a myriad of applications, from customer relationship management (CRM) systems and accounting software to e-commerce platforms and social media tools. The key to effective automation lies in seamless integration among these diverse systems. A good automation tool should not only be compatible with your current app ecosystem but also flexible enough to adapt to new technologies and platforms you might adopt in the future. This ensures a cohesive workflow, where data flows between systems, enabling more informed decisions and a more unified business strategy. Cost and Scalability Cost is a critical factor in any business decision, and automation tools are no exception. While some tools might seem affordable upfront, they can incur additional costs as you scale up or require more advanced features. It's essential to understand the pricing structure – whether it's a flat rate, pay-per-use, or tiered pricing model – and how it aligns with your business growth. Scalability is equally important; the chosen tool should be able to handle an increase in workload or expansion of operations without significant performance or financial penalties. Security Concerns In an era where data breaches are increasingly common, security is a paramount concern. Automation tools often handle sensitive data, including customer information, financial records, and proprietary business insights. Ensuring that your chosen tool adheres to industry-standard security protocols and compliances (such as GDPR, HIPAA, etc. ) is crucial. Additionally, consider the app's data backup and recovery features, encryption standards, and its policy on data access and control. A secure automation environment not only protects your business from cyber threats but also builds trust with your customers. Conclusion In the battle between Zapier and Shopify Flow, the choice ultimately depends on the specific needs of your ecommerce business. Shopify Flow excels in providing advanced features and deep integration within the Shopify ecosystem, offering free workflow solutions for internal processes. Zapier, on the other hand, has a strength lies in its versatility, seamlessly connecting with a variety of external systems and applications. As an ecommerce store owner, it is important to carefully evaluate your workflow automation requirements, considering factors like integration capabilities, customization needs, and pricing models. Both Shopify Flow and Zapier have proven their worth in the ecommerce automation arena, and the right choice depends on the unique demands of your business. --- - Published: 2023-11-20 - Modified: 2025-05-27 - URL: https://www.getmesa.com/blog/holiday-hack-mesas-holiday-guide-for-time-strapped-e-commerce-operators/ - Categories: Productivity - Tags: bfcm Merry BFCM, busy e-comm operators! ? At MESA, we understand that you have a lot going on this festive season, so we’re bringing a little bit of holiday sparkle to your yule tide hustle. It’s a Gift Guide designed to hopefully shorten the amount of shopping YOU have to do while you’re busy running your Shop. We've handpicked a sleigh-load of gift ideas from our very own customer galaxy (because who knows the e-commerce elves better than us? ). Consider this our way of spreading cheer and gratitude to our MESA family. So take a few minutes to deck your carts with joyous finds, all while boosting fellow entrepreneurs in our community. It's time to make those lists, check them twice, and dive into a shopping experience as easy as a holiday pie! For Blowing Your Holiday Guests’ Minds Boarderie Charcuterie Board Step into a world of gourmet delight with Boarderie's artisanal cheese and charcuterie boards. Perfect for wow-ing guests or gifting a taste of luxury, their Happy Holidays Ciccetti Cheese & Charcuterie Board is a festive must-have. Elevate any holiday gathering with these exquisite, handcrafted selections. The Bartesian Cocktail Mixer Think: Keurig machine for tasty mixed drinks. Shake up your holiday spirits with Bartesian’s innovative cocktail mixer. Their 'Tis the Season for Bartesian collection makes crafting professional-grade cocktails at home a breeze. Ideal for the mixologist at heart or anyone looking to add a splash of sophistication to their celebrations. Surprise Cake These cakes are a total show-stopper. Whether you’re revealing a hidden gift or just adding an element of surprise, this unique cake is guaranteed to be the centerpiece of holiday gifting. Build your own Surprise Cake for a memorable dessert experience. Tea Drops & Frazy Canned Coffee & Bubble Tea Tea Drops tea cubes Frazy's bubble milk tea Infuse your holiday gatherings with the exotic flavors of Tea Drops' ultra-cool tea-in-a-drop tea pods, and Frazy’s canned coffee & bubble tea. These delightful beverages are not just drinks, but conversation starters, perfect for entertaining guests or as a unique addition to your festive menu. Offering both convenience and taste, they’re sure to be a hit at any holiday event, making you the host with the most intriguing refreshment table. For the Person Who Can Turn a Living Room into a Comedy Club Chubbies Shorts Chubbies brings fun and laughter to holiday attire with their Holiday Collection. Ideal for the family goofball or for coordinating matching family outfits, these vibrant and playful shorts are sure to bring smiles and chuckles. Fancy Fanny Put a personal, humorous spin on holiday gifting with Fancy Fanny. Their custom-printed shirts, socks, underwear, ornaments, and more featuring your face are perfect for a light-hearted and memorable gift. Their Holiday Collection offers a unique way to spread laughter and joy. For the Person Who's Crafting the Next Generation of Dreamers The Landmark Kids Inspire young minds with The Landmark Kids’ Geography & Culture Escape Boxes. These subscription boxes are a gateway to learning and adventure, perfect for the curious and creative child. GLDN GLDN's line of Kids/Family Initials Jewelry offers a beautifully personalized touch for a thoughtful gift. Customize a necklace with children's initials, creating a piece that's as unique and special as your loved ones. GameTrader Zero Elevate gaming with GameTrader Zero’s modded console controllers. We especially love the retro-inspired collection. Ideal for the gaming enthusiast in your life, these controllers blend nostalgia with modern functionality. Sabertrio' Lightsabers As a kid, we dreamed of having a real lightsaber. So much power, so much badass-ery. Well now you cna gift the ultimate fantasy with Sabertrio’s real-life custom lightsabers. For those aspiring to be the best aunt or uncle, these authentic lightsabers offer an unforgettable experience for Star Wars fans and adventurers alike. And don't worry – you can't go slicing any limbs off. These are primarily for cosplay and to display. Check out their Instagram Reels for some awesome demo vids. For the Person Whose Dog Has Its Own Social Media Following CrewLaLa Dog Bowties Add a touch of holiday flair to your furry friend with CrewLaLa’s Christmas Dog Collars. Perfect for the style-savvy pet or for those Instagram-worthy holiday photos. The PetPoncho We all have that friend or relative that's obsessed with their dog. What better way to let them worship their four-legged friend than to snuggle up in a blanket covered in that floofer's sweet lil face? We bring you: The PetPoncho. Featuring a custom images of their actual pet all over this comfy cuddle 'fit, these wearable blankets are a super unique and cozy gift for pet lovers. For the Person Who Considers Sweat the Best Accessory Bandit Running For the fitness aficionado in your life, Bandit Running offers top-tier running gear. Their products blend style with performance, perfect for those who take their workouts as seriously as their fashion. And their fresh new Winter Line will help that endorphin junkie you love nice 'n cozy during the colder months ahead. For the Gourmet Guru Who Considers the Kitchen Their Kingdom Butter Pat Industries Real cooks know that you can't beat cast iron for even even, consistent cooking temperatures. Butter Pat Industries’ cast iron cookware is a dream for any culinary enthusiast. Their high-end cast iron collection, combining traditional craftsmanship with modern innovation, makes every cooking experience a gourmet affair. Texas Hill Country Olive Co Everything's bigger in Texas, right? Well that even goes for Olive Oil. Indulge the taste buds of the foodie in your life with Texas Hill Country Olive Co's artisanal olive oils and vinegars. Their best sellers are a culinary exploration, perfect for elevating any dish. For the Person Who Makes Every Day a Spa Day Solawind Transform everyday skincare into a luxurious ritual with Solawave’s 4-in-1 Radiant Renewal Skincare Wand & Activating Serum Kit. It's an ideal gift for beauty aficionados who love pampering themselves with high-tech skincare solutions. For the Person Who Finds Museums as Exciting as Amusement Parks Blackwing Blackwing pencils are more than just writing tools; they're a piece of art. Perfect for the artist or the art lover, these pencils promise to turn every stroke into a masterpiece. SF MOMA Bring the wonder of the San Francisco Museum of Modern Art into your home with SF MOMA’s curated collection. From artistic decor to inspiring books, there’s something for every art enthusiast. For the Work BFF Who's Your Partner in Brainstorming Give Sunshine Brighten up your colleague's day with Give Sunshine's delightful holiday boxes. Tailored for the season, these boxes are filled with joy and care, making them the perfect token of appreciation for your work BFF or a thoughtful colleague. Mightylicious Treat your office buddy to the sweet taste of Mightylicious’ gluten-free cookies. These delectable treats are a wonderful way to show gratitude and make every coffee break a delightful experience. For the Person Who Could Give a Ted Talk on ‘Unique’ Assouline Dive into the luxurious world of Assouline's coffee table books. Ideal for the discerning reader or the aesthete, their Holiday Gift Guide is a trove of visually stunning and intellectually stimulating reads. Ingarden Bring the future of gardening indoors with Ingarden’s sleek, e-gardens. These stylish indoor gardens are perfect for the tech-savvy green thumb, offering a fresh and modern way to grow herbs and greens. CultureFly CultureFly’s funky theme boxes are the perfect surprise for the pop culture fanatic. From niche fandoms to mainstream hits, their boxes cater to all tastes pertaining to mass media and entertainment. Some of them are even subscriptions that delivery surprises on a theme every quarter. There you have it. Hopefully you just got half your shopping list knocked out right there. And as we wrap up this treasure trove of holiday delights, remember: each click and purchase not only brings joy to your loved ones but also supports the passionate creators and innovators within our MESA community. These unique, handpicked items reflect the best of small business spirit, perfect for making this season truly special. So, whether you're ticking off items from your personal list or finding that perfect something for someone special, remember that the best gifts come with a story – a story of small businesses thriving with your support. Happy holidays, happy shopping and happy selling from everyone at MESA! --- - Published: 2023-10-23 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-connect-ftp-inventory-feed-to-update-shopify-products/ - Categories: Workflow Tutorials - Tags: code, FTP, loop Today, we'll introduce you to a lesser-known yet powerful technique to manage your Shopify product inventory efficiently: updating product inventory using FTP files and leveraging FTP inventory feeds. You may be familiar with FTP (File Transfer Protocol) for transferring files, but did you know it can also be a game-changer for inventory management in your Shopify store? This method can save you hours of manual work and reduce the likelihood of human error, which is invaluable for busy ecommerce professionals like you. In this blog post, we will walk you through the process of updating your Shopify product inventory using FTP by MESA, from setting up the necessary workflow to automating the entire process. By the end of this tutorial, you'll have another valuable workflow in your arsenal to keep your Shopify store's inventory levels running smoothly and accurately. Let's dive in! TL;DR: Skip the step-by-step tutorial. Use this template to update inventory from FTP drops with just a few clicks. Watch the tutorial video https://youtu. be/bsqkCD4vYaM Video tutorial how to use FTP and CSV files to update product inventory on Shopify How to update Shopify inventory from FTP files Time needed: 10 minutes. Follow these step-by-step instructions to connect FTP files to your Shopify store's inventory. First, create a workflow using the FTP by MESA trigger step Be sure to add your FTP server account credentials to authenticate this app. Next, update the File Name and frequency options Add the file name and path if necessary. The frequency controls how often this trigger event will run this workflow. Next, add Loop by MESA In the field for "Values to loop over", be sure to add the variable {{ftp}} Next, add the Custom Code by MESA action step Then, add this description so you know what this step is all about: Retrieve product variant details that match with the SKU via Shopify GraphQL. Add the Inventory Item ID to the payload that gets pass to the next step. Click Edit Code to view the code editor Add the following code snippet to add the inventory item ID. The easiest way is to select the code below and replace the contents entirely:const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');const Shopify = require('vendor/Shopify. js');/*** A Mesa Script exports a class with a script method. */module. exports = new class {/*** Mesa Script** @param {object} payload The payload data* @param {object} context Additional context about this task*/script = (payload, context) => {// Assign variablesconst vars = context. steps;let inventoryItemIdGid = 0;const productSku = vars. loop. SKU;Mesa. log. info("Product SKU", productSku);// Set up Shopify GraphQL query and retrieve product variant details based on SKUlet query = `query($query: String! ) {productVariants(first: 3, query: $query) {edges {node {displayNameidskuinventoryItem {id}product {idtitle}}}}}`;const response = ShopifyGraphql. send(query, {"query": "sku:" + productSku,});Mesa. log. info("Response", response);// Get Inventory Item ID from Shopify GraphQL response and include in vars. loop payloadif (response &&response. data &&response. data. productVariants &&response. data. productVariants. edges &&response. data. productVariants. edges. node &&response. data. productVariants. edges. node. inventoryItem &&response. data. productVariants. edges. node. inventoryItem. id) {inventoryItemIdGid = response. data. productVariants. edges. node. inventoryItem. id;vars. loop. inventory_item_id = inventoryItemIdGid. match(/\d+/);Mesa. log. info("Inventory Item ID", vars. loop. inventory_item_id);// We're done, call the next step! Mesa. output. next(vars. loop);} else {Mesa. log. info('No Inventory Item ID included. Do not continue to next step');}}}Save your workflow. Next, add Shopify to your workflow and choose the Set Inventory Level action To narrow your search more quickly use the filter search bar. Next, add the variables to the Set Inventory Level action Click the {+} icon button per field to choose their respective variable values. Note: If you haven't saved your workflow yet, the variables may not appear. You can copy/paste the values below or Save and name your workflow then, the variable will be available to select from the side sheet. Available quantity: {{ loop. Inventory }}Location: Choose the right one for your storeInventory Item ID: Custom value, then enter {{ custom. inventory_item_id }} Finally, Save then, name your new workflow. Be sure to turn you workflow On for it to run automatically. Save yourself the setup. Use this template instead: Benefits of using FTP to manage product inventory Let's explore the most compelling advantages that will make a significant impact on your store's operations: Time and Effort Savings: By automating product inventory updates using FTP files, you can eliminate the need for manual data entry and reduce the time spent on routine tasks. This frees up more time for you to focus on more strategic aspects of your business. Reduced Human Error: Manual inventory updates can be prone to human error, such as typos or incorrect data input. By automating the process using FTP inventory feeds, you can minimize the possibility of mistakes and ensure accurate inventory data is always maintained in your Shopify store. Seamless Integration: FTP is a widely used and supported file transfer protocol, which means you can easily integrate FTP inventory feeds with other software systems, tools, or platforms you're already using. This simplifies the process of sharing inventory data with suppliers, warehouses, or other stakeholders in your supply chain. Faster Inventory Updates: The FTP-based inventory update workflow allows for rapid and frequent updates, ensuring your Shopify store's inventory data is always up-to-date. This translates to better stock control, minimized stockouts, and improved customer satisfaction. Scalability: As your store grows, so does the volume of inventory data you need to manage. This workflow with FTP inventory feeds can easily scale with your business, ensuring that your inventory management system remains efficient and effective, no matter the size of your store. Customization: MESA can help you tailor the FTP inventory feeds to suit your store's unique needs. This allows you to create tailored automation workflows that address specific challenges and drive further operational efficiencies. By leveraging the power of FTP-based inventory updates, you can stay competitive in the fast-paced world of ecommerce while maximizing the value of your resources. Workflow wrap-up In conclusion, updating your Shopify product inventory using FTP files and FTP inventory feeds is a powerful and efficient method that offers numerous benefits for you and your team. As you strive to stay ahead in the competitive ecommerce landscape, adopting innovative techniques like FTP-based inventory updates and incorporating FTP inventory feeds is essential. By leveraging the power of MESA to automate and customize this workflow, you can unlock new levels of efficiency and success in your store. Don't miss the opportunity to streamline your inventory management and make the most of your resources. Give this method a try and experience the transformative impact it can have on your Shopify store's operations. --- - Published: 2023-09-25 - Modified: 2025-06-16 - URL: https://www.getmesa.com/blog/best-shopify-order-status-apps/ - Categories: Shopify Growth - Tags: aftership, hulk, parcel panel, shopify, trackingmore, tracktor, wonderment In the aftermath of COVID, ecommerce has seen significant changes, impacting how businesses manage Shopify order status. In fact, global ecommerce now accounts for almost 22% of sales overall. This sustained growth offers expanding businesses several opportunities to reach more people than ever before. But reach isn’t everything. Growing mobile device ownership and easy connectivity make instant gratification the norm, and anxious customers place a premium on businesses that address this successfully. This is why having an affordable way to reduce service requests and provide proactive, real-time order support for every purchase is essential to building a strong and loyal customer base. In this article, we’ll explain why a reliable order status app can be a crucial tool for a growing business to delight customers and build brand value in the online marketplace. Easily automate Shopify order status today. Try MESA free - no code required! Tracktor Order Tracking (4. 8) Shopify App Store Rating Pricing: Free 14-day trial Feature Highlights: Customizable, branded tracking page for a smooth buying journey. Use the Mission Control dashboard to gain tracking insights on a 3D interactive map. Save time by reducing the number of "Where’s My Order? " (WISMO) requests you receive. Convert first-time buyers into loyal customers with Tracktor’s new real-time package tracking and order lookup app. The app is integrated with all major carriers and provides unparalleled visibility into where a package has reached and any activity surrounding it. This information can reduce support costs by triggering email or SMS notifications for timely updates. This reassures customers that their shipment is being monitored until it gets to them. After-Ship Order Tracking (4. 7) Shopify App Store Rating Pricing: A free plan is available with a 14-day trial Feature Highlights: Branded tracking pages with personalized product recommendations to boost sales Centralized shipment dashboard to track shipment status and identify exceptions Built-in analytics to get insights into shipment status and on-time performance. This app offers live shipment updates through a branded tracking page and automated notifications, reducing WISMO inquiries. Leverage various shipment analytics from the user-friendly dashboard view to monitor carrier transit times and exceptions for optimal performance. Improve buyer confidence by adding an AI-powered delivery estimate widget to product pages and checkout. Use all the proactive features, like email and SMS notifications, to create a seamless shopping experience that keeps customers loyal. TrackingMore ‑ Order Tracking (4. 8) Shopify App Store Rating Pricing: A plan is available with a 14-day free trial Feature Highlights: Integrate over 1100 carriers with accurate carrier detection and auto-sync order Proactive email notifications bring your customers back to your site. Manage all orders from a consolidated dashboard and monitor exceptions. Create a seamless shopping experience with this app thanks to its ability to seamlessly sync orders and shipping information from 1100+ carriers globally. This helps give your customers multilingual tracking pages and proactive updates in several languages in real-time. Sellers can upsell quickly with featured products and discounts on the tracking page, and via emails. Use estimated delivery dates on branded pages to show and keep even the most nervous customers happy. Parcel Panel Order Tracking (5. 0) Shopify App Store Rating Pricing: A plan is available with a 14-day free trial Feature Highlights: Branded order lookup page with abundant custom elements. Smart upsell system, powerful analytics, and 24/7 customer support Stay one step ahead with real-time order tracking. Help your support staff to preempt exceptions and avoid complaints. Use automated shipping notifications to keep customers informed, and create a multilingual tracking page with customizable elements to eliminate "Where is my order? " inquiries. Need assistance with setup, dropshipping or creating a customisation? Use the 24/7 support via online chat or email. Save time and streamline shipping and tracking processes with the help of this app.   Hulk Order Status Tracker (4. 5) Shopify App Store Rating Pricing: Free plan available Feature Highlights: Accurate order tracking status, package tracking, and order tracking updates. Automatically provide an estimated delivery date (EDD) along with the order status. Less WISMO with SEO-optimized auto-translated shipment updates on the tracking page With this order status tracker, you can give your customers the information they need in real time. You can also stay on top of sales operations and create customized alerts as you track shipments from 1,100+ global carriers. Empower support staff and buyers to visualize their package’s travel path with the familiar Google Maps integration option. The mobile-friendly order status page makes accessing order status from anywhere simple and reassures customers. Wonderment (5. 0) Shopify App Store Rating Pricing:  Plans from $99/month Feature Highlights: Save time on unnecessary customer support by proactively alerting customers about delayed or lost shipments. Give customers and support teams real-time reports and order lookups. Help them find stalled shipments, shipping errors, and lost packages instantly. Increase repeat customers and upsells by accommodating customizations and providing stellar support. Wonderment is a game-changer. This order-tracking app empowers Shopify merchants to efficiently manage their 3PL, send timely delay notifications, and request reviews.   Thanks to automated order alerts and fully tailored tracking pages, Wonderment ensures you mitigate the effects of delivery delays and stalled shipments and optimize overall satisfaction. Besides the great price point, sellers can expect proficient support and help with notifications like email flows tailored to their own brand. Why order status apps are key to customer satisfaction In the competitive world of ecommerce, success is not just about product selection and pricing. It's about taking away any doubt that customers will get what they paid for on time. This is where order tracking can be a revolutionary force. Real-time order tracking keeps customers informed and confident in their purchase journey and reduces delivery anxiety. Streamlining order tracking allows sellers to preempt issues and provide personalized notifications and solutions as they happen.   As online sales grow, it’s more important than ever to meet customer expectations and ensure a frictionless experience every time. Related: How to Automate Order Fulfillment on Shopify: A Step by Step Guide How to choose the best order tracking app for your Shopify store When there are so many app options, knowing where to begin can seem impossible. No two businesses are alike. So, start by narrowing down an order status app that addresses your specific marketing and customer service needs. It’s also important to look at how easy it is for you. Remember, you can always reach out to app providers with questions you need answered. Look for integrations that are useful to you. Different apps give you control over various aspects of your customers’ buying journeys. Look for one that integrates with the software you are already using. Find ways to get the help you need. Several apps can help you create personalized, professional, and custom order update emails for your Shopify customers. Use these to provide your customer with other product recommendations, proactive updates when delays occur, and other value-adds like discounts and special promotions to thank them for their loyalty. Find apps that allow brand customization. The right order tracking app for your business is easily one that makes your customer communication stand out. Find an app that helps you transform plain text email updates into beautifully packaged marketing opportunities. Branded tracking and shipping alerts always feel more personal. Choose an app that provides shipping reports and analytics. Keeping up a smooth buying experience means constantly auditing, optimizing, and improving your brand’s ecommerce shipping process. This is easier when you have an app that offers real-time shipping reports and detailed analytics. Visualizing shipment data broken down into their fulfillment status, carrier, and region will help you remove inefficiencies and optimize your operations. You can even find apps that integrate directly with several courier services globally, so you can save time spent problem-solving. Some even offer proactive order alerts to help you get ahead of challenges along the way. Proactively problem-solve with real-time tracking. Occasional delays and hitches are inevitable. But how you deal with these situations can change how customers feel about you. Having an order tracking dashboard is an easy way to have an overview of all your customer and shipping support needs. Comprehensive order tracking updates as they happen are vital to improving the customer experience and avoiding complaints. Being transparent allows customers to trust your brand and ultimately become your biggest champions in the long run. Do more with Order Status apps on Shopify Automated order tracking can help growing businesses become more transparent and build their reputation in the online community. Keeping buyers informed about delays without manual intervention can save hours a day and free up staff for other essential tasks. Real-time updates are crucial to improving customer satisfaction, retaining more customers, and ultimately augmenting revenue. Investing in automated fulfillment early on can be the best strategic move to set growing businesses up for long-term success. --- - Published: 2023-09-21 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/yotpo-vs-judge-me-the-best-app-for-product-reviews/ - Categories: Shopify Growth - Tags: judgeme, yotpo Yotpo vs Judge. me - both are great review management apps. But do you really need one? Probably so. 46% of consumers trust online business reviews as much as personal recommendations from friends and family. 35% trust them as much as recommendations from social personalities. By collecting reviews, you can gain the confidence of 81% of buyers.   However, to collect reviews, you need a review collection app. Choosing a review collection app can be confusing since there are plenty of them in the Shopify app store. In this article, we compare Yotpo vs Judge. me, two of the best review apps on Shopify. Try MESA free and connect your collected reviews to other systems, saving you time and enhancing your data-driven decision-making. Main differences between Yotpo vs Judge. me Judge. me is affordable and user-friendly with customizable branding, but it lacks the advanced capabilities of Yotpo. Yotpo boasts a comprehensive suite of features, including user-generated content, in-depth analytics, 24/7 live chat support, and built-in SMS marketing in its higher tiers. However, if you're looking for a straightforward review collection without the frills, Judge. me might be the better choice. Both are great apps in their own ways. So you’ll need to pick one that suits your own business needs well — do you need a no-fuss review collection app or one with extensive features? Here are some key differences that might help make a decision: Yotpo has a more comprehensive feature set, including user-generated content for reviews, ratings, Q&A, and photos. Judge. me is relatively simpler but still offers features of Yotpo Reviews, such as customizable branding. Yotpo has built-in SMS marketing in higher tiers, while Judge. me requires integrating with another tool for SMS marketing. Yotpo offers subscription services. Judge. me doesn’t. Yotpo offers more in-depth analytics than Judge. me. You get 24/7 live chat and onboarding support as a Yotpo user. Judge. me only offers email support. Related: Best Shopify Product Reviews Apps Exploring Yotpo Product Reviews Rating: (4. 9) Price: Free version Growth plan: $15 per month Prime plan: $119 per month Yotpo Product Reviews helps brands create social proof by collecting unlimited review requests. The app’s partner integrations allow brands and businesses to show reviews and star ratings on search engines and social media websites. The service’s official partnerships with Google and Facebook boost brand discovery and bring in more traffic from these platforms. Yotpo enables you to encourage shoppers to leave a review by allowing you to reward them with a coupon for reviews. Shoppers can also add photo and video reviews, which earns your brand additional trust and loyalty from visitors. Yotpo lets you customize the reviews widget so it matches your brand’s style. Customization options are important because a generic review widget or collection app looks odd on heavily styled web pages. If you’re growing quickly, you’re probably receiving dozens of reviews a day. Moderating these comments is crucial but time-consuming. Yotpo allows you to automate comment moderation with AI. Or you can retain moderation control yourself and delegate it to a team member. Reviews are a great source of insight. Yotpo makes using these insights easier with its extensive analytics. With Yotpo, you can engage more customers with community Q&A. Answer product- or shipping-related questions or help customers make the right choice in the Q&A section. You can display relevant content with Yotpo’s Smart Filters feature. Strategically using this feature can help boost buyer confidence, improving conversions. Exploring Judge. me vs Yotpo Rating: (5. 0) Price: Free version Awesome plan: $15 per month Judge. me is a highly customizable review collection app. It’s lightweight, so it loads faster, which can help improve site load times or at least not increase the website’s current load time. The service lets you schedule automated emails to request reviews with photos and videos at the time of fulfillment and delivery. You can make unlimited email review requests and add in-email review forms. Judge. me can help you place reviews and UGC on your storefront and social media, including Facebook, Instagram, and Twitter. The app also helps add star ratings to Google, which offers SEO value. When shoppers search for your product, rich snippets of seller ratings generated by Judge. me can bring in visitors from Google search results. The app allows you to sync and group product reviews across products as well as stores, so you don’t have to migrate them manually. Setting up Judge. me is quick and easy. The app has various built-in widget support and customization options, like changing widget text, colors, and themes. If you need help setting up or using the app, you can get in touch with Judge. me’s 24x7 support team. Benefits of a review collection app Collecting reviews is critical for feedback and social proof for online sales. In fact, buyers often avoid purchasing products that don’t have any reviews. Review collection apps have so many features that make collecting and managing reviews easier. Moreover, here are the benefits of a great review collection app: Social proof Review collection apps allow customers to share their opinions about the product. They can add photos display reviews and videos for context. These opinions offer potential buyers insights into the product’s quality, key features used, and usefulness. Your customers might add reviews that offer visitors tips for using the product based on personal experience, insights into the delivery process and unboxing experience, and compare this product with similar ones. All of these offer different aspects of value to potential buyers. Feedback Don’t be afraid of negative reviews. They’re an opportunity to see what customers think about a product and identify ways to improve it. This is also a chance to address the concerns your customers might have professionally to improve customer satisfaction. Using a tool like MESA can ensure you never miss negative feedback. For example, you can configure a MESA workflow that auto-creates a Gorgias support ticket when a customer leaves a negative review in Yotpo. Improved SEO rankings Apps like Yotpo can help add star ratings and rich snippets to Google searches. This gives your product more visibility in organic search, bringing more traffic to your website. Using reviews doesn’t guarantee SEO success. But reviews are a critical ranking factor for local SEO. If you own a brick-and-mortar store as well, reviews from your online store can help increase traffic and boost sales while at your local store. Automate review invitations Review collection apps help automate sending emails requesting customers to leave a review after the order is delivered. This allows you to easily collect more reviews. Of course, you can also automate product reviews on Shopify using an automation tool like MESA. Just like a review app, MESA helps send review requests after order delivery via email. Customization Review collection apps offer customization options that allow you to design the reviews section so that it merges seamlessly with your store’s design. Customization options are especially helpful if your website sports a fancy design. Why automate the review collection experience? Automating review collection helps smaller businesses collect reviews at scale. If you’re a brand selling hundreds of products a day, manually requesting customers to leave feedback isn’t feasible. Sure, you can add popups at checkout. But nothing beats a personalized email requesting a customer’s opinion about their experience with your brand and the product. The analytics built into review apps collect information from customer reviews and produce insightful reports. This information helps you find room for improvement so you can optimize your strategy over time. Review collection apps help put customer reviews on the home page, product page, and more places on the website to increase the buyer’s confidence. You can streamline the review collection experience even more with MESA. For example, you can automatically send a thank-you email when a review is created in Yotpo. Do more with reviews without the work Yotpo vs Judge. me - both are in fact, great tools. Both have their strengths and offer value in different ways. If you want an affordable, super easy get-to-use solution, Judge. me is your best bet. It offers an excellent feature set for a lower price than Yotpo. On the other hand, Yotpo is loaded with features. It costs more, but if you regularly use reviews to market your business, Yotpo is the way to go. Once you have a review collection app set up, add MESA to the mix. MESA will help automate the rest of the review management workflow, saving you plenty of time you can spend on other areas of business. --- - Published: 2023-09-11 - Modified: 2025-06-16 - URL: https://www.getmesa.com/blog/best-shopify-order-fulfillment-apps/ - Categories: Shopify Growth - Tags: amazon, easyship, shipbob, shippo, shipstation, shopify, tracktor The best Shopify order fulfillment apps help your fulfillment data stay organized and accurate while meeting your customers’ (high) expectations. Frictionless fulfillment process is just as important as product creation and supply chain, if not more. And your customers expect fast shipping service. In fact, 41% of global shoppers want to receive their order within 24 hours. An order fulfillment app can help meet these customer expectations by allowing you to select the optimum delivery option, fulfill orders easily, and streamline the purchase order fulfillment process. MESA can help automate fulfillment. For example, you can automatically add a tag to a customer’s profile when they purchase a subscription! Let's compare the best Shopify order fulfillment app for ecommerce businesses. ShipStation Rating: (3. 5) ShipStation is a Shopify order management app that streamlines the store owners entire fulfillment process. The app connects with your Shopify store in seconds. Once connected, you can start setting up automated shipping workflows and syncing tracking information. The app offers discounted shipping rates from USPS, UPS, and DHL Express, allowing you to always pick the most cost-effective option without extra effort. ShipStation offers a holistic view of your selling channels. You can sync orders from various sources, including selling channels, marketplaces, and ERPs. This shipping automation app keeps you and the customer in the loop. It instantly updates tracking information for the selling channel and the customer. Price: Starter plan: $9. 99 per month Bronze plan: $29. 99 per month Gold plan: $99. 99 per month Enterprise plan: $229. 99 per month Key features: Discounted shipping rates from top carriers Sync order data from multiple selling channels, marketplaces, ERPs, and more Branded shipping labels and packing slips Support via email and community forum (live chat and phone support on higher-tier plans) ShipStation Templates: Fulfillment by Amazon (FBA) Rating: (4. 5) FBA isn’t a Shopify order fulfillment app. It’s a complete fulfillment service from Amazon that allows you to focus on just selling your product. You’ll need to send products to Amazon’s fulfillment centers if you choose to outsource fulfillment to Amazon. The good thing? There’s no minimum quantity requirement. FBA offers free, two-day shipping to customers who order through Prime. Unlike other fulfillment services not on the list, Amazon also provides service and processes order returns. According to Amazon, FBA costs 32% less per unit than the slowest-shipping major U. S. carriers. Signing up for FBA comes with the following fees: Inventory storage fees Aged inventory surcharge Fulfillment service fees Unplanned service fees Removal order fees Returns processing fees Pricing: Individual: $0. 99 per item sold (plus additional selling, referral, and fulfillment fees) Professional: $39. 99 per item sold (plus additional selling, referral, and fulfillment fees) Key features: Track and monitor shipments Free, two-day delivery on eligible Prime orders Customer service and returns handling No minimum quantity to send to Amazon fulfillment center Shippo Rating: (4. 0) Shippo works with all Shopify stores and various other ecommerce platforms like Square, Wix, and WooCommerce. It automatically syncs shipping information with your ecommerce platform to streamline the entire shipping process. The shipping solution helps you find the lowest possible rates for purchase orders from USPS, UPS, FedEx, DHL, and other popular carriers. You can also quickly download and print shipping labels out for your packages using Shippo. Offer customers transparency and convenience with customized tracking and returns. Shippo gives customers details about the order’s current location and status, as well as an estimated and original ETA. Pricing: Free Professional: $10 per month Premier: Custom pricing Key features: USPS, UPS, and DHL Express discounts Branded customer experience Custom text for email notifications Email and live chat support Easyship Rating: (4. 2) Easyship offers exclusive shipping rates and the option to add your own courier accounts. You also get $30 toward free shipping when you connect your first ecommerce business. Many think this is the perfect Shopify fulfillment app because it enables customers to choose their own shipping option with dynamic shipping rates at checkout. This can help improve conversions. If you offer worldwide shipping, Easyship can automatically calculate taxes and duties based on the shipping location. Pricing: Free Plus: $29 per month Premier: $69 per month Scale: $99 per month Key features: Unlimited sales channels Live rates at checkout Return management Import tax and duty calculation and documentation ShipBob Rating: (4. 0) ShipBob offers your Shopify store excellent logistics across global sales channels. The platform has extensive customization options that help you create packing slips, inserts, and more, allowing you to have a great unboxing experience. You can have online orders picked, packed, and shipped on the same day and choose a delivery speed based on your preference. ShipBob can manage the compliance requirements for fulfilling orders for any B2B or wholesale orders. The service has over 40 warehouses across six countries, which gives you the global shipping scalability you need as you grow. Pricing: A quote is available on request Key features: Same-day shipping Extensive customization options In-house B2B/EDI compliance management REST APIs for ERPs Tracktor Rating: (4. 8) Tracktor can help you add order status and package tracking that integrate with all major carriers to your online store. While Tracktor is not a fulfillment application, it will update tracking details once an order is fulfilled which makes it a great partner to a fulfillment app. This seamless integration offers customers complete visibility into their package’s status and location in just a few clicks. You can create a branded tracking page. Also, the fulfillment app can notify customers when an order is out for delivery or arrives at their location via email or SMS notifications if you're using MESA too. The platform has a built-in mission control dashboard. Here, you can track inventory and can add timely tracking insights on a 3D interactive map. Pricing: Free Starter: $9. 99 per month Essential: $39. 99 per month Advanced: $99 per month Key features: Integrates with all popular carriers Email and SMS notifications when a package is out for delivery or arrives Create a branded tracking page Mission control dashboard Tracktor templates: Importance of Shopify order management apps You can continue managing inventory levels and shipping using a spreadsheet. Or you can use a robust order fulfillment app that helps automate fulfillment and streamline the entire process. Here’s why you need one of these apps that take away the hassle of tracking and shipping your orders on time: Meet customer expectations: Your customers want to be able to track their orders. A survey found that 68% of customers want to know where their order is throughout the delivery process. An order management app helps your customers view the order status in real time and receive notifications. Efficiency: You already have a full plate. If you're the founder of an ecommerce startup, you’re probably wearing many hats. Order management apps help streamline order fulfillment and inventory management, helping you save time that you can invest in financial planning or optimizing the product portfolio. Find best deals: These Shopify apps make it easier to find discounts from shipping carriers. Over time, you can save a good amount of money on shipping with these discounts. Centralize orders: A tool like one of these helps centralize orders from multiple sales channels and marketplaces. You no longer have to scour through websites or portals trying to get order details once you have an order fulfillment app. How to choose the best Shopify order management app Choosing an app can feel daunting since there are plenty of options out there. Each app has its strengths, so you should select one that best suits your needs. However, here are a few key things to consider when selecting an order management app: Core feature set: The order management app needs to be able to create order profiles that bring the customer, product, source, and shipping details together in one place. The app should also allow you to track orders from inventory to the customer. Additional features: The best order management apps include features like analytics and reporting, channel integration, inventory management, and more. Analytics provide insights into the effectiveness of your strategies, enabling you to optimize them over time. Ease of use: You can make the best use of an app’s features when they’re easy to use. Look for testimonials from current users to see how easy or difficult they found an app. Value for money: You still have a budget to stick to. Looking for the cheapest or most expensive option isn’t a great strategy. Select an app that offers value for money and is within your budget. Do more with Shopify order management apps  Order management apps help streamline order processing, manage inventory, and fulfillment and improve customer experience with real-time order status and updates. Adding a tool like MESA to the mix can help augment the capabilities of an order management app. For example, you can create an automated workflow that sends a gift card to customers whenever an order is delayed. --- - Published: 2023-09-07 - Modified: 2025-06-13 - URL: https://www.getmesa.com/blog/best-product-options-apps-shopify/ - Categories: Shopify Growth - Tags: bold, infinite options, uploadery Running a successful Shopify store requires ecommerce managers that pay attention to what customers need. Offering the right balance of convenience, variety, and value keeps buyers coming back over and over again.  Utilizing a product options app on Shopify can significantly elevate the customer experience, encouraging repeat business. So, how can you achieve this? By having the best product options available through apps like MESA, you can customize the online shopping experience to meet customer expectations. Discover how you can unlock your ecommerce business's potential, create a smooth shopping experience, keep customers coming back, and see your profits soar. Customize your online shopping experience with product options. Try MESA today and start building smarter automations. Infinite Options (4. 8) Shopify App Store Rating When it comes to product options for Shopify, Infinite Options offers merchants features like customizable product options, color and variant swatches, and convenient dropdown menus and radio buttons.   Store owners can also bundle add-on products with options to boost average order values and maximize profits. Infinite Options gives business owners easy ways to tackle customization and variant challenges effortlessly within their Shopify stores.   Pricing: $12. 99/month 14-day free trial Feature Highlights: Infinite options: Add unlimited product options to your items. Add-ons: Display per-option charges on the product page itself. Product bundling: Increase sales by raising your store's average order size. Infinite Options Templates: Uploadery (4. 9) Shopify App Store Rating Streamline customer orders by allowing buyers to send files directly with Uploadery, a go-to app for all your file upload needs. Add as many fields as you need, each with an impressive 2GB maximum size. Uploadery is different from other apps because of its versatility and easy support for various file types like GIFs and JPGs. And the best part? The app interface offers easy configuration of height restrictions and element sizes. Highly regarded for its reliable performance and smooth integration with Shopify 2. 0, the app's fantastic features include image previews, a cropping tool, and support for larger files. Pricing: From $9. 99/month 14-day free trial  Feature Highlights: Send customers a personalized email with a preview image of their made-to-order item. Allow customers to upload high-resolution images and large files (up to 2 GB). Configure min and max heights, widths, and aspect ratios for uploaded images. Uploadery Templates: Bold Product Options (4. 6) Shopify App Store Rating Elevate your customers’ shopping experiences with Bold Product Options. This app offers buyers several options to personalize their products. Whether it's color swatches, text boxes, or file upload fields, it has all the tools merchants need to engage their customers and boost sales long-term. The app’s seamless integration with Shopify makes for easy installation, while its stellar customer service receives high praise for quick issue resolution and help with everything from set-up to code edits. Pricing: Free plans are available  14-day free trial Feature Highlights: Create unlimited product option fields with advanced conditional logic. Upsell custom products to boost revenue and order value. Support for color swatches and variant images to visualize customizations  Hulk Product Options (4. 7) Shopify App Store Rating This custom product options app for Shopify is affordable and serves a variety of purposes: It acts as a product filter, customizer, and bundler, allowing sellers to increase pre-order value and overall sales.   App users can upload images for desired customizations and apply bulk requests to numerous products at one time, while the new Checkout API integration supports all discount types, and is compatible with other upsell/cross-sell apps. Pricing: From $10/month Seven-day free trial Feature Highlights: There are several options for customers to personalize their products. Compatible with Shopify "Buy Now" and Shop Pay Express checkout buttons. Apply custom options to thousands of products at once. Product Options & Customizer (4. 7) Shopify App Store Rating  Say goodbye to Shopify's three-option, 100-variant limit with Product Options & Customizer. With features like image and color swatches, a calendar date selector, file uploads, a Google font picker, custom file uploads, drop-down menus, text inputs, radio buttons, checkboxes, and even conditional logic for showing or hiding options, the possibilities with this app are endless. Plus, if you need to manage a large volume of products with ease, the bulk actions feature saves time, while user-friendly templates make customization effortless. Pricing: Free plan available  14-day free trial Feature Highlights: Upcharge: Custom option pricing to increase revenue per product or collection Conditional Logic: Show or hide product options with conditional logic. Combine variants with product variations across multiple products. Globo Product Options and Variants (4. 9) Shopify App Store Rating Globo Product Options and Variants lets Shopify store owners create endless custom product options and variants to help boost sales. By allowing buyers to personalize with several flexible options, it gives them the freedom to design their own custom products, for which they are usually happy to pay a little extra. Shopify store owners already love this app and its easily customizable product options. The fact that it handles a large number of sets without slowing down the site is a huge plus, as well as its user-friendly interface, reliability, and compatibility with other apps. Pricing: A free plan is available with a 14-day free trial  Feature Highlights: Text input field, file upload, color swatch, variant image, dropdown, checkbox Add-on price: additional cost when your customer chooses a product variant Conditional logic: show or hide relevant options depending on the previously selected Avis Product Options Variants (4. 9) Shopify App Store Rating Take product customization to a whole new level with Avis Product Options Variants. This app offers an endless array of product options and variants, along with unique customizations. Boosting sales is easy when you can upsell and cross-sell right on the product page. Give shoppers the chance to add their own personal touches to their items. With features like price add-ons, bundles, and conditional logic for a tidy layout, this app makes it easy to optimize any store for success.   Pricing: Free plan available  14-day free trial Feature Highlights: Freely customize the option style or contact support for a free and unique custom design. Boost sales with Price add-ons (add charge), bundles, and conditional logic. Show product options and variants in the order, email, and other related notifications. Why product option apps are important for Shopify stores Product options allow sellers to provide their customers with a diverse range of choices they can apply to tailor any purchase. This kind of personalization leads to higher sales and conversions, as people are more likely to buy something when they can fit it to their needs exactly. Product option apps also give businesses a competitive advantage. They offer valuable insights into customer preferences and trends, so future product lines can accommodate more popular colors, sizes, materials, and styles. This data informs product development and marketing strategies to help meet customer demands and stay on trend. Embracing product options is a clever way to enhance a Shopify store's performance and thrive in a competitive marketplace. How to choose the right product options app Start by making sure the app is compatible with your current Shopify theme and other installed apps. Look for apps with user-friendly interfaces, intuitive controls, and reliable customer support. Reading through the app's pricing model and user reviews can also help you gauge its reliability in case you have more questions or issues. Another thing to consider is the range of customization features it offers to cater to a wide variety of customers' preferences. Finally, look at scalability, because growing businesses need apps that can keep up with their needs. Do more with Shopify product option apps Running a successful ecommerce store is challenging, but managing business operations shouldn’t be hard. By automating your Shopify apps with various workflows, businesses can manage repeatable tasks quickly, efficiently, and without any manual intervention. Ready to transform your business with automation? MESA comes with automation solutions like readymade integration templates already configured to handle common workflows and proactive customer support to help users get started right away. --- - Published: 2023-09-04 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/best-shopify-accounting-apps/ - Categories: Shopify Growth - Tags: freshbooks, quickbooks, sage, wave, xero, zoho Many Shopify business owners feel anxiety when it comes to accounting and finances. It's understandable, as this work can be intimidating. The good news, however: Shopify accounting and finance apps makes life easier.   The next question, then, is: How do you choose the best Shopify accounting and finance app?   If you’re wondering what the key features of the top-rated Shopify accounting and finance apps are, how they differ in price, and what sets them apart from other solutions, keep reading—we take a look at six of the most popular accounting and finance apps for Shopify merchants out there with features that can help you stay on top of your finances. Let’s dive in.   Try MESA free - Connect any Shopify accounting app system to automate your work. QuickBooks Online (4. 0) G2 Rating QuickBooks Online is one of the most popular small business accounting software solutions. Using QuickBooks, merchants can organize and manage bills online, track expenses, calculate tax deductions, send and get invoices paid online, a business bank account and much more. The interface is clean and simple, with intuitive reporting that enables even beginners to catch up quickly. Price: Free plan available: Yes. QuickBooks Online has a free trial for 30 days. There are four paid options – Simple Start is $15 per month, Essentials is $27. 50 per month, Plus is $42. 50 per month, and Advanced is $100 per month. All plans include free guided setup, income and expense tracking, invoice and payments, tax deductions, mileage, sales and tax reporting, and tools to manage 1099 contractors. Key Features: Automatic categorization of payouts by sales, shipping, discounts, tax, and fees  Summarized sales receipts, refund receipts, and expense transactions Income and expense tracking to maximize tax deductions for your Shopify business Third-party app integration Xero (4. 4) G2 Rating Xero is accounting software for small businesses, accountants, and bookkeepers. The platform includes a core accounting solution, payroll, workforce management, expenses, and projects. Xero offers a wide range of solutions for small businesses to manage their finances and run their business effectively.   It has a comprehensive ecosystem of connected apps custom accounting tools and connections to various financial institutions and banks, all within Xero's open platform. These features enable small businesses to access a variety of tools other apps and resources to support their operations. Price: Free plan available: Trial for 30 days. There are three paid options – Early is $6. 50 per month, Growing is $18. 50 per month, and Established is $35 per month. All pricing plans cover the accounting essentials, with room to grow. Key Features: Automatic data entry by pulling records of sales and expenses directly from banks, invoicing apps, point-of-sale systems, ecommerce sites, and receipt scanners Smart bank reconciliation Online billing, including automatic payment reminders for unpaid invoices Automated financial reporting Real-time business dashboards  Third-party app integration Zoho (4. 5) G2 Rating Zoho Books is online accounting software that helps businesses manage their finances, automate business workflows, and work collectively across departments. By utilizing Zoho’s automation features, such as payment reminders, scheduled reports, and customized workflow triggers, businesses can significantly reduce the time spent on tedious bookkeeping tasks. The platform has role-based access allowing easy collaboration.   Price: Free plan available: Yes, for businesses with a turnover of less than $50K per year. There are five paid options – Standard for €12 per month, Professional for €24 per month, Premium for €36 per month, Elite for €129 per month, and Ultimate for €249 per month. Key Features: Automates populating default customer data, setting up systematic payments from clients, and automatically matching customer receipts to outstanding transactions Ability to manage, track and report on numerous payment types Automates recognition of revenue and expenses by defining recognition rules Automates chronological tracking of transactions that have affected a specific operation, procedure, event, or record Payroll module or integration to an external payroll provider which automates the recording of payroll FreshBooks (4. 5) G2 Rating FreshBooks is one of the most well-known small business accounting tools that helps users reduce manual data entry thanks to back-office automation. The platform includes invoicing features, expense tracking, time tracking, online payments, double-entry accounting, balance sheets, mileage tracking, project profitability, bank reconciliation, and client retainers.   As a web application and a cloud accounting software, FreshBooks allows businesses to access data easily, wherever they are in the world. The platform is user-friendly and easy to navigate, making this free accounting software solution a good fit for small business owners and their teams, clients, and accountants. Price: Free plan available: FreshBooks offers a 30-day free trial with unlimited access to all the features.   There are four paid options – Lite for $8. 50 per month, Plus $15 per month, Premium for $27. 50 per month, and Customized plan for growing businesses. Key Features: Categories/account assignment based on past entries and credit card statements Capture receipts digitally and automatically parse receipts to create expenses report entries Easy entry of expenses in other currencies and converts to expense report currency Intuitive interface that offers ease of creating expense reports Highly rated customer support  Sage (3. 8) G2 Rating Sage 50cloud Accounting is a cloud-based software offering extensive customization options and advanced features. The software helps small businesses with processes like everyday bookkeeping service invoicing and financial management alongside more complex business accounting and payroll tasks. Sage 50 combines the power of desktop accounting with the flexibility of cloud connectivity, giving businesses advanced functionality and business-wide actionable insight into financial data. Price: Free plan available: No, the best way to try the product is to take a test drive or view an on-demand demo. There are three paid options – Pro Accounting for $51. 45 per month, Premium Accounting for $86. 92 per month, and Quantum Accounting for $144 per month. Key Features: Streamlines accounting processes Automates invoicing and billing Offers many customization options Provides tools to manage and track inventory Includes financial reporting and payroll processing Wave (4. 4) G2 Rating Businesses that are just starting out and don’t have extra cash for accounting software can check Wave. Wave is a free, cloud based accounting software tool designed for small businesses enabling them to create customized invoices, create customizable invoice templates get unlimited income and expense tracking, add unlimited partners, collaborators, or accountants, and access helpful reports like Overdue Invoices, Bills, and Profit & Loss. Price: Free plan available: Wave’s accounting software, invoicing software, or US-only banking software are 100% free. There are no trials, subscriptions, or hidden fees. Wave's optional paid features include online payment processing, payroll software, and access to personalized bookkeeping services and coaching through Wave Advisors. Businesses can start a free 30-day trial for the payroll software.   Key Features: Free invoicing and accounting Double-entry accounting reports Unlimited users with the ability to control user permissions Customizable invoice templates  Mobile app Importance of accounting and finance in ecommerce  Ecommerce accounting helps businesses with essential bookkeeping functions, like using bank accounts and managing invoicing, payroll, and balance sheets, but also more complex functions, and tax categories such as preparing financial statements and creating a strategic tax plan. The right platform ensures you get a clear picture of your business performance by identifying trends, forecasting inventory needs, and understanding your finances. Ecommerce software is like a compass—it helps you navigate your path to growth. Without access to detailed reports about your cash flow, profit levels, and total sales, you can’t make the right business decisions.   Related: How to Add Accounting and Finance Automation How to choose the best accounting and finance app The importance of finances online business makes choosing an ecommerce accounting tool or app one of the crucial decisions for Shopify merchants. Let’s look at the factors you need to consider before making the final decision: Available features — Ensure you have access to features like invoicing, expense tracking, sales tax calculation, payroll, and multi-current support. Ease of integration — Seamless integration is crucial for a smooth user experience. Customer support — Whenever you are starting to use new software, there is a learning curve included. Having the help you need in the process will set you up for success.   Possibility to scale — Choose your ecommerce accounting software with the future in mind. As your company grows, you’ll need advanced capabilities, so choose wisely to futureproof your business. User reviews — Always check the feedback from other users to make an informed decision. Besides the Shopify App Store Rating, make sure to check other review sites such as G2 and Capterra as well. Do more with accounting and finance apps without the work It’s an exciting time to be operating in the ecommerce space. The opportunities are endless. However, to be able to focus on strategy and growth, you need the right accounting and finance software for your Shopify business.   If you want to maximize the potential of your ecommerce accounting app, leverage the power of automation to set up workflows that take care of repetitive tasks and remove the need for manual work.   --- - Published: 2023-08-31 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/how-to-edit-order-status-page-on-shopify/ - Categories: Shopify Growth - Tags: form, tracktor The ecommerce landscape has evolved, bringing with it heightened customer expectations for a seamless online shopping journey. An integral part of this journey is the checkout process, specifically the Order Status page. Many Shopify store owners wonder how to edit the Order Status page to make it more effective in enhancing the customer experience. So, what strategies can Shopify merchants employ to refine the Order Status page and thereby improve customer satisfaction? Shopify does provide options to edit the Order Status page, but there are certain limitations when it comes to customization within Shopify's backend. As a workaround, many merchants opt for third-party apps and additional scripts. Below, we'll walk you through everything you need to know to successfully edit the Order Status page on Shopify, aiming to elevate your customers' shopping experience. Want to do more with Shopify? Try MESA today and start building smarter automations. Understanding the Order Status page on Shopify The Order Status page is the final page of your store's checkout, where customers can check the progress of their order. Based on the contact information customers enter during the checkout process, they can receive the order confirmation by email, SMS, or through the Shop app, where merchants can include a link to the Order Status page. Using the Order Status page, customers can: Check the status of their shipment Get real-time updates on the location of their shipment (if the order is shipping with a supported carrier) Opt-in to receive shipping updates by email instead in case they use only a phone number during checkout  Go to your online store to shop again In today’s digital-first world, having a self-service portal where customers can track the progress of their orders is a prerequisite for success as it reduces the anxiety that comes with online shopping. An Order Status page also helps brands decrease the number of calls their support agents get and free up some time for more complex requests. Related: How to Automate Shopify Orders and Streamline Your Business But what does an Order Status page look like? If you’re shipping through a supported carrier, the order status updates in real time, and the current location of the shipment is shown on a map. There are five possible shipment statuses: confirmed, on its way, out for delivery, delivered, and attempted delivery. If you are using an unsupported shipping carrier, customers who check the Order Status page can see a tracking number that links to the shipping carrier's website. Splendid Spoon Store Customers are increasingly accustomed to online shopping. As a result, an Order Status page is no longer nice to have — by this point, it’s already a web convention in ecommerce. However, offering a generic Order Status page can deteriorate your post-purchase experience.   The good news is that you can customize your Shopify Order Status page to fit your brand’s unique style and voice and create a delightful customer experience that sets you apart from the competition. The common belief that the Order Status page is where everything finishes is a fallacy. The truth is that an effective Order Status page can lead to repeat purchases and, ultimately, higher lifetime value (LTV).   Basic edits to your Order Status Page If you want to make basic adjustments to your Order Status page, you can use the settings in Shopify’s backend. First things first — ensure you’ve enabled order updates for your customers. To do this, navigate to your Shopify Admin and select Settings > Checkout. The next step is to find Customer contact and select Additional contact method. Finish by selecting Save.   Shopify Checkout Page The URL to the Order Status page is unique to every customer because it contains an ID. This means that when someone accesses an Order Status page from a device other than the one used to complete the checkout, they need to enter the order number and the email address used to complete the checkout.   You can visit a customer's Order Status page from your Shopify admin. Navigate to the Orders page, and open the order you want to track. Then click More actions > View Order Status page.   Shopify merchants can also translate the Order Status page. If you translated your entire Shopify theme language, then your Order Status page is already in your chosen language. If the messaging doesn’t fit your branding, you can also translate your Order Status page line by line. To customize your translations and wording, go to Online Store > Themes from your your Shopify account admin. Select Edit default theme content from the dropdown menu. The Order Status fields are under the Checkout & system tab. Advanced customizations to the checkout are available to Shopify Plus merchants only. If you are not a Shopify Plus merchant and you are looking for more advanced edits for your Order Status page, you’ll have to use third-party apps to help inject code into this page or use apps to replace the page entirely with a custom experience.   How to add custom scripts to your Order Status page Merchants that want to make bigger adjustments to the Order Status page need to use additional scripts for advanced customization. Custom scripts are pieces of code that allow you to create a personalized customer experience. However, adding custom scripts requires knowledge of web design languages such as HTML, CSS, JavaScript, and Liquid.   To access additional scripts, open your Shopify admin, then go to Settings > Checkout. Under the Order status page, you can find the Additional scripts section—an empty box where you need to add the code to customize the experience. You can use the Additional scripts box to add HTML, Liquid code, or tracking scripts.   Some of the most common use cases of Order Status page advanced customization using custom scripts include: Adding conversion tracking to your Shopify Order Status page Conversion tracking can help you track when customers visit your checkout and how often they make a purchase. This way, you can keep a pulse on customers’ behavior and understand patterns and purchasing trends such as average order value (AOV) and total sales per product.   To access this data, you can use Google Analytics, tracking pixels, Meta pixel, and conversion tracking with order IDs. You can add a tracking pixel on the Order Status page to track customers purchasing from your Shopify store. The snippet of code that you use in your Shopify admin is provided by a third party company. Customizing content based on the shipping method You can use a custom script to show a specific message based on the shipping method customers select. This is particularly handy when you offer a local pickup for customers who live near your physical store. This script displays the store address on the Order Status page for customers who choose the "local pickup" option. To do this, you need to use a conditional with the variable checkout. shipping_method. title and show content on the Order Status page that matches the particular shipping method customers choose.   Customizing content based on a selected product If you want to customize the content on your Order Status page when customers select a specific product, you can iterate through your checkout. line_items to see if your special product is included in the order. To add the custom script, go to your Shopify admin, navigate to Settings > Checkout, and scroll down to enable the Additional scripts section under the Order Status page. Showing content based on customers’ locations Custom scripts can also help you add a custom message to the Order Status page that is shown only to customers with shipping addresses in a certain region. Let’s say you need to display a message only to customers who live in Illinois. You need to add the custom code In the Additional scripts text box.   For example:  {% if checkout. shipping_address. country_code 'US' and checkout. shipping_address. province_code 'IL' %} Shopify. Checkout. OrderStatus. addContentBox( 'YOUR TITLE HERE', 'YOUR MESSAGE HERE' ){% endif %} Customizing content to add promo code Include a promo code on your Order Status page to create a delightful post-purchase experience and encourage repeat purchases. To customize the message on the Order Status page, you need a custom code. Here’s an example:  Shopify. Checkout. OrderStatus. addContentBox( 'Save 15% on your next purchase! Use code SAVE15 at checkout' ) Optimize the post-purchase experience The Order Status page on Shopify has the power to turn customers’ post-purchase excitement into additional revenue. Aware of the potential it holds, merchants are looking for ways to customize the page and add elements that will boost customer satisfaction.   Encouraging customers to visit the Order Status page proactively creates anticipation and helps customers feel secure about their purchases. Having a positive post-purchase experience opens the way for new purchases and increased customer LTV.   Advanced customization requires special knowledge and sometimes even help from a Shopify expert. The good news is you can leverage automation and customize your Order Status page using Shopify tags. This way, you can streamline your ecommerce operations process and elevate your customers’ shopping experience. --- - Published: 2023-08-17 - Modified: 2025-04-18 - URL: https://www.getmesa.com/blog/form-builder-apps-for-shopify/ - Categories: Shopify Growth - Tags: form, google forms Creating functional forms for your ecommerce store shouldn’t be time-consuming. Coding an online form to collect data isn't for busy Shopify store owners. Free form builder apps can help you create online forms that fit right into your data collection process with just a few clicks. Yes, Google Forms exist, but it's not the best option for keeping a consistent brand image in your form design. Instead, consider form-maker apps that integrate with your Shopify store’s CRM platform and other business tools. Haven’t had luck finding the right fit? We’ve rounded up the best free online form creator apps (with additional paid plans) for you in this guide. Easily automate form submissions - Try MESA free! Routing form data to apps or spreadsheets in just a few clicks. With that in mind, let’s dive in. Google Forms Google Forms is a versatile and user-friendly online tool from Google, designed for creating forms, surveys, quizzes, and questionnaires. Its intuitive interface allows easy form creation and customization, making it accessible to users of all technical levels. Users can personalize their forms with different themes, colors, and images, and choose from various question types like multiple-choice, dropdowns, linear scales, and open-ended responses. This customization capability ensures that Google Forms can be tailored to fit specific needs and branding requirements. One of the key strengths of Google Forms is its real-time response collection and integration with Google Sheets, which facilitates immediate viewing and advanced analysis of data. The tool supports collaboration and sharing, allowing multiple users to work on the same form simultaneously and share it easily via links or website embedding. Additionally, it's mobile-responsive, ensuring accessibility across different devices. Google Forms also includes features like data validation and branching questions, enhancing the quality and relevance of collected data. Adhering to Google's security protocols, it ensures the security and privacy of the data collected. This combination of ease of use, customization, and robust data handling makes Google Forms an ideal choice for various applications, from feedback collection and event planning to educational assessments. Pricing Free for personal use $12 per month for businesses Key Benefits Enhanced Customer Engagement: The ability to collect feedback and customize orders directly through Google Forms improves the interaction with customers, leading to better customer satisfaction and loyalty. Streamlined Data Collection: The app simplifies the process of gathering important information, whether for product customization, pre-orders, event registrations, or B2B inquiries. Efficient Management: Using Google Forms for waitlists, pre-orders, and event registrations helps in better managing inventory and event participation, making business operations more efficient. Powerful Contact Form Builder Rating: (4. 8) Powerful Contact Form Builder helps you build online forms with custom fields. You can build contact, multi-step, or Shopify registration forms using the Powerful contact form builder. The online form builder lets you collect data in its form submissions, including images and files. This option adds context when users want to explain a problem using a screenshot or document. The online form builder integrates with third-party apps that allow you to set up autoresponder emails or auto-create tickets in your CRM. However, integrations like Zapier, Google Sheets, and Google Calendar are only available on the top-tier plan. Price: Free Premium: $9. 99 per month Pro: $19. 90 per month Key features: Custom fields and conditional logic. File and image upload options. Autoresponder emails to leads (via Klaviyo or Mailchimp integration). Build forms with captcha verification. POWR Contact Form Builder Rating: (4. 7) POWR Contact Form Builder has an easy-to-use interface that helps design professional-looking forms. It has customization options for layout, form elements, colors, and fonts. But if you’re short on time, you can use one of the pre-built form templates based on your specific needs. Multi-page forms and the file upload option are only available to paid users. If you’re on the Pro plan, you can use custom CSS or JavaScript to make powerful forms. The app allows you to set instant email alerts for new form responses and configure autoresponders so anyone who submits a form receives acknowledgment in real-time. Price: Free Starter: $9. 99 per month Pro: $17. 49 per month Business: $88. 99 per month Key features: Centralize contacts and responses. File upload option, including images. Responsive forms for mobile, desktop, and tablet screens. Autoresponders to maintain customer engagement. Automatically sync responses with Google Sheets. Hulk Form Builder Rating: (4. 8) The Hulk Form Builder lets you create forms using conditional and dynamic field logic. The app helps you track UTMs and configure Google reCaptcha to prevent spam. You can personalize the forms to make them consistent with your branding style. The forms are responsive, so they work on all devices. The top-tier plan offers 100MB of storage space and Slack and Google Sheets integration. Price: Free Pro: $9. 90 per month Pro+: $19. 90 per month Key features: File uploads in form submissions. Conditional and dynamic field logic. Personalized forms. Generous storage that allows for uploading more files. The form builder helps connect custom email domains to other apps. Pify Form Builder‑Contact Form Rating: (4. 9) Pify Form Builder is one of the most powerful form-building apps out there. It lets you create various forms, including contact forms, wholesale order forms, and appointment booking forms. The forms can also allow you to accept payments through your store or PayPal. You can add logic to forms and design them using a drag-and-drop interface. The app integrates with Mailchimp, Klaviyo, Omnisend, Zapier, and PayPal. Price: Free Pro: $5. 99 per month Adv: $7. 99 per month Gold: $11. 99 per month Key features: Auto-create customers with contact widgets. Wholesale order forms that allow customers to make payments via your store or PayPal. Popup forms and conditional logic. Plenty of ready-to-use form styles. qikify Contact Us Form Builder Rating: (4. 8) qikify makes building custom forms a breeze. You can easily create contact us forms, wholesale order forms, and surveys. The app helps you embed these forms wherever you want on your Shopify store. Or you can create popup forms and bubble forms. The forms offer Google reCaptcha spam protection. And the app integrates with various apps like Mailchimp and Klaviyo. Price: Free Basic: $5. 99 per month Premium: $7. 99 per month Key features: Form entries with multiple field types, including text, radio, checkbox, and dropdown. Spam protection with Google reCaptcha. Create popup forms, bubble forms, and embed forms. Add a sticky contact button in the free form maker. Acerill Form Builder Rating: (5. 0) Acerill is a straightforward form builder that gets the job done well. You can configure the forms to trigger an email, update a Google Sheet, and create a customer in Shopify, among other things. The app lets you create unlimited forms and accept unlimited submissions, even on the free plan. Price: Free Basic: $2 per month Premium: $5 per month Unlimited: $10 per month Key features: Add forms to the product page, cart page, or any other page on your Shopify store. Unlimited forms and submissions. Clean and intuitive UI. Form Builder: Email Automation Rating: (4. 7) This app lets you design forms as per your brand’s style. You can build forms using the app’s drag-and-drop interface or one of its templates. Once designed, you can display your custom form anywhere using a shortcode. The forms can collect payments seamlessly using PayPal and Stripe. The app integrates with third-party apps like Mailchimp, AiTrillion, and Klaviyo. Price: $9 per month Key features: Drag-and-drop interface. Pre-built form templates. Collect online payments from PayPal and Stripe. Integrations for AiTrillion, Klaviyo, Mailchimp, and more. MESA (Forms) Rating: (5. 0) Form by MESA helps you create forms that allow customers to reach out to a specific department, sign up for offers, or send data. MESA can help automate complete workflows. Form (a built-in MESA app) can use MESA’s automation capabilities to transfer data and streamline various workflows. For example, when a customer submits a support ticket, MESA can relay this information to the relevant Slack channel or your CRM. Real-time notifications help deliver faster support, which improves the user experience. Price: Flex: $30 per month Advanced: $96 per month Unlimited: $239 per month Key features: Drag-and-drop interface for making an online form. Add checkboxes, radio buttons, and more. Part of a comprehensive automation tool. Integrations for apps like Slack, Klaviyo, Mailchimp, Gorgias, and more. Related: Start a Return with Forms by MESA Importance of form builders in ecommerce Support tickets, post-purchase surveys, and customer feedback—all require an online form. Since you’ll need to create multiple forms to run your ecommerce business, it makes sense to use a form builder. A free online form builder helps you with the following: Removing the need to code: Form builders offer drag-and-drop interfaces and pre-built form templates, so you never have to code to create forms. Various design and layout options: The pre-built templates often include layouts for most use cases. The best form builders allow you to quickly edit fonts and design so the form matches your store’s color scheme and other design elements. Automate workflows: With the help of APIs, a form builder can help to automate your workflow with new and existing forms. These form makers integrate with various apps, making working with your preferred platforms like Slack or Asana easier. How to choose the best form builder app Here’s what you should look for in an online form-builder: Templates: Form Templates make creating forms a breeze. Pick a template, edit the fields, and your form is ready within minutes. Integrations: Automating your workflow can save a ton of time. Form builders that transfer data to other Shopify apps can help automate various processes, increasing workflow efficiency. Personalization and customization options: Customization allows you to design forms consistent with your brand image. Personalization features help you create flexible forms and collect the right data. Spam protection: A spam protection tool like Google reCaptcha protects you against spam, which can often unnecessarily crowd your inbox. Do more with form builders without the work Creating forms using form builders is quick and easily scalable. You can drag-and-drop elements, personalize the forms, and automate related processes like auto-responding to submissions. Integrations are critical because they allow form builders to transfer data to popular platforms like CRMs and Google Sheets. That’s where MESA comes in. --- - Published: 2023-08-08 - Modified: 2025-05-21 - URL: https://www.getmesa.com/blog/slack-vs-discord/ - Categories: Shopify Growth - Tags: discord, slack Slack vs Discord have many similarities. But branding makes these apps distinct. Slack brands itself as a “digital HQ,” primarily targeting business users. Discord calls itself a “place to hang out,” tailor-made for building online communities. But in all other Slack alternatives, having a Discord server is the most popular. If you run both apps side-by-side, you’ll find an uncanny resemblance in the interface. Both have workspaces, channels, and chats on the left sidebar. You can make audio and video calls using both apps. Slack offers more integrations. But you can always use a tool like MESA to integrate Discord into Shopify and other platforms. MESA will allow you to set up trigger-based workflows, helping you best use your communication app, Slack vs Discord. In this article, we focus on the differences between these apps to help you decide the best communication app for your ecommerce business. Want to do more with Slack or Discord? Try MESA today and start building smarter automations. Main differences between Slack vs Discord Slack is the perfect messaging tool for text-based business communication. On the other hand, Discord’s strengths lie in its audio and video communication features. Your internal team members are most likely to be using Slack vs Discord users are community members in your niche. But this hasn’t stopped people from building communities on Slack or conducting business on Discord. Here are some more key differences between Slack and Discord: Mentions and reactions: Slack has a separate section for “Mentions and reactions,” where you can view your tagged posts and reactions to your posts. Discord lets you track mentions in the inbox but doesn’t allow tracking reactions. File upload size on the free plan: Users with a free Discord account can upload files up to 8MB. Slack users get a total storage space of 5GB for file sharing on the free plan, with no per-file size limit. Save posts for later: Slack lets you save posts so you can read them later. Unlike Slack, Discord has no feature to save messages for later. Discord makes up for it by providing unlimited message history. Call quality and control: Using Discord for a voice call offers better audio call quality. It has dedicated video and voice channels where you can even adjust the volume for all audio call participants. Slack has Huddles, but the feature is limited to two users per call on Slack’s free version. Participant limit on calls: Slack’s paid plans allow adding up to 50 users for Huddles (Slack's take on voice and video calls). Discord group voice calls allow for adding up to 5,000 users simultaneously. Also, video chat is available throughout all Discord servers. Integrations: Slack has a massive integration library. You’ll find integrations for almost all popular business apps. However, Discord doesn’t integrate with nearly as many apps as Slack. Exploring Slack Rating: (4. 5) (G2) Price: Free Pro: $7. 25 per month per user Business+: $12. 50 per month per user Enterprise Grid: Custom pricing Slack is the most popular collaborative platform for businesses. As an ecommerce business, you can integrate Shopify into Slack. Once set up, you can create workflows to send a Slack message when products go out of stock or when a product with infinite options is purchased. The most appealing parts of Slack are its design and feature set. Stewart Butterfield (Slack’s founder) partnered with MetaLab to design Slack using the color scheme of a video game. That’s why Slack has a playful feel. A Slack workspace is designed with features focused on business use cases. For example, Slack direct messages (DMs) are confined to a specific workspace. Paid Slack users can access these DMs. However, you can’t access DM logs on Discord. Exploring Discord Rating: (4. 7) (GetApp) Price: Free Discord Nitro Classic: $4. 99 per month (or $49. 99 per year) Discord Nitro: $9. 99 per month (or $99. 99 per year) Discord is the perfect communication platform if you want to build a community. Most Discord features are free, though you get some minor upgrades, like higher-quality screen sharing, by upgrading to Nitro. The app started as an app that allowed gamers to start an audio chat and leave it running while they play a game. The early focus on gamers is why Discord has robust audio and video features. However, there are a few downsides to using Discord. For example, the documentation was created with gamers in mind. You might find the documentation confusing if you aren’t familiar with gaming language. Discord doesn’t offer many integrations, but MESA can fix that problem. For example, even without a Shopify integration, MESA can help automatically send a Discord message when a tagged product is purchased. Benefits of a great messaging tool There are four benefits to a great messaging tool: Related: How to Improve Team Communication and Get More Done Real-time communication Communicating via messaging apps is far easier than using emails—be it with your team on how the new marketing campaign is going or with your community on chatting with them during an event.   It also adds the option of voice and video communication within the same tool. Direct messages and tagging users make it easier to separate conversation threads among team members. Improved engagement Messaging app help get all team members to engage in decision-making. Quick polls make choosing between options easier, and a group chat makes it possible to get their opinions without any meetings. Similarly, instant messaging apps can get your community members to weigh in, share their thoughts and engage with your campaigns. For example, you can host an Ask Me Anything session with your community to answer your loyal users’ questions. Great for project management Using a messaging tool can help complete projects faster. Instead of going back and forth over emails, use real-time messaging to collaborate on projects. You can automate notifications for overdue tasks, communicate with your entire team in real-time, distribute reports to stakeholders, and increase your project completion rate. For example, you can configure an automation workflow that shares real-time updates about the project status in a relevant channel so all team members know who’s working on what part of the project right now. Creates insightful records After a great employee leaves, communication records offer great insights into how they manage tasks, resources, and projects. These records are a great reference for future decision-making. For example, suppose Paul from HR had an excellent way of dealing with unhappy employees. You can go back to Paul’s communication records to understand his way of finding mutually agreeable solutions. Why automate the messaging experience? Communicating via messages can easily turn into a burden if you opt for doing everything manually. That’s where the magic of automating messages comes in. Automation can remove the back-and-forth between different software and takes away the pressure to be 24/7. You can set up different automation workflows for your use cases. You might’ve noticed some of them above. Here are a few more: You can send an automated community message on Discord when you restock a product. Similarly, you can receive alerts on Slack or Discord when a customer raises a ticket. Instead of hiring someone specifically to monitor inventory levels, you can set up automated reminders via Shopify. These reminders are sent to the relevant Slack or Discord channel so the relevant person can place an order or alert your team if an item is sold out. Do more with messaging tools without the work Both Slack and Discord offer features for effective communication. But it’s best to use the tools for the purpose they were created for. Slack offers a robust collaboration environment for businesses. Discord is a great platform for building thriving communities. Shopify store owners can integrate Slack or Discord with their store using MESA. MESA allows you to connect Shopify with Slack or Discord seamlessly, whichever message app is your final choice. --- - Published: 2023-07-27 - Modified: 2025-05-08 - URL: https://www.getmesa.com/blog/how-to-connect-shopify-to-etsy/ - Categories: Shopify Growth - Tags: etsy Starting an Etsy shop has been the start for most store owners. As they expand their online business, the Etsy marketplace falls short of branding and other ecommerce efforts. Though with platforms like Shopify, Etsy sellers have been able to create their brand while selling online. Here's the catch: running your online store on multiple platforms, i. e. , Etsy and Shopify simultaneously, comes with the problem of your sales, inventory, and other data being scattered in different places. That leaves store owners with the question: Does Shopify integrate with Etsy? Yup, the solution to smoother operation is connecting Shopify with your Etsy Shop. Thanks to MESA, you can benefit from having both of these marketplaces. With this tutorial, you’ll understand how to perfectly integrate Shopify and Etsy to optimize your sales efforts and streamline your business. Want to do more with Etsy? Try MESA today and start building smarter automations. Why should you own a store on both Etsy and Shopify? Running a Shopify store along with the Etsy store is a better decision. You don't have to choose one over the other. Even though business owners might feel more comfortable using either of these platforms on their own, linking them offers several benefits. Take a look. Increased market exposure: Shopify and Etsy serve different kinds of audiences. Linking these two platforms allows merchants to build a brand on Shopify, attracting customers via marketing their own website. At the same time, the Etsy marketplace allows customers to discover your products from the search results. Synchronized inventory management: Sync inventory across platforms to prevent overselling and keep customers informed with real-time stock updates. Improved operational efficiency: Combining Shopify and Etsy allows timely automation of tasks like sending out product information updates, inventory tracking, and end-to-end order processing. Enhanced customer service: Connect Etsy and Shopify to offer better support while growing your customer base and expanding your business. Shopify and Etsy: Connect to your audience anywhere. Both platforms have a lot going for them separately, but together they become a superpower that every business needs in their arsenal to sell products online. Let’s take a look. The case for a Shopify store. Shopify is an ecommerce platform built for small businesses and enterprises alike. Post a 14-day trial Shopify comes with a monthly fee starting from $29. Improve customer experiences and build a brand: Justifying its upfront subscription payment, Shopify allows you to build your own website, a robust backend analytics interface, and a dedicated place for your own store. No special skills are needed: Thanks to an uncomplicated interface, customizable themes, and reliable support, the platform is extremely user-friendly, making it accessible to users with varying technical expertise. Multichannel marketing and reliable support: Besides supporting multichannel marketing, Shopify also has ton of native marketplace integrations via its app store. Besides, its reputation for having trustworthy technical infrastructure helps ensure businesses avoid server time-outs during peak sales events, especially around the holidays. Benefits of an Etsy shop. Etsy stores are free to start. This results in higher transaction fees plus added charges for listings, updates, and other seller account actions. Having an Etsy shop allows additional benefits beyond the Shopify features. Target a niche market: The platform attracts a niche community of buyers looking for customized or one-of-a-kind items, which makes it a great starting point for new sellers. The analytics built into the Etsy shop allows sellers to track customer behavior and make more informed decisions for future sales. Reach the right audience: The extensive user base gives sellers many benefits. Etsy boosts new listings, giving merchants instant exposure to relevant traffic when launching their online store. Even the seller community on Etsy is different. The platform fosters a friendly, personal atmosphere that allows merchants to network efficiently and gain advice or insights from peers. Why should you integrate Shopify and Etsy now? Integrating Shopify and Etsy into a comprehensive e-commerce strategy gives sellers the unique advantage of accessing diverse markets, using more business features, and automating several workflows across platforms. Here are a few things you can accomplish: Make no-code Etsy integrations to automate tedious tasks. Sync orders on your Etsy store with your Shopify online store. Subscribe Etsy customers to your email marketing platform. Notify your team when an Etsy listing is created. Send customers an automated thank-you email when an Etsy receipt is generated. Start and personalize workflow templates to complete more tasks. Customize workflows with several apps from the Shopify app store. Import products from Shopify to Etsy Importing products from Shopify to Etsy isn't merely a technical process; it's a strategic move that requires thoughtful planning and execution. The purpose of this import can vary from broadening reach, diversifying sales channels, or utilizing unique features of each platform. By understanding how to navigate this process effectively, sellers unlock new avenues for success and create opportunities for growth and flexibility in the ever-changing eCommerce landscape. When importing products from Shopify to Etsy, it's essential to recognize that each platform has its unique audience and selling dynamics. Once the products are imported to Etsy, sellers should invest time in optimizing the listings to suit the specific demands and characteristics of Etsy's marketplace. This might include customizing product titles, descriptions, and tags to appeal to Etsy's audience, as well as adjusting pricing, shipping, and other relevant details to align with Etsy's unique market dynamics. Optimizing listings on Etsy isn't just about making minor adjustments; it's about understanding the Etsy community and leveraging its promotional tools to highlight new products. Tailoring your listings to resonate with Etsy's shoppers can enhance visibility and conversion rates on this platform. By taking the time to understand and adapt to the nuances of Etsy, sellers can create a seamless and effective transition from Shopify, making the most of both platforms and maximizing sales opportunities. Try these workflow templates to get started more quickly: Step-by-step workflow instructions Time needed: 10 minutes. To get started, ensure you install MESA on your Shopify store. Then, follow these step-by-step instructions to connect Shopify to Etsy. In this example, any time a product is created in Shopify, our workflow will automatically create a draft listing for our Etsy store using the same product details in Shopify. Start your workflow using the Shopify Product Created trigger Create a new workflow then select the starting app, Shopify. Then, choose the Product Created trigger event. This will start your workflow any time a new product is created on your Shopify store. Add the Etsy app to your workflow Next, search and select the Etsy app. Next, select the Create Draft Listing action This is the action that will create a physical draft listing product in your shop on the Etsy. Authenticate access to your Etsy store Log into your Etsy store using your email and password. Next, you need to "Grant Access" to the permission needed to connect Shopify to your Etsy store. Next, edit this step to personalize When created a listing in Etsy, there are certain required fields before it can be saved in Etsy. Look for the fields with a red asterisk (*). Next, use the variable selector to add the corresponding Shopify data These are the fields we'll add the Shopify variables to so the data in Shopify is copied to Etsy. Variables represent dynamic content that can be passed from one app to another. Lastly, save then name your workflow. Be sure to turn it "On" Once you have the Shopify product details set for your draft Etsy listing, save your workflow and turn it on! Personalize your workflow as needed. Automation opportunities with MESA Automating time-consuming manual tasks lets businesses streamline operations and focus instead on improving customer experiences and other areas. By integrating Shopify and Etsy, merchants can automate several kinds of workflows. Here are a few: Inventory synchronization: MESA can automatically update stock quantities in real time across both platforms to ensure data consistency and avoid overselling. Automated workflows also allow sellers to reduce manual errors. Order processing: Eliminate the need for manual order entry by setting up MESA to flawlessly import orders from one platform to the other. Sellers can also ensure customers receive timely updates and tracking for their orders by automating order fulfillment across both platforms. Customer service and communications: By automating customer service and communications with MESA, sellers can send customers shipping confirmation emails, including tracking details, and automatically provide order status updates. Clear communication helps customers stay well-informed and ultimately pleased with their shopping experience. Supercharge your ecommerce success. Starting ahead of the game in the current ecommerce marketplace is crucial to ensuring your business’s profitability and long-term success. Using MESA to bridge the gap between powerful platforms like Shopify and Etsy is a strategic move streamlining important everyday operations. MESA can also help automate other repetitive tasks in your ecommerce business to save you time and effort so that you can focus on the strategic ones. --- - Published: 2023-07-26 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/how-to-automate-order-fulfillment-on-shopify/ - Categories: Shopify Growth - Tags: campervanhq, shopify Order fulfillment circles the buyer’s journey by delivering products and services to the customer. Using automation, you can put automated order fulfillment on autopilot while speeding up processes, saving time, and reducing human error. Manual order fulfillment might seem feasible when you have a few orders per week, but as your business expands, fulfillment can become a serious roadblock on your path to growth. With automated order fulfillment, ecommerce operators have more time to focus on strategic tasks, leveraging software for their fulfillment process. In this article, we will unveil the biggest challenges in manual order fulfillment and the benefits of automation, and we’ll take you step-by-step through the process of automating order fulfillment on Shopify. Let’s dive in. Ready to automate your fulfillment process? Try MESA today to easily manage order data in workflows throughout your business. Understanding the order fulfillment process on Shopify Order fulfillment is the process of receiving, managing, and delivering orders through multiple closely connected steps, including inventory management, shipping process, and handling returns. Shopify allows merchants to choose between manual and automatic fulfillment. However, automatic fulfillment is available if you exclusively sell digital downloads or digital gift cards. Things get slightly more complicated when you’re selling physical goods. Still, fulfillment operations for an ecommerce business with physical products also have many areas in need of automation. Ecommerce order fulfillment processes involve multiple instances of data transfer from one system (say, your Shopify store) to another (your warehouse management system). As your business grows, manually performing these tasks becomes daunting. Besides being time-consuming and requiring too much effort, it's also more prone to human errors. Here are some of the biggest challenges in manual order fulfillment:  Keeping track of orders coming through your online store Managing stock availability and preventing stockouts Finding cost-effective couriers for shipping service Managing different warehouses and fulfillment centers Communicating with suppliers and customers You can overcome these challenges with ecommerce fulfillment automation. Automated order fulfillment will enable you to create workflow efficiencies and automate repetitive tasks in inventory management, warehouse operations and order processing. Benefits of automating order fulfillment on Shopify Automation scares ecommerce business owners. They think it's a very complex and demanding process—it's not. The belief that doing things manually gives a store owner full control over their business is a fallacy. For example, once your automated order fulfillment processs is set up you have to spend less time juggling multiple platforms, making sure everything's updated and in sync. Here are some of the most significant benefits of automating order fulfillment on Shopify:  Related: How to Automate Shopify Orders and Streamline Your Business Time and resource savings: Instead of wasting time and resources on sending customer orders to the warehouse or third-party fulfillment provider, calculating shipping costs, printing shipping labels, tracking products in stock, and manually updating them on your website, you can use automation to better allocate your labor, equipment, time, and inventory resources. Improved accuracy and reduced human error: With increased order volume, manual order fulfillment becomes prone to errors. While fulfillment may seem to consist of mundane tasks, people exposed to a significant workload can become fatigued and make mistakes. With automation, you don’t have to worry about tasks such as order verification, creating shipping labels, and sending order confirmations which require focus and accuracy.   Enhanced customer satisfaction and faster shipping times: Speed is crucial for the success of ecommerce businesses. Customers nowadays have very high expectations regarding the buyer’s journey—they want a delightful shopping experience, a smooth checkout process, and fast delivery time. With automated order fulfillment, you can streamline processes and improve order prioritization to get orders just in time and ultimately boost customer satisfaction.   Scalability and adaptability for business growth: Relying on the same systems and processes when you have ten and 100 orders is not sustainable and can hinder your business growth. Automating repetitive tasks in your entire fulfillment process allows you to focus on new product launches, marketing campaigns, improving the shopping experience, and exploring new business opportunities. Automated fulfillment will help you reduce costs and accelerate growth. Guide to automating order fulfillment on Shopify But the question is: how can you automate order fulfillment?  We’ve got you covered. Here is a step-by-step guide to automating order fulfillment on Shopify: #1 Assessing your current fulfillment process Before capitalizing on automated order fulfillment, inspect your current fulfillment process. Map out all the tasks required to successfully deliver orders to customers and look at any bottlenecks and inefficiencies at every step. The fulfillment process will vary depending on the products or services you sell. Fulfillment is much simpler for digital goods and downloadables. On the other hand, physical products require managing inventory, packing, shipping, and delivering goods to customers, which requires a well-organized system to avoid any mistakes. #2 Choosing the right fulfillment app for your needs Once you have a clear picture of all the necessary steps, you can start looking for the right fulfillment app for your business. The fierce competition brewing in the ecommerce space made fulfillment a vital success component. Investing in a reliable fulfillment app can help you manage orders, track inventory, and automate shipping. This will save you time and energy, but it will also keep your customers happy.   If you are grappling with the question of how to find the right order fulfillment software, here are some of the requirements to keep in mind when choosing the right platform for your business:  Straightforward order management  Real-time inventory management Multiple fulfillment center locations Intuitive returns management system Detailed analytics to track supply chain performance Best-in-class customer support There are many available fulfillment apps and platforms for Shopify stores. Shopify also has its own service called Shopify Fulfillment Network, which helps merchants store their products, package, and deliver their orders. Another popular shipping and fulfillment system is the one by Amazon. There are two options— Fulfillment by Amazon (FBA) for orders placed on Amazon and Multi-Channel Fulfillment (MCF) if you want to integrate it with your Shopify store. You can also choose many other third-party fulfillment apps based on the different features they offer. #3 Integrating the app with your Shopify store There are two types of fulfillment services—services that integrate with Shopify using an app and custom fulfillment services. If you choose a fulfillment service with an app sync with Shopify, you can make changes and get updates from the Shopify platform.   If you use a custom fulfillment service, they can fulfill your orders when they receive an email request. Because custom fulfillment services don't sync with your Shopify store, your order timeline and fulfillment statuses don't update as the fulfillment progresses. In this case, you’ll have to use the power of automation.   #4 Setting up and testing your automated fulfillment workflow Automated order fulfillment can help you boost efficiency and streamline the fulfillment process. By setting up automated fulfillment workflows, you can automate repetitive tasks such as:  Sending customer orders to the warehouse or third-party fulfillment provider Calculating shipping rates Printing shipping labels Updating order status Updating inventory levels  Removing products from the website when inventory levels reach zero  Placing re-order requests when inventory reaches a specific threshold Selecting the best shipping carrier based on the customer’s location and package size Providing customers with tracking numbers Processing returns and refunds Sending order confirmation emails MESA lets you easily create workflows to automatically fulfill orders when a customer purchases from your Shopify store or simply connect Shopify data to your fulfillment system. When your apps are connected and working together, you gain better insights allowing you to make data-driven decisions. #5 Monitoring and adjusting your automation as needed Ecommerce fulfillment automation should not be set in stone. To make the most out of it, make sure to monitor workflows, adjust, and optimize as needed. The end goal of automated order fulfillment is customer satisfaction—so make customer feedback a priority and adjust processes to remove friction and create the best possible customer experience.   Best practices for automating order fulfillment Order fulfillment automation doesn’t need to be scary. Follow these best practices to improve efficiency and maximize results: Ensure data accuracy and consistency Regularly review and update automation rules Implement proper inventory management Communicate with customers about shipping and delivery updates Analyze order fulfillment performance and identify areas for improvement Case study: Successful order fulfillment automation on Shopify Campervan HQ is an RV brand providing reliable equipment and gear for camper vans and RVs, including generators, refrigerators, windows, and awnings. The company was struggling with sending orders to suppliers, as their team had to do everything manually, which resulted in incorrect orders, shipment delays, and frustrated customers.   They automated order processing using MESA’s built-in email app to overcome this issue. Instead of manual data entry, automated vendor-specific emails are sent depending on the product purchased. As a result, Campervan HQ saves significant time per order, leading to a seamless order process and satisfied customers—a win-win.   Get started with automated order fulfillment today  With order fulfillment automation, you can improve delivery times, efficiently handle inventory, and keep your customers informed about their orders. Using technology to reduce friction in the order fulfillment process can enhance customer satisfaction, leading to increased retention, better reputation, and higher revenue. Investing in automated fulfillment early on will fuel your growth and set you up for success. --- - Published: 2023-07-19 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/best-shopify-flow-templates/ - Categories: Shopify Growth - Tags: shopify flow Shopify Flow templates can make running your business processes easier with automation. These templates include three components: triggers, conditions, and actions. For example, Shopify Flow can auto-tag customers (action) when they place an order (trigger), provided the order value is more than $100 (condition). But it's difficult to figure out what templates you need to get started with and where to find these templates. Well, once you install Shopify Flow, you can use third-party apps using Shopify Flow connectors that can help you with pre-built templates. Let's get started The easiest way to level up your Shopify Flow workflows is by connecting it with MESA. Easily extend Shopify Flow’s capabilities to your favorite third-party services that aren’t natively supported. Simply use the following template to get started: Or grab this template to use custom code and execute any needed functions. Whether appending new details or validating data, you can connect Shopify Flow to custom code snippets for greater control. And that's only scratching the surface... Order templates Orders are the primary Shopify Flow triggers to create Shopify Flow workflows. Here are some templates with different types of order activity as the trigger: Related: 8 Best Shopify Flow Triggers To Make Unique Workflows 1. Get notified when an order containing a specific product is canceled For example, suppose you’re trying to monitor a product that isn’t gaining much traction. In response, you’re optimizing the product description and adding product videos. But to understand what’s working, you need to monitor order cancellations. That’s when this template comes in handy. Shopify Flow Workflow - Order Cancelled 2. Cancel and tag orders from known bad email addresses Shopify Flow can use the bot protection feature built into Shopify Plus to flag bots and emails with a history of fraudulent orders. Detecting and canceling these orders is even more critical during peak seasons, like Black Friday and Cyber Monday. Whenever someone places an order with a banned email, Flow triggers the workflow and cancels the order. MESA Template - Cancel High Risk Shopify Orders 3. Notify fulfillment if a customer with the tag "Serial Returner" places an order Serial returners cost your business thousands of dollars. But 60% of customers agree they’re more likely to shop with a return option. Instead of removing the option to return, look for reasons “serial returners” return the product. Shopify Flow helps you track orders from serial returners by notifying you whenever they place an order. Shopify Flow Workflow - Serial Returner 4. Notify your fulfillment provider about upcoming orders Giving your fulfillment provider a real-time overview of the fulfillment pipeline is always best. Shopify Flow helps set up a workflow that automatically notifies fulfillment providers about upcoming orders. Shopify Flow Workflow - Upcoming Orders 5. Tag orders by sales channel Why sort orders manually to analyze channel-wise performance? Shopify Flow can auto-tag orders by sales channel. Shopify Flow Workflow - Tag Orders Inventory templates Inventory templates are handy for monitoring stock levels, fulfillment status, and stockout warnings. Here are some templates using inventory level as a Shopify Flow trigger: 1. Get notified by email when product variant inventory is low Stockouts are a major problem — they cost US and Canadian retailers an estimated $349 billion a year. Stockouts can occur because of long lead times or not placing orders on time. Shopify Flow can help you receive notifications when your product variant inventory quantity reaches a certain threshold. This helps you place orders on time and reserve enough stock depending on the average lead time. Shopify Flow Workflow - Low Inventory Workflow 2. Get notified (via Slack) when inventory is low and hide products when out of stock If you have multiple team members managing different product categories or a Slack channel for inventory management, low inventory Slack notifications can help. The team members can immediately work on placing an order. If you want to discontinue the product or don’t plan on placing an order for a while, the team can monitor the product after seeing the Slack notification. Once it’s sold out, they can hide the product. MESA template - Slack Inventory Alerts 3. Create a Trello card when product inventory is low Do you use Trello to manage tasks, including order placements? Instead of manually adding Trello cards each time inventory dips below the safety level, configure Shopify Flow to do it for you. This template allows you to set up a workflow that automatically creates a Trello card when inventory is low. The card may be used to place a new order, hide the item temporarily, or do any other task in your inventory management workflow. Shopify Flow Workflow - Trello Card Low Inventory 4. Create a task in Asana when product inventory is low Asana is a productivity powerhouse that can streamline your inventory management workflow. Adding automation in the mix can supercharge your team’s productivity. Shopify Flow integrates your Shopify store and Asana. This Shopify Flow workflow can auto-create Asana tasks when a product’s inventory is low, so your team can act on it quickly. Shopify Flow Workflow - Asana Task Low Inventory Customer templates Managing customers is critical to your store’s success, but it becomes difficult as you scale. Here are Shopify Flow examples for automating the work for your customer service team: 1. Notify, track, and create a support ticket when a new product review is created Reviews help build a reputation. In fact, 99. 99% of customers will read reviews before buying from your store. When you receive a review, it’s important to look into it and promptly address the review. Based on the rating, you create workflows for a relevant customer service ticket for every new product review. Shopify Flow Workflow - Track Support Ticket 2. Track and create a support ticket after negative reviews Negative reviews hurt your brand reputation, in turn, losing sales. The solution is to address the customer’s issue. What if, instead of manually checking for new reviews, the customer service team could focus on addressing key concerns? By using a Shopify Flow workflow to create a customer service ticket in Gorgias when a customer leaves a negative review in Yotpo, you can save 4 minutes on every use of this workflow. MESA Template - Open Gorgias Ticket/Negative Review 3. Send a Slack message when new company reviews are published Instead of receiving notifications for reviews on your email, you can configure this template to receive notifications via Slack. You can create a Slack channel for the support team where they’re able to see the latest reviews. Shopify Flow Workflow - Send A Slack Message From Reviews 4. Tag customers that have purchased in-person Tagging customers based on how they purchased your product helps segment them. This Shopify Flow template helps auto-tag customers once they purchase a product via a brick-and-mortar store instead of your online store. Shopify Flow Workflow - Tag Customers That Have Purchase In-Person 5. Tag employee customer accounts by email domain Use this template to tag employees based on the domain in their email address. Using this workflow, you can identify employees that also have customer accounts. Another one could be customers from a specific organization. By connecting to a customer engagement platform, this data can help offer special discounts to these customers when they’re about to check out. Shopify Flow Workflow - Tag Customers By Email Domain Do more with automation without the work Shopify Flow templates automate repetitive tasks, saving valuable time across your e-commerce operations. Automation frees your team to focus on work that truly requires a human touch, rather than mundane tasks. However, Shopify Flow has its limitations—it doesn’t easily connect with many popular third-party tools you may rely on. That’s where MESA steps in. MESA allows you to fully customize workflows, even in the most complex situations. Want to learn more? Check out our recent article: Related: Shopify Flow vs MESA - The Ultimate In Ecommerce Automation --- - Published: 2023-07-18 - Modified: 2025-06-13 - URL: https://www.getmesa.com/blog/klaviyo-vs-mailchimp/ - Categories: Shopify Growth - Tags: klaviyo, mailchimp Brands get $32 back for a dollar invested in email marketing, according to the 2023 State of Marketing Report from HubSpot. But for you to generate a 3,200% ROI for your ecommerce store, you need to invest in the tools that help you in the process. In this article, we help you compare Klaviyo vs Mailchimp, two of the most popular email marketing tools. Klaviyo and Mailchimp are marketing automation tools. Both tools help marketers save time and be more effective. But they offer different feature sets and were created for different types of users. Want to do more with your marketing apps? Try MESA today and start building smarter automations. Main differences between Klaviyo vs Mailchimp Klaviyo is tailor-made for ecommerce businesses, while Mailchimp is a general email marketing platform. For an ecommerce business, Klaviyo offers more value with Shopify integration, segmentation, and other advanced features. Here are the main differences between Klaviyo vs Mailchimp: Pricing: Mailchimp is cheaper. Klaviyo is expensive but offers more value. Both Mailchimp and Klaviyo offer a free plan, but neither offers advanced features and chat support on the free plan. Segmentation capabilities: Klaviyo’s segmentation capabilities go far beyond Mailchimp’s. Unlike Klaviyo, Mailchimp doesn’t offer tags to define customers, a Facebook integration, or predictive analytics. Automation features: Klaviyo vs Mailchimp have a lot to offer here. But Klaviyo offers a lot more automation templates. Another factor to consider is that Mailchimp locks away most of its automation features behind paid plans. Reporting and analytics: Klaviyo has one of the most advanced analytics feature sets on the market. Mailchimp offers great automation options too, but Klaviyo’s features are hard to compete with. User-friendliness: Mailchimp is the clear winner here. That’s not to say Klaviyo is too complex, and it’s not worth your time learning. Integrations: Mailchimp offers more integrations because it’s a general email marketing tool. Klaviyo offers more in-depth integrations for ecommerce tools and platforms like Shopify. Mailchimp is great if you need a general email marketing platform that doesn’t overwhelm you with advanced features. However, with Mailchimp, you’ll lose out on customization options and marketing via SMS. Related: 11 Marketing Automation Workflows for Shopify Stores Exploring Klaviyo Star rating: (3. 8) Klaviyo is a powerful, AI-powered marketing platform for ecommerce owners. It helps you run personalized SMS marketing and email marketing campaigns. You can personalize marketing material with more than just “Hi {first name}. ” Klaviyo lets you insert dynamic blocks for product recommendations, shipment details, and cart content. Klaviyo can help you accomplish a lot more than just running email campaigns. For example, you can configure a Klaviyo workflow that tracks customers who add items to their cart and don’t checkout. You can retarget these customers with personalized messages or emails with cart content and related product recommendations. Klaviyo’s advanced segmentation capabilities help you optimize marketing based on transactional and behavioral customer data pulled from your existing online store on Shopify. For example, you can segment prospects and customers by product type, lifetime value, or shopping behavior. Mailchimp offers basic segmentation. You can segment customers based on factors including age and campaign activity. But it doesn’t help target customers as specifically as Klaviyo. You can also run predictive analytics to understand customer behavior and preferences with metrics like the average time between orders. This is a critical feature to consider because Mailchimp doesn’t offer predictive analytics. Klaviyo Pricing: Free plan is available with 30-day email support. Paid plans are based on the number of contacts and SMS credits. You can start with $20 for email and $15 for SMS marketing. For 1000 contacts, you can estimate the pricing at $60/month for both email and SMS. Exploring Mailchimp Star rating: (3. 6) Mailchimp helps you capture leads through web forms and broadcast emails. At its core, Mailchimp is an email marketing software that sends automated emails. Mailchimp also offers additional features like email templates, drag-and-drop email builder, A/B testing, multivariate testing, and email reporting. You'll have to look at higher tier plans if you want to explore all the features of Mailchimp beyond the core email marketing platform. The app includes ecommerce features. For example, Mailchimp users can build and publish simple landing pages for their email marketing campaigns. The problem? It can’t build complex ecommerce websites. Mailchimp offers a library of automation workflows. While these are great for the price, Klaviyo’s workflow templates library is much larger. It also integrates with fewer apps than Klaviyo, so the customer data is less in-depth. More importantly, most of these automation features are available on the free plan. The only automation feature free users get is a single-trigger workflow for a welcome email to new customers or order notification. Mailchimp Pricing: Free Plan is available with 30-day email support. Paid Plans: Mailchimp for Shopify has three paid plans. Essentials, standard, and premium—starting at $13, $20, and $350 per month respectively. Benefits of a great marketing app Using a great marketing app that lets you automate processes adds value to your business in the following ways: Streamline lead nurturing Roughly 96% of website visitors are only there for preliminary research and aren’t ready to buy. But they may be at some point, and that’s why lead nurturing is critical. Depending on the number of visitors you get, 96% can translate to a massive number of leads for ecommerce stores. Keeping tabs on those leads to nurture them should be the part of marketing strategy. That’s where marketing automation tools like Klaviyo and Mailchimp help. These tools allow you to send marketing material like emails and SMS at scale. Personalize marketing Personalization is no longer a differentiator. It’s the norm. According to the 2023 State of Personalization Report, 56% of consumers say they’ll become repeat buyers after a personalized experience. Using a marketing tool like Klaviyo or Mailchimp, ecommerce businesses can personalize marketing campaigns and retain customers. For example, Klaviyo offers segmentation features that can help reach your customers via email and SMS. You can segment your audience by behavior or characteristics and send personalized emails. Accurate reporting Marketing automation software auto-generates reports that give you an overview of campaign performance. These reports help identify friction points and other complications — are your leads dropping off during the email campaign? Or maybe the sales process needs some rethinking. Klaviyo and Mailchimp both offer excellent reporting. But Klaviyo’s reports are more detailed — you can even see what your customers do in real-time. Why automate marketing for ecommerce businesses? Marketing automation offers the following benefits: Improve conversions: Marketing automation allows you to automate data collection. You can use this data to run personalized retargeting campaigns and analyze and optimize your strategy to improve conversions. Efficient processes: Automation helps free up your team’s time to work on the strategic side of things by automating mundane, repetitive tasks. It also helps get through your checklist faster by streamlining parts of the process like data collection and reporting. Improved testing: Marketing automation can help you automate A/B testing and other types of marketing tests. These tests tell you the most effective strategies so you can focus on them moving forward and increase your top line. Do more with marketing without the work When choosing an email marketing tool for your ecommerce store, it's better to go with Klaviyo as it has grown within the Shopify ecosystem as a Shopify app. Klaviyo's integration with other Shopify automation tools, like MESA can help ecommerce store operators reduce their time spent on repetitive tasks. --- - Published: 2023-07-13 - Modified: 2025-08-05 - URL: https://www.getmesa.com/blog/automation-in-finance-and-accounting-for-shopify/ - Categories: Shopify Growth - Tags: quickbooks, shopify, xero From inventory to taxes, the complexities of running an ecommerce business can be daunting. Managing the finance and accounting department of an ecommerce store is particularly time-consuming and demands a great deal of attention. The accuracy and efficiency of these processes can have a significant impact on the success of the business. The good news is that with automation in finance and accounting, you can make your accounting processes much easier and efficient. If you're using Shopify's platform, you can more easily integrate your apps like Quickbooks or Xero for finance and accounting automation. Automation solutions for your accounting process can help you stay on top of timely invoice processing, reconciling accounts payable and accounts receivable, creating expense reports, and other repetitive tasks. In this blog post, we’ll explore how you can implement easy-to-use accounting and finance automation into your Shopify store so you have less manual work and more time to focus on business strategy and growth. Want to do more with QuickBooks? Try MESA today and start building smarter automations. Challenges in ecommerce accounting and finance management Financial planning is critical to sustaining any e-commerce business. Understanding your financial situation is key to ensure accurate and efficient accounting and finance management. Incomplete or inaccurate financial data could lead to missed opportunities, costly mistakes, and even legal trouble. Let's take a closer look at some of the challenges of ecommerce accounting and finance management. #1 Time-consuming manual processes Whether tracking sales, inventory, or managing financial records, the amount of data to sift through and organize can make any task seem daunting. Managing the ever-changing details of ecommerce bookkeeping can be a tedious task that many people don't enjoy. Keeping up with the necessary data entry can quickly become overwhelming for small businesses that are seeing an increase in sales but still rely on manual accounting methods. Luckily, modern technology and automation tools can significantly reduce this manual labor, saving time and money while guaranteeing accuracy and compliance for ecommerce companies. #2 Risk of human error and discrepancies in accounting processes Avoiding discrepancies that come with human intervention is a constant challenge in business accounting. These risks can lead to costly mistakes such as inaccurate calculations, financial loss, and incorrect statements. By utilizing cutting-edge technology such as real-time data tracking, automation, and audit trails, ecommerce companies can significantly mitigate the risks of human error and discrepancies in their finance and accounting function. These solutions allow for more accurate financial reporting and improve business efficiency and profitability. #3 Difficulty in keeping up with regulatory requirements With regulations and laws in the finance industry constantly changing, ecommerce businesses face the challenge of staying up-to-date. Non-compliance with regulatory requirements could result in serious consequences such as hefty fines, suspension of operations, or legal action. Things get especially complex when it comes to ecommerce sales tax. While brick-and-mortar stores only pay taxes in the locations where they physically operate, ecommerce businesses are required to pay taxes on almost all the locations where they make sales. This can sometimes mean handling a significant amount of monthly or quarterly tax filings, enough to demand a finance department or dedicated finance teams. Ecommerce businesses must keep track of all necessary changes and implement proper measures to ensure they adhere to various regulations. Benefits of automating accounting and finance on Shopify Managing finances and accounting processes can feel overwhelming for ecommerce businesses. The complexity of online sales channels and operations can make it easy to get lost in the details. Here’s where the finance automation software comes in handy. Automating Shopify's accounting and finance processes can provide businesses with powerful benefits, which include: Time and resource savings Automated accounting and finance processes remove the need for manual data entry tasks like bookkeeping, record-keeping for accounts receivable and payable invoices, etc. Instead of relying on manual processes to scrub and standardize invoices and reconcile bank statements, you can use automation to consolidate all data into a single platform. Integration with third-party apps streamlines financial management and eliminates the need for manual data entry. Additionally, freeing up labor-intensive workloads allows accounting professionals to focus on more strategic responsibilities, ultimately boosting productivity across the department. Improved accuracy and reduced human error Automated processes offer businesses a chance to improve accuracy while reducing the likelihood of human errors. These errors creep up from accidentally hitting the wrong keystroke during manual entry, but with automation, financial records can remain consistently up-to-date and error-free. Automating tedious tasks such as data entry can minimize the risk of inaccuracies while enhancing data processing speed.   Simplified tax compliance and regulatory reporting With automation in finance and accounting, you can generate reports that comply with regulatory standards. Most automation solutions have built-in options for automated compliance with tax authorities and regulatory reporting. This feature takes out the headache of keeping up with law changes and gives you more time to dedicate to business growth and delivering exceptional customer experiences. Related: Best Shopify Automation Apps to Easily Complete More Tasks Enhanced financial analysis and decision-making Automating accounting and finance on Shopify can simplify purchasing, inventory, shipping, sales, and customer service processes. Additionally, businesses can benefit from advanced reporting features that help predict cash flow and sales volume, leading to more informed decision-making. Guide to adding accounting and finance automation on Shopify Ready to optimize your Shopify operations with automation? Our guide has you covered! Let's walk through the steps to set up accounting and finance automation: Step 1: Evaluating your current accounting and finance processes Start by evaluating your accounting and finance procedures - it's the first step towards streamlining your business operations. Answer questions such as what types of financial reports you need to create regularly and what are the legal requirements for your store. Rank your processes to prioritize automating tasks that take the most time or are most difficult for you to manage.   This step is important as it helps you determine which processes need automation and which tools would work best for your unique business needs. A closer look at your current methods will also help you identify inefficiencies and areas for improvement. Step 2: Choosing the right accounting and finance app for your needs The second step is choosing the right app that suits your needs. With countless options available, it can be confusing to know where to start. But with the right evaluation (as done in step 1) and thorough research and reading reviews, you'll be able to find the perfect fit for your business. Remember to take into account your company's size, desired level of automation, and any specific accounting or finance features you require. If you are still trying to figure it out, you can always try out different solutions before committing to one. Most Shopify accounting software solutions offer a free trial to help you make an evidence-based decision.   Step 3: Setting up and configuring the chosen app Integrating accounting software with Shopify is not always a straightforward process. You may need an app connector on the Shopify App Store. The good news is that most of these apps come with clear instructions, making it easy for you to set up the integration without needing a software developer. But if it makes sense for you, consider investing in a one-time consultation from a professional that’s experienced with Shopify. Step 4: Leveraging automation to improve the efficiency of your accounting and finance workflow Streamlining your repeatable processes by eliminating manual tasks can save you precious hours throughout your work week. Here’s where automation in finance and accounting comes into the picture.   With automation solutions such as MESA, you can automate tasks instantly from pre-made integration templates already configured to handle common workflows or use the no-code automation builder to customize workflows for your exact needs. Bonus: MESA comes with the set-up support included and dozens of templates to get started with accounting automation for your Shopify store. Step 5: Monitoring and adjusting your automation as needed Automations are not one-and-done, especially in the finance department. It’s better to start with small and easy automation, then evolve to complex ones according to your needs.   As they evolve into complex processes, keeping an eye on them from time to time will help you catch any hiccups before they become major headaches and keep your automation running like a well-oiled machine.   As your business expands, so will your accounting and finance requirements. But by staying on top of your automation, you can stay ahead of the curve and make sure your financial tracking stays smooth and effortless. Best practices for automation in finance and accounting on Shopify You can adopt several best practices to ensure that you are maximizing your automation of accounting and finance functions on Shopify. Let's take a look at a few of these. Ensuring data accuracy and consistency: Automating accounting and finance functions requires accurate and consistent data. To ensure your data is reliable, you should regularly review it to identify any discrepancies or errors.   Reviewing and updating automation rules: Automation rules help streamline vital accounting and finance functions. To ensure these tasks are performed correctly, you should regularly audit the regulations and make any necessary updates or modifications. Implementing proper financial controls and security measures: Automating financial processes requires stringent internal controls and security protocols. Reviewing your current control systems to identify any weak areas or gaps in coverage is important.   Leveraging financial reports and analytics for informed decision-making: By automating various accounting and finance processes, you can quickly generate detailed reports that provide valuable insights into key performance indicators (KPIs). Relying on those reports will help you make informed decisions.   Staying updated on relevant tax laws and regulations: Tax laws are constantly evolving, so it's important to stay up-to-date on any changes that could impact your business. It's also wise to consult a tax professional if you have questions or need assistance filing taxes. By following these accounting best practices for ecommerce businesses, you will be well on your way to running an efficient and profitable online store. Case studies: Successful accounting and finance automation on Shopify In addition to the best practices outlined above, learning from real-world examples of successful accounting and finance automation on Shopify can also be valuable. Here are some inspiring case studies that demonstrate how savvy business owners have leveraged automation to improve their operations: 1. A national US retailer This retailer used automation to improve their inventory management systems and increase efficiency in their financial processes. By automating the task of generating invoices, they drastically reduced manual labor costs and errors due to human error. 2. A luxury goods manufacturer based in Norway This company was able to leverage automation to streamline its billing process, resulting in improved customer satisfaction and reduced late payments. Additionally, automated reporting allowed them to quickly identify patterns in customer spending that could be utilized for targeted marketing campaigns. 3. A Canadian Shopify Plus user With the help of MESA, this business was able to automate bookkeeping functions and generate detailed reports about its financial performance with ease. Automation also reduced paperwork and saved time, allowing them to focus on more important tasks. Ready to automate your ecommerce accounting and finance workflows? Automating accounting and finance functions on Shopify is a great way to save time and reduce costs while ensuring accuracy and consistency in financial processes. By following the best practices outlined in this article, you can start on the path to successful automation and improve your business operations. Additionally, leveraging financial reports and analytics and staying up-to-date with relevant tax laws and regulations will help ensure that your automated accounting processes remain compliant and secure. If you are ready to embrace automation for your Shopify store, the good news is that MESA can help. MESA is a powerful yet simple app that will allow you to automate the everyday challenges of running a Shopify store. From creating invoices and bills to generating financial reports, MESA makes... --- - Published: 2023-07-12 - Modified: 2025-05-19 - URL: https://www.getmesa.com/blog/airtable-vs-google-sheets/ - Categories: Shopify Growth - Tags: airtable, Google sheets Data drives modern ecommerce brands. But there's too much of it, and to get a hold of the abundance of data businesses obtain daily, they need a tool or a solution to make something useful out of it. Well-managed data can empower you to spot opportunities early on, make informed decisions and stay ahead of the competition. While there are many tools for general data storage, Airtable and Google Sheets stand out as popular choices. But the question is: Which one provides all the functionality needed for ecommerce brands? In this article, we’ll compare Google Sheets with Airtable, based on the cost, features, and ecommerce use cases. Let’s dive in. Want to do more with your data management? Try MESA today and start building smarter automations. Main differences between Airtable vs Google Sheets The main difference between Google Sheets and Airtable is that Google Sheets is a more traditional spreadsheet tool, while Airtable offers a database spreadsheet hybrid. Both Airtable and Google Sheets can store data and help you to organize it, but this core difference between how they are built expands in various forms. Here’s the head-to-head comparison between Airtable and Google Sheets:  Complexity — Both Airtable and Google Sheets give you a blank canvas to start with. Google Sheets comes with the simple rows and columns layout, and you cannot do much after that. Unlike Google Sheets, Airtable is an incredibly versatile tool that allows you to work on more complex projects. This functionality comes with a tradeoff in the learning curve, where Google Sheets is ready to use instantly, while Airtable has a steeper learning curve. Field types — You can handle various data types, such as strings, numbers, files, buttons, barcodes, and more, in Airtable vs Google Sheets, where the input type is limited to text, numerical values, date and time, and location data. Customization — Airtable allows you to create custom views of your data and choose between different view types such as grid, kanban, timeline, and calendar. Google Sheets offers the traditional spreadsheet experience. Relational database — Unlike Airtable, which allows you to add linked records to your workflow, Google Sheets doesn't offer such advanced features. Google Sheets can be used as a basic data storage but requires the knowledge of dev tools to use it for your store. Airtable, on the other hand, has built-in integrations with other no-code tools that help you use the data stored inside it. Cost — Google Sheets is free as part of the Google Workspace tools suite and offers a 10 million record limit and 100+ collaborators. Airtable also has a free plan that allows 1,200 records per base and up to 5 creators/editors. If you decide to upgrade, Airtable has paid plans starting at $10 per seat per month, billed annually.   Exploring Airtable (4. 6) G2 Airtable is a cloud-based platform that combines database, spreadsheet, and collaboration software features. It can be accessed via a web app or a mobile app on Android or iOS. It's suitable for different tasks, such as storing and organizing data, project management, contact databases, task lists, and more. With Airtable, you get the convenience of a spreadsheet with the added benefits of a powerful database rich with features that go beyond what a typical spreadsheet app can provide. The core features of Airtable include: An easy-to-use, spreadsheet-like interface but with advanced data fields. Different user-permission levels for collaborative usage. Relational database management system to link records in multiple tables. Custom views such as grid, kanban board, timeline, and calendar. An extensive list of integrations with other tools, no code platforms for ecommerce (like MESA) Airtable has a free version for individuals or small teams that are just getting started with the platform. The free version allows Airtable users to create unlimited bases, 1,200 records per base, and up to 5 creators/editors. If you decide to upgrade, Airtable has paid plans that cost between $12 and $24 per seat per month. Related: How to connect Shopify to Airtable automations Exploring Google Sheets (4. 6) G2 Google Sheets is a cloud-based spreadsheet tool, part of Google Workspace Suite. Some of the main use cases include data collection, calculations, and basic data visualization. Google Sheets interface has similarities to Microsoft Excel but offers more ready to go collaborative features than traditional spreadsheets—a blessing for remote teams. With Google Sheets, you can create, edit, and access your spreadsheets forms different devices, such as your phone, tablet, or computer. The core features of Google Sheets include the following: Data tracking and analysis with formulas. Basic project management. A Collaborative tool with real-time updates. Data visualization and reporting. Integration with other Google Workspace apps like Google Docs and Google Calendar. Google Sheets in itself is free and allows 10 million records and 100+ collaborators per sheet. For most use cases, the free plan of Google Sheets is sufficient. Still, if you want to upgrade for features like enterprise-grade security and dedicated support, Google Workspace's paid plans are available starting from $6 per user per month.   Related: How to Connect Shopify to Google Sheets What makes a great data management tool? The right tool to manage ecommerce data is crucial to avoid duplication, data silos, and complex management issues. It also enables businesses to scale effectively by providing a foundation with well-structured and systematized data. Here are the features that differentiate different data management tools: #1 User interface and ease of use: An simple interface like Google Sheets is suitable for users that prefer to start from scratch and create their own process. An interface with multiple options and templates (like Airtable) is easier for someone who wants to get the most out of the tool. #2 Collaboration and sharing: Both Airtable and Google Sheets allow real-time collaboration. For most plans, Airtable has a small number of users you can collaborate with, but you can set up different access levels for different parts of your base. On the other hand, Google Sheets allow sharing to a large number of users very easily, but the access customization is limited to the entire file. #3 Data management and organization: Consider the complexity of the tasks you'll be working on. While Airtable provides multiple types of input fields, the ability to import data, and other advanced capabilities, Google Sheets has limited functionality for complex workflows and data analysis. #4 Customization and extensibility: As your business grows, the ability to scale and customize your data management tool is vital. Make sure that the solution you choose can handle your future data growth and business needs.   #5 Integration with other tools and services: Data does not exist in a vacuum. You need to integrate your data management tool with your CRM, ERP, email marketing system, and other platforms. Thanks to its API, Airtable lets you connect with apps such as Salesforce, Stripe, MESA, and many other third-party tools to build powerful workflows. Google Sheets, on the other hand, has more limited integration options. Best ecommerce use cases for Airtable and Google Sheets Airtable and Google Sheets are general-purpose tools with various use cases across many industries. While you need to focus on what you need to achieve, here are some of the most common ecommerce use cases for Airtable and Google Sheets:  Inventory management and tracking Sales and revenue analysis Customer relationship management (CRM) Workflow automation and task management Consider your specific use case and the functionalities you need when you compare Airtable vs Google Sheets. While Airtable is more suitable for inventory management, customer relationship management, data analysis, and reporting, Google Sheets is better for basic project management, simple data tracking, and personal finance tracking and budgeting.   Airtable or Google Sheets, which one to choose? If you have limited data and want to perform basic calculations and visualizations, Google Sheets might be a good fit. However, if you are dealing with a large amount of data and want to manipulate and view data in a variety of ways, you should consider Airtable. In addition, Airtable is a better fit if you have a dynamic use case like CRM or project management, as it acts like a relational database that lets you organize and connect all your information. Regardless of whether you opt for Airtable or Google Sheets, you can use the power of automation to save hours of work. With MESA, you can set up a workflow each time a record is created or updated in the Airtable platform, or you send important information to existing Google Sheets automatically without having to fill in each spreadsheet manually. --- - Published: 2023-07-11 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-auto-tag-shopify-utm-parameters/ - Categories: Workflow Tutorials - Tags: code, filter, google analytics Ecommerce managers and developers are always seeking smart ways to streamline operations, save resources, and enhance productivity. One such technique that is often overlooked, but holds immense potential, is the effective use of UTM parameters to auto-tag Shopify orders. Use UTM parameters to gain insights into traffic sources, customer behavior, and marketing performance. But what if we took it a step further? What if you could automatically tag your Shopify orders based on UTM parameters to better track, categorize, and serve your orders? This blog post is dedicated to demonstrating the 'how-to' of auto-tagging Shopify orders using UTM parameters with the help of MESA. By the end, you’ll learn a smarter way to manage orders, save time, and make data-driven decisions. So, let's dive in! Want to do more with auto-tagging? Try MESA today and start building smarter automations. Shopify order tagging with UTM codes Be sure to follow the latest step-by-step instructions below as the steps have been updated since it's original video recording. https://youtu. be/H_Cdl7HoPb4 Video tutorial: Tag your orders with UTM codes By understanding how Shopify manages tags, you're ready to dive into how MESA can help you auto-tag your Shopify orders based on UTM parameters. Combine UTM parameters with Shopify order tags to automate order management and uncover valuable insights. Step-by-step guide to auto-tagging Shopify orders Time needed: 10 minutes. To get started, be sure to add MESA on your Shopify store. Then, follow these step-by-step instructions. First, choose the Shopify > Order Created trigger. When creating this new workflow, select the Shopify app first then, choose the Order Created action. Next, add the Code built-in tool This is a built-in workflow tool unique to MESA. It supports custom code that can be executed within a workflow without having to host the code. Click "Edit Code" to add the snippet We recommend renaming the step so you know what the code step does. Or add a description so it's clear to you later that this step is about getting the UTM codes. Copy and paste this code snippet to replace existing file contents The easiest method it to select the all the code then paste over it with the following snippet. Be sure to Save your changes. Then, close the file when you're done. const Mesa = require('vendor/Mesa. js');const ShopifyGraphql = require('vendor/ShopifyGraphql. js');const Shopify= require('vendor/Shopify. js');module. exports = new class { script = (payload, context) => { let vars = context. steps; let query = ` query orderCustomerJourney($id:ID! ) { order(id: $id) { customerJourneySummary { moments(first: 10, reverse: true) { nodes { occurredAt ... on CustomerVisit { landingPage source utmParameters { campaign medium source } } } } } } } `; const r = ShopifyGraphql. send(query, { "id": "gid://shopify/Order/" + vars. shopify. id, }); let moments = r. data. order. customerJourneySummary. moments. nodes; payload = { "first_visit": moments, "last_visit": moments, } Mesa. trigger. setTaskExternalData({ "label": JSON. stringify(payload), }) Mesa. output. next(payload); }} Next add the step, Filter Search then, select the filter tool to add it to your workflow. Look for the code variable that matches the UTM campaign Enter the following code variable for the filtered value:{{custom. conversion. order. customerJourneySummary. lastVisit. utmParameters. campaign}}Then, using the filter conditional field, check if it is equal the UTM campaign name that you want tagged. Add the Shopify > Order Add Tag action Add the Shopify app then, choose the Order Add Tag action by clicking the Use this button. Lastly, add the tag name to the value This will add whatever tag you want to the Shopify order. Finally, save then name your workflow. Be sure to turn your workflow to On. That's it! Basics of UTM parameters Understanding the ins and outs of UTM parameters is the first step towards effectively utilizing them for auto-tagging your Shopify orders. UTM (Urchin Tracking Module) codes attach to URLs to track traffic source, medium, and campaign name. This enables Google Analytics to provide you with detailed insights about where your site's traffic is coming from. To put it simply, UTM parameters are the tags that you add to your URL. When someone clicks on the URL, the tags are sent back to Google Analytics and tracked. UTM parameters typically look something like this: https://www. yourstore. com/? utm_source=newsletter&utm_medium=email&utm_campaign=spring_sale In this example, the UTM parameters begin after the question mark (? ) and provide the following details: utm_source=newsletter: The traffic came from the newsletter. utm_medium=email: The medium used was email. utm_campaign=spring_sale: The campaign associated with the link is the spring sale. UTM parameters are highly valuable in the realm of ecommerce and specifically within your Shopify store for a few reasons: Identify successful campaigns: UTM parameters help identify which marketing campaigns are driving the most traffic or sales to your Shopify store. This allows you to allocate resources and budget more effectively. Understand customer behavior: By tracking where your customers are coming from, you gain a deeper understanding of your customer behavior and preferences. Refine marketing strategy: The data collected via UTM parameters can help you optimize your marketing strategy. For example, if you find that one source is driving more traffic than others, you might decide to invest more in that source. With a solid understanding of UTM parameters, you are one step closer to creating a seamless auto-tagging system for your Shopify orders. Next, let's delve into how Shopify manages tags and how it will play a crucial role in this process. How Shopify manages tags Shopify tags are a versatile, powerful tool to help categorize and manage various elements of your online store, including customers, orders, and products. Tags are keywords or phrases that you can add to each order to help identify them based on a variety of characteristics. This can include anything from the origin of the order (like a specific marketing campaign) to the customer's preferences, delivery details, and much more. These tags can be extremely beneficial for several reasons: 1. Improved Order Management: Tagging orders can help you quickly identify and group them based on specific characteristics, making the management process more efficient. For instance, if you have orders that require special attention, such as personalized products, they can be easily identified and managed accordingly. 2. Enhanced Reporting: Shopify can create reports based on these tags, allowing you to gain insights into specific subsets of your orders. This can help you identify trends, such as popular products or successful campaigns, and make data-driven decisions for your store. 3. Automated Workflows: Perhaps one of the most powerful uses of tags is their ability to trigger specific automated workflows. For example, you can set up automation that sends an email to your customer service team whenever an order is tagged with "Customer Support Needed", or one that alerts your supplier when an order is tagged with "dropship". Additional tips to make the most of UTM parameters While the automation of tagging Shopify orders with UTM parameters through MESA presents an effective way to streamline order management, there are additional tips to get the most out of this process: 1. Consistent Naming Convention: To avoid confusion and ensure smooth tracking, maintain a consistent naming convention for your UTM parameters. For instance, decide if you are going to use dashes, underscores, or camel case, and stick to it. 2. Use UTM Parameters for All Marketing Campaigns: To have a comprehensive understanding of your marketing efforts, make sure to use UTM parameters for all campaigns across various channels, including email, social media, paid advertising, etc. 3. Leverage the UTM 'Content' and 'Term' Parameters: While not discussed in depth earlier, 'Content' and 'Term' parameters can provide further insights. For instance, the 'Content' parameter can help differentiate ads or links that point to the same URL, and the 'Term' parameter could be used for tracking keywords during a paid AdWords campaign. 4. Use UTM Parameters with Influencer Marketing: If you're working with influencers, provide them with a specific UTM-coded URL. This can help track the traffic and conversions that each influencer is driving. 5. Make use of MESA’s other automation features: While this article focuses on auto-tagging based on UTM parameters, MESA has many other automation capabilities. Look into automating other processes like inventory updates, customer communication, and more. 6. Analyze and Act on UTM Data: Regularly check your Google Analytics data to identify trends and make data-driven decisions. For example, if you notice a specific source is driving a lot of high-value orders, you may decide to increase your efforts on that platform. 7. Test, Tweak, Repeat: Continuously test the effectiveness of your UTM parameters and adjust as necessary. Over time, you'll get a feel for what works best for your store and can make adjustments to optimize results. Remember, the true power of UTM parameters and MESA’s automation capabilities lies in their ability to provide you with actionable data. Use this data to understand customer behavior, track marketing performance, and ultimately, make more informed decisions that boost your store's performance. Conclusion The world of ecommerce can be complex and challenging, but with tools like UTM parameters and MESA, you can unlock new efficiencies and insights in your operations. Auto-tagging your Shopify orders based on UTM parameters empowers you with a powerful method to track your marketing efforts, understand customer behaviors, and streamline order management. We've explored how UTM parameters work, how Shopify uses tags, and how MESA can automate the tagging process. By leveraging these tools and techniques, you can take a significant step towards a more productive and data-driven ecommerce operation. Remember, the key to success is understanding your customers and continually optimizing your strategies. With UTM parameters, MESA, and the tips shared in this post, you'll be well-equipped to do just that. So, it's time to take action. Dive into the world of UTM parameters, implement auto-tagging in your Shopify store with MESA, and let the power of smart data transform your business! --- - Published: 2023-07-03 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/best-shopify-flow-triggers/ - Categories: Shopify Growth - Tags: aftership, back in stock, loox, loyaltylion, shopify flow, smartrr, wonderment, yotpo Ecommerce brands are constantly fighting a battle on multiple fronts to win on the digital shelf. There are so many things they need to keep tabs on—from product assortment and inventory quantity to winning-back email sequences, loyalty points, and customer reviews. The relief is that you can automate repetitive parts of these tasks. Shopify store managers can use Shopify's own app and platform Shopify Flow for this. The Shopify Flow platform helps ecommerce brands to create workflows for automating different business processes. To start a workflow, you need a trigger (anything that happens in a store or in an app). While Shopify has its own trigger steps within Shopify Flow available to Shopify Plus merchants, they are limited. For example, creating workflows based on events such as “customer updated,” “order updated,” or “product updated” from Shopify Flow directly is not possible. That's where third-party apps come in. You can use different events that happen in your store (or in the app) as custom triggers. Using connectors in Shopify Flow, you can enable these apps to create a workflow trigger. In this article, we examine eight of the most popular Shopify Flow apps and connectors, which offer custom triggers and actions to help you create unique workflows. Let’s dive in.   Looking for a Shopify Flow alternative? Try MESA today and start building smarter automations. MESA (5. 0) Shopify App Store Rating MESA provides ready-made templates allowing ecommerce businesses to start automating with ease. MESA makes auto-tagging orders, fulfillment automation, SMS/email automation, customer tagging, fraud auto-tagging, and much more possible for Shopify brands.   That's because MESA offers 52 triggers covering all the API endpoints from Shopify's API, compared to only 31 offered by Shopify. MESA also comes with a simple no-code automation builder to customize workflows for your needs. Merchants can extend Shopify Flow by connecting their existing workflows to an automation app, like MESA. Additionally, ecommerce businesses can use MESA to feed data from other apps, otherwise not available, back into Shopify Flow. Price: Free plan available: Yes. This app has a free version offering merchants 2 Workflows, 50 automations per month, as well as live chat and email support. There’s also a 7-day free trial. There are three paid options – one being $20 per month, the other $75 per month, and a third one for $300 per month, allowing businesses unlimited workflows and 50,000 automations per month. Key Features: Connects to Shopify's entire API to handle payload requests without writing code. Comes with 17 built-in apps to handle everything from email/SMS to reporting. Setup is included at no additional charge. Allows sending product options to third-party databases, including Google Sheets & Airtable. Offers simplified Shopify order auto-tagging to streamline operations and fulfillment. Yotpo Product Reviews (4. 9) Shopify App Store Rating Next Shopify Flow connector is Yotpo product reviews. Yotpo makes it easy for ecommerce brands to gather high-quality product reviews that impact the path to purchase. With Yotpo, brands can easily display reviews and star ratings on social media and search engines.   Using Yotpo triggers, businesses can reward positive reviews with loyalty points, automatically open support tickets for negative reviews, send follow-up emails after a customer leaves a review, or issue a gift card for an outstanding review.   Automation allows you to make the most out of your product reviews. For example, you can use a new yotpo review as a trigger to showcase a discount code to the customer in appreciation for leaving the review.   Price: Free plan available: Yes. Merchants get up to 50 monthly orders, automatic review requests, email templates, reviews moderation, displaying reviews on-site, and 24/7 chat support. As for paid plans, it offers two of them. The Growth plan costs $15 per month, and the Prime plan is $119 per month. Key Features: Allows merchants to connect reviews with their SMS, loyalty, and subscriptions product synergies. Brands can customize their site reviews widget using the marketer-friendly solution. Yotpo users can collect and display photo and video reviews to showcase social proof. Businesses can leverage smart filters to help shoppers find the information they need to make quick buying decision. Loox Product Reviews (4. 9) Shopify App Store Rating We live in a visual world. Photos and videos are the most powerful way to capture attention and build deeper customer connections. Loox is a social-proof solution that empowers businesses to collect product reviews with customer photos and videos. Besides this, brands can reach new audiences with Loox Referrals by rewarding customers for referring friends.   This app is fully customizable, supports multi-lingual stores, and integrates seamlessly integrates with your favorite theme, page builder, and Shopify apps—no coding required.   Price: Free plan available: Yes. In addition, there’s a 14-day free trial as well. There are three paid options – Beginner for $9. 99 per month, Growth for $34. 99 per month, and Unlimited for $299. 99 per month. Key Features: Brands can send automatic review request emails or offer discounts for adding a photo/video. Displays reviews in beautiful widgets: grid, list, carousel, popup, and sidebar. Offers integration with Google Shopping. Auto-generates referral links to reward customers for referring friends. Empowers brands to increase order value by leveraging social proof in post-purchase upsells. LoyaltyLion (4. 5) Shopify App Store Rating With the constant rise in customer acquisition costs, customer loyalty has become more important than ever. LoyaltyLion is a rewards and referral app that allows businesses to create a unique loyalty program that fits their brand identity.   With LoyaltyLion, ecommerce businesses can offer loyalty points and rewards to incentivize engagement, increase member spending, and motivate repeat purchases across the customer lifecycle. The app easily integrates with other tools and technologies and encourages sustainable growth fuelled by retention.   Price: Free plan available: Yes. In addition, there’s a 14-day free trial as well. There are three paid options – Small business for $159 per month, Classic for $399 per month, and Advanced for $729 per month. Key Features: Rewards positive onsite behavior with customizable points and gifts. Integrates across touchpoints such as email, SMS, and helpdesk. Allows brands to customize their loyalty program and tailor it to their needs. Keeps customers engaged even when they’re not ready to spend. Aftership (4. 7) Shopify App Store Rating Aftership is a great option for Shopify store owners looking to track and trace their orders worldwide. Their proactive order tracking system helps ecommerce businesses reduce “where is my order” (WISMO) inquiries while also optimizing delivery. Using Aftership, brands can send automated email notifications informing customers about their shipments. Customers can also check the tracking page, where they can keep track of the progress of their shipments by entering the order or tracking number. Besides this, the app allows brands to monitor how well their marketing and engagement campaigns are performing with insightful analytics and reporting. Price: Free plan available: Yes. There’s a 7-day free trial as well. There are three paid options – Essentials plan for $11 per month, Pro plan for $119 per month, and Premium plan for $239 per month. Key Features: Email and SMS notifications to reduce WISMO calls. Branded tracking pages with personalized product recommendations to boost sales. Centralized shipment dashboard to track shipment status and identify exceptions. AI-powered estimated delivery dates. Built-in analytics to get insights into performance. Back in Stock (4. 8) Shopify App Store Rating When some of your bestsellers are out of stock, you can suffer from lost sales opportunities. Here’s where restock alerts can help. With Back in Stock, customers can easily sign up for restock alerts when a product they are interested in is back in stock.   Back in Stock offers push notifications, emails, and SMS messages to ensure customers are notified quickly. The setup process is simple and straightforward, and ecommerce businesses also get multi-language and location support, customization options, and reminders for previously out-of-stock products. Restock notifications can boost your bottom line by capturing lost sales from products that are back in stock, while showing customers you care—it’s a win-win.   Price: Free plan available: Yes. There’s a 14-day free trial as well. There are three paid options – Lite plan for $19 per month, Startup plan for $29 per month, and Small business plan for $49 per month. Key Features: Automated push notifications, email, or SMS when a product is back in stock. Customizable emails and themes. Ability to monitor conversions, most-wanted out-of-stock items, and recent notifications. Multi-language support. Smartrr (5. 0) Shopify App Store Rating Ecommerce businesses looking for ways to turn one-time buyers into recurring customers should explore the subscription model. With a subscription app like Smartrr, brands can enjoy a variety of tools to optimize their subscription experience for flexibility, exclusivity, and community.   This way, they can increase recurring revenue and customer lifetime value. Smartrr offers out-of-the-box subscription models, paid service, a beautifully branded subscriber account portal, flexible subscription management options, loyalty rewards, member-only benefits, referrals, gifting, and more. Price: Free plan available: No. But there’s a 14-day free trial. There are three paid options – Launch for $99 per month, Grow for $299 per month, and Exell starting at $499 per month. Key Features: Tailored out-of-the-box subscription programs that can be set up in minutes. Ability to personalize your customer experience with a Bundle Builder. Loyalty program built-in to the customer account portal. Tools to turn your recurring customers into brand champions. Wonderment (5. 0) Shopify App Store Rating Wonderment is a post-purchase experience platform that gives ecommerce businesses control over their shipping and customer experience data. The app provides a proactive customer experience platform that helps you overcome order issues, prevent delivery delays and avoid lost packages.   With Wonderment, you can create completely custom order tracking experiences in minutes using their no-code, Shopify-native builder. The best part is that Wonderment automatically alerts you of stalled shipments, late shipments, packages returned to sender, and more. Having timely information lets you notify customers via email or SMS or alert your team via Slack or Helpdesk. Price: Free plan available: No. There are no free plan or free trial available for this app.   There are three paid options – Starter plan for $99 per month, Pro plan for $189 per month, and Premium plan for $349 per month. Key Features: Custom order tracking pages to prevent WISMO calls. Proactive alerts to tackle delivery delays before they become complaints. Comprehensive reporting and analytics. Extra transactional events that Shopify doesn't offer and a library of flows and templates for a fast setup. Importance of identifying automation triggers in ecommerce Staying on top of everything that happens in your ecommerce business seems easy in the early days. However, as your business grows, things tend to get more complex. All the things you’ve been able to do when there were just a few orders weekly, such as sending a marketing email, tracking your inventory levels, or managing customer reviews, become a huge burden once your business reaches a certain threshold. For growing ecommerce stores, manually managing every aspect of the customer journey is not an option. Whether you are a small business owner, or an ecommerce manager, the only way to scale the business further is by noticing triggers for your repetitive tasks, and automate them. Some of the biggest benefits of using Shopify Flow triggers to automate include the following:  Saving time and improving efficiency. Eliminating manual work to create scalable processes.   Minimizing the possibility of human error. Creating a seamless end-to-end customer shopping experience. Related: The Best Shopify Flow Alternatives to Automate Your Shopify Store How to choose the best Shopify Flow app for creating triggers Let’s look at the factors you need to consider before making a decision to choose one of these Shopify Flow apps and connectors:  Ease of integration — Seamless integration is crucial for a smooth user experience. Customization — One size fits no one. Ensure the app you are choosing allows you to customize workflows to get the most out... --- - Published: 2023-06-22 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/ultimate-guide-to-shopify-tags/ - Categories: Shopify Growth - Tags: shopify Shopify tags are a way to group items on your Shopify store. As your store grows, a lack of organization can result in confusion and chaos. Finding and making bulk edits to products, sorting orders, and creating collections can become time-intensive. But tags can help manage your store’s products and content. In this article, we explain the meaning of Shopify tags, how they work, and how you can use them to streamline your store’s backend. Ready to bring your store data to life with automation? Try MESA today and enjoy the benefits—reduced time editing product pages and managing orders, all without any coding hassle. Basics of Shopify tags What are tags on Shopify? Shopify tags are labels that help group your Shopify store’s data, such as products, customers, orders, and more. Grouping makes backend tasks easier and helps improve customer experience through accurate search. You don’t always have to add these tags manually. For example, you can configure MESA to automatically add tags — such as a VIP tag to customers who exceed a certain amount of purchases during a year. Related: How to automatically add Shopify tags to products and more You can create custom tags for all sections of your store for which tags are available. Let's say you tag a customer as a VIP. Since you can add multiple tags, you can also give the same customer separate tags, for example, retargeting. Using these two tags, you can create a customer segment for a retargeting campaign for VIP customers who haven’t shopped from your online store in a while. Types of Shopify tags Think about a new phone. When it only has a few apps, the menu is well-organized. As you add more apps, the menu gets bigger. So you group apps into folders to find them more easily. Shopify tags are conceptually the same thing but for an online store. Based on where these tags are used in your online store, you have 6 types of tags available: Products You can add Shopify product tags to a specific product's detail page from the products page or the inventory page on your store. Shopify product tags help categorize products and enable users to search for products faster and improve online store navigation. To manage shopify product tags, focus on how you want to group your products when creating product tags. A product tag can be based on the product’s season (winterwears), price range ($300 and above), build material (metal), or other relevant information. Transfers On the transfers page of your store, you can add Transfer tags to help you track incoming and outgoing inventory. Transfer tags are especially helpful if you have multiple storefronts with linked inventories. Similar to a product tag, you can go to a specific transfer's details and either choose an existing tag, such as "CoD" or create a new tag, let's say "urgent. " Customers Customer tags help manage customer data. You can segment customers to deliver better experiences and personalize marketing campaigns. You can tag customers from the customer details page based on any criteria, such as the number of orders, review status, returning customers, or location, and then use these tags to filter customers. Blog posts Blog post tags help organize blog posts and offer better blog suggestions to customers. You can add tags from the Blog Posts page to categorize them in a certain way. For example, each time you complete a specific blog post, you can add a tag to such as “announcements,” "tutorials"or “news”. Looking at another example, by tagging blog posts with "evergreen" and year of publishing "2021", you can filter blog posts that require updating. Orders Order tags make managing the fulfillment process easier. You can use tags like “fragile,” “back-ordered,” or “delayed shipments” and filter your orders when you need a quick overview. For example, you can group orders that have the same delivery date or fulfillment regions. Draft orders Similar to orders, you can add draft order tags on the draft order details page. Use them to put draft orders in different baskets based on whether they’re pre-orders or campaign-specific orders. You can make any changes by going to the specific draft order's details page when needed. How to manage Shopify tags Now that you know what tags in Shopify are, let’s talk about how you can create and manage Shopify tags. Create tags on Shopify To create a new Shopify tag, follow these steps: Go to the product, transfer, customer, blog post, order, or draft order page on your Shopify website based on what you're going to tag. Enter a specific item's details page. Type in the label name to create tags in the Tags section. Alternatively, select one of the existing tags from the list by clicking manage. Click Save. Remove tags on Shopify To remove tags manually from your Shopify store: Again, go to the relevant section: product, transfer, customer, blog post, order, or draft order page on your Shopify store. Remove the tag by clicking on the x next to it. Alternatively, click Manage in the Tabs section and uncheck the tags you want to remove from the list. Click Save. Add or remove tags in bulk To bulk edit the tags and save time, you can go to the relevant page from your Shopify admin and select multiple items at the same time. After that: Click Add tags or Remove tags. Select the relevant tags. Click Save. Popular use cases of Shopify tags Here are some examples of how tags can increase searchability and streamline backend tasks: 1. Use tags for search You can use tags to search for products, transfers, customers, blog posts, orders, or draft orders. Here’s how: Type in the name of the tag in the search bar in Shopify admin. Browse the search results and click on the relevant result. For example, you can search for the tag “low risk” to get a list of low-risk customers who have placed orders. Or you can use the tag “summer” to get a list of summer-specific products in your store. Even though tags are invisible to customers, you can use them to create a customer-facing use case. For example, when a customer searches for a term matching the product tags you have added in your store, they see the product pages with that tag, and the customer can find good results from your online store search. That's important because, according to a Google Cloud Study, 97% of consumers say their favorite retail websites are ones where they can quickly find products they’re looking for. 2. Use tags to filter Filters can be used internally as well as externally. Here’s how you can filter by one tag: Click on Products, Transfers, Customers, Blog posts, Orders, or Draft Orders from your Shopify admin. Click Tagged with or More Filters. Enter the name of the tag. For example, you can filter orders by the tag “unfulfilled” to apply the fulfillment status filter. If you want to filter by multiple tags, use a syntax in the search list. 3. Create an automated collection Once set up, tags can also auto-create collections of similar products. For example, if you tag products with a seasonal tag (like summer or fall), these products will automatically appear in the matching collection. SIR. does a great job of using collections. They have multiple collections based on style and time of the year. For example, here’s their Resort 23 look collection: Source To create an automated collection: Add a tag to products in your manual collection. Create a new automated collection by navigating to Products > Collections from the Shopify admin and selecting Add a collection. Use the tag you added in the previous step as a condition. Delete the manual collection. Suppose you’re a clothing brand. You want to create an automated collection that includes all accessories. Say you have three accessories available: sunglasses, belts, and fanny packs. You’ve added the product tags to each of these products. You create an automated collection, select the radio button to the left of any condition, and add three conditions. Each condition should check if the product tag is equal to “sunglasses,” “belts,” or “fanny packs. ” Best practices for using Shopify tags effectively Shopify tags help you use your data across the store. The idea is to group elements so you can edit them or call them anywhere in your store. Follow these best practices when you create custom tags in Shopify: Avoid keyword stuffing in the tags. Tags can help in SEO, but keyword stuffing takes makes the primary use of using tags: effective organization harder. Use different tags to create multiple ways to group your products, customer data, etc. Explore ways to automate tags and save time. Combining tags with an automation tool like MESA amplifies the capability of tags to streamline your workflow. --- - Published: 2023-05-31 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/best-shopify-metafields-apps/ - Categories: Shopify Growth In the ever-evolving ecommerce landscape, harnessing new technology for the success of your online store is a breeze. Among the myriad of ecommerce enablers, Shopify stands out, offering robust features and options for effortless setup. However, there can be limits on customization, such as adding extra information or images due to lack of additional fields. The solution? Shopify metafield apps! These apps unlock extended functionality for your store, ensuring you never have to compromise on the capabilities of your online presence. A metafield is just a place to keep information in your Shopify store. There are some existing metafields but these external metafield apps have become increasingly popular with ecommerce business owners looking to create custom fields. These fields can contain more information that is not necessarily possible through existing Shopify metafields. If you're a Shopify store owner looking to take your ecommerce game to the next level, you won't want to miss out on the top Shopify metafields apps. These innovative tools allow you to go beyond Shopify's built-in product page fields and add custom fields for your products, orders, customers, and more. But as with every popular Shopify app category, finding the right metafield app can be a difficult decision. There are some great options out there that are ideal for a business of any size but which one to go with. The good news is that we've done the work for you! In this blog post, we’ll take a look at five of the best Shopify metafields apps out there. Ready to save time by automating metafields? Try MESA today to easily manage custom fields in workflows throughout your business. Metafields Guru (4. 9) Shopify App Store Rating Let's start with Metafields Guru. It's the one with the most total reviews on our list with 230 5-star reviews. Metafields Guru is a revolutionary app that's changing the way we handle online content. With its ability to add custom metafields, you can now tailor your website to your specific needs more easily than ever before. For those who are short on time, Metafields Guru provides a streamlined approach for creating and editing metafields. One particular feature that stands out is the output language code, which allows users to optimize their content for specific languages, such as EN-US. This means that your website can have a more targeted approach to your audience, making it a powerful addition to your digital toolkit. Whether you're a seasoned marketer or just starting out, Metafields Guru is one of the must-have shopify metafields apps that can help take your online presence to the next level. Price: Free plan available - Yes. Three paid versions: $9 allowing 2000 entities in bulk upload, $19 with 20000 entities and $59 with 100000 entities. Key Features: Create, update, and delete metafields in bulk with a single click. Import export metafields from a CSV file of any structure. Advanced filters with Excel-like spreadsheet interface. Add more structure to your data with metafield sets and Shopify's definitions. Use browser extension to manage metafields directly in the Shopify admin panel. Metafields Custom Field Master (4. 6) Shopify App Store Rating As Shopify continues to evolve, merchants are looking for ways to enhance their online stores, and fortunately, HulkApps' Metafields Custom Field Master app is a great option to consider. With this app, users can easily create and edit meta fields to add additional data to their products, collections, and pages. What makes this app stand out is its user-friendly interface and efficient navigation system, making it easy to manage and maintain all metafields. Additionally, Metafields Custom Field Master allows users to import bulk edit and export metafield values in bulk, which is especially useful for store owners dealing with a large inventory. Overall, this app is an excellent choice for those looking to optimize their Shopify store with custom metafields. Price: Free plan available - No. Only 5 day free trial is available. There are three paid plans with the first paid plan being $9. 90 per month, and the top-end version costing $49. 90 per month. Key Features: Easily import the metafields in bulk, making it a time-saving approach. Create dynamic logic to personalize the shopping experience further. Personalize your metafields' look, feel, and functions whenever you choose. Add and display additional information in any language using metafields. Place and manage all types of content with metafields in your store with its metafields manager. Bonify Custom Fields (4. 7) Shopify App Store Rating Shopify store owners who are looking for efficient ways to manage their product data should definitely check out Bonify Custom Fields. With 91% of their total reviews at 5 stars, this is definitely worth checking. This powerful Shopify metafields app is designed to help merchants add unlimited custom fields to products, orders, customers, and other areas of their store. With Bonify Custom Fields, you can easily enhance the functionality of your store and boost your sales. The app makes it simple to add, edit, and delete different types of metafield values, including text, date, checkbox, and more. You can also import and export your custom fields data with ease. Overall, Bonify Custom Fields is a must-have app for any Shopify store owner who wants to optimize their product data management. Price: Free plan available: Yes. This app is free to use for development stores. There's a 14-day free trial as well. There are two paid options - one being $14 per month and the other $19 per month. Key Features: Data imports including file/image imports and all types of metafield data. Works with all Shopify metafield data types and includes exclusive field types. Build out complex field groups with nested fields. Automatically imports any existing metafield configurations. Bulk upload and editors for quick changes to multiple items at once. Accentuate Custom Fields (4. 9) Shopify App Store Rating Accentuate Custom Fields is a great, metafields manager app for Shopify store owners who are looking to supercharge their product data. With this app, you can easily add custom fields to your products, collections, and other areas of your store. This app also allows users to create multiple types of fields and assign them to various locations on the store. Additionally, this app provides users with an easy-to-use UI for managing and customizing their store's metafields and data. Overall, Accentuate Custom Fields is a great app for those who want to fine-tune their product data and make it more engaging for customers. Price: Free plan available - Yes. In addition, there's a 30-day free trial as well. As for paid plans, it offers two of them. The professional plan costing $20 per month, and the professional plus plan costing $40 per month. Key Features: Improved metafield editor experience. Full support for Shopify OS 2. 0 types. Define custom layouts for specific product, pages etc. to use in your theme. Advanced image resize/crop and transformation options directly in Liquid. Sync metafield definitions and transfer data between stores using Excel. See our website for a full list of ACF features, including versioning of data. Advanced Custom Fields (ACF) (4. 4) Shopify App Store Rating This is another great option for Shopify store owners looking to easily add custom fields to their products and other areas of their online store. With this app, users can create text, number, and checkbox fields, as well as radio buttons and drop-down menus. With Advanced Custom Fields you'll completely simplify the management of your metafields. You'll be able to handle them manually or in bulk. Other functionality includes easy view, color picker, as well as the ability to search and edit your metafields of any data. ACF also has filter support if you want to export metafields in their paid plans. Overall, ACF is an excellent choice for those looking to optimize their product data management. Price: Free plan available: Yes. There is a free option to install with a $2 per 500 Energy points. From there, there are $4. 99 per month and $12. 99 per month options. Key features: Streamlined metafield management: Supports all data types. Simplified data control: Import/export in various formats. Easy media uploads: Store and present custom data. Retrieval of liquid syntax: Quickly incorporate custom data. Tips for maximizing the benefits of using a Shopify metafields app Shopify metafields app can enhance your online store functionalities and give your customers an exciting shopping experience. However, to get the most out of these Shopify apps, it is essential to know some tips for maximizing their benefits. Firstly, use any one metafields app to add more product information, including images, videos, and descriptions, to your online store. This way, customers can have a clear and better understanding of the products they are buying. Additionally, you can use the app to add metadata that can improve your search engine optimization (SEO) efforts. Finally, automate repetitive tasks using the app, such as adding tags or categorizing products. By following these tips, you ensure your online store's efficiency and have a seamless shopping experience for your customers. Factors to consider when choosing a Shopify metafields app There are a few factors that you might want to consider before making a decision to choose one of these Shopify apps. Integration: Firstly, seamless integration with your current Shopify theme is important for a smooth user experience. How customizable is it? Next, the app should offer customizable options and the ability to store various types of data. Pricing: Are you getting the features you need in your budget range? If an app only has advanced filters or bulk upload in higher-tier plans, it might not be for you. Customer support and user reviews: You might also want to check if the app supports multiple languages and offers a reliable customer support service in your preferred language. Also check the user reviews. When you have found an app that ticks all these boxes, you will be well on your way to improving your store's functionality with metafields. Related: How to automate Shopify metafields So, which Shopify metafields app is right for you? So you've decided to take your Shopify store to the next level and start using metafields. But with so many apps available, how do you choose the right one? Luckily, the list above will help guide you in choosing one from these best shopify metafields apps for your business. Whether you're after a simple, free app to manage your shopify data, or an advanced and customizable solution, there's something here that will suit your needs. Remember to weigh up the different features of each app before making your decision – this way you can be sure that you're getting the best value for money.   With the right metafields app, you can improve your store's user experience and make managing product data much easier. Good luck! --- - Published: 2023-05-31 - Modified: 2025-08-05 - URL: https://www.getmesa.com/blog/best-chat-gpt-shopify-apps/ - Categories: Shopify Growth - Tags: AI, ChatGPT, openai Are you looking to improve the speed and efficiency of your content creation efforts? Chat GPT Shopify apps have evolved very quickly and revolutionized the way we create, curate, and optimize content. From product descriptions to meta descriptions and blog articles, it's now easier than ever to generate high-quality text and human-like responses that engage readers. It's becuase ChatGPT is trained on vast amount of writing data from all over the internet. When you give it a prompt the tech behind it (an LLM) is analyzing what it should write next. Now there are versions to use ChatGPT that is trained on marketing data to produce content and develop marketing strategies for Shopify stores. But it can be tough to figure out which one actually works and is right for your business needs. That’s why we've created a list of the best Chat GPT Shopify applications—so you can make an informed decision about how to proceed with your digital marketing and content creation activities. Read on for our roundup of the top Chat GPT Shopify apps! Ready to save time by automating ChatGPT? Try MESA today to easily add AI into workflows throughout your business. Best Shopify Chat GPT apps for Content Creation If you are looking to automate your content creation process, then the variety of ChatGPT apps that can be integrated with Shopify will make a significant impact on your life. Let's take a look at a few of the many options out there, starting with MESA. MESA (5. 0) Shopify App Store With MESA, you can quickly and simply connect Shopify to ChatGPT. Once you've integrated the apps, you'll be able to get far more tasks done automatically which will save you many hours of work each week. It's one of the preferred apps for automating content between Shopify and ChatGPT, and it's one you'll want to keep a close eye on. Thousands of ecommerce businesses swear by it. You'll be able to effectively integrate Shopify and use ChatGPT with no-code workflows, which means that you'll get far more work done. By using the power of MESA, you'll be able to eliminate the routine and everyday tasks of running your ecommerce business. MESA offers a simply-to-use no-code builder that will make integrating Shopify to Chat GPT a breeze. You'll get live chat and email support, and a workflow setup service. MESA also offers a 7-day free trial to get started. Product Description ChatGPT AI (5. 0) Shopify App Store Among the best options out there is Product Description ChatGPT AI. This app harnesses the power of AI to help you write engaging product descriptions that convert into sales. With Product Description ChatGPT AI, you can use ChatGPT to generate descriptions and other text data for over 1,000 products in one simple click. With this app, you can easily create accurate product descriptions that are optimized for search engines like google, helping you to increase your organic traffic and sell more. It also provides analytics so you can track the performance of your product descriptions over time. Price: Free Plan - 100 tokens/month. Basic Plan - 1000 tokens/month for $29. 99/month. Pro Plan - Unlimited tokens for $49. 99/month. Key Features: Write almost anything, including product descriptions, meta descriptions & more. Generate descriptions for 1,000+ products in one click. Get to the top of Google with our SEO toolkit and powerful tool. WorkGPT: Create Content ChatGPT (4. 5) Shopify App Store Another great option for content creation on Shopify is WorkGPT. This platform uses an AI-powered language model to produce high-quality content quickly and efficiently. With WorkGPT, you can generate blog posts, articles, product descriptions, and other forms of content that are not only well-written but also tailored to your brand's tone and style. Simplify your content creation process with WorkGPT and focus on other important aspects of growing your business. Price: Free Plan - 5 content credits and no contacts Basic Plan - 100 content credits for $9. 99/month Professional Plan - 1000 content credits for $59. 99/month Key Features: Generate title & descriptions for 1,000+ products in one click. Convert text to audio/video for product promotion. Generate content and content snippets optimized for SEO. SEO-optimized blog posts that help drive traffic to your website. Product Description Generator (4. 9) Shopify App Store Product Description Generator is another great option for quickly generating product descriptions. This app uses an advanced AI algorithm to generate unique and engaging descriptions tailored to your store's specific needs. Product Description Generator offers a range of features. With this app, you can easily create accurate product descriptions that are optimized for search engines, helping you to increase your organic traffic and sales. Price: Free trial - 1 day free trial. Premium plan - $9. 50 for unlimited access to all tools. Key Features: You can generate product description, blog posts, fb ads, google ads, etc. You can generate product descriptions in 10+ languages. We have made the user interface simple to use and easily understandable. GoWise: AI Product Description (4. 8) Shopify App Store One of the best apps available for creating product descriptions is GoWise AI product description. As with the others we've listed, this app uses AI to generate unique, product-oriented descriptions that are engaging and help increase the conversion rate. It saves time and energy, while still taking care of the details that are important to customers. With GoWise AI product description, businesses can easily create high-quality content that grabs the attention of potential customers and boosts sales. Price: Pay as you go plan with first five product free. Each product costs $0. 125 after that. Key Features: SEO keyword-focused descriptions by AI based on your product and store category. Perfect ChatGPT templates for descriptions: tagline, body, and key-features. Write descriptions for multiple products in seconds with the Bulk feature. English, German, French, Spanish, Finnish, Portuguese, Spanish, Dutch and more. Descriptions in formal/informal tones with focus on keywords. Live chat support. Brainy: AI SEO & Content Boost (5. 0) Shopify App Store Brainy: AI SEO & Content Boost is one of the best apps on the market for creating top-notch content that stands out from the competition. With its advanced AI technology, Brainy can analyze your website for historical data and identify areas of improvement, allowing you to tailor your content to your target audience and boost your search engine rankings. It allows you to generate perfect product details, descriptions, image alt text, and SEO content, as well as monitor and fix potential issues. Whether you're new to Shopify or a seasoned pro, Brainy's powerful features make it an essential tool for any content creator looking to take their website to the next level. Its AI-powered features are easy to use and can be quickly integrated into existing content. Price: Free Plan - 5 product optimizations per month. Paid Plan - $6. 99/month for 100 product optimization with advanced features. Key Features: Create customized product content and SEO content using ChatGPT AI. Monitor your products' content and SEO in realtime and identify any issues. Select the right content for you brand from multiple AI-generated suggestions. Effortlessly resolve product content and SEO issues with just one click. Dedicated 24/7 expert customer support team to help you with any issue The growing importance of AI and ChatGPT in e-commerce In today's fast-paced digital world, e-commerce has become an integral part of our lives. With the rise of artificial intelligence (AI) and ChatGPT technology, the e-commerce industry is seeing a massive transformation. AI is enabling businesses to automate their operations, streamline their responses and personalize their services, while chatbots powered by GPT technology are providing quick and efficient customer service with 24/7 availability. The growing importance of these technologies is helping businesses to create a better shopping experience for their customers, resulting in increased customer satisfaction and loyalty. Moreover, AI and ChatGPT are also helping businesses to optimize their products and services, reduce operational costs, and gain business intelligence insights. As we move towards a more interconnected and digital world, the integration of AI and ChatGPT in e-commerce is becoming more crucial than ever before. Related: Best Shopify AI Apps to Help You Boost Your Store Benefits of integrating ChatGPT into a Shopify store By integrating ChatGPT into a Shopify store, businesses can provide their customers with immediate and personalized support, creating a seamless shopping experience. ChatGPT's artificial intelligence allows for intuitive communication, saving businesses time and money by reducing the need for human customer service representatives. Trust and loyalty between businesses and customers can also be fostered through the built-in feedback system, ensuring that the customer's voice is always heard. Overall, use ChatGPT with a Shopify store for countless benefits and enhance your customer experience and increase sales. Conclusion In conclusion, AI and ChatGPT are becoming increasingly important for e-commerce businesses. By taking advantage of these technologies, businesses can save time and money while optimizing their operations and focusing on customer loyalty. Ultimately, AI and ChatGPT are revolutionizing the e-commerce industry and have become an essential part of doing business online. How are you integrating AI into your business? --- - Published: 2023-05-31 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/shopify-metafields-guide/ - Categories: Shopify Growth - Tags: shopify As ecommerce continues to evolve at an unprecedented pace, every retailer on Shopify understands the importance of staying ahead of the curve. This requires mastering not just the basics, but also the more subtle and powerful tools available within the platform. One such feature, often overlooked but highly impactful, is the use of Shopify metafields. Metafields are a secret weapon in your Shopify arsenal, a hidden gem that unlocks a world of possibilities. They allow you to add custom, additional data to objects such as products, customers, and orders, thereby enabling a level of personalization and efficiency that standard features can't match. Whether you are seeking to provide richer product information, or a developer looking to fine-tune the functionality of a Shopify store, mastering metafields will undoubtedly give you an edge. This guide is your comprehensive roadmap to understanding, managing, and creatively utilizing metafields to their full potential. Furthermore, check out the guide to Shopify metafield apps to help manage these custom fields or learn how to automate Shopify metafields and put the entire process on autopilot. Want to do more with Shopify metafields? Try MESA today and start building smarter automations. What is a Shopify metafield? Shopify's metafields come to the rescue for online businesses seeking that extra edge. But what exactly are metafields? Metafields in Shopify are custom fields that you can use to extend the functionality of items in your Shopify store, including products, product variants, collections, customers, orders, pages, and even the store itself. Essentially, metafields store additional information beyond the standard Shopify fields. In technical terms, a Metafield consists of a namespace, a key, and a value. The namespace and key together make a Metafield unique, helping to categorize and identify the Metafield, while the value stores the actual data. This data can be a string (text), an integer (number), a boolean (true/false) value, or even a JSON string for more complex information. Understanding Shopify metafield components A metafield in Shopify is made up of three key components: namespace, key, and value. Together, they define the structure and content of the Metafield. Understanding these components is crucial to effectively managing and utilizing metafields in your Shopify store. 1. Namespace The namespace is a category or a container that groups related metafields together. It's a way to keep your metafields organized and avoid potential conflicts between metafields that might have similar keys but belong to different categories. For instance, you might have a namespace named "product_details" for additional product attributes, and another namespace called "shipping_info" for storing extra shipping data. 2. Key The key is a unique identifier within the namespace that helps you pinpoint a specific metafield. It works like a label that tells you what the metafield's content is about. For example, within the "product_details" namespace, you could have keys like "author_name" or "publishing_year. " 3. Value The value is the actual data stored in the metafield. It could be a string, integer, boolean, or JSON string, as explained in the previous section. Referring back to our book product example, the value of the "author_name" key might be "J. K. Rowling," and the "publishing_year" could be "2007". 4. Value Type Though not a part of the metafield itself, the value type tells Shopify what kind of data is stored in the value. It is crucial for interpreting the value correctly. The type can be one of the four data types: string, integer, boolean, or JSON string. To summarize, if we consider a metafield like a file in a filing cabinet, the namespace would be the drawer where we keep the file, the key would be the label on the file folder, and the value would be the contents of the file. Understanding Shopify metafield types Metafields in Shopify are incredibly versatile. They can store practically any kind of additional information, be it related to products, collections, customers, orders, or even the entire store itself. Data types are one of four primary categories: String This type is used for text-based information. It could be a single word, a sentence, or an entire paragraph. One popular use case for string metafields is to store additional product information. For example, you might use a string metafield to store an author's name or a book's ISBN on a product page for a bookstore's Shopify site. Integer This type is used for whole numbers, whether positive, negative, or zero. Integers are commonly used to rank or order items. For example, you could use an integer metafield to create a custom sort order for your collections that doesn't rely on the usual alphabetic or date-based sorting. Boolean This type is used for true or false values. This can be handy for all sorts of conditional formatting or filtering. A simple use case might be to create a Boolean metafield for products to indicate whether they're eligible for a special promotion or not. JSON String This type allows for the storage of more complex data structures. This is great for when you need to store data that doesn't fit into the other three categories. For example, you might use a JSON string Metafield to store detailed sizing information for clothing items, including measurements for different sizes and fits. By understanding the different data types and considering their potential applications, you can begin to see the immense possibilities metafields offer for your Shopify store. This enhanced flexibility can be the key to unlocking a truly personalized and optimized ecommerce experience for both you and your customers. How to manage Shopify metafields While Shopify metafields offer a world of possibilities for customization, managing them requires a good understanding of their structure, as well as the tools available for their manipulation. Default Shopify Metafield Management By default, Shopify allows you to create, update, and retrieve metafields through their API. If you're comfortable with coding and have access to developer resources, you can create and modify metafields directly using Shopify's Admin API. Shopify's interface also exposes metafields for certain types of objects like products and product variants. You can use the Shopify Admin to add metafields to these objects manually. However, these default methods have their limitations. They can be time-consuming, and not all store owners or managers have the coding expertise or resources to deal with APIs directly. They also do not provide an intuitive interface to view or edit all your metafields in one place. Shopify Metafield Management Apps and Tools To make the process more accessible and efficient, numerous Shopify metafield apps have been developed. These apps provide user-friendly interfaces for viewing, adding, and editing metafields across different objects in your Shopify store. They cater to those who prefer not to code, and can save a lot of time and effort. Real-world examples of metafield usage The power of metafields lies in their versatility. Here are a few ways you might use metafields in your Shopify store: Custom Product Attributes: Let's say you run a book store. Beyond the standard product attributes such as title, price, and description, you may want to include other details like author, publisher, and publication date. Metafields allow you to store this extra data and display it on your product pages, making for a more informative and compelling product presentation. Enhanced Customer Profiles: You could use metafields to store additional information about your customers, such as their birthdays or preferred brands. This information can then be used to create personalized marketing campaigns or offer special promotions. Order-Specific Instructions: If you offer custom products, you could use metafields to allow customers to include special instructions for their orders, such as engraving text for a personalized item. These instructions can be attached to the order as a metafield and accessed easily by your fulfillment team. Related: How To Write Shopify Product Meta Descriptions Using ChatGPT In essence, Shopify metafields are a powerful and flexible tool that can help enrich your store's data, thereby enhancing your customers' experience and your store's functionality. Conclusion Mastering Shopify metafields is a valuable skill that every ecommerce manager and developer should acquire. Metafields offer an unparalleled level of customization and flexibility, enabling you to store and manage custom data for a wide variety of objects in your Shopify store. From enhancing product descriptions to optimizing SEO, the applications are virtually endless. While the learning curve might seem a bit steep at first, with practice and a bit of creativity, you'll find that metafields can open a world of opportunities for your Shopify store. They can help you provide a richer, more personalized customer experience, leading to increased engagement, satisfaction, and ultimately, sales. Remember, staying ahead requires continuous learning and adaptability. Mastering features like metafields allows you to leverage the full potential of the Shopify platform, and places you one step ahead in the race. Keep exploring, keep innovating, and harness the power of metafields to propel your Shopify store. --- - Published: 2023-05-23 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-add-shopify-low-stock-alert-instantly/ - Categories: Workflow Tutorials - Tags: discord, email, gmail, shopify, slack, sms Nothing is more important than effective inventory management. Today's scenario sees your Shopify store fully stocked, and the next moment, your hot-selling item could be on the brink of selling out. A Shopify low stock alert can be your guard against such unexpected inventory surprises, effectively acting as a lifesaver for your business operations. While selling out might sound like a dream come true, running out of stock without any forewarning can seriously impact your customer satisfaction, order fulfillment, and, ultimately, your sales revenue. This is where instant low stock alerts come to the rescue. With this system in place, you'll be alerted as soon as your inventory hits the low stock threshold, enabling you to restock efficiently and avoid disappointing your customers. Imagine having a smart, reliable tool that takes over the arduous task of constant inventory monitoring. Intriguing, isn't it? In this article, we'll walk you through the steps to add instant low stock alerts to your Shopify store using MESA, a sophisticated Shopify automation app. With this tool by your side, you'll be able to focus more on delivering superior customer service and less on inventory stress. Read on to learn how to enhance your inventory management with MESA, bringing inventory balance and stability to your Shopify store one alert at a time. Get low stock templates Personalize these workflow templates today: Browse the template library for more notification workflows. ▶ Tutorial: Get Slack notification when stock is low https://youtu. be/-L6wtKlcMh0? rel=0 Why use MESA for low stock alerts With the importance of maintaining a balanced inventory being clear, the next question is: why should you use MESA for managing your Shopify low stock alerts? MESA is not just another Shopify automation app. It's a powerful, automation platform designed to help you manage your everyday tasks and operations more efficiently. When it comes to inventory management, MESA's low stock alert Shopify workflow is a standout, helping you stay ahead of inventory issues and maintaining your store's operational efficiency. Let's break down the benefits of using MESA for your Shopify low stock alert: Automated Inventory Monitoring: With MESA, you no longer need to constantly check your inventory levels. Once set, MESA monitors your stock levels and alerts you when they hit a preset threshold, saving you time and reducing the chance of human error. Customizable Alerts: MESA allows you to customize the low stock level at which the alert is triggered for each product. This flexibility enables you to manage your inventory based on the individual needs of your products. Multi-channel Notifications: MESA can send low stock alerts through various channels like email, SMS, or even directly to your Slack channels. This ensures you receive the alert wherever you are, in a way that best suits your workflow. Integration with Other Shopify Apps: MESA seamlessly integrates with other Shopify apps and features. For instance, you can link your low stock alert to your supplier's system, triggering an automatic reorder when stock levels fall below a certain point. Data Analysis and Insights: MESA can help you build comprehensive reports and analytics about your inventory. These insights can help you make informed decisions about product performance, restocking schedules, and overall inventory management strategy. By utilizing MESA for your Shopify low stock alerts, you're not just setting up notifications; you're adopting a smarter approach to inventory management. In the next section, we'll guide you through the steps to implement these instant low stock alerts using MESA, empowering your Shopify store with efficient and proactive stock management. Understanding low stock alerts An efficient inventory management system is a non-negotiable component of success. A crucial part of this system is what we refer to as a "low stock alert. " But what does it mean, specifically in the context of a Shopify low stock alert? A low stock alert is essentially a notification that gets triggered when the inventory levels of a specific product in your store reach a predetermined threshold. The main purpose of this alert is to prevent your store from running out of stock and to ensure seamless operations. But why is a low stock alert important for your Shopify store? Well, picture this: you're experiencing a high demand for a specific product. Orders are flowing in, and your customers are happy. However, behind the scenes, the inventory for this product is dwindling, but you're unaware. Suddenly, you run out of stock, causing unfulfilled orders, unhappy customers, and a potential loss of sales. Now, imagine the same scenario, but with a Shopify low stock alert in place. As soon as your inventory levels dip to a certain point, you receive an alert. This gives you enough time to restock the product, keeping your operations smooth, your customers satisfied, and your sales consistent. Shopify admin - products with low or no stock inventory A low stock alert Shopify system, like the one offered by MESA, allows you to automate this process, ensuring you're always aware of your inventory status without having to manually check it constantly. It can be a game-changer for your ecommerce operations, leading to better planning, improved customer service, and increased sales. Now that we've explored what a Shopify low stock alert is and why it's vital, let's dive into how you can implement it in your store using MESA in our next section. Advanced usage: How to use low stock alerts effectively Setting up a Shopify low stock alert using MESA is only the beginning. Once you have these alerts in place, the real key lies in using them effectively. This step can turn a simple notification system into a strategic tool for optimizing your inventory management. Let's delve into how to make the most of your low stock alert Shopify system. 1. Integrate with Restocking Plans Use the low stock alerts to kickstart your restocking plans. For example, if a particular product has a long lead time from your supplier, you can set the low stock alert at a higher level to ensure you have enough time to restock before running out. 2. Analyze and Adjust Alert Thresholds Over time, you'll start noticing trends – certain products may sell faster, while others move slowly. Based on these trends, you can adjust your low stock alert thresholds accordingly. This strategy ensures you're not caught off guard by sudden spikes in demand or left with overstocked slow-moving items. 3. Use Alerts to Manage Seasonal Variations If your sales see seasonal fluctuations, your Shopify low stock alert system can help manage this. Increase alert thresholds for high-demand periods and decrease them during slower seasons to maintain balanced inventory levels. 4. Integrate Alerts with Promotions Are you planning a big sale or promotion? Increase the low stock alert threshold for products included in the promotion. This ensures you're alerted in time to restock before the promotion kicks off. 5. Automation with Suppliers Consider integrating MESA with your suppliers' systems. This way, a low stock alert can automatically trigger a purchase order, minimizing the time it takes to restock. By using your low stock alert Shopify system strategically, you can transform a simple notification tool into a dynamic part of your inventory management strategy. Keep an eye on trends, adjust as needed, and you'll find your Shopify store running smoother than ever before. Conclusion Efficient inventory management is paramount in the realm of ecommerce, and maintaining an optimal level of stock is one of the keys to ensuring your store's success. Incorporating a Shopify low stock alert into your inventory management strategy is a smart move, offering you control, convenience, and, most importantly, peace of mind. By leveraging the power of MESA, you can take this one step further. MESA's customizable low stock alert Shopify feature not only notifies you when stock levels are dipping but also seamlessly integrates with your store's operations, automating and enhancing your inventory management process. But remember, simply setting up an alert is not enough. As we've seen, it's about how you use these alerts strategically and proactively to make the most of your inventory. Whether it's integrating alerts with your restocking plans, adjusting thresholds based on sales trends, or using alerts to manage seasonal variations, you have an array of possibilities to explore. Take the first step today and set up your Shopify low stock alert with MESA. Unleash the potential of proactive inventory management, ensuring your best-sellers are always ready for your customers. Because a well-stocked store is a successful store. --- - Published: 2023-05-22 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/plant-a-tree-with-every-shopify-order-this-earth-day/ - Categories: Shopify Growth - Tags: digital humani In today's increasingly eco-aware marketplace, brands leverage Shopify to intertwine commercial success with environmental sustainability. It's an unexpected intersection to grow customer loyalty and reforestation. Here's the brilliant idea: for every order placed, a tree is planted. This approach isn't merely a marketing tactic. Rather, it's a meaningful way to engage consumers in combating climate change while simultaneously fostering brand loyalty. The strategy makes every transaction more meaningful — benefiting not only the business and the customer but also our precious planet. When every purchase becomes a contribution to a greener future, customers feel a deeper, more profound connection to the brand. In this article, learn why brands intertwine their commercial endeavors, customer loyalty, and environmental stewardship. By setting a fresh benchmark for corporate social responsibility in e-commerce, they are transforming the landscape of online retail. So, grab a cup of your favorite beverage, get comfortable, and let's explore the green roots of this progressive business approach. Want to do more to grow your customer loyalty? Try MESA today and start building smarter automations. Build brand loyalty with conscious capitalism Balance the interests of stakeholders, including customers, suppliers, communities, and the environment. Conscious capitalism is a philosophy of business that advocates for organizations to operate ethically and with a broader purpose beyond simply making a profit. Shoppers increasingly care about conscious capitalism due to heightened environmental awareness, social responsibility, and a desire for transparency. They're more inclined to support companies that align with their values, contribute positively to society, and are transparent in their operations. They often associate these businesses with high-quality products. Moreover, conscious consumption gives them a sense of personal satisfaction and empowerment, knowing that their purchases are making a difference in the world. Today's consumers are buying not just a product or service, but the values and mission the brand stands for. Benefits of brand building through conscious capitalism Remember, sustainability is not just good for the planet; it's also good business strategy. It resonates with customers, employees, and stakeholders alike, making it a win-win for all. Enhanced Brand Image: A reforestation program not only promotes environmental sustainability but also significantly enhances a brand's image. It shows that the company cares about more than just profits and has a commitment to the planet and its future. Grow Customer Loyalty and Retention: Customers are more likely to stay loyal to brands that share their values. By showing a commitment to environmental sustainability, a brand can attract and retain like-minded customers, enhancing customer loyalty and lifetime value. Competitive Differentiation: In a crowded marketplace, a commitment to sustainability can help a brand stand out. As more consumers make environmentally-conscious decisions, brands that support these values can differentiate themselves from the competition. Increased Sales: Studies show consumers willingly pay more for products from companies committed to positive social and environmental impact. Thus, a reforestation program could potentially increase sales and profits. Risk Management: By actively participating in sustainability efforts, companies can mitigate the risks associated with environmental regulation and potential negative public perception related to environmental impact. Potential for Partnerships: This type of initiative opens the door for partnerships with environmental organizations, local communities, or even other brands committed to sustainability. Such collaborations can further boost a company’s reputation and reach. Grow Shopify trees and customer loyalty Back in May 2019, YouTuber Jimmy "MrBeast" Donaldson launched #TeamTrees, a climate change campaign to raise $20 million to plant 20 million trees by 2020. Shortly after, Tesla CEO Elon Musk pledged a million dollars to campaign, 10x more than the next-largest donation. Then, in a notable act of environmental philanthropy and friendly competition, Shopify CEO Tobi Lütke pledged to donate a million and one dollars! While the substantial individual contributions made by industry titans like Elon Musk and Tobi Lütke are undeniably impressive, imagine the potential impact if every brand across the Shopify platform took up the mantle of environmental stewardship. If each of these brands pledged to plant a tree for every order they received, the collective results would be nothing short of staggering. Consider this: Shopify hosts over a million businesses from approximately 175 countries. The platform reported handling over $300 billion in economic activity worldwide. If just a fraction of these transactions resulted in a tree being planted, we would be talking about tens, if not hundreds, of millions of new trees! Such a move wouldn't just signal a commitment to conscious capitalism, but could also drive meaningful action in the battle against climate change. It would further solidify the bond between brands and customers, fostering loyalty through shared values. Help plant more trees with Digital Humani We've developed a workflow template with Digital Humani that will donate a tree every time a product over $10 on your Shopify store is purchased to get you on the right track. Each step in the workflow is 100% customizable, and you will receive a detailed report every month before any donations are made. Just click on the template below to get started: Watch this workflow template tutorial https://youtu. be/Nss9M12lPmY Best of all, if you need any help getting this template, we offer workflow setup services. It's easier than ever to participate! Participate in reforestation The world's forests have lost 20% of their natural coverage since the 1900s. It is also estimated that 18 million acres of forest are lost each year, and nearly half of the Earth's forests have already been cleared. One tree may not seem like a lot, but an average tree can absorb 50 pounds of CO2 annually for 30 years. Planting these trees across the world is one of the biggest and cheapest ways of decreasing CO2 in the atmosphere and a major step in tackling the climate crisis. They also provide habitats for animals that desperately need them and purify the air we breathe while regulating local temperatures. Reforestation is one of the most accessible ways that people can contribute to solving the challenges of climate change. Let's invest in our planet to improve the world for ourselves and future generations. Related: How Eco Friendly Packaging Materials Can Build A Better Brand Why not participate in a bold initiative that will significantly impact the environment? Donate $1 of your sales to plant a new tree for every product you sell on your Shopify store. The entire process can be automated, making it that much easier to help reforest the planet. Benefits of tree-based restoration You can choose from a wide range of reforestation organizations where your donation is paid directly. This is all done without the money being handled by any third party; that way, you can ensure that every donation will be used to have trees planted. --- - Published: 2023-05-16 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-leverage-shopify-draft-order-for-repeat-purchases/ - Categories: Workflow Tutorials - Tags: delay, email, filter, loop, shopify In the ever-evolving world of ecommerce, repeat purchases play a pivotal role in the success of any online business. Encouraging customers to come back and make additional purchases not only increases customer retention, but also enhances customer lifetime value, ultimately leading to a more profitable and sustainable business model. To make the most of this strategy, ecommerce managers and developers must find efficient ways to streamline and simplify the process of handling repeat purchases. This is where Shopify Draft Orders come into play. Shopify Draft Orders offer a versatile and effective way to manage orders for repeat purchases. They enable you to create custom orders with tailored pricing, discounts, and billing and shipping information, making it easier to provide personalized incentives for your customers. To truly optimize your repeat purchase strategy and maximize its impact on your business, you need a powerful automation tool. Enter MESA, an advanced Shopify automation app designed to help you achieve more with less effort. By integrating MESA with your Shopify store, you can automate Shopify order processes, from creating Draft Orders to sending notifications and reminders to your customers. In this article, we will guide you through the steps to send Shopify Draft Orders for repeat purchases using MESA, and share valuable insights to ensure a successful and profitable repeat purchase strategy for your ecommerce business. Want to send purchase reminders with Shopify? Try MESA today and start building smarter automations. Watch the tutorial video https://youtu. be/qg1o3fL760g Send Shopify draft orders for repeat purchase opportunities How to send purchase reminders using Shopify draft orders Time needed: 11 minutes. To get started, be sure to add MESA on your Shopify store. Then, follow these step-by-step instructions to connect FTP files to your Shopify store. First, start a workflow using the Shopify > Order Created workflow Click the Shopify app to add it as the trigger to your workflow then choose the Order Created step. Optionally, add a Filter action step if you want to Loop through products in the order first When you add a Filter by MESA step, you can then look through the Product ID values to match a specific value. This is helpful if not all your orders are related to this draft order workflow. MESA prompts you to add a Loop step to check all products in an order, not just the first. Next, add a Delay by MESA action step Under the step configuration, adjust the duration to whatever you wish. In our example, we'll use 30 days. Note: Under Advanced Options, you can mark the option to skip the delay during tests. This way, you're not waiting the duration to conclude the workflow results. Next, add the Shopify > Retrieve Order action step This will help us grab all the details associated with the order that was created. Next, add the Shopify > Create Draft Order action step Select the Shopify app again, then choose the Create Draft Order step to add this to your workflow. Next, use the variable selector to add all the details for the draft order Click the {+} to add the customer's email, product variants, billing, shipping details, tags, and discounts. Next, add the Shopify > Send Invoice for Draft Order action Again, add the Shopify app then, choose the Send Invoice for Draft Order action to your workflow. Next, use the variable selector to add details for all the required Draft Order fields. Be sure to add a To, From, and Subject line for the email. Optionally, you can add a custom message that appears in the body of the email as well. Lastly, Save your workflow and be sure to turn it "On" Give it a descriptive name then turn it on so it can run automatically. Congrats! You're done. Popular products to send Shopify draft order invoices There are certain products that customers may need to repurchase within a short period: Subscription-based consumables - Items like vitamins, supplements, or specialty coffee may be consumed daily, prompting customers to repurchase within 30 days to replenish their supply. Limited lifespan products - Products such as disposable contact lenses, air fresheners, or water filters need to be replaced periodically, depending on their lifespan, which could require repurchasing within a month. Personal care items - Skincare, haircare, and grooming products like serums, hair masks, or razors may be used up within a month, leading to a need for repurchasing. Perishable goods - Fresh produce, dairy products, or meal kits have a limited shelf life, requiring customers to repurchase these items more frequently. For example, these are just a few products that may require repurchasing soon. In addition, knowing customer needs and habits helps identify related products and shape an effective repeat purchase strategy. Benefits of encouraging repeat purchases A successful repeat purchase strategy can bring numerous benefits to your ecommerce business. Let's explore some of the most significant advantages: Increased customer retention Fostering customer loyalty is essential for long-term business success. By encouraging repeat purchases, you increase the likelihood of customers returning to your store, leading to improved customer retention rates. Higher retention means your business maintains a stable customer base, which is crucial for consistent revenue generation. Higher customer lifetime value When customers make repeat purchases, their total spend over time increases, resulting in a higher customer lifetime value. Increased profitability for your business directly links to a higher Lifetime Value (LTV), as it reduces the need for constantly acquiring new customers and enables you to focus on nurturing relationships with your existing clientele. Enhanced customer experience A well-executed repeat purchase strategy often involves personalization and tailored incentives, which contribute to a more positive shopping experience for your customers. By offering exclusive discounts, special pricing, or personalized product recommendations, you demonstrate that you value and appreciate their business. This, in turn, fosters a deeper connection between your brand and your customers, making them more likely to continue shopping with you. Reduced marketing costs Acquiring new customers is typically more expensive than retaining existing ones. By focusing on repeat purchases, you can reduce your marketing costs and optimize your return on investment (ROI). Additionally, loyal customers are also more likely to refer your brand to their friends and family, providing you with valuable word-of-mouth marketing at no additional cost. What is a Shopify draft order? Shopify Admin Draft Order You can create a Draft Order manually or automatically within the Shopify platform. It allows you to add products, apply discounts, set custom pricing, and manage billing and shipping information before sending an invoice or converting it into a regular order. Draft Orders are particularly useful when you need to create custom orders for specific customers or situations, offering flexibility and control over the ordering process. Draft Orders differ from regular orders in that they are created manually or automatically, whereas regular orders are generated when customers complete the checkout process. You can edit and adjust them as needed, while you can only modify regular orders through cancellations or refunds. Additionally, Draft Orders allow for custom pricing, special discounts, or additional fees, offering greater flexibility than regular orders. Shopify Draft Orders provide a flexible and efficient way to manage personalized orders in unique situations. When used in combination with the MESA automation app, Draft Orders can significantly enhance your repeat purchase strategy and overall ecommerce operations. How to create a draft order on Shopify Creating a draft order on Shopify is a straightforward process that is as simple as creating the new draft order from the Shopify admin. Then, add order specific details like products, customers and shipping details and send the draft order to your recipient. Shopify admin - Create Draft Order First, start by navigating to the "Orders" section in your Shopify admin panel, and then selecting "Drafts". In this section, you'll find the "Create draft order" button. This allows you to manually add products to the order, where you can search for them by name, SKU, or barcode. Once you add the products, you can adjust the quantity of each item and apply any necessary discounts. Secondly, you'll need to add the customer's details to the draft order. Search for an existing customer by name, email, or phone number, or create a new profile. Then, after adding the customer, provide the shipping information and select a suitable shipping method. To finalize the draft order, simply click "Save as Draft. " This option saves your draft order without sending any notifications to the customer. Once the draft order is saved, you have the flexibility to email an invoice to the customer or process the payment immediately if it was collected outside of Shopify. Saved Draft Orders Draft orders offer flexibility to create and edit custom orders before payment—perfect for managing complex requests. Related workflow template: Workflow wrap-up Encouraging repeat purchases is vital for the growth and sustainability of your ecommerce business. Focus on retention and loyalty to boost lifetime value, improve shopping experiences, and reduce marketing costs. Shopify Draft Orders provide a flexible and efficient way to manage custom orders for repeat purchases, while the MESA automation app enables you to automate the process, saving time and resources. In this article, we explored the benefits of repeat purchases, the role of Shopify Draft Orders, and valuable tips for implementing a successful repeat purchase strategy. As a result, by leveraging these insights and integrating MESA into your Shopify operations, you can unlock the full potential of your repeat purchase strategy and drive a long-term sales strategy for your business. Embrace the power of Shopify Draft Orders and MESA, and explore other creative ways to optimize your operations to stay ahead in the competitive landscape. --- - Published: 2023-05-05 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/square-vs-shopify/ - Categories: Shopify Growth - Tags: shopify pos, square The rise of omnichannel commerce businesses means consumers are not restricted to traditional brick-and-mortar stores for buying experiences. As a result, businesses of all sizes must be able to effectively adapt their selling operations to reach more customers in different ways. The debate between Square vs Shopify greatly depends on your business operations but its worth understand them both. To build your online and brick-and-mortar store, you must determine which online platform offers the best ecommerce features for your business and how much investment is required. Square vs Shopify is a comparison that often arises when discussing which platform is most suitable to process payments from anywhere. Both offer cutting-edge ecommerce features and reliable POS systems that make it easier for shoppers to find what they're looking for and complete purchases with ease—but which one ultimately has what you need? Read on to learn about both platforms’ strengths, weaknesses, and practical use cases so you can decide if Shopify vs Square is right for your business. Ready to connect Square with your Shopify store? Try MESA today to save time from manual tasks, saving data between these two systems. Main differences between Square vs Shopify We recommend leaning into their strengths. Determine where the majority of your sales come from. If most come from in-person or physical retail locations, Square is for you. However, if orders primarily originate from your website or other online channels, Shopify is your best bet. There are even circumstances when you should integrate Square with Shopify to enjoy the best of both platforms. When it comes to choosing an ecommerce platform for your business, understanding the comparison between Shopify vs Square and well as Square with Shopify if both are needed. While both offer great solutions, they have distinct differences in POS features, monthly fees, and online store options. Square has been a leader in the payment industry since its founding in 2009 and offers a straightforward POS system with comprehensive customer data analytics. On the other hand, Shopify has become widely popular due to its accessible user-friendly interface, extensive customization options, and reliable customer service team. The suitability of each platform depends on your business needs. Therefore it is important to take into consideration factors like online store needs, processing fees, monthly fees, and POS features before making a decision. Ultimately, picking the right platform will help ensure the success of your ecommerce operation. Exploring Square Square is more than just a platform — it's a game-changer for retail businesses. IIt's designed to be simple, so you don't require a computer science degree to launch your online store. Along with its slick, approachable interface, Square boasts an arsenal of versatile and user-friendly features like manage inventory, taxes, and payments. Plus, with its dynamic insights and custom reports, you can get a deeper understanding of your customers and pricing strategies. Whether you're a startup or a seasoned pro, Square is the smart choice for anyone looking to streamline their ecommerce game. When it comes to Square's POS system, Square is a powerhouse. With its flexibility and expansive feature set, their POS software provides users with the power, scalability, and all-in-one solutions needed to create an exceptional shopping experience. Whether you're looking for an affordable option for small business owners or need more robust functionality for selling online - Square has what you need. Square Features Online payments solution that allows your customers to pay with most major credit cards, Apple Pay, and other digital wallets. An integrated system to manage inventory. You can process payments from anywhere in the world at no additional cost. The ability to create custom promotions and discounts. Integrated customer service and reporting tools. Security features like fraud protection, data encryption, and PCI compliance. Exploring Shopify Shopify is a powerhouse in the world of ecommerce platforms, providing merchants with an all-in-one solution for managing their online and retail business. With a user-friendly interface and a thorough onboarding process, it's no surprise that Shopify has gained widespread popularity. But it's not just a pretty face. Shopify offers a wealth of features, including POS systems and inventory management tools. From product images to variations, Shopify gives you the power to create an online shopping experience that truly reflects your brand. If you're looking to launch a new online store or take your existing one to the next level, Shopify is undoubtedly one of the top ecommerce platforms worth considering. Shopify is known for its ease of use. From payment processing to team management, it offers every small business the ability to build and maintain a successful online store from start to finish. The back-end system is flexible and integrates with dozens of ecommerce apps to extend its capabilities even further. Additionally, the Shopify store itself can be customizable via themes and extensions, allowing for a unique look and feel in order to reflect the identity of your brand. The ability to view detailed insights into consumer behavior also allows you to make decisions quickly and accurately, making it an essential tool for conquering the competitive world of online shopping. Shopify Features A fully integrated payment gateway. Easy-to-use dashboard with detailed analytics and reports. Access to hundreds of professional themes and extensions that are customizable. The ability to create unlimited products and categories. Automated shipping labels and tracking numbers for easy order fulfillment. Support for multiple languages and currencies. POS app that turns any mobile devices into a in person terminal. Digital email marketing tools that allow you to reach more customers and grow sales. What makes a great ecommerce platform? When it comes to choosing an commerce platform, you need to look for features that are tailored to the business model and customer base. Some of the key features to consider include: Scalability – The platform needs to be able to handle a growing customer base and orders. It should also be easily adjusted or upgraded as needed without downtime. Security – Platforms must provide secure online transactions for customers, with data encryption and other safeguards in place. User-friendly interface – Customers should have a simple, intuitive experience when shopping on the platform. Reliability – An ecommerce platform needs to be available and responsive at all times, without any unexpected downtime or slowdowns. Integrations – The platform should support integrations with other services, such as payment processors, shipping services, and customer management tools. Customization – Managers should be able to customize the platform’s look and feel, as well as features such as product categories and search filters. Let's take a closer look at key features that you need to consider when selecting an ecommerce platform for your business, whether that be Square of Shopify. Payment Processing and Fees When choosing any ecommerce platform, you must consider payment processing fees and gateway options as well as ease of setup and overall cost. Shopify offers a wide variety of online payments providers, while Square allows merchants to easily track sales through integrated point-of-sale hardware and software, but access to features such as shipping and inventory incur additional costs. Shopify offers a range of payment providers, including its native gateway, Shopify Payments, powered by Stripe. This option streamlines transactions, offers competitive processing fees, and ensures smooth integration with your online store. However, if you prefer to use a third-party provider, Shopify supports over 100 alternatives, allowing for flexibility in your transaction fees and choosing one that fits your needs. On the other hand, Square primarily focuses on point-of-sale solutions for brick-and-mortar businesses. It offers a user-friendly interface and flat-rate pricing, making it an attractive choice for small businesses. Square also supports online payments, but with a limited choice of payment providers compared to Shopify. Whichever platform you choose, make sure that you also consider the following: Currency and country support Comparing plans and feature sets Hidden costs and potential upsells Do your research, read reviews from other merchants familiar with all platforms that you are considering, and carefully weigh which payment processing offers are best for you. Storefront and Customization Your online store is the public face of the business, so a well-designed ecommerce website is essential. When it comes to customization, both Shopify and Square allow merchants to create unique online stores tailored to your needs. Shopify is renowned for its extensive customization capabilities, offering a wide variety of professional themes and templates. With a user-friendly interface and powerful tools, you can easily tweak layouts, colors, and fonts to create a unique store experience. Shopify's app store further enhances your site with additional features and integrations, catering to various business needs. In contrast, Square's primary focus is on POS features, and its e-commerce capabilities are more limited. Square Online provides a straightforward and easy-to-use platform for building a basic online store. While customization options are available, they don't match the depth and breadth of Shopify's offerings. Square may be a better fit for small businesses seeking a simple, no-frills online store with minimal customization requirements. Your choice between Shopify and Square should hinge on your customization needs and the level of sophistication desired for your online storefront. Shopify excels in providing extensive options and flexibility, while Square offers a simpler approach for businesses with basic requirements. Sales Channels and Integration Expanding your sales channels and integrating seamlessly with other platforms is essential for e-commerce growth. Shopify boasts an impressive range of sales channels, including online stores, social media, marketplaces, and more. This allows businesses to diversify their reach and cater to various customer preferences. Furthermore, Shopify's app store offers a vast selection of integrations, enabling you to connect your online store with popular platforms like Facebook, Instagram, Amazon, and eBay, as well as third-party apps for marketing, inventory, and customer service. On the other hand, Square's primary focus lies in the Square terminal and payment processing solutions. While Square Online does support multichannel selling, its options are more limited compared to Shopify. Square allows you to sell on Instagram and integrate with popular marketplaces like eBay, but its overall selection of online sales channels and integrations is less comprehensive. Consider the scope and diversity of your sales channels and integration needs when choosing between Shopify and Square. Shopify provides a more extensive range of options, while Square is better suited for businesses focusing on point-of-sale transactions and requiring fewer integrations. Inventory Management and Order Fulfillment Efficient inventory management and order fulfillment are critical for maintaining customer satisfaction and optimizing your e-commerce operations. Managing inventory and fulfilling orders as an ecommerce business can be a daunting task, but Square and Shopify have got your back. Shopify offers robust inventory management features, allowing you to track stock levels, manage multiple warehouses, and set up automated notifications for low-stock items. Additionally, Shopify integrates with numerous order fulfillment solutions, including its own service, Shopify Fulfillment Network, as well as third-party providers like ShipStation and Fulfillment by Amazon. This flexibility enables you to select the best fulfillment option for your specific needs. Square offers basic inventory management features suitable for small businesses. It allows you to track stock levels and set up low-stock alerts, but lacks the advanced warehouse management options found in Shopify. For order fulfillment, Square integrates with popular shipping carriers and some third-party fulfillment services, but its range of options is more limited compared to Shopify. The right platform for you will depend on how hands-on you want to be when it comes to managing inventory and order fulfillment. Point of Sale (POS) Solutions The Point of Sale (POS) systems of both Square and Shopify offer incredible robustness and convenience, making them both excellent choices for ecommerce managers. Square is well-known for its comprehensive POS solutions, catering to a wide range of industries, including retail, food and beverage, and services. Its user-friendly interface, robust reporting features, and flat-rate pricing make it a popular choice for small businesses. Square also offers an array of hardware options, such as card readers, registers, and terminals, ensuring seamless integration with your physical store. On the other hand, Shopify's POS system that... --- - Published: 2023-05-05 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/how-to-use-square-with-shopify/ - Categories: Shopify Growth - Tags: shopify pos, square Do you have an ecommerce store on Shopify, but wish you could use the Square products for your POS? You're not alone. Even though Shopify doesn't have a native integration with Square, there's still a way to have Square with Shopify. In this article, we'll look at how merchants and entrepreneurs can easily integrate their stores to both platforms in order to maximize the benefits of both. We'll also discuss why having access to these two powerful ecommerce tools is important for businesses today. And, we'll explain how integrating them makes running an online store and retail store more efficient than ever before. Read on for all the details about putting Shopify and Square together as one cohesive platform that helps you sell online and in person, easier than ever. Ready to connect Square with your Shopify store?  Try MESA today to save time from manual tasks, saving data between these two systems. To be clear, you can NOT use Square as the payment processor for Shopify. That simply isn't possible. What is Square? Square is a cloud-based point-of-sale (POS) system and payment gateway. Whether you want to accept payments in your store, at an event, or online, Square makes it easy with its intuitive user interface and powerful in person payments capabilities. Not only that, they also offer essential business management tools like employee tracking, analytics, and inventory management. Thanks to the versatility and depth of capabilities provided by Square products, you can seamlessly integrate it with Shopify data despite not being a native integration or an app. Key features include support for major credit and debit cards, as well as Apple Pay, plug-and-play hardware setup, real-time analytics and reporting, seamless integration with third-party apps, strong security measures such as fraud prevention and encryption, and robust customer support, making it an attractive choice for businesses of all sizes. What is Shopify? Shopify is an ecommerce platform used by thousands of businesses to manage their online presence. As a leading provider in its space, Shopify allows you to create beautiful storefronts and easily sell products. It helps merchants integrate with a popular payment gateway like PayPal or Stripe, or use Shopify Payments; their own payment processor. Shopify's raise to fame comes from its user-friendly interface, expansive third-party app store, and tailored marketing tools. It's a great solution for entrepreneurs looking to quickly launch their business without sacrificing features or customer service. Shopify is favored by businesses worldwide for its numerous attractive features. These include customizable, mobile-responsive website designs without requiring coding knowledge, the ability to manage unlimited products and categories, support for various payment methods such as Shopify Payments, built-in analytics tools for performance tracking, and comprehensive customer support, making it an appealing option for businesses of all sizes. Related: Square vs Shopify: Unravel the Secrets to Ecommerce Supremacy Why Square and Shopify are better together Shopify and Square together is a powerful combination that keeps businesses organized, efficient, and profitable. With all that said, let's clarify some of the most frequently questions about the two ecommerce platforms: Can I use Square with Shopify? Yes, but it's not straightforward. Shopify doesn't support Square as a payment method and there is not a Square app in the Shopify App Store that could help. You can certainly use Shopify for online sales and Square POS for in-person transactions. Then, using an automation platform like MESA, you can access Shopify data and Square payments into the system you choose as your single source of truth. Does Square work with Shopify? No, not natively. Since they're considered competitors, there are no one-click integrations between these two platforms. You can certainly use both as Square has arguably the best point of sale system and Shopify dominate the online store space. You then need to save the data occurring in both systems to be saved into a single database or source of truth like an ERP or CRM system. Is Square compatible with Shopify? There is not a native integration between the two platforms so technically, no. However, there is nothing making them incompatible either. With the right workflow, you can easily make workflows the move data between the two systems if they're both being used in your business. When you integrate Square + Shopify, these solutions provides notable benefits, including simplified payment management, streamlined checkout processes, enhanced customer service, and automated analytics. This integration also enables greater scalability, fostering business growth and adaptability. By streamlining payments, connecting data, enriching customer experience, and expanding sales channels, these solutions create a seamless and efficient business ecosystem with in-person selling opportunities. Businesses benefit from the simplicity of managing all their operations on one platform - Shopify. Meanwhile, Square offers reliable a payment gateway for retail stores that makes it easy to manage finances and scale growth. Here are three key reasons why it makes sense to integrate these two platforms Here are three key reasons why it makes sense to integrate these two platforms. 1. Consolidating sales data from both platforms With Shopify and Square integrated, businesses have access to a unified view of their sales data. Connect Square payments and online transactions from your Shopify store into a single source of truth. This makes it easier to monitor overall business health and identify trends across online stores and retail stores. 2. Leveraging advanced analytics and trends Shopify and Square offer powerful analytics and reporting, giving businesses insights into customer behavior, sales performance, and key metrics. Connecting Shopify payments and Square payments help you achieve a higher understanding of omnichannel customer activity. At the end of the day, Integrating these two platforms ultimately gives you a deeper understanding of your data. 3. Making data-driven decisions for business growth With the powerful data tracking capabilities of Shopify and Square, businesses can make better decisions to drive growth. Comprehensive reporting allows you to understand customer preferences and trends, optimize operations, and develop strategies for scaling your business.   Benefits of Square Shopify integration By leveraging both platforms together, companies will find their sales go further than ever before. Let's take a closer look at each of the benefits of combining Square and Shopify for your business. Expanding Sales Channels with Square and Shopify When trying to expand your business's sales channels, you may find some limitations with Square. However, when integrated together, Shopify + Square allows businesses to leverage the features of both, resulting in increased sales opportunities. A third-party integration makes it easy to connect Shopify with Square, creating a unified sales strategy for online and brick-and-mortar stores. This approach improves product listing, inventory management, and automates customer service tasks, saving time and resources while expanding outreach. Here's how: Leveraging Shopify's checkout: Shopify is an ideal e-commerce platform, offering secure payment processing, custom checkout pages, and abandoned checkout workflows. Integrating Square into your business provides a seamless, secure payment experience while leveraging Shopify’s tools to maximize sales. Utilizing Square for in-person sales and events: By integrating Square's in-person payment processing capabilities, businesses can easily set up their physical storefronts and start selling right away. This also opens up opportunities to attend markets or events, allowing merchants to expand their reach even further.   Creating an omnichannel retail experience: By combining Square with Shopify, businesses can create an omnichannel retail experience that provides customers with a unified shopping journey regardless of where or how they shop. This allows merchants to provide a seamless shopping experience across both online and physical storefronts while also leveraging the features and capabilities of each platform. In-Person Selling Opportunities When it comes to in-person selling opportunities, Square with Shopify offer incredible solutions that integrate seamlessly with your business. The two platforms can easily be connected in order to create a smooth process from checkout to inventory updates. This merged system can take care of both in-store and online sales, streamlining supply chain management and customer satisfaction. With the combination of Square with Shopify, you will be sure to maximize your business’s potential in an efficient manner. Set up Square POS with Shopify integration to receive real-time order updates and offer customers a faster checkout experience. This integration allows businesses to track sales data across both platforms and leverage the powerful tools from each system. Square and Shopify enhance the customer experience at brick-and-mortar locations by offering a personalized shopping experience. Square and Shopify allow customers to access their online accounts in-store or link sales data to loyalty programs.   Managing and tracking sales data from multiple sources will also be a breeze. With Square integrated into Shopify, businesses can easily access sales reports from both platforms and better understand their customer base and performance. Integrating Shopify with Square offers businesses an all-in-one solution to grow sales channels, manage inventory, and provide a unified shopping experience. Connect Shopify Inventory with Square If you're relying on both Shopify and Square to manage your inventory and sales, you may have noticed duplicate data since the two platforms don't offer a native integration. However, there is still a way to connect your inventory across both platforms. In a few simple steps, merchants can sync both systems and easily manage customer orders with ease. You'll receive the following benefits: Real-time inventory updates across channels: If you're selling in-store and online, it can be difficult to keep track of inventory levels. By integrating Shopify and Square, merchants benefit from real-time updates that ensure the correct stock levels are reflected across the board. Streamlined product and SKU management: With Square and Shopify combined, merchants can easily set up products and instantly connect them across both platforms. This simplifies the product management process and helps to ensure that customers always see accurate inventory levels no matter where they are shopping. Simplifying restocking and order fulfillment: Connecting inventory between Shopify and Square makes it simple to restock shelves or fulfill online orders. This allows merchants to save time, money, and resources when managing their sales.   Unify Processing Fees Your payment processor greatly impacts your business, from lowering fees to improving security and fraud prevention. Merchants once needed separate payment processors for online and in-person sales, but unified solutions have changed that. Reporting and Analytics Leveraging both Square with Shopify can provide you with an in-depth view of your business data. Reporting and analytics help entrepreneurs make informed decisions, like when to launch a new product or assess promotions. By integrating these two platforms, businesses can track financial data from Square reports along with metrics from the Shopify dashboard. Merchants can access key sales metrics like lifetime orders, Customer Lifetime Value (CLV), and average order value (AOV). Using reporting and analytics helps you understand customer behavior and trends, allowing you to maximize profits. Conclusion Integrating Square with Shopify is a great way for businesses to take advantage of both platforms. With a unified view of sales data, powerful analytics, and better decisions from customer behavior, businesses improve efficiency and profitability. At the end of the day, by integrating both platforms, you'll position your business for exponential growth. Whether you’re a small business looking to grow or an established enterprise looking for an edge, integrating Square + Shopify is a great way to maximize your sales. With the right workflow to connect data, you can be sure that your customers will have the best shopping experience possible. --- - Published: 2023-05-03 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/how-to-automate-shopify-metafields/ - Categories: Shopify Growth - Tags: shopify Are you looking for a way to extend the functionality of your online store and connect extra information to more content types in Shopify? If so, automate Shopify metafields to almost anything in Shopify and enhance your scaling processes. Meta fields allow Shopify teams to track and store additional data related to products, customers, orders, and more. They can reduce headaches by manually inputting all the information on a given product or variants by making it available through a simple switch in your themes Liquid code. By following these instructions, you'll learn how to set up automated metafields across your themes so that you can save time while gaining additional information into your operations. Ready to save time by automating metafields? Get MESA for free and easily manage custom fields in workflows throughout your business. How to add metafields in Shopify In the Shopify Admin, you can create and edit metafields, allowing you to add custom content to shop objects such as products, customers, collections, images, blogs, and more. For advanced applications, the API for managing metafields is available – however, at certain scale points it may be worthwhile to consider third-party apps specific to your business needs. Accessing and editing metafields through Shopify Admin Shopify Metafields Admin From your admin, navigate to Settings, scroll to find "Custom data" from the side naviagtion then you'll see the metafields section. From here you can add metafields, edit any metafield value, and delete other metafields that are no longer needed. Using the Shopify Metafield API The Shopify Metafield API provides the tools to programmatically create, update, and delete metafields. It is a powerful method for applications with large amounts of data that need to be organized quickly and efficiently. The API can be used to create custom scripts or integrations to automate tasks related to metafields, such as using metafield values, populating the product description with metafield data or creating custom customer segments based on metafields. Utilizing third-party apps for managing metafields For more complex logic, there are a variety of third-party apps available that provide a more comprehensive solution for managing metafields. These tools can manage significant amounts of data quickly and easily, enabling ecommerce teams to concentrate on other tasks related to their store. Metafields Bulk Edit Unfortunately, there is no way to bulk edit metafields from the Shopify admin. The only way is to find and use a 3rd-party app or do so through the Metafields API. Your only other method would be to manually edit the metafield data associated with each object manually. While possible, it's very tedious and time consuming. We recommend automating this process instead. Import and Export Metafields Again, importing and exporting metafields from the Shopify admin is not possible. You'll need a 3rd-party metafields app or a simple workflow to do this automatically. How to automate Shopify metafields Automating metafields in Shopify is an invaluable way for e-commerce managers to streamline their workflow operations. Fortunately, there are a variety of Shopify metafield apps and techniques available for quickly managing these custom fields.   Therefore, it's crucial to thoroughly research the capabilities of each app before selecting one. When selecting the right automation app for your business goals, you should consider features such as customer support, comprehensive design templating, and easily extensible snippets for themes. When selecting an automation app for your metafields, there are a few things to keep in mind. Research the features available – make sure that the app has all of the features you need and that it is compatible with your existing themes (if applicable). Consider scalability – will the app be able to handle large quantities of data in order to meet your growing needs? Ask questions – contact the vendor and ask any questions you may have regarding features, pricing, scalability, etc. Be sure they have good support coverage. Check reviews – look at what other users are saying about the app before making a decision. By researching and selecting the right metafield automation app, you can ensure that your new workflow runs more efficiently; adding values to the right fields. Product metafields Product Metafield Examples By automating product metafields, you can significantly improve the operations of your online business. Let's start with editing. By bulk editing and updating multiple products, managers can quickly and efficiently streamline product tagging and categorization. You can even us the AI to help generate your product tags with minimal effort. By automating your product metafield tagging and collections, you can free up valuable time for store managers to tackle more pressing tasks. This innovative solution streamlines the entire process, making manual updates a thing of the past. As a result, your team can better allocate resources and devote energy to create better customer experiences and driving sales. You can also improve how you import and export data, automating the entire process. It all starts with these easy to use template! Variant metafields Setting Up A Variant Metafield For Shopify users, automating the process of managing variants can be a daunting task. Fortunately, with the right workflow in place, this process can be made much simpler. By taking advantage of metafields, inventory tracking, and product options can be easily managed -- ensuring that all products are updated quickly and efficiently. Enhancing variant organization and presentation is also possible. By using metafields, variant selection menus can be customized to suit your store’s exact needs. Furthermore, with the right automation tools in place, you can easily create rules for updating and managing variant information as needed. This makes tracking changes and keeping all products up-to-date effortless. Customer metafields Customer Metafield Example Automatizing customer and order metafields can save your business time and money while also providing you with greater control over your customer experience. Through the application of appropriate metafields, you can capture more data from customers when they interact with any part of your store, customize the entire order process from start to finish, and even automate fulfillment for certain orders - all without any coding knowledge. Implementing this system may seem daunting at first but once you know the basics, automating Shopify metafields will become an invaluable asset for your online store. Order metafields Shopify Order Metafields One example of using and automating Shopify order metafields is to capture personalized product options, such as custom engravings or monogramming. As a result, you can save this custom information directly within each order, making it easily accessible for both the fulfillment team and customer service representatives. Automating the process ensures that these personalized details are consistently and accurately applied to the relevant orders, leading to fewer errors and increased customer satisfaction. Another example is the automation of order-specific shipping requirements or delivery instructions. You can use a metafield to capture special handling instructions, such as "fragile" or "perishable," or to record unique delivery details, like a gate code or specific drop-off location. Automating this information within the order metafields helps ensure that shipping providers receive the necessary instructions, reducing the likelihood of delivery issues and enhancing the overall customer experience. Metafields for SEO optimization Knowing how to leverage the power of Shopify's metafields for search and SEO optimization is a huge advantage for any ecommerce manager. Automating metafields can help you save time and effort by organizing, standardizing, and optimizing your search efforts in two steps. Firstly, add SEO-friendly data as a default value for all products. Secondly, unifying the data format used across multiple stores or products. By automating the process, you can ensure that all new product information matches closely with the corresponding SEO profile of your store, helping you stay ahead of competitors and drive higher organic search rankings. Here are three things to know about automating metafield for SEO optimization. Generate meta descriptions and keywords: it's crucial you index the site properly. Single line text metafields are handy in systematically generating meta descriptions and keywords, ensuring that every product is accurately represented. This not only allows you to control the information going out but also helps your product information stay up-to-date without any hassle. Enhancing site structure and navigation: Harness the power of metafields to streamline your website's organization and structure. With this tool, you can craft a seamless navigation system that effortlessly guides customers to their desired products. Improving search engine visibility: By organizing your data and content in a structured, search engine-friendly way, you can increase your chances of ranking higher in search engine results pages (SERPs). The result? A flood of organic, interested traffic that is more likely to convert into sales. Let metafields do the heavy lifting so you can focus on growing your business.   Best practices for automating metafields in Shopify Metafields are incredibly versatile tools that can add a wealth of data to quickly automate processes with Shopify. An understanding of best practices and the potential benefits can help ecommerce managers create an effective metafield automation strategy. Gaining in-depth knowledge about adding, editing, and deleting metafields is a great start, but beyond this, it is also important to consider using them for inventory and customer tracking, order automation, product grouping, and analytics.   Here are three best practice tips that you should be aware of. Ensuring data consistency and accuracy: When automating metafields, ensure the data is consistent across all stores and products. This will help reduce manual errors and keep customers informed about product updates. Prioritizing data security and privacy: Automating metafields can help you store and manage sensitive customer information in a secure way. Storing all data securely and encrypting it is crucial to prevent potential privacy or security breaches. Regularly reviewing and updating metafield automation processes: Although Metafields can be incredibly powerful tools, you must review and update them regularly to ensure they remain relevant and up-to-date. This will help you save time and energy while keeping customers informed about product changes. Taking these steps may take some time and effort up front, for example, but the long-term gains in efficiency and effectiveness make it well worth it. Final thoughts Metafields are a powerful tool for ecommerce managers who use Shopify, allowing much greater flexibility than conventional content management systems. They enable you to save extra data associated with Shopify objects, allowing you to perform various tasks such as batch-updating product information, adding custom fields, or manipulating customer segmentation. Although configuring metafields in this way requires an understanding of a certain degree of coding, automating these features is achievable through careful planning, straightforward exploration of available resources, and getting creative with the various functions available on Shopify. With the right approach and access to the right information - such as that included in this blog post - even those unfamiliar with coding can efficiently automate their metafields. --- - Published: 2023-04-28 - Modified: 2025-11-05 - URL: https://www.getmesa.com/blog/best-uses-of-chatgpt-shopify-for-successful-ai-integrations/ - Categories: Shopify Growth - Tags: AI, ChatGPT, openai Are you looking to take advantage of OpenAI's cutting-edge chatbot technology to streamline your ChatGPT Shopify store? ChatGPT is the ideal choice for ecommerce managers who want proven solutions that drive business growth. In this blog post, we'll explore the best Shopify ChatGPT use cases and examining how they can help you increase sales, reduce customer service costs, and improve shopping experiences everywhere. With Chat GPT integrated into an online or shop app - businesses of all sizes will be able to drastically personalize customer engagement and generate quality conversions in meaningful ways! Let's start by taking a closer look at exactly what ChatGPT is. Interested in doing more with AI? Try MESA Today and start building smarter automations. What is ChatGPT? Believe it or not, ChatGPT by OpenAI, is less than 5 months old, launching at the end of November 2022. Within that time, it has amassed a vast amount of users, over 100 million in fact! That's quite a staggering figure if you consider the short time it's been around. There's a good reason for that adoption though, as the platform has completely revolutionized content creation and disrupted the relevance of search engines. Additionally, Chat GPT provides direct, human like responses, saving users significant time and serious convenience. It's certainly going to be an interesting space to watch as ChatGPT-4 picks up where its predecessor left off. Essentially, everyone has their own AI powered shopping assistant to make better decisions. For example, one demo posted asked ChatGPT: As you can see, this interaction can save a user a lot of time and energy. With its sleek and user-friendly natural language processing system, ChatGPT is transforming the way we communicate with technology. Thanks to its Open AI GPT-3 model, ChatGPT is able to understand even the most subtle nuances of human conversation and tailor its responses accordingly. This personalized responsiveness has given ChatGPT an edge over Google, quickly making it a crowd favorite. And now, with ChatGPT-4's recent launch and upgraded predictive capabilities, it can effortlessly analyze up to eight times the number of words as its predecessor. The era of seamless communication between humans and machines is upon us, and ChatGPT is leading the way. Potential AI integrations of Chat GPT in ecommerce AI-driven technology such as ChatGPT offers tremendous potential for business operations across virtually all industries and departments. AI is quickly becoming an integral part of business operations. It can be used to automate mundane tasks, organize complex data sets, generate, and provide targeted advice in real time. AI-powered software can assist with virtually any process; scheduling appointments, keyword research, customer inquiries, inventory management, website development and, more. Within the world of ecommerce, tools like this offer a unique opportunity to automate certain daily tasks and provide deep learning techniques where necessary. ChatGPT specifically enables companies to apply natural language writing to create conversations with users that are realistic, accurate, and consistent. This can lead to enhanced customer service, increased shop efficiencies, and ultimately more profits. Today's ecommerce landscape is a relentless one where businesses must continuously meet high expectations. Smart retailers recognize the advantages of implementing artificial intelligence to deliver accurate, customized services while reducing operational costs to be more efficient. AI is a game-changer. Transforming business as we know it and providing a competitive edge for those brands who embrace it. As the prevalence of Shopify AI apps grows in business operations, it is becoming increasingly clear that it will be an invaluable asset for years to come, not just for ecommerce companies but for businesses of all kinds. Personalized Product Recommendations With ChatGPT, you can unlock the power of personalized recommendations, helping you connect with your customers based on a whole new level. Say goodbye to cookie-cutter solutions and hello to the future of personalized digital marketing. ChatGPT empowers businesses by seamlessly integrating customer demographics, purchasing history, and website usage patterns. Such amalgamation yields a detailed understanding of shopper behavior, generating valuable insights for individualized marketing strategies to improve customer outreach. AI-Powered Customer Support With the latest artificial intelligence technology available, businesses now have the opportunity to optimize their customer inquiries and cut down on costs. ChatGPT is an advanced solution that conducts a vast range of support tasks, from answering queries to proactively offering relevant products and resolving issues in a flash. This empowers businesses to extend superior customer support and service, without having to employ more personnel or allocate additional operating expenses. Here are just a few ways that AI-powered technology can improve customer support. Reduce response times - AI-powered chatbots can provide immediate responses to customer inquiries and have the ability to handle multiple conversations simultaneously, allowing businesses to respond quickly and efficiently. Handling common queries efficiently - Such technology can also help businesses handle common customer queries more efficiently. With the help of natural language processing, chatbots are able to understand and respond to most customer questions quickly and accurately. Escalating complex issues to human support agents - The technology offered by Chat GPT can swiftly pinpoint and redirect complex customer issues to human support agents. By making use of AI-powered solutions, companies can offer unparalleled customer experiences while keeping costs to a minimum. Analyzing and improving support interactions - By scrutinizing customer interactions, ChatGPT offers valuable insights to enhance customer service. Applying sentiment analysis, you can use text data from ChatGPT to help improve the quality or support responses. Sales and Marketing Automation You can revolutionize your sales and marketing processes with ChatGPT. ChatGPT takes your sales game to the next level. It helps identify potential customers, suggest the best promotions, and automates your marketing and social media campaigns. Now you can effortlessly boost your revenue and connect with more customers in less time and effort. Here are just a few ways that ChatGPT can assist in marketing automation. Crafting personalized marketing messages - With personalization capabilities, ChatGPT can craft customized messages that are specific to the target audience, ultimately increasing customer engagement. By communicating the right message to the right audience, you'll significantly improve your sales process. Optimizing email campaigns with AI-generated content - AI-generated content can help optimize email campaigns for improved performance. With AI-driven algorithms, businesses can create more relevant content that resonates with the target audience and increases open rates. Re-engaging dormant customers - You can also improve your re-engaging strategies with dormant customers. By analyzing customer behavior and sending personalized messages, through ChatGPT businesses can reach out and bring them back into the fold. Content Creation and Optimization This is where ChatGPT is really powerful. It can help Shopify merchants create content that is both engaging and optimized for maximum visibility. Here's how: Generating product descriptions and specifications - Utilizing cutting-edge algorithms, this technology goes beyond the typical product descriptions, incorporating customer preferences and staying up-to-date with current market trends. Now, customers can gain a deeper understanding of the product they're interested in - and sellers can see an increase in conversions as a result. Crafting engaging blog posts and social media content - With ChatGPT, transform your marketing team strategies with engaging blog posts and social media posts with a deep understanding to the unique needs and desires of your shoppers. By capturing the attention of shoppers, you can boost revenue and drive a higher level of customer engagement. Optimizing SEO with AI-generated keyword suggestions - Shopify merchants now have a powerful tool at their disposal to boost their SEO game: AI-generated keyword suggestions. With the ability to customize content to meet individual customer needs, these insights are sure to increase visibility and drive organic traffic too. Related: How To Write Product Image Alt Tags Using AI Overall, this invaluable tool helps you create dynamic and captivating content that is perfectly optimized for maximum visibility.   Inventory and Demand Forecasting ChatGPT can be a valuable asset to ecommerce managers in managing their inventory and demand forecasting. Perfect product selection is vital for businesses to meet customer needs and stay ahead of their competition. With the help of ChatGPT, online businesses can predict customer demands with incredible accuracy. It enables them to optimize their inventory management hassle-free. This effective approach helps companies stay profitable by minimizing expenses and avoiding surplus inventory or stock shortages. Here are three ways that ChatGPT can streamline inventory and demand forecasting. Analyzing Historical Revenue Data - By harnessing the power of AI-driven analysis, retailers can delve deep into customer behavior and make educated predictions about future trends. The key to unlocking these insights lies in historical data, allowing savvy retailers to optimize their product stocking strategies and offer an unmatched shopping experience to their customers. Predicting Future Trends and Customer Demands - By utilizing AI algorithms, businesses can forecast future trends and adapt their inventory to meet trending demands. This empowers them to have the right products on hand, which leads to maximized profits and satisfied customers. AI-generated solutions are revolutionizing the world of commerce and streamlining the prediction process like never before. Streamlining Inventory Management and Supply Chain - By leveraging AI-driven insights, businesses can streamline their product inventory and supply chain. This helps merchants reduce costs and remain competitive in the market by ensuring that they are always stocking up on the right products when they need them. Post-Purchase Customer Engagement ChatGPT’s impressive features can take your post-purchase customer engagement to the next level. Its intelligent system recognizes customer queries and offers instant assistance, preventing any delay or confusion. Furthermore, it offers personalized support, making customers feel valued and appreciated. Say goodbye to generic assistance and hello to a more efficient and personalized approach with ChatGPT. It can carry out the following three important work streams: Crafting personalized follow-up emails - AI-driven technology can be used to craft personalized follow-up emails, giving customers access to valuable information about their purchase and suggesting additional products related to it. Soliciting customer feedback and reviews - In order to measure customer satisfaction, ChatGPT can also be used to solicit customer feedback and reviews of products online too. It can gather important insights into customer experience and help businesses identify areas of improvement. Offering incentives for repeat purchases and referrals - ChatGPT can also be used to offer incentives for repeat purchases and referrals, helping businesses increase customer and brand loyalty and boost revenue. Overall, ChatGPT is an invaluable tool for Shopify merchants looking to maximize post-purchase engagement and satisfaction. It enables businesses to better understand their customers' needs, craft personalized emails, solicit feedback, and offer incentives for repeat purchases. This helps ensure that businesses are providing the best possible customer experience and maximizing their profits in the long term. Measuring the Success of ChatGPT Implementation Implementing ChatGPT in an ecommerce business has the potential to reduce customer service expenses and improve customer satisfaction. But, how can you be sure that these goals are actually achieved? With measurement of course. 1. Key Performance Indicators (KPIs) to Monitor Measuring the power of a ChatGPT implementation involves tracking key performance indicators. For example, speedy responses to support, obtaining good satisfaction ratings, and monitoring usage metrics like messages exchanged. By keeping a close eye on these factors, businesses can gauge how well their ChatGPT integration is performing. Be sure to make any necessary tweaks to ensure that customers receive top-notch service.   2. Improving Customer Satisfaction Scores Gauging the effectiveness of ChatGPT requires tracking customer satisfaction, a pivotal aspect in developing a successful customer experience. With the assistance of AI-driven insights, businesses can tailor follow-up emails, get constructive feedback, and entice repeat transactions. By consistently assessing satisfaction levels, you will be able to chart the impact of ChatGPT on customer loyalty and engagement. 3. Increasing Sales and Revenue With insights into customer needs, businesses can tailor incentives and rewards that are sure to encourage repeat purchases and referrals. This can lead to a significant boost in sales and revenue. This is because customers are more likely to return if they've had a positive experience with your brand. 4. Ensuring GDPR and Data Privacy Compliance When it... --- - Published: 2023-04-25 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-update-order-status-page-using-shopify-tags/ - Categories: Workflow Tutorials - Tags: filter, shopify, tracktor Do you feel weary of using generic order status pages that fail to depict the distinct stages your made-to-order products go through? As an ecommerce manager using Shopify, you deserve better. In this step-by-step tutorial, we'll guide you through the process of tailoring your order status page to showcase the various stages of your made-to-order items. By leveraging the power of Shopify order tags and the Tracktor app's custom status option, you'll be able to provide your customers with a more personalized and informative post-purchase experience. Let's dive in and start improving the way you manage and display order statuses on your Shopify store. TL;DR: Skip the step-by-step tutorial.  Use this template to update the Order Status page automatically with just a few clicks. How to update the Order Status page using Shopify tags Time needed: 5 minutes. We'll walk you through setting up this workflow from scratch. It starts any time a Shopify order is updated then looks through the tags for a specific match. If it finds the right tag, we'll make sure the order is unfulfilled still then, update the status in Tracktor to the custom step. To get started, be sure to get MESA and connect to your Shopify store. You'll also need to have the Tracktor app installed on your Shopify store. First, add the Shopify > "Order Updated" trigger event This event starts the workflow and runs every it occurs. Next, add the Forms by MESA action step This is a built-in app available that helps us match conditions within our workflows. Next, we'll add filter conditions to match orders to a specific tag For this example, we'll match the tag "made to order" to be any of the ones on the order that updated. Next, let's add another filter action step This time, we're going to look into the fulfillment status of the order. Next, add conditions to see if the order's Fulfillment Status is "null" Click the {+} Variable Selector then, locate the Fulfillment Status variable. Make sure the operator field is "Equals" then, enter null as the matching value. Next, add the Tracktor > Update Order's Manual Status action step Within the Tracktor, you need to have your custom statuses already setup. Lastly, select the custom Order Status from the conditions list. By default, the ID variable will be matched to the Order ID field so we're updating the right order. Then, use the select field to choose the corresponding Custom Status. Finally, save then, turn "On" your workflow. We'll call this workflow "Update Order Status to "Preparing" when tagged "made to order" then, enable the workflow to run automatically. Save yourself the setup. Use this template instead: About the Shopify Order Status page Custom Order Status Page Once a purchase is completed, the Order Status page will display the customer's delivery address and indicate that the order is "Ready". Meaning, the merchant still needs to handle packaging everything and process the fulfillment with the carrier. Once the carrier obtains the fulfillment item, by either them picking it up or you dropping it off at their location, Shopify isn't aware of anything that occurs while it's "in transit". The fulfillment status page has only one other state, which is "Delivered". We all know a lot can happen between "Order Ready" and "Delivered". Instead of using Shopify's Order Status page, we'll use the 3rd-party app, Tracktor. The reason is because this app supports custom order statuses and fulfillment updates. So, in the case where made-to-order item need additional steps communicated to customers and provide updates that occur while it's in transit. We can then use Shopify tags on the order to control the custom statuses in Tracktor that communicate the various states to the customer. And, the Tracktor page handles all the fulfillment status updates too from the convenience of your store, not the carrier's website. Benefits of a custom Order Status page A custom Order Status page brings numerous benefits to your ecommerce store, enhancing both your store's operations and your customers' experience. Here are some compelling reasons why using tags to manage orders is an excellent choice: Improved Customer Experience: A custom Order Status page allows you to provide customers with real-time updates on their orders, including specific stages for made-to-order products. This transparency leads to increased customer satisfaction and trust in your brand. Streamlined Order Management: Using tags to manage orders helps you categorize and prioritize your orders more effectively. By implementing a clear tagging system, you can easily filter and process orders based on their status or specific needs, saving time and reducing the risk of errors. Enhanced Communication: Tags enable your team to communicate effectively about order statuses and requirements, ensuring everyone is on the same page. This leads to better collaboration and faster fulfillment times. Personalization: Custom Order Status pages offer a flexible way to customize the content to reflect your brand's unique products and services. By tailoring the order statuses to your specific business, you can provide a more accurate and personalized experience for your customers. Easy Integration: Shopify order tags are an integral part of the platform and seamlessly integrate with apps like Tracktor, making the setup process hassle-free. In summary, leveraging tags to manage orders and create a custom Order Status page results in a better customer experience, streamlined order management, improved team communication, and increased personalization—all of which are essential for a successful ecommerce store. Workflow wrap-up In conclusion, customizing your Order Status page using Shopify tags not only streamlines your ecommerce operations but also elevates your customers' shopping experience. By following this step-by-step tutorial, you'll effectively tailor your order statuses to suit your unique made-to-order products. MESA, the powerful Shopify automation app, can further enhance your store's performance and efficiency by automating tasks and integrating seamlessly with your existing workflow. Don't miss out on the opportunity to revolutionize your order management process and delight your customers—give MESA a try today. --- - Published: 2023-04-24 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-send-shopify-fulfillment-status-to-klaviyo/ - Categories: Workflow Tutorials - Tags: klaviyo, shopify, tracktor Efficient communication between platforms is crucial for the success of your online store. A seamless flow of information ensures a smooth customer experience and helps track and analyze your business's performance. One such key integration is synchronizing your Shopify order fulfillment status with Klaviyo, your marketing automation powerhouse. Unfortunately, Shopify doesn't natively support updates on fulfillment status once the order is handed over to a carrier. But fret not, because we have you covered! In this tutorial, we'll show you how to bridge the gap between your Shopify store and Klaviyo. Simply by using the popular Shopify app, Tracktor. Tracktor is a robust order tracking and fulfillment management app. It will enable you to seamlessly send crucial order fulfillment status updates to Klaviyo. Consequently, you will have the power to make data-driven decisions and elevate your marketing strategies. So, buckle up and let's dive into the world of seamless Shopify to Klaviyo integration! TL;DR: Skip the step-by-step tutorial. Use this template to save fulfillment status to Klaviyo with just a few clicks. Step-by-step tutorial video https://youtu. be/SxVuM7uMIvg Learn how to integrate Shopify order fulfillment status with Klaviyo using Tracktor How to save fulfillment status to Klaviyo Time needed: 10 minutes. We’ll walk you through making this workflow which starts with Tracktor, the app listening to all the carrier updates for every Shopify order. Then, we'll find the customer associated with the order, find them in Klaviyo, then add tracking event. Next, get creative and send your customers email or SMS notifications to keep them informed. To get started, be sure to get MESA and connect it to your Shopify store. First, start a new workflow using the Tracktor > "Fulfillment Status is in Transit" trigger event This event is started when the carrier receives the package and starts the shipping process. In Transit is defined as in between the moment the package was received from the merchant to just before the item is delivered to the customer. Next, add the Shopify > "Retrieve Order" action step We then need to lookup the order based on the Order ID of the fulfillment. Optionally, expand the Step Configuration for Advanced Options By default, the Order ID variable will be pre-populated for this step. Click Done when you're ready. Next, add the Shopify > "Retrieve Customer" action step This helps us retrieve all the customer's contact details for this order. By default, the workflow will automatically add the Customer "ID" variable to the step. Optionally, you can expand this step to add advanced options. Next, add the Klaviyo > "Create Track Event" action step Be sure to authenticate Klaviyo using your API key. Follow the simple instructions if this is your first time connecting Klaviyo to MESA. Lastly, add an Event description and the customer's email address For example, we'll enter this as the event name: Tracktor: Fulfillment Status: In TransitThen, we'll use the Variable Selector {+} to locate the Email variable from Retrieve Customer step. Optionally, use the data mapping options or, even edit the code of the payload coming into Klaviyo. This helps you normalize the data before it's saved in Klaviyo. Finally, save then, turn "On" your workflow Give your workflow unique name like, Save Shopify fulfillment status to Klaviyo. Then, enable your new automation so it runs automatically. Save yourself the setup. Use this template instead: Related templates: Browse more fulfillment templates. The importance of fulfillment status updates Shopify Fulfillment Status updates play a pivotal role in providing customers with a positive shopping experience. By actively communicating the progress of their orders, businesses can benefit in three distinct ways: Enhanced Customer Experience: Providing Shopify Fulfillment Status updates ensures that customers stay informed about the progress of their orders. This transparency helps create a seamless shopping experience, as customers can easily track their packages and know when to expect their delivery. Consequently, this boosts customer satisfaction and increases the likelihood of them returning to your store for future purchases. Reduced Customer Support Inquiries: By keeping customers in the loop with timely fulfillment status updates, businesses can significantly cut down on customer support inquiries related to order tracking. This reduction in inquiries allows customer support teams to focus on more pressing issues, improving overall efficiency and reducing the resources spent on tracking-related questions. Improved Brand Image and Loyalty: Actively communicating Shopify Fulfillment Status updates demonstrates a company's commitment to transparency and customer satisfaction. Businesses can create a positive impression and foster long-lasting relationships with their customers by making sure that they provide customers with comprehensive information about their orders. This brand loyalty, in turn, results in repeat business and favorable word-of-mouth marketing, which can be invaluable for the growth and success of your online store. Workflow wrap-up In conclusion, the integration of Shopify Fulfillment Status updates with Klaviyo using Tracktor offers a myriad of benefits for both businesses and their customers. By actively sharing fulfillment status updates, you can enhance the customer experience, reduce customer support inquiries, and improve brand image and loyalty. With MESA's advanced capabilities, you can automate the entire process of sending fulfillment status updates to Klaviyo, allowing you to focus on other critical aspects of your business. By embracing automation and integrating key platforms, you'll be well on your way to unlocking the full potential of your e-commerce store, ensuring success in today's competitive online marketplace. --- - Published: 2023-04-21 - Modified: 2025-09-23 - URL: https://www.getmesa.com/blog/ultimate-guide-to-customer-support-apps-for-shopify/ - Categories: Shopify Growth - Tags: gorgias, help scout, tidio, zendesk Choosing the right customer support Shopify app is one of the top challenges ecommerce brands have. It’s more about identifying what your customers truly want and which Shopify customer support app works for your business. So, what do your customers really want?   They want a solid customer experience—with 62% of customers even willing to pay 5% more for it. Although, at the same time, 74% of customers with a poor customer service experience will quickly shift to your competitor. As a result, US businesses alone lose $35. 3 billion in customer churn. Then, the question arises: what’s a good and a bad customer support experience?   Customers desire highly personalized and empathetic customer support with quick resolution of their problems. It pays off, too. Customer loyalty increases 2. 4 times if their issues are addressed quickly and efficiently. However, the problem is meeting the demands of speed and personalization within a reasonable budget. Firstly, you’ll require a considerable customer support team. That comes with a hefty price tag. As a result, the solution is to leverage AI-powered customer support Shopify apps. Customer support apps make customer service affordable. Overall, don't compromise on the quality of the customer experience. Ready to save time by automating support issues?  Try MESA today and easily manage customer service workflows for your business. Importance of finding the right customer support app Historically, customer support has always been a part of businesses. However, in the past, it was only limited to providing goods. Businesses were concentrated locally, catering to people within the same local area. So, customers had personal connections with the local vendors, which led to quick problem resolution. Yet, customers had limited options and had to stick to the local businesses, whether they liked it or not.   Thus, the telephone and the internet dramatically changed customer support. People were exposed to more options via social media, referrals beyond geographical limits, and online forums. Now, they can make well-informed decisions before purchasing any product or service.   Therefore, this leads to growing competition among businesses to acquire and retain customers. You must have a differentiator that goes beyond your product. The only viable option is to develop a strategic support system to increase customer satisfaction, thus, cultivating brand loyalty. Best Shopify customer support apps Plenty of apps help you maintain a healthy bond with your customers by providing top-tier customer services. Here are the popular for business on Shopify: Gorgias Gorgias is a help desk for ecommerce stores, which gives your customers multichannel customer support. But you don’t have to juggle between apps to fulfill the customer tickets as you can manage all the activities in a single app of Gorgias. Pros: Easily manage the tickets from one spot. Integrate it with 30+ apps, including Facebook, Instagram, Klaviyo, and Yotpo. Works with Shopify, Magneto, and BigCommerce if needed.   Help Scout Help Scout is an all-in-one customer service solution, providing live chat, email support, in-app messaging, and a knowledge base.   Pros: Intuitive and clean interface for tracking and replying to customer tickets Onboard new users easily Integrate with 90+ apps for all the features available Quickly scale as you grow Personalize customer experience and create optimal individual performance Use cases: Translate your knowledge base into the language of your choice Plug webinars in the in-app messages for an upcoming event Collaborate with your team by sending private notes Send personalized emails and create templates for self-serve help Zendesk Zendesk is a customer-centric CRM tool with customer support and customer engagement features. It provides powerful and innovative customer experiences to companies regardless of their size.   Pros: Handle support, sales, and general inquiries at the same place. Create file requests automatically. Divide communications into groups or departments depending on a variety of criteria. Create a branded knowledge base for your employees, users, and customers.   Integrate with not only apps but themes and partners, too.   Perform customer satisfaction surveys and reports powerfully. Use Cases: Maintain a detailed record of essential activities such as repairs, deliveries, replacements, and the history and health of your customer-focused assets and connected devices. For better-tailored experiences, get a complete picture of the customer journey across all touchpoints, including third-party apps and external systems. Account hierarchies and user interactions between your customers, partners, and sellers are modeled to reflect how your marketplace functions. Knowing the complete product and order lifecycle in connection to each customer helps you manage orders, delivery, and warranties. Capture user activity and click routes to gain a deeper understanding of in-product behavior, resulting in the type of data that can assist enterprises in guiding users to their desired destinations. Re:amaze Re:amaze is a multi-channel customer support platform that combines helpdesk, live chat, chatbot, and social media support in a single dashboard. It offers automation tools, such as canned responses and smart workflows, to help your team manage customer inquiries more effectively. Additionally, Re:amaze provides robust reporting and analytics capabilities to track and optimize your customer support performance. Tidio Tidio is an all-in-one customer communication app that integrates live chat, chatbot, and email support for Shopify stores. Its AI-driven chatbot can handle routine tasks, such as answering frequently asked questions or providing order updates, freeing up your support team to focus on more complex issues. Tidio also offers seamless integration with other popular Shopify apps and services, making it a versatile choice for your customer support needs. HelpCenter HelpCenter is a customer support app designed specifically for Shopify store owners. It enables you to create a branded FAQ page and offers a built-in ticketing system, live chat, and chatbot support. HelpCenter also provides AI-driven automation features that can help your team manage customer inquiries more effectively and efficiently. Best practices when implementing customer support apps Once you have your customer support app set up, it’s time to implement the service with some best practices: Maintain transparency with customers Transparency breeds trust, value, and loyalty. To maintain transparency, a solid rule of thumb is to set clear expectations from the get-go to make sure your customers know exactly what they’ll receive.   If you’re expecting to deliver a product in X number of days, don’t promise faster delivery than that. Once an expectation is set, you can’t go below it. Instead, underpromise by giving a delivery time including a buffer, then strive to over-deliver within the X number of days itself.   Implement empathy-driven customer support Empathy-driven customer support is the key to a close and personal bond with your customers. Empathy in customer service means understanding your customer’s problems from their perspective and interacting humanly.   When you pay extra attention to identifying your customer’s needs and tailor a solution to them, you make them feel heard and valued. Remember, robots can never replace the personal human touch, which keeps your customers engaged and loyal to your brand for a long time.   ClickUp, a project management tool, leads by example. To every customer grievance or request, they reply as a human rather than a robot-generated reply. See, for example, how ClickUp uses empathy-driven phrases such as “totally hear you” when answering a question:  Empathy driven customer support Automation is the key to business growth While customer support has traditionally been seen as an extra expense for the business, new reports are debunking this belief. Today, 64% of customer service and support leaders aim to grow the business with their service. As customer retention and the customer value generated via customer support increases, the ‘cost’ pays for itself.   For example, providing excellent customer support can increase your company revenue by more than 20%, with a boost in net profit margins. Know your customer support channels From telephones to AI-driven chat, you can choose different channels to provide support. The best-fit channel depends on your business type. Here are the most popular: Phone Initially, this used to be the go-to support channel before the internet made its way. It’s still effective. Customers can elaborate on their issues, and the customer rep can assist them properly. Undeniably, it’s beneficial for older customers who might not be familiar with modern technology.   Make sure you highlight your available hours on your website along with the number. For example, this is how we’ve highlighted our availability on our website: Highlight your available hours Live Chat Live chat is an efficient customer support channel that outweighs telephone conversations in aspects like speed and efficiency. Specifically, your existing and potential customers can contact the support team via your website to receive a response instantly. The highlighted section is an example of live chat: Gorgias live chat example Email Emails are best suited for issues that might require an in-depth response. Additionally, it saves customers time since they can leave a message without requiring an immediate response. For example, below is the MESA contact page. Completing a simple form will receive an email response. Customer support email example Self-service Customers are increasingly moving towards a self-service approach to solving their issues. In a survey, 88% of customers wanted to see companies having self-service support. Thus, having a self-serve system gives your business an upper hand in customer service. It comes in the form of FAQs or a knowledge base. Chatbots, video tutorials, and informative articles are also good channels. For example, this is the MESA knowledge base with the option to search for the desired article: Self-service example Retaining your customers is 6-7 times cheaper and more profitable than acquiring new ones. To be precise, an increase of 5% in customer retention can increase your profits by a whopping 25%.   The reason is that the longer a customer stays with you, the higher their lifetime value. So, you've generated more value from the same customer without spending any extra dollars on customer acquisition cost (CAC). Excellent customer service helps you create a positive experience for your existing customers and keep them satisfied.   What’s more, every bad customer experience is an opportunity for you to turn an unhappy customer into a loyal one. With fast customer service, you can still manage to keep a customer even if you’ve failed to meet their expectations. 96% of shoppers would stay with a brand if they sincerely apologized for a mistake. Conclusion Providing excellent customer support is essential for the success of any Shopify store. The right customer support apps can elevate your game and take your business to the next level. By implementing an app that automates the workflows of customer support tickets, you can free up valuable time and resources that can be used to grow your business. With a streamlined customer support process, you can respond to customers faster, resolve issues more efficiently, and build a loyal customer base. Choose the right app for your business and start taking your customer support to the next level today. --- - Published: 2023-04-21 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/best-shopify-sms-marketing-apps/ - Categories: Shopify Growth - Tags: klaviyo, omnisend, postscript, sms, smsbump, twilio With ecommerce becoming ever more competitive, standing out among the crowd is more important today than ever. As online shopping grows, business owners need to know the best way to reach their customers with their marketing efforts. If you need a new avenue to reach your buyers on Shopify, look no further than Shopify SMS marketing. Almost everyone has access to a connected mobile device – and outreach to these customers can have powerful means of promotion. Once you understand how to send customized SMS messages at scale, you can encourage repeat business and grow your average order size. Looking to do more with your SMS marketing? Try MESA today and start building smarter automations. What is SMS marketing and why is it important to Shopify merchants Shopify SMS marketing has emerged as a highly effective way for merchants to engage customers and enhance their overall shopping experience. With the emphasis on email and social media marketing, the power of SMS marketing is often overlooked. However, this form of marketing remains highly relevant due to the widespread usage of mobile devices and the unique level of user engagement that SMS messaging offers. Over 4. 2 billion people worldwide still use SMS messaging, despite the popularity of alternative messaging apps like Messenger and WhatsApp. Furthermore, 80% of these users actively employ SMS for business purposes, making it a highly promising marketing channel. SMS messaging boasts an average click-through rate (CTR) of 19%, significantly outperforming the 4% average for emails. This is likely due to the fact that 90% of people open SMS messages, as they are perceived as more personal than emails. To implement a successful Shopify SMS marketing campaign, businesses must first establish an existing customer base and obtain their consent to receive marketing communications. Encouraging customers to opt-in is well worth the effort, as SMS marketing provides numerous advantages to Shopify merchants. The personalized nature of SMS messaging allows merchants to build a positive rapport with their customers. While email marketing often suffers from low penetration and conversion rates, SMS marketing has proven to be more effective, with brands witnessing a 2. 5% conversion rate on SMS marketing forms used to collect phone numbers. Shopify merchants can harness the power of SMS marketing to own the customer experience from start to finish, opening up versatile communication opportunities, such as: Advertising and informing customers about upcoming events Establishing VIP programs exclusive to SMS message subscribers Offering checkout discount codes exclusively to SMS subscribers Announcing new products and sale seasons directly to customers Related: How to automate SMS marketing on Shopify What are the best apps for SMS marketing? Moving towards Shopify SMS marketing does not necessarily mean entrepreneurs need to be responsible for writing legions of messages to their customer base. Business owners wondering how to send customized SMS messages to their buyers could be surprised at how many SMS marketing solutions are available today. Here are some recommendations to consider and a description of their services and advantages. Klaviyo Klaviyo offers both email and SMS marketing tools, yet Klaviyo SMS marketing really deserves your attention here. Its functionality offers personalized and more generic and broad-reaching automated SMS capabilities. However, the ease of use for both businesses and customers makes Klaviyo SMS tools so easy to recommend. In addition, Klaviyo functionality gives customers options in how they sign up for your SMS marketing. This could be consent to opt-in at checkout, or rather multi-step forms or click-to-text web forms. Klaviyo SMS functionality is designed to help keep customers engaged and increase revenues for those entrepreneurs using it for Shopify SMS marketing purposes. That means intelligent solutions such as sending an SMS message to users who have abandoned their carts online, but there are also other powerful resources to put to good use. Klaviyo also enjoys a degree of interoperability with other platforms – meaning that you can easily import contact lists and other data from different Shopify SMS marketing tools to make use of Klaviyo features if you choose. SMS by MESA features a template designed to help you do exactly that. For example, Klaviyo SMS toolkits allow you to notify customers when fast-moving and highly desirable products are back in stock. Users can also set up exclusive offers, deals, and discount codes and alert customers to more permanent price drops among your product range. Twilio Twilio SMS marketing is made possible thanks to a powerful and versatile tool. Any business owners who may have found Twilio a touch too technical in the past may want to reconsider. Although the platform favors coding knowledge, you can still send SMS messages with only a few lines of code. Twilio also provides in-depth API documentation for SMS shortcuts for common use cases. Twilio SMS pricing is competitive because of how many variables your SMS marketing can cover with this software. For instance, if a package is delayed in transit, Twilio SMS messages can be triggered to smooth out the rest of the buyer's journey. A unique feature of Twilio SMS is you're able to measure the performance of large-scale advertisements easily. This happens by tracking incoming data and opt-in rates all from Twilio's unique console. You can even expand beyond SMS with Twilio into MMS, WhatsApp or add multichannel messaging via Twilio SMS Conversations. Twilio SMS also integrates with MESA to make it even easier to perform everyday Twilio actions automatically. SMS by MESA Setting up SMS marketing for your Shopify store can be quite a drain on time and resources to get campaigns up to speed. MESA comes with a premium built-in app SMS by MESA that places great emphasis on automated workflows that can manage your SMS campaigns. For example, you can very easily set up automatic SMS marketing messages that give users discount codes. Other creative SMS marketing ideas you can automate include - Integrating workflows in your Shopify store and notify your team when a product goes out of stock. Decreasing potential fraud by receiving a message when someone creates a fraudulent order. Sending a text message upon package delivery with set-up instructions Give your customers that feeling of being connected to your brand overall. As though you are more personally taking care of their purchasing experience – yet you are actually saving time, thanks to the power of automation. Omnisend Omnisend is a comprehensive marketing automation platform designed for Shopify ecommerce managers, offering seamless integration, advanced targeting capabilities, and powerful automation features. Its user-friendly interface allows for effortless setup, making it a top choice for businesses looking to optimize their SMS marketing strategies. Key features include advanced segmentation tools, enabling highly targeted SMS campaigns based on customer behavior and purchase history. This ensures personalized messaging, leading to higher conversion rates. Omnisend also provides pre-built SMS marketing templates that can be easily customized to match your brand, saving time and effort. The platform's automation and workflow management features allow for efficient SMS campaign execution, with automated workflows triggered by specific events, such as cart abandonment or post-purchase follow-ups. Performance tracking and analytics provide real-time data on KPIs, allowing for data-driven campaign optimization. Omnisend ensures compliance with regulations like the TCPA and GDPR, protecting your business from legal issues and providing a secure environment for customer data management. Its flexible pricing plans cater to businesses of all sizes, offering scalability as your SMS marketing needs evolve. SMSBump SMSBump is a powerful SMS marketing solution designed specifically for Shopify ecommerce managers. Its user-friendly platform, advanced features, and seamless Shopify integration make it an excellent choice for businesses seeking to optimize their SMS marketing strategies. Key benefits of SMSBump include easy setup and integration with Shopify, allowing ecommerce managers to quickly launch their SMS campaigns. The platform offers advanced segmentation and targeting capabilities, enabling the creation of personalized SMS messages based on customer behavior, demographics, and purchase history. This leads to higher engagement and conversion rates. SMSBump's automation features simplify workflow management, with automated SMS campaigns triggered by specific events, such as cart abandonment or customer re-engagement. This ensures timely and relevant messaging, maximizing campaign effectiveness. Real-time analytics and performance tracking enable data-driven decision-making, allowing for continuous campaign optimization. SMSBump also prioritizes compliance with regulations like TCPA and GDPR, ensuring a secure environment for customer data management and protecting your business from potential legal issues. With flexible pricing plans catering to businesses of various sizes, SMSBump provides a scalable and cost-effective SMS marketing solution for Shopify ecommerce managers, ultimately driving customer engagement and boosting sales. Postscript Postscript is a tailored SMS marketing solution for Shopify ecommerce managers, offering a user-friendly platform with advanced features and seamless integration. This makes it an exceptional choice for businesses looking to enhance their SMS marketing strategies. With easy setup, Postscript allows for quick campaign launches. Its advanced segmentation and targeting options enable personalized SMS messaging based on customer data, leading to increased engagement and conversions. Postscript's automation capabilities allow for efficient workflow management, with automated SMS campaigns triggered by events such as cart abandonment or post-purchase follow-ups. This ensures timely, relevant messaging that maximizes campaign impact. Real-time analytics and performance tracking facilitate data-driven decision-making and continuous campaign optimization. Postscript also emphasizes compliance with regulations like TCPA and GDPR, creating a secure environment for customer data management and safeguarding your business from legal issues. SimpleTexting When you want to send customized SMS marketing messages both at scale and one-to-one, SimpleTexting has plenty to offer. By creating a contact list, users can easily send identical SMS marketing messages to countless contacts at once – perfect for wide-reaching campaigns or big announcements. Customers can also sign up for your Shopify SMS marketing using keywords. For example, you could advertise that if customers text the phrase 'BONUS' to a given cell phone number, they are added to your Shopify SMS marketing contact list – and can receive exclusive offers through messages you create with SimpleTexting. Discount codes can be very rapidly created using SimpleTexting too. The full service also benefits from a comprehensive analytics dashboard that helps users understand which campaigns are the most efficient. TextMagic When you need a simple SMS marketing solution with an easy setup, TextMagic is a strong contender. Active for over 20 years, TextMagic has thrived thanks to its ease of use and intuitive interface. Users can get set up and see their first Shopify SMS marketing messages sent out in minutes. You can send messages via TextMagic any time you choose but also schedule them ahead of time. TextMagic also has templates that let you quickly set up and send recurring messages on specific themes or events. You can also use a powerful SMS to route feature via the TextMagic API. Users can take advantage of TextMagic's free trial to get a feel for Shopify SMS marketing. Still, there's no contract to worry about either – TextMagic functions as an entirely pay-as-you-go service. Related: Best Email Marketing Apps for Your Shopify Store Shopify SMS marketing is as versatile as you make it It can be easy to assume that the best way to reach out to your customers and encourage them to keep spending is via the usual channels of social media and email. But more often than not customers just want a personalized direct approach. In that regard, SMS marketing for Shopify stores is a great way of reaching customers in a meaningful and impactful way. The barrier to entry is very low, too. With SMS marketing, even the most simple or outdated mobile devices today have the capability of receiving your content. Even 20 years old or more, mobile handsets can quickly receive these marketing communications, making for a diverse customer base. Similarly, learning how to send customized SMS marketing messages to your buyers need not be an exercise in time-consuming typing or advanced coding capabilities. Tools and resources designed to take advantage of the wealth of data, even a simple cell phone number put at your disposal. Create enticing offers, invitations to reverse course on cart abandonment, or simply announcements... --- - Published: 2023-04-21 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/how-to-automate-customer-support/ - Categories: Shopify Growth - Tags: form, Google sheets, gorgias, shopify, zendesk In today's competitive e-commerce landscape, customer support is no longer just an afterthought – it's a crucial factor that can make or break a customer's experience with your online store. Consumers are increasingly expecting quick, personalized, and efficient support, which means that businesses must step up their game to retain customers and maintain a positive reputation. As a Shopify store owner, you have the unique opportunity to leverage the platform's robust ecosystem of apps and tools to automate your customer support processes. By doing so, you can not only improve your customer's experience but also boost your business's efficiency and save valuable time and resources. In this comprehensive guide, we'll explore the importance of customer support in the e-commerce world, the benefits of automating your support workflows on Shopify, and provide insights on the best apps and step-by-step tutorials to help you successfully implement these systems. With our help, you'll soon be on your way to transforming your customer support process, leading to happier customers and a more efficient business. So, let's dive in and discover how you can revolutionize your Shopify store with automated customer support. Ready to save time by automating support issues? Try MESA today to easily manage your business's customer service workflows. Understanding customer support automation Customer support automation is software to make workflows from repeatable tasks that your team would otherwise perform manually. Successful customer support thrives on speed and efficiency. As you scale your customer base, the complaints and problems will increase too. Customer support automation is the only way to deal with everything. Thus, streamlining support will free up your team’s time. It involves leveraging tools like artificial intelligence (AI), machine learning, and chatbots to manage repetitive tasks, provide instant responses, and even resolve complex issues without the need for human intervention. By automating customer support, businesses can focus on more critical tasks while ensuring a consistent and high-quality customer experience. The Role of AI and Chatbots in Customer Support Automation AI chatbots play a significant role in the modernization of customer support. They have the power to mimic human conversation and understand the context of user queries, enabling them to offer personalized assistance and instant responses. Here's how AI and chatbots are revolutionizing customer support automation: Instant Responses: Chatbots can handle multiple customer inquiries simultaneously, providing real-time assistance and cutting down waiting times for customers. 24/7 Availability: Unlike human agents, chatbots are always available to assist customers, ensuring round-the-clock support without additional staffing costs. Personalized Assistance: AI-driven chatbots can analyze customer data and tailor their responses to individual needs, creating a more personalized experience. Handling Repetitive Tasks: Chatbots can take care of routine tasks like providing order status updates, answering frequently asked questions, or booking appointments, freeing up human agents to tackle more complex issues. Learning and Adapting: With machine learning capabilities, chatbots can continuously improve their understanding of customer needs and refine their responses over time. Related: Maximize Customer Experiences with the Best Shopify AI Chatbot Apps How Automation Can Improve Customer Experience and Business Efficiency Automating customer support on Shopify has several benefits that contribute to a better customer experience and increased business efficiency. Automating customer support on Shopify can lead to a better customer experience and increased business efficiency in several ways. One of the most notable benefits is faster resolution times. By automating routine tasks and providing instant responses, customer issues can be resolved more quickly, leading to higher customer satisfaction. Furthermore, automation allows your support team to focus on more complex issues that require a human touch, ensuring better use of their time and expertise. Additionally, implementing an automated customer support system guarantees a consistent level of support quality across all customer interactions, reducing the potential for human error. This consistent service quality, combined with cost savings and the scalability of AI and chatbot-driven systems, makes automation a valuable investment for any growing Shopify store. As your business expands, an automated customer support system can adapt to the increasing volume of inquiries without the need for significant investment in additional support staff, ultimately benefiting both your customers and your bottom line. Related: Best Customer Support Apps for Elevating your Shopify Game Customer support tasks perfect for automation There are several workflows related to customer support on Shopify that are perfect for automation, allowing you to streamline processes, save time, and provide a better customer experience. Order Status Updates: By automating order status updates, customers can quickly access tracking information and delivery estimates without having to reach out to your support team, reducing the workload on your agents. Post-Purchase Follow-Up: Automating follow-up messages after a customer has made a purchase can help you gather valuable feedback, encourage reviews, or upsell related products, contributing to customer loyalty and repeat business. Ticket Routing and Prioritization: Automatically sorting and assigning support tickets based on predefined criteria, such as the issue's complexity or the customer's priority level, ensures that your support team can focus on the most critical issues first and maintain a high level of service. Customer Segmentation: Automatically categorizing customers based on their preferences, purchase history, or interaction patterns can help you tailor your support and marketing efforts to better meet their needs, leading to higher customer satisfaction and increased sales. Advanced automation strategies In today's digital world, customers interact with businesses through various channels, including email, social media, live chat, and messaging apps. Implementing multi-channel support automation is a crucial strategy to ensure a seamless and consistent customer experience across all touchpoints. By integrating your support system with different channels and automating responses, you can provide instant assistance and manage a high volume of inquiries more effectively. Multi-channel automation also helps you capture customer data from different sources, allowing you to create personalized experiences and strengthen customer relationships. Leveraging analytics is essential for optimizing your automated support system and identifying areas for improvement. By monitoring key performance indicators (KPIs) such as response times, resolution rates, and customer satisfaction scores, you can gain valuable insights into your support team's efficiency and the effectiveness of your automation tools. Analytics can also help you identify trends and patterns in customer inquiries, enabling you to refine your automated responses, workflows, and chatbot scripts to better address customer needs. The e-commerce landscape is constantly evolving, and it's crucial to stay up-to-date with the latest features and apps to maintain a competitive edge. Regularly assessing your automated support system and exploring new tools can help you identify opportunities for improvement and capitalize on emerging technologies. Real-life success story StyleMegHD, a thriving e-commerce business selling curated home decor items, recognized the importance of enhancing customer experience by streamlining its communication processes. They turned to MESA, a Shopify automation platform, to automate their email workflows and improve overall customer satisfaction. By implementing MESA, StyleMegHD was able to send timely, personalized, and targeted emails to their customers, providing relevant information such as order confirmations, shipping updates, and product recommendations based on browsing history. The results of adopting MESA's automation platform were significant for StyleMegHD. Their customers appreciated the timely and relevant communication, leading to an increase in customer satisfaction, loyalty, and repeat business. Furthermore, the automated email workflows freed up valuable time for the StyleMegHD team, allowing them to focus on more strategic tasks and initiatives to grow their business. This case study highlights the power of automation in enhancing customer experiences and improving business efficiency in the e-commerce industry. Get more done with automation Automating customer support on Shopify is an essential strategy for any e-commerce business looking to enhance customer experiences and improve overall efficiency. By understanding the role of AI and chatbots in customer support automation and implementing the most popular and effective apps, you can streamline your workflows and provide a seamless, multi-channel support experience for your customers. It's also crucial to continuously optimize your automated support system using analytics and staying up-to-date with the latest features and apps to maintain a competitive edge in the ever-evolving e-commerce landscape. By taking action and incorporating customer support automation into your Shopify store, you'll not only boost customer satisfaction but also unlock the potential for growth and long-term success. So don't wait – start your automation journey today and witness the transformative power of streamlined customer support in your e-commerce business. --- - Published: 2023-04-21 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/how-to-automate-sms-marketing-on-shopify/ - Categories: Shopify Growth - Tags: schedule, shopify, sms, tracktor When it comes to marketing communication, there are many options available to you. Each plays a slightly different role in terms of attracting and retaining customers, and with technology continuing to evolve at a rapid rate it can be difficult to keep up. Some simply opt for a blanket approach to have 'all bases covered'. It's important that you avoid such a strategy, but rather selectively execute a targeted and relevant communication plan for your business. One arrow in the marketing quiver is SMS communication. SMS marketing is a great way to connect with your customers and promote your products or services. However, manually sending SMS messages can be time-consuming and tedious. Luckily, there are ways to automate SMS marketing on Shopify. In this blog post, we'll discuss the power of SMS communication and show you how to set up automated SMS messages so that you can save time and stay connected with your customers. Ready to save time by automating SMS messages? Try MESA today to easily manage marketing campaigns for your business. The importance of SMS marketing for ecommerce businesses Ecommerce businesses have no doubt caught onto the fact that SMS marketing is an incredibly powerful tool at their disposal. It can dramatically increase customer engagement, brand loyalty, and ultimately, sales. With SMS, companies can get through to customers faster than ever with instant push notifications, about upcoming promotions or product launches, as well as personalized offers for each customer segment. Furthermore, it provides a platform for businesses to communicate with customers directly in a conversational tone which builds relationships and trust in the long run. Automating SMS messages on Shopify is a surefire way to make the best of this marketing channel and ensure maximum return on investment. Types of automated SMS messages that Shopify allows First, to get started sending SMS messages, you have to make sure your Shopify store has "Phone number" enabled as a contact method. Despite Shopify offering customizations for many email notifications, its support for SMS is much more limited. From the Shopify Admin > Settings > Notifications, you'll see many options but only the following support SMS: Order Confirmation - Sent automatically to the phone numbers of a customer after they place their order. Disable this feature if the customer has both their email and mobile number saved to avoid sending duplicate messages. Local Pickup Notifications - Let customers know their order is ready for pick up. This is a transactional notification that isn't editable. Gift Card Issued - Notify the customer or recipient when gift cards are issued or fulfilled. This is a transactional notification that isn't editable. POS Orders & Exchanges Receipts - Sent to the customer after they complete an order or exchange in person and want to be sent a receipt. This is a transactional notification that isn't editable. Shopify recommends using a third-party app if you're looking to do more. There are plenty of options to choose from in the free Shopify App Store, such as SMSBump, Klaviyo, Tobi, Omnisend, and more. Related: Best Shopify SMS Marketing Apps Types of automated SMS messages you should be sending SMS marketing platforms can be a great way to save time and effort for businesses of any size. It helps to streamline the process of sending out timely messages and notifications, helping to create a personalized experience that keeps customers engaged. Automated messaging is also cost-effective and easy to set up, giving merchants more time to focus on other aspects of their business. SMS automation allows you to automatically send out many different types of messages including promotional, transactional, and reminder messages. Promotional messages are used to increase sales and visibility. Transactional messages provide customers with updates on their orders. Reminder messages can be sent to remind shoppers of upcoming events or deadlines. Here are a few types of SMS messages that you can automate: Abandoned cart recovery: Alerts customers when items remain in their cart for an extended period. Order status: Notify customers of the status of their items if they require custom steps prior to being fulfilled. Package updates: Lets customers know when their packages have shipped or are updated while in transit. Promotional messages: Informs customers of upcoming promotions, discounts, and sales. By automating these types of communications, you can save time and provide your customers with a more personalized shopping experience. How to send automated SMS marketing messages By properly configuring settings within your Shopify store, you can create personalized and targeted SMS messages that are sent automatically to customers when triggered by certain actions. The act of sending an SMS is somewhat of a commodity so pricing should be a major factor in your decision here. More importantly, consider an app that supports the triggering events so you have the most flexibility in building segments, filters and customizations before firing the SMS to recipients. We recommend automation tools to assist here since the best ones have SMS apps built in which makes everything simpler. Abandoned Cart Recovery SMS Automation SMS Workflow for Abandoned Carts Flash Sale SMS Automation SMS Workflow for Announcement to a Customer Segment Order Status Update SMS automation SMS Workflow for Order Status Updates How to measure the effectiveness of automated SMS marketing By using mindful of your analytics and key metrics, you will be able to observe how shoppers respond and engage with your Shopify store when they receive an automated SMS message. Through that data your company can adjust its strategy accordingly to maximize ROI. Additionally, it is also important to track engagement metrics such as open rates, clicks, and replies. There are two important metrics that you need to focus on - click through rates and conversion rates. Click-through rates are an important metric to measure the effectiveness of your automated SMS marketing because they show you how many people who receive an SMS message click on a link or take your action. Conversion rates indicate how successful an automated SMS campaign is at driving customers to make purchases. This will give you insight into the success rate of your marketing tactics and strategies. This data will provide you with key insights into which messages are capturing the attention of customers and allow you to refine your automated SMS campaigns for even better results. Take careful note of the results and the customer feedback to make sure that you refine your SMS strategy accordingly. The last thing that you want is to be paying for SMS messages that have zero impact. An example of how you can use this data to optimize a campaign is by sending out a different message to customers who have already purchased from you or targeting those who haven’t yet made a purchase with an incentive. This level of segmentation and personalization will help ensure that your campaigns are as efficient and effective as possible. The benefits of SMS automation Automating SMS marketing offers your business innumerable benefits, from strengthening customer relationships and boosting brand loyalty to driving sales and reaching audiences at scale. Traditionally, SMS messages have high open rates and engagement levels, making them a valuable tool for any business. Compared to other forms of marketing communication like email or ads, SMS is faster, more personal, and can provide better user engagement — it’s no wonder that businesses are turning to this powerful platform for their messaging needs.   For example, automated notifications and messages help shop owners keep customers posted on their order status, sales campaigns, discount codes, and more — ensuring a delightful customer experience with every interaction. Here are a few of the benefits of SMS marketing. Targeted: SMS gives you the ability to send highly targeted and personalized messages based on user behavior, preferences, and more. Cost-effective: Automated SMS messages are far less expensive than traditional marketing tactics like print ads or television commercials. Convenient: Automating SMS messaging is incredibly easy and efficient — it requires minimal setup time with no additional resources required. Personal: Unlike other forms of digital communication like email, SMS allows for a more intimate connection between businesses and customers through direct one-on-one interaction. With automated SMS marketing tools at your disposal, you can take advantage of the versatility and convenience of this marketing channel while reaping substantial rewards at the same time. Best practices for SMS marketing automation When focusing your presence through this kind of platform, there are certain best practices you can implement for maximum efficiency. Let's take a look at some of these: Get the timing right: Timing is key. Ensure your customers receive messages at the right time of day to maximize reach and engagement. Customize content: Personalize automated messages based on customer demographics and preferences to create a more meaningful dialogue. Be concise: Keep messages short, sweet, and to the point so they are easy to read and understand. Keep it relevant: Only send relevant information that has meaning — avoid sending generic or promotional content too often as this can lead to fatigue. Automate critical notifications: keep customers up-to-date with order status changes and shipment tracking details. By automating these notifications, you can avoid increase support tickets asking about these details. Track performance: Measure the success rate of each campaign by tracking engagement metrics like delivery rates, clicks, and replies for insight into which messages are resonating with your audience. SMS automation examples Here are some examples of successful businesses that have automated their SMS marketing campaigns. Glow & Co: This natural skincare brand uses automated SMS messages to inform customers about new product launches, offers, and more. Barefoot Venus: This beauty company sends automated SMS messages to promote new product launches and exclusive offers. These are just a few of the many examples of companies that are using SMS messaging as an effective means of marketing. With the right strategy in place, you can reap all the benefits of this powerful medium and get closer to achieving your business goals. Overall, automating SMS marketing from your Shopify store is a great way to take advantage of this increasingly popular communication platform and reach customers at scale. By keeping these best practices in mind, you will be able to achieve maximum effectiveness with minimal effort — driving engagement and boosting ROI for your company. Conclusion Automating SMS marketing on Shopify is a powerful tool to help ecommerce businesses grow and increase their reach. When done correctly, businesses can benefit from automated SMS marketing by saving time and increasing ROI. By taking the time to research automated SMS strategies and setting up messaging systems with clear objectives in mind, businesses can make sure their automated text messages only contain relevant content for their target audiences. Furthermore, measuring the effectiveness of automated SMS campaigns allows businesses to optimize their own text message marketing, and strategies for the best results. Overall, investing in an automated SMS marketing strategy on Shopify can lead to successful business outcomes that help build customer relationships and promote brand recognition. Start automating your SMS marketing today Add automated workflows for SMS marketing on Shopify today to see positive returns. With the right strategy, resources, and insights in place, businesses can streamline their campaigns to deliver relevant content while engaging customers at scale. --- - Published: 2023-04-21 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-save-forms-to-new-gorgias-tickets/ - Categories: Workflow Tutorials - Tags: form, gorgias Gorgias is a customer support app tailor-made for Shopify businesses. It funnels all customer communications, from Twitter messages to conversations at your retail store, into a single dashboard. Moreover, a simple view of customer communications makes the support team’s job easier. We'll show you how to save a form to Gorgias ticket so you and your customer's workflows are never interrupted. Managing customer support can be a time-consuming task, but it's an essential part of running a successful business. For example, keeping track of customer inquiries and providing timely responses is crucial to building trust and loyalty. Fortunately, with the right tools and strategies, managing customer support becomes a streamlined and efficient process. In this article, we'll explore how to set up a form on your Shopify store that saves entries as new Gorgias support tickets. TL;DR: Skip the step-by-step tutorial. Use this template to save form submissions as new Gorgias tickets with just a few clicks. How to automate a form submission into a new Gorgias ticket Time needed: 5 minutes. This step-by-step tutorial will show you how to create a form that can be included anywhere on your website, allowing customers to easily submit support inquiries. With this setup, you'll be able to manage all customer support inquiries from one central location, making it easier to respond quickly and effectively. First, choose the Forms by MESA app as the triggering event For example, let's make a form that is embedded on the Shopify Order Details page. In the event a customer is viewing their order but needs to file a return, they can submit their details via the form and have their information create a ticket in Gorgias to handle the processing from there. Drag-and-drop your form fields Next, click the "Open Form Builder" to view the form editor. When you're done, be sure to save the workflow. This will create the variables needed for the next steps in your workflow. Next, select Gorgias as the next step Search for "gorgias" and click the app to add the action step to you workflow. Next, select the event, Create Ticket Click the Use this button to add this action step. With the Create Ticket action added, we have a lot of configuration options available to us. Next, add your Gorgias credentials If you're adding your credentials for the first time, follow the instructions to find your API key. Otherwise, choose your Gorgias credentials from the list provided. Lastly, add the Form variables to the new Gorgias ticket You'll need to assign the Team ID. Then scroll down to the Messages section. In the Body Text field you can click the { + } icon button to add the form variables (if any). Optionally, other important fields to add variables include Channel, Customer Email, Subject, and Via fields. These will help the data come through cleanly in Gorgias. Next, Save then turn On your automation Be sure to click the “Save” button and turn your automation to "On". The automation will run every time a new form submission is received. MESA will proudly celebrate your achievement by popping confetti in your honor. Congratulations, you're workflow is ready! Finally, add the form code to your theme On the form step, copy the embed code for this form. Then, paste the code in your store's theme Every theme is slightly different. You can either edit the code or using the theme editor, paste the form snippet wherever you want your format appear. Save yourself the setup. Use this template instead: Important: If you need additional help adding Forms by MESA to your store, read our Help Article. The guide outlines several ways you can add them, depending on your Shopify theme. Benefits of automating forms to tickets Automated workflows that collect form data and create new support tickets offer several benefits for ecommerce managers. These include streamlined customer support processes, faster response times, and increased efficiency. By automating the process of creating new support tickets, businesses can reduce the time and resources needed to manage customer inquiries, allowing them to focus on other important aspects of running their store. Additionally, centralize all your support inquiries in one location. That way, you can be sure customer inquiries route quickly and effectively. Finally, automated workflows also provide a way to track and measure customer support performance, allowing businesses to identify areas for improvement and make data-driven decisions to optimize their support processes. Workflow wrap-up To summarize, automated workflows that collect form data and create new support tickets can revolutionize the way you manage customer support processes. For example, by tracking and measuring customer support performance, you can identify areas for improvement and make data-driven decisions to optimize their support processes. With the right tools and strategies, your business can provide excellent customer support while still being able to focus on other important aspects of running the Shopify store. Thus, if you're looking to improve your customer support processes, consider implementing an automated workflow to collect form data and create new support tickets. --- - Published: 2023-04-21 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-write-product-image-alt-tags-using-ai/ - Categories: Workflow Tutorials - Tags: api, data, loop, shopify As a Shopify store owner, you understand the importance of optimizing your online shop for search engines. One crucial aspect that is often overlooked is the importance of Shopify product alt tags for your images. In this blog article, we explore how to use AI to create effective, SEO-friendly alt tags for your product images. With the right tools and strategies in place, you'll be able to boost your store's visibility, drive more organic traffic, and ultimately, increase sales. So, let's explore the exciting possibilities that AI has to offer in optimizing your Shopify product alt tags. Interested in doing more with AI? Try MESA today and build smarter automations. Step-by-step tutorial video https://youtu. be/oifcylccaqY Video tutorial on using Replicate. com to convert images into descriptive text for product alt tags How to use AI for writing product image alt text Time needed: 10 minutes. We’ll walk you through making two workflows:The first will submit our product images to img2prompt using our API app. Then, we'll store the process ID in a Shopify database table within MESA for use in our second workflow. The second workflow will start with a webhook that is listening for the Image2Prompt process to complete then updates our product image alt tags accordingly. To get started, be sure to get MESA and connect it to your Shopify store. First, start a new workflow using the Shopify Product Updated trigger event You could also use the Product Created trigger event depending how you prefer the workflow to start. Next, add the Loop by MESA action Then, use the Variable Selector to specify looping over all Product Updated > Images Next, add the API by MESA action Then, choose the API Key step. This is what the Replicate. com API supports. Be sure to add your API token to authenticate. Next, add the API URL under step configuration Be sure the Method is POST then, add the following URL: https://api. replicate. com/v1/predictionsWe'll come back to this step to add more configuration to the Advanced Options. For now, let's continue. Next, add the Data by MESA app Choose the Update or Create Record action step. Create a new database table Name your table, "Product Image Webhooks" then add this Where Clause:webhook_id (Equals) {{api. id}}Then, add the following columns:product_id (Number) {{shopify. id}}product_image_id (Number) {{loop. id}}webhook_id (Text) {{shopify. image. id}} Note - Because we haven't saved the workflow nor did we run a test, the workflow isn't aware of all the variables available yet. Save then, name your workflow when you're ready. Create a new workflow using Webhook by MESA as the trigger step When you click Edit, you'll see the webhook URL assigned for this workflow. We'll come back to this after completing this workflow setup for use in the prior workflow. Next, add the Data by MESA app to your workflow Then, select the Retrieve Record action step. Configure the data retrieved Select the "Product Image Webhooks" table from the list. Then, under the Where Clause, specify:webhook_id (Equals) {{webhook. id}}Note - since we haven't saved this workflow, there are no variables in the selector yet. Next, add the Shopify app to your workflow Then, choose the Update Product Image action step. Configure the product image fields to be updated You can use the variable selector {+} for each field to assign the Product ID as Retrieve Record > Product ID and the Image ID as Retrieve Record > Product Image ID. Then click the Add Field button to assign the Key field as alt and the value being the Webhook Received > Output variable or, {{webhook. output}}. This is where we update the Shopify product alt tag based on the API response. Be sure to Save then, name your workflow. Next, copy the Webhook URL Scroll back to the trigger step and copy the webhook URL. Then, return to your first workflow and expand the API step Advanced Options Next, click the Add Header button and specify the Key as Authorizaton and the Value as your personal token value which can be found here. Then, click the checkbox to "Specify a custom Request Body" to reveal the field. Paste the following payload snippet: This combines the webhook URL from our workflow step and our API authorization for img2prompt. Additionally, we're adding the Shopify product image source as a variable so the API knows what to analyze. {"webhook": "https://webhooks. getmesa. com/v1/mesa-dev/trigger-webhook/6436b8031ace5d19ab72a251/6436b80739d4257bcd257f32. json? apikey=t35t156eqSUtQar23AbSfaMjIXQ1DsVz5wi7","version": "50adaf2d3ad20a6f911a8a9e3ccf777b263b8596fbd2c8fc26e8888f8a0edbb5", "input": {"image": "{{image. src}}"}}The is a sample snippet so update this with your webhook URL highlighted above. Tips & tricks for writing product alt descriptions Alt tags, also known as "alt attributes" or "alt text," provide an essential description of your product images, ensuring that they're accessible to search engines and visually impaired users. Implementing well-crafted alt tags for every product image is vital for various reasons. Here are some tips and tricks to keep in mind when writing alt tags, along with their importance: Be descriptive and accurate: Describe the image straightforwardly, focusing on the key elements of the product. This helps search engines understand the image content and improves your chances of ranking higher in search results. Use relevant keywords: Incorporate relevant and targeted keywords into your alt tags, but avoid keyword stuffing. This practice enhances your SEO efforts and helps search engines associate your images with the appropriate search queries. Keep it concise: Aim for alt tags that are around 125 characters or less. Lengthy descriptions can be cumbersome for screen readers and may not be as effective for SEO purposes. Avoid redundancy: Refrain from using phrases like "image of" or "picture of," as they are unnecessary and add no value. Search engines and screen readers already recognize the content as an image. Don't forget about formatting: Use hyphens to separate words in your alt tags, as this improves readability for both search engines and screen readers. By following these tips and understanding the importance of alt tags, you'll be well on your way to optimizing your product images for better SEO and user experience. Importance of product image alt tags First and foremost, alt tags contribute to improved SEO. By giving search engines context regarding your images, you improve your website's overall SEO performance, potentially resulting in higher rankings in search results. Another key aspect of alt tags is their role in accessibility. They ensure that your website is accessible to visually impaired users, as screen readers rely on these descriptions to convey the image's content. This not only benefits your users but also demonstrates your commitment to inclusivity and compliance with accessibility standards. Furthermore, alt tags play a significant role in enhancing the user experience. In instances where images fail to load or are blocked, alt tags offer users a text description of the image, providing context and improving their experience on your website. This can lead to higher engagement and lower bounce rates, ultimately contributing to your store's success. Lastly, well-written alt tags can boost your content's shareability on social media platforms. Some platforms, such as Pinterest, utilize alt tags as default descriptions when images are shared. By ensuring your alt tags are descriptive and engaging, you can increase the likelihood of your content being shared and reach a wider audience. Workflow wrap-up In conclusion, optimizing your Shopify store with well-crafted alt tags for product images is a vital aspect of ecommerce success. By leveraging AI and following the tips and tricks shared in this article, you can create accurate, keyword-rich, and concise alt tags that contribute to improved SEO, accessibility, user experience, and social media engagement. Remember, every detail counts in the competitive world of ecommerce, and taking the time to enhance your product image alt tags will not only help your store stand out but also create a more inclusive and enjoyable experience for your users. So, embrace the power of AI and start optimizing your Shopify product alt tags today for a brighter and more successful ecommerce future. --- - Published: 2023-04-18 - Modified: 2025-07-28 - URL: https://www.getmesa.com/blog/how-to-write-shopify-product-meta-descriptions-using-chatgpt/ - Categories: Workflow Tutorials - Tags: AI, approval, ChatGPT, schedule, shopify Prepare for a game-changing workflow solution that will change your approach to crafting Shopify product meta descriptions. This step-by-step tutorial seamlessly combines the power of ChatGPT, the convenience of Google Sheets, and the robustness of Shopify. We'll demonstrate how to leverage OpenAI artificial intelligence to generate compelling meta descriptions with ease. To ensure quality control and streamline the approval process, we'll also cover the integration of Google Sheets as an intermediate step, allowing you to review and approve generated text prior to saving it on your Shopify product pages. So, gear up for an innovative and time-saving technique that will empower you to optimize your ecommerce operations like never before. TL;DR: Skip the step-by-step tutorial. Use this template to generate SEP meta titles and descriptions for new products with just a few clicks. Step-by-step tutorial video https://youtu. be/r-n5ux2BS2U Video tutorial on using OpenAI ChatGPT to write Shopify product meta descriptions How to use ChatGPT to write product meta descriptions Time needed: 10 minutes. We'll walk through making two workflows. The first will take the Title and Description of a newly created product in Shopify, prompt ChatGPT to write a meta description then save the result to Google Sheets. The second workflow will run on a daily schedule to loop through the Google Sheets doc, and based on a Status column change, will take the meta description and then update the product in Shopify. To get started, be sure to get MESA and connect it to your Shopify store before starting. First, start a new workflow using Shopify then, select the Product Created trigger event. When creating a workflow from scratch, choose the Shopify app to get started. Then use the search fields to locate the Product Created event from the list. Next, add the Custom Code app In the description field, add the comment "Remove HTML tags" so you'll remember what this does later. Add this code snippet in the Code Editor Now, click the "Edit Code" link to enter the code editor. Where you see the comment "Add your custom code here" paste the following snippet: Mesa. log. info("payload: ", payload. body_html);payload. body_text = payload. body_html. replace(//gi, '');Mesa. log. info("body text: ", payload. body_text);When you're done, be sure to Save your changes then, exit the code editor. Next, add the Shopify "Retrieve Product Metafields" action to your workflow Under the Step Configuration section, add the Product Created > ID variable. Then specify the Namespace as global and the Key as description_tag Next, add ChatGPT to your workflow Be sure to authenticate ChatGPT with your OpenAI API key if this is your first time. Following the instructions to acquire your API key. Then, click the Add Message button and paste the following prompt in the "Content" field: Write an SEO optimized meta description that is a max of 160 characters for the following product:Title: {{shopify. title}}Description: {{custom. body_text}}The {{shopify. title} is a variable that comes from the original Shopify Product Created step. The {{custom. body_text}} variable comes from the Custom Code step so the text is cleaner for the AI. Next, add the Google Sheets, Create Row action Be sure to authenticate Google Sheets if this is your first time. Then, we'll create a new spreadsheet file called "Product Meta Descriptions". Click Create Spreadsheet when you're ready. Add Columns to your new Google Sheets spreadsheet Click the Add Column link to make spreadsheet columns for the following:ID --> {{shopify. id}}Name --> {{shopify. title}}Meta Description --> {{shopify_2. value}}Description --> {{shopify. body_html}}AI Meta Description --> {{chatgpt. choices. message. content}}You can also use the {+} icon on each field to open the Variable Selector to find these values manually. Then, when you're ready, be sure to Save then, name your workflow some unique. Turn this workflow On to enable it. Important: You'll want to run a test to be sure everything is coming over to Google Sheets correctly. Having a single row in your spreadsheet will also help your efforts in the next workflow needed. Now, we'll make another new workflow using the Schedule built-in tool Depending how often you plan to make changes to your Google Spreadsheets, you can change the frequency interval. For this example, we'll leave this to run Hourly. Next, add the Google Sheets List Row action to your workflow Using the Step Configuration, choose the Product Meta Descriptions spreadsheet that we created in the last workflow. Select Sheet1 for the worksheet then, under Range, we'll enter A1:G10 to grab the first 10 rows of data. Next, add the Loop by MESA steps to your workflow In the field, Values to loop over, add the following snippet: {{googlesheets}} Next, add the Filter by MESA step to your workflow Define the filter rules to look at the Loop step field "Status" column {{loop. fields}} to see if it equals "Publish". Next, add the Shopify, Set Product Metafield action to your workflow We'll need to define the values from the Loop step to correlate to the right Product Metafield. Following these field values to map the data correctly:Product ID --> {{loop. fields}}Key --> description_tagNamespace --> globalType --> Text FieldValue --> {{loop. fields}}Then, when you're ready, be sure to Save then, name your workflow some unique. Finally, turn this workflow On to enable it. Congrats, you're done! You now have two workflows running: The first runs every time a new product is created. The other runs on a schedule interval you defined. As a result, you have highly optimized meta descriptions for your product pages! Save yourself the setup. Use this template instead: Tip & tricks for writing product meta descriptions Writing effective product meta descriptions is an essential aspect of ecommerce success. They can significantly influence search engine rankings and click-through rates. Here are some of the best tips and tricks to help you create compelling meta descriptions for your products: Focus on relevancy Ensure that your meta description accurately reflects the product's features and benefits. Include relevant keywords naturally, without keyword stuffing, to improve search engine rankings. Make it easier for potential customers to find your product. Keep it concise Search engines typically display around 155-160 characters of a meta description. So, aim to keep it within that range. Be succinct and use clear, descriptive language to convey the key information. Highlight unique selling points Emphasize what sets your product apart from the competition. This could be its superior quality, affordability, sustainability, or any other unique feature that makes it stand out. Use a strong call-to-action (CTA) Encourage potential customers to click on your listing by using a compelling CTA. Try phrases like "Shop now," "Discover more," or "Get it today. " Utilize numbers and symbols Including numbers, percentages, or symbols (e. g. , "&," "+," "-") can make your meta description stand out in search results and catch the attention of users. Write for your target audience Tailor your language and tone to appeal to your ideal customer. Use words and phrases that resonate with them and showcase the benefits they care about most. Avoid duplicate content Ensure that each meta description is unique. This helps avoid search engine penalties and to provide a better user experience. This will also help prevent confusion among customers and create a more cohesive brand image. Test and optimize Monitor the performance of your meta descriptions by tracking click-through rates and other metrics. Experiment with different phrasings, keywords, or CTAs to see which ones yield the best results, and optimize accordingly. Follow these tips and tricks to craft product meta descriptions that effectively showcase the value of your products. And, they'll entice potential customers to click through and explore your ecommerce store. Workflow wrap-up In conclusion, the method outlined here offers a transformative approach to crafting product meta descriptions, leaving Shopify's default text in the dust. Additionally, by harnessing the power of OpenAI, you can generate captivating and relevant descriptions that will improve your product listings, while Google Sheets integration ensures a smooth review and approval process. This MESA workflow epitomizes working smarter, not harder, in the world of ecommerce. As a result, you will not only save valuable time and resources but also enhance your store's overall performance. Embrace the future of ecommerce management with confidence, knowing that this efficient and effective method will elevate your operations to new heights. So, take the leap and revolutionize the way you handle product meta descriptions today, and reap the rewards of a more streamlined and successful online store. --- - Published: 2023-04-17 - Modified: 2025-04-17 - URL: https://www.getmesa.com/blog/how-to-automate-email-marketing-on-shopify/ - Categories: Shopify Growth - Tags: email, gmail, klaviyo, mailchimp, mailgun, mandrill, omnisend, shopify flow Unless you've been living under a rock, it's been clear for a while now that email marketing automation is playing a key role in helping grow your business. We'll show you how to automate email marketing efforts on Shopify so you can take full advantage of the platform while knowing how and when to scale. Automation is providing many new ways for every business to increase efficiency and productivity and reduce costs. It also allows for more efficient order processing and management, faster order fulfillment, improved customer relationships, and more accurate inventory tracking. In this blog, post we'll unpack one specific area of automation your business should focus on - email marketing automation. Ready to save time by automating email? Try MESA today to easily manage marketing campaigns for your business. Included email marketing automation on Shopify Email marketing automation is a great way to build customer relationships, share helpful content, and expand your customer base. With features like segmentation and targeted emails, you can send personalized emails with the right message, specifically to the customers who are most interested in your products. Shopify offers many email messages by default, which allows you to immediately take advantage of automation without needing to go through intensive design or development processes or find the right email service provider. Here are what email marketing tools you'll get right off the bat: Abandoned cart emails Reach out to customers who have added items to their cart but haven’t completed the purchase. To set this up, head to Settings > Checkout. Scroll to the "Abandoned checkout emails" section. Then, look for the option 'Send abandoned checkout emails automatically'. After enabling this option, you can then head over to the Settings > Notifications section to customize the related automated email. From here, you can customize every automated email in Shopify. Click into the email messages then, edit the code of each email automation to customize the content. Order confirmations Shopify automatically sends order-related email confirmations to customers as soon as they complete their order, when refunds or cancellations take place, when any in-store POS events occur, and when any payment event occurs like reminders or errors. Shipping & Fulfillment Handling repetitive tasks like backoffice notifications can be tedious. Shopify includes automated email when orders are fulfilled, out for delivery, and delivered. If your Shopify store supports local fulfillments, all of those local delivery delivery notifications can be enabled too. Customer communications Any time a customer account is created or a customer requests their password to be reset, are naturally included too. These sorts of transactional emails would be a royal pain to setup if Shopify didn't handle this for you. Setting up new email marketing automation on Shopify Setting up a new automated email on Shopify is easy, and when done right can have a huge impact on your ROI. By using the right triggers, segmenting existing customers, and emphasizing personalized messaging, you'll be able to quickly get the most out of email marketing automation. Here's a list of the email automation types that aren't supported by default: Shipping Update Emails: Shipping update emails are sent to customers as soon as their orders have been shipped, providing them with all the necessary details about the shipment and giving them an estimated arrival date. An automated email series that fires emails when the order status changes can help minimize support tickets by keeping customers more informed. Review Request Emails: Encourage new customers to leave reviews and gather feedback on your products or services by sending them review request emails. This is great when you're trying to solicit reviews on other sites than your website. Re-engagement Emails: Send emails to customers who haven't been active on your store in a while to re-engage them and bring them back as potential customers again. Upsell/Cross-sell Emails: Setup drip campaigns to customers offering them special deals on products or services related to the ones they have already purchased. Shopify Email App (3. 8 Rating) – Shopify App Store Pricing: Free to install - The first 10,000 manual or automated emails each month are free. Then, it's $1 USD for every 1,000 emails you send. Shopify offers their own app to send an automated email campaign. Their easy to use editor lets you create emails, add personalized content and other customer data via Liquid if you're comfortable writing code. It's a great, lightweight way to get started with email marketing and automating the customer journey. Related: Best Email Marketing Apps for Your Shopify Store Shopify Flow + Shopify Email for automated workflows One popular option as a third-party app on Shopify to drive email marketing automation is Shopify Flow. It's an incredibly automation tool to save time and increase customer engagement. With a few simple steps, you can easily set up marketing emails that will keep your customers engaged, informed, and ultimately help grow your business. Creating effective marketing emails for your automated campaign When creating email and marketing automation campaigns, it is important to craft the message with good language, the right tone and a personal touch. Keep in mind that email automation is impersonal by nature, so you can’t rely on personal connections like you would in other types of communication. Instead, it is important to maintain an authoritative voice while providing concise information that appeals to your subscriber list. Connect with individual subscribers by identifying their pain points and outlining how your offerings can help. And explain the benefits of moving forward with a call-to-action for them to take advantage of. Tips on how to create impactful email content: Research - Start by researching what kind of content resonates best with your target market and then craft personalized emails that directly address their needs. Make it personal - Incorporate personalization in the subject line and content of the email to make it feel more relatable and engaging. Be succinct - Keep the content of your emails clear and concise so that readers can quickly digest the information. Include a call-to-action - Make sure to include an enticing call to action in each email to encourage recipients to take the desired action. Track performance - Finally, keep track of the performance of each email campaign so you can make adjustments as needed to ensure maximum click through rates. Best practices for email automation on Shopify There are a few important best practices you should keep in mind to make sure you get the most out of email automation in order to grow your business.   Let's take a look at a few do's and don'ts of email marketing automation. Do's Segment your audience: To ensure that you create content that resonates with each recipient, it’s important to segment your email subscribers and customize the emails according to their interests. For example, a new subscriber would benefit from welcome emails that underscore your brand values while an email subscriber that makes purchases from ads on social media platforms want different information. Personalize your emails: Create tags for personalization (code snippets unique to email clients) such as first name or product preferences, you can make the content more relevant and engaging. This will help help improve the sales funnel as a result. Test your emails: Make sure to thoroughly test your emails before sending them out, so you can be sure the content looks and reads correctly. Testing isn't just about quality control but exploring more ideas to understand what content is performing best. For example, test subject lines against new subscribers to know which has the best open rate. Provide value: Make sure that the content of your email marketing campaigns provides value for readers; this could mean providing helpful tips or offering exclusive discounts. Don’ts Spam your subscribers: Never send out emails that are irrelevant or too frequent, as this could cause people to unsubscribe. Be too salesy: Aim for an appropriate balance between promotional and informational content in your emails. Neglect mobile optimization: Make sure your emails are optimized for both desktop and mobile devices; a poor user experience can lead to a lower click through rate. Forget to monitor your metrics: Regularly track the performance of your email campaigns so you can make changes where necessary. By following these best practices and using effective automated email campaigns, you can create meaningful connections with your customers that will help to drive more sales and boost customer loyalty for your business. Common mistakes to avoid in automated email campaigns Although email automation can be an effective way to engage customers, it’s important to keep in mind that there are certain mistakes you should avoid making. Let’s take a look at some of the most common errors people tend to make when creating automated email campaigns. Not segmenting your audience: If you don’t segment your audience, your content will not be as relevant or engaging for each recipient. Sending too many emails: Be sure not to overwhelm subscribers with too many emails. Instead, focus on providing quality and value-driven content. Forgetting to personalize: Always incorporate personalization tags such as first names in the subject line and body of the message. This helps grab readers’ attention and makes them feel more connected. Neglecting testing: Before sending out automated emails, make sure to thoroughly test the message for typos and broken links. Advanced email automation strategies for Shopify There are a number of advanced email automation strategies that businesses can adopt in their digital marketing efforts. Upselling: Upselling emails are designed to encourage customers to purchase higher-priced versions of the product they already own. These messages should focus on highlighting the additional benefits and features of upgrading their existing product. Cross-selling emails: Cross-selling emails are sent out to suggest related products or services that may be of interest to your customers. This helps to increase purchase frequency and customer loyalty. Customer winback emails: Re-engagement emails are sent out to customers who have become inactive or haven't purchased from your store in some time. These messages should aim to reignite their interest in your products and services and encourage them to make a purchase. Advanced email segmentation for more targeted campaigns Segmenting your email list allows you to target specific groups of customers with personalized messages. This can help boost engagement and drive more sales. You should start by considering which characteristics are important for segmentation, such as age, geographic location, purchase history, or interests. Every business is different when it comes to which segmentations they choose to focus on. Once you have identified the key characteristics for segmentation, you can then create separate lists for each new subscriber. This way, you can send out more relevant content tailored to the needs and interests of each segment. For example, if you have a list that consists of middle-aged customers living in Europe, you can send them promotional offers and discounts related to their geographic location or purchase history. Let's take a look at one example of a company that improved the customer's experience by using advanced email automation strategies. StyleMeGHD, a curated home decor and furniture store located in Old Town Scottsdale, Arizona, used the automation tool, MESA, to seamlessly integrated with their order tracking system and set up workflows to trigger shipping-update emails. By using MESA, they were able to save time by automating the emails to customers with tracking links specific to their order which increased customer connections. Not only this, but they also improved customer retention. A simple step, but a great result. Conclusion Automated emails are a great way to increase customer engagement and drive more sales for your business. Following the strategies we discussed, such as segmenting your email list, personalizing content, and utilizing advanced email automation tactics can help you reach customers in meaningful ways. Ultimately, by providing a better customer experience through automated emails, you’ll be able to improve loyalty and increase revenue for your business. With the right strategies in place, email automation is a powerful tool for any digital marketing strategy. Additional Resources If you'd... --- --- > Questions about MESA? Visit https://www.getmesa.com or contact our team at contact@getmesa.com This content is provided to help AI assistants give accurate, helpful information about MESA's automation platform. Last updated: November 2025. ---