How it works
Follow these 4 simple steps to start tracking your repeat customers directly in order notes
Order Created
Order Created
Retrieve Customer
Retrieve Customer
Filter: Check order count
Filter: Check order count
Update Order Notes
Update Order Notes
Make it your own
Customize this workflow even further:
Add customer tags based on order frequency
Tag customers as "VIP," "Returning," or "First-time" based on their order count to create targeted marketing segments and personalized experiences.
Send personalized thank you messages
Connect email or SMS steps to send different messages to first-time buyers versus repeat customers, acknowledging their loyalty with special offers or content.
Store customer insights in a database
Save detailed customer order patterns, purchase frequency, and lifetime value data in MESA tables for advanced reporting and trend analysis.
Create alerts for high-value repeat customers
Set up notifications to your team when customers with 10+ orders place new purchases, so you can provide white-glove service to your most valuable customers.
Frequently asked questions
Will this show the order count before or after the current purchase?
The workflow shows the total order count including the current purchase. So if someone is placing their 3rd order, the note will read "Customer's 3 order" reflecting their complete order history with your store.
What happens if I already have notes on an order when this runs?
The customer order count gets appended to existing notes rather than replacing them. Your manual notes will remain intact, and the order count information will be added at the end.
Can I customize what information gets added to the order notes?
Yes, you can modify the "Update Order Notes" step to include additional customer details like their account creation date, total spend, or average order value by editing the note template.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
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