How it works
Follow these 3 simple steps to start sending emails when packages reach "in transit" status
Fulfillment Status is In Transit
Fulfillment Status is In Transit
Retrieve Order
Retrieve Order
Send Email
Send Email
Make it your own
Customize this workflow even further:
Add tracking numbers to emails
Include the actual tracking number and carrier information in your email template so customers can monitor their package progress directly.
Send follow-up delivery confirmations
Chain a delay step with another email action to automatically send "delivered" notifications when packages reach their final destination.
Create customer service tickets for shipping delays
Connect to your help desk system to automatically create support tickets when packages remain "in transit" longer than expected delivery windows.
Update customer tags for marketing segmentation
Tag customers as "recent buyers" or "shipped orders" in your CRM system to trigger targeted marketing campaigns or exclude them from new product promotions.
Frequently asked questions
Will customers receive multiple emails if they have several items shipping separately?
Yes, this workflow triggers once per fulfillment, so if you split an order into multiple shipments, the customer will receive one email notification for each package that reaches "in transit" status.
Can I customize the email template with my own branding and design?
The current setup sends plain text emails with basic customization. For branded HTML emails with logos and styling, you'd need to connect an email service like Mailgun or through MESA's email app.
What happens if the order information can't be retrieved from Tracktor?
If the order retrieval step fails, the workflow will stop and won't send an email to avoid sending incomplete or incorrect information to customers. You'll receive an error notification to investigate the issue.
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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