How it works

Follow these 5 simple steps to update order statuses and notify customers when they select express shipping

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Order Created
App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for new orders and kicks off the entire workflow whenever someone places an order with any shipping method.

This step automatically captures all order details including customer information, shipping preferences, and order contents as soon as a new order is created in your Shopify store. No configuration is needed - MESA connects directly to your Shopify store and starts monitoring immediately. The trigger passes complete order data to the next step for shipping method analysis.

Filter
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures the workflow only continues for orders that actually need express shipping attention, preventing unnecessary processing and notifications for standard shipping orders.

The filter examines the shipping method title from the order and checks if it contains "Express" anywhere in the name. This catches variations like "Express Shipping," "UPS Express," or "Express Delivery" automatically. If the shipping method doesn't contain "Express," the workflow stops here. If it does match, all order data continues to the status update step.

Update Order's Manual Status
App connector: Tracktor • Time to complete: 1 minute
Why this matters: This step changes the order's tracking status in Tracktor to reflect that it needs priority handling, giving you and your team immediate visibility into express orders.

You'll configure what custom status gets applied to express shipping orders by filling in the template field that asks "What is your first custom order status?" Common options include "Express Processing," "Priority Fulfillment," or "Rush Order." This status update helps your fulfillment team identify which orders need expedited handling. The step uses the order ID from the trigger to update the correct order record.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your store's name and details so the customer notification email can be personalized with your actual business name rather than generic text.

This step automatically retrieves your Shopify store information including the store name, which gets used in the email signature. No configuration is required - MESA accesses your shop details through your existing Shopify connection. The shop name gets passed to the email step to create a professional, branded message.

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Send Email
App connector: Email • Time to complete: 2 minutes
Why this matters: This email proactively informs customers that their express shipping request has been acknowledged and their order is receiving priority attention, improving customer satisfaction and reducing support inquiries.

The email automatically sends to the customer's email address from their order with the subject line "An update on your order [order number]." The message includes the customer's first name and your store name for personalization, explaining that the express shipping has been noted and the order will be expedited. You can customize this message content to match your brand voice and add specific processing timeframes if desired.

Make it your own

Customize this workflow even further:

Set custom delays
Add a delay step after the status update to send follow-up emails 24 hours later with tracking information once express orders ship.
Chain multiple actions
Connect additional steps like updating inventory priority, notifying your fulfillment team via Slack, and creating high-priority task lists for express orders.
Store data in tables
Save express shipping analytics in MESA tables to track volume trends, customer preferences, and fulfillment performance metrics over time.
Deploy AI agents for smart decisions
Let AI agents evaluate order value, shipping destination, and inventory levels to automatically route high-value express orders to premium fulfillment centers.

Frequently asked questions

What shipping method names will trigger this workflow?
The filter looks for "Express" anywhere in the shipping method title, so it will catch "Express Shipping," "UPS Express," "FedEx Express," or any custom shipping option with "Express" in the name. If your express options use different terminology like "Priority" or "Rush," you'll need to update the filter accordingly.
Can I set different custom statuses based on the type of express shipping?
This workflow applies one custom status to all express orders. To differentiate between shipping speeds (like "Next Day" vs "2-Day Express"), you'd need to add additional filter steps that check for specific shipping method names and route to different status updates.
Will customers receive this email even if I'm using other order confirmation apps?
Yes, this email sends separately from your standard order confirmation emails. It's specifically triggered by express shipping selection and focuses on acknowledging the expedited service request. You may want to coordinate the timing and messaging with your existing email sequences to avoid overwhelming customers.
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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