{"id":265,"date":"2020-09-17T22:24:47","date_gmt":"2020-09-17T22:24:47","guid":{"rendered":"http:\/\/www.getmesa.com/blog\/blog\/?p=265"},"modified":"2025-12-23T00:00:45","modified_gmt":"2025-12-23T00:00:45","slug":"how-to-send-emails-for-shopify-order-customizable-products","status":"publish","type":"post","link":"https:\/\/www.getmesa.com/blog\/how-to-send-emails-for-shopify-order-customizable-products\/","title":{"rendered":"How to Send an Email for a Shopify Order Containing Customizable Products"},"content":{"rendered":"\n<p>Offering customizable products is a great way to improve your margins, <a href=\"http:\/\/www.entrepreneurhideout.com\/innovation\/mass-customization-drive-consumer-demand\/\" target=\"_blank\" rel=\"noreferrer noopener\">stay competitive<\/a> against e-commerce giants, and generate a positive customer experience. However, communicating custom orders to a production team can be a challenge and introduce errors. A better approach is to <a href=\"https:\/\/apps.shopify.com\/mesa\" target=\"_blank\" rel=\"noreferrer noopener\">turn your repeatable process into a workflow<\/a> that can run automatically.<\/p>\n\n\n\n<p>In this tutorial, we&#8217;ll use MESA to email each order that contains a product customized with <a href=\"https:\/\/apps.shopify.com\/custom-options\" target=\"_blank\" rel=\"noreferrer noopener\">Infinite Options<\/a> over to your manufacturing team as they come in.<\/p>\n\n\n\n<p class=\"inline-cta\"><a href=\"http:\/\/app.getmesa.com\/install\">Try MESA free<\/a> for 7-days and enjoy support from automation experts!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-set-up-your-workflow\"><span class=\"ez-toc-section\" id=\"Step-1-Set-Up-Your-Workflow\"><\/span>Step 1: Set Up Your Workflow<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>We start this automation with selecting &#8220;Infinite Options&#8221; from the <em>Connect This\u2026<\/em> menu, followed by &#8220;Order Created&#8221; in the <em>When this happens\u2026<\/em> dropdowns. In the <em>With this one\u2026 <\/em>menu, we\u2019ll select &#8220;Email&#8221; as our output.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/how-to-send-an-email-for-a-shopify-order-containing-customizable-products-6-1024x470.jpg\" alt=\"workflow builder\"\/><\/figure>\n\n\n\n<p>Click <em>Make My Automation<\/em>. You\u2019ll now see this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/how-to-send-an-email-for-a-shopify-order-containing-customizable-products-2-1024x507.jpg\" alt=\"workflow builder: io to email\"\/><\/figure>\n\n\n\n<p>The following details will vary based on how your product options are set up and which ones require custom work.&nbsp;<\/p>\n\n\n\n<p>For this example, lets use a wine glass that can have unique sayings printed on it. My saying\u2019s field name in Infinite Options\u2019 backend is infinite_options_1. I will not be using multiple fields to pull my items into this workflow, but you certainly could.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-target-new-orders\"><span class=\"ez-toc-section\" id=\"Step-2-Target-New-Orders\"><\/span>Step 2: Target New Orders<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Within the order trigger, we must specify that we only want orders with a particular field to trigger the workflow. So in the <em>Infinite Options Field Name<\/em> section, we will write the backend name of that field. In my case, that is <code>infinite_options_1<\/code>. If you have more than one field name, you can delineate them with commas.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/how-to-send-an-email-for-a-shopify-order-containing-customizable-products-1024x645.jpg\" alt=\"workflow builder: infinite options config\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-find-orders-with-custom-line-items\"><span class=\"ez-toc-section\" id=\"Step-3-Find-Orders-With-Custom-Line-Items\"><\/span>Step 3: Find Orders With Custom Line Items<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>To ensure that we will only be sending the manufacturing team these custom products, we\u2019re going to add a filter beneath the trigger. So click the <strong>Add Step<\/strong> button and select <em>MESA Filter<\/em>. We will place <code>{{infiniteoptions_order.order.line_items[0].properties[0].name}}<\/code> in the first box. Then we will select <em>Equals<\/em> from the dropdown list. Finally, we will place that field name, <code>infinite_options_1<\/code>, in the final box.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/how-to-send-an-email-for-a-shopify-order-containing-customizable-products-3-1024x600.jpg\" alt=\"workflow builder filter setup\"\/><\/figure>\n\n\n\n<p>Now MESA will be sure to weed out any orders not fitting that description.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-send-email\"><span class=\"ez-toc-section\" id=\"Step-4-Send-Email\"><\/span>Step 4: Send Email<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Finally, all we need to do is write the email. You can add dynamic tokens into the recipient, subject line, and\/or message using the <em>Insert<\/em> dropdown menus. You can also use static text.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/how-to-send-an-email-for-a-shopify-order-containing-customizable-products-5-1024x514.jpg\" alt=\"workflow builder email configuration\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-wrap-up\"><span class=\"ez-toc-section\" id=\"Workflow-Wrap-up\"><\/span>Workflow Wrap-up<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>You can alter this or any other workflow to connect to any app you&#8217;re using to provide order customizations.<\/p>\n\n\n\n<p>If you enjoyed this workflow tutorial, you can get up and running quickly using this pre-made template:<\/p>\n\n\n<div class=\"mesa-template-backend frontend-hidden\">\n    <p><strong>MESA Template ID<\/strong><\/p>\n    <p>email-notification-for-infinite-options-product-purchase<\/p>\n<\/div>\n\n<div class=\"mesa-template\" data-template=\"email-notification-for-infinite-options-product-purchase\"><\/div>\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\t\t<style>.mesa-template-backend {\n    background: rgba(139, 139, 150, 0.1);\n    padding: 22px;\n}\n\n.mesa-template-backend h5,\n.mesa-template-backend p {\n    margin: 0 0 5px;\n}\n\n.mesa-template-backend p {\n    font-size: 16px;\n}\n\n.mesa-template-backend p:last-child {\n    display: inline-block;\n    background: #fff;\n    padding: 5px 10px;\n}\n\n.mesa-template-backend p strong {\n    font-size: 12px;\n}<\/style>\n\t\t\n\n\n<div class=\"card-next-steps\">\n\t<div class=\"card__content\">\n\t\t<h4>What to do next&#8230;<\/h4>\n<p>The fastest way to see automation working in your store is to start with a single workflow.<\/p>\n<ol>\n<li><a href=\"https:\/\/www.getmesa.com\/pricing\"><strong>Try MESA free<\/strong><\/a> \u2014 start a 7-day free trial and get your first workflow running.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/templates\"><strong>Browse the template library<\/strong><\/a> \u2014 pre-built workflows for the most common Shopify automation tasks.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/yedric\"><strong>Talk to Yedric<\/strong><\/a> \u2014 describe what you want to automate, and let our AI assistant build it for you.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/support\"><strong>Get free workflow setup<\/strong><\/a> \u2014 MESA&#8217;s team will build your first workflow at no cost.<\/li>\n<\/ol>\n\t<\/div><!-- \/.card__content -->\n\n\t\n<div class=\"socials card__socials\">\n\t<ul>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/twitter.com\/getmesa\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/twitter-icon.svg\" class=\"attachment-small size-small\" alt=\"icon: twitter\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/www.youtube.com\/@getmesa\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/youtube-icon.svg\" class=\"attachment-small size-small\" alt=\"icon: youtube\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/company\/9754608\/\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/linkedin-icon.svg\" class=\"attachment-small size-small\" alt=\"linkedin icon\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t<\/ul>\n<\/div><!-- \/.socials -->\n<\/div><!-- \/.card-next-steps -->\n","protected":false},"excerpt":{"rendered":"<p>Offering customizable products is a great way to improve your margins, stay competitive against e-commerce giants, and generate a positive&#8230;<\/p>\n","protected":false},"author":4,"featured_media":544,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[48],"tags":[280,284,42,66,40],"class_list":["post-265","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-workflow-tutorials","tag-email","tag-gmail","tag-infinite-options","tag-shopify","tag-uploadery"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Send Emails For Orders With Customizable Products<\/title>\n<meta name=\"description\" content=\"Enhance your margins with customizable products and reduce errors by automating the communication of custom orders to your production team.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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