How it works

Follow these 5 simple steps to start notifying waitlisted customers when products become available

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Form

This form captures customer interest when products are unavailable, building a notification list that drives sales when inventory returns while collecting qualified leads who have already expressed purchase intent.
This trigger creates an embeddable form with a simple structure: a header "Join the waitlist" and an email input field. When someone submits the form, their email is captured as {{form.email}}. Form deployment: After activating the workflow, you'll receive an embeddable form URL or code snippet that you can add to product pages, landing pages, or share directly. The form is hosted by MESA and submits data to trigger this workflow.
Time to complete: Auto-configured (0 minutes)

Approval

Creates a manual decision gate that lets you control when notifications send, preventing premature emails before inventory arrives or allowing you to verify product availability before notifying potentially hundreds of waitlisted customers.
This approval step pauses the workflow and sends an approval request showing the customer's email ({{form.email}}) in the message. You'll receive this request via MESA's interface and can choose to "Accept" (proceed with notification) or "Reject" (stop the workflow for this submission). Customization: You can configure alert_emails to send approval requests to specific email addresses, or add a field parameter to capture additional approval context. The workflow only continues to notification steps if you accept the approval. Use case examples for approval: • Wait until inventory actually arrives before approving batches of waitlist notifications • Verify the customer's email looks legitimate before sending • Stagger notifications to prevent overwhelming your inventory (approve 50 customers at a time) • Add manual qualification or VIP prioritization
Time to complete: 1 minute

Retrieve Shop

Fetches your store's myshopify domain needed to construct the direct product URL in the notification email, ensuring customers get working links to purchase.
This step retrieves your Shopify store information, specifically {{shopify.myshopify_domain}}, which contains your store's domain. This is used to build the product URL format "https://{{shopify.myshopify_domain}}/products/{{shopify_product.handle}}" that appears in the notification email.
Time to complete: Auto-configured (0 minutes)

Product Retrieve

Fetches current product details including title and handle to ensure the notification email reflects accurate product information and generates a working product page link for customers to purchase.
This step retrieves a specific product from Shopify. Configuration: You must provide a product_id during workflow setup—find this by going to the product in Shopify admin and looking at the URL (like /admin/products/1234567890, where 1234567890 is the product ID). The step returns complete product data including {{shopify_product.title}} (product name), {{shopify_product.handle}} (URL-friendly product identifier), and all other product properties. This ensures notifications use current product information even if details changed since the customer joined the waitlist.
Time to complete: 3 minutes
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Email

Delivers the back-in-stock notification to the customer with current product details and a direct purchase link, converting waitlist interest into immediate sales opportunity.
This step sends an email to {{form.email}} with a back-in-stock notification. The email includes: Subject: "{{shopify_product.title}} is available now!" (uses current product name) Message: Default message thanks them for joining the waitlist, announces availability, and includes product link "https://{{shopify.myshopify_domain}}/products/{{shopify_product.handle}}" Customization: Edit the subject and message fields to match your brand voice. You can add product images, pricing, limited-time offers, or urgency messaging. The message field supports plain text by default; for HTML formatting, you'll need to modify the email step configuration.
Time to complete: 5 minutes

Make it your own

Customize this workflow even further:

Capture additional customer data
Modify the form to include fields like name, phone number, or product variant preferences, enabling personalized notifications and better customer data for follow-up marketing.
Skip approval for automation
Remove the approval step to send notifications immediately upon form submission, or add conditional logic that auto-approves based on inventory levels checked via Shopify.
Notify multiple customers in batch
Store form submissions in a MESA Data table or Google Sheets, then create a scheduled workflow that retrieves all waitlisted emails and notifies them together when you manually trigger it.
Add inventory checking
Insert a filter before the email step that checks {{shopify_product.variants[0].inventory_quantity}} and only sends notifications if inventory is actually greater than zero, preventing notifications when products aren't truly available.

Frequently asked questions

Can I use this for multiple products?
This workflow is configured for one specific product ID. To manage waitlists for multiple products, either create separate workflows for each product, or modify the form to capture which product they're interested in and use conditional logic to retrieve different product IDs dynamically.
What happens if I reject the approval?
The workflow stops immediately without sending any notification to the customer. Their form submission is logged in MESA's activity, but they won't receive an email. You can manually re-process rejected approvals later if needed.
How do I track all my waitlist submissions?
All form submissions appear in MESA's workflow activity log. For better tracking, add a Google Sheets or MESA Data table step after the form that logs every submission with timestamp, allowing you to export waitlist data or analyze signup patterns.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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