How it works

Follow these 3 simple steps to start sending emails when packages reach "in transit" status

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Fulfillment Status is In Transit

App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors all your shipments and starts the workflow whenever a package status changes to "in transit," ensuring customers get notified the moment their order begins moving toward them.

This step automatically detects when any fulfillment in your Tracktor system updates to "in transit" status. The trigger captures essential shipping data including the order ID, tracking number, and fulfillment details that fuel the rest of the workflow. No configuration is needed - it runs continuously in the background, monitoring all your shipments for status changes. When triggered, it passes the fulfillment data forward to identify which specific order needs customer notification.

Retrieve Order

App connector: Tracktor • Time to complete: 1 minute
Why this matters: This step fetches complete order details from the fulfillment data, giving you access to customer email addresses and order information needed to send personalized notifications.

The workflow takes the order ID captured from the trigger and retrieves the full order record from Tracktor. This automatically pulls customer details like email address, first name, and order number that will populate your email template. The system handles this data retrieval automatically using the order ID from the previous step. This order information then flows to the email step, providing all the customer and order details needed for personalized messaging.

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Send Email

App connector: Email • Time to complete: 2 minutes
Why this matters: This step delivers the actual customer notification, using the retrieved order data to send a personalized email that keeps customers informed about their shipment progress.

Configure the email recipient as the customer's email address from the order data, with the subject line "Order [order name] is on your way!" The message body includes a personalized greeting using the customer's first name, thanks them for their patience, and signs off with your shop name. You can customize both the subject line and message content to match your brand voice and include additional details like tracking numbers or estimated delivery dates. The email automatically sends once the previous steps complete successfully.

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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