How it works

Follow these 3 simple steps to start sending fulfillment status updates to your analytics platform

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Fulfillment Status Updated
App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when Tracktor updates any fulfillment status in your system, providing the foundation data needed to track shipping events in your analytics.

This step automatically monitors your Tracktor integration and fires whenever a fulfillment status changes - whether it's shipped, out for delivery, delivered, or encounters an exception. The trigger captures essential fulfillment data including the tracking number, carrier information, order details, and timestamp of the status update. No configuration is required as MESA connects directly to your existing Tracktor setup. This data gets passed to subsequent steps to enrich the analytics event with customer and order information.

Retrieve Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches complete order and customer details from Shopify using the order ID from the fulfillment update, providing the customer context needed for meaningful analytics tracking.

The workflow automatically retrieves the full Shopify order record associated with the fulfillment update, pulling customer information, billing and shipping addresses, email, phone number, and order processing timestamp. This step runs without any configuration needed, using the order ID captured from the Tracktor fulfillment data. The retrieved order data gets combined with the fulfillment information to create a comprehensive analytics event. This ensures your Segment tracking includes both shipping logistics and customer context for deeper insights.

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Track
App connector: Segment • Time to complete: 2 minutes
Why this matters: This step sends the enriched fulfillment data to Segment as a structured "Fulfillment Status Update" event, enabling you to analyze shipping performance and customer experience in your analytics platform.

You'll need to connect your Segment account and configure the tracking event structure. The workflow automatically maps fulfillment details like tracking numbers, carrier information, and status timestamps alongside customer data including email, name, phone, and addresses. The event gets tagged with "Fulfillment Status Update" as the event name and includes both properties (shipping-specific data) and traits (customer profile data) for comprehensive tracking. Configure your Segment Write Key in the connection settings to enable data flow to your analytics workspace.

Make it your own

Customize this workflow even further:

Add shipping milestone notifications
Trigger email campaigns or SMS alerts when packages reach specific delivery statuses like "Out for Delivery" or "Delivered" to keep customers informed.
Create shipping performance dashboards
Connect additional analytics tools to build custom reports tracking carrier performance, delivery times by region, and fulfillment efficiency metrics.
Store delivery data in custom tables
Save detailed shipping histories, delivery exceptions, and carrier performance metrics in MESA Tables for advanced reporting and customer service reference.
Deploy AI agents for exception handling
Let AI agents automatically evaluate delivery exceptions and choose appropriate response actions like sending apology emails, issuing refunds, or escalating to customer service.

Frequently asked questions

Will this work with all shipping carriers that Tracktor supports?
Yes, the workflow captures carrier information from Tracktor regardless of which shipping provider you use. The "carrier" and "shopify_carrier" fields will populate with the appropriate carrier names, whether it's USPS, UPS, FedEx, DHL, or any other carrier Tracktor tracks.
Can I customize which fulfillment status updates get sent to Segment?
Currently this template sends all Tracktor fulfillment status changes to Segment. To filter for specific statuses like "delivered" only, you'd need to add a Filter step between the trigger and the Segment action to check the status value before sending the event.
What happens if the Shopify order can't be found when retrieving order details?
If the order retrieval fails (perhaps the order was deleted), the workflow will skip the Segment tracking step to prevent sending incomplete data. You can modify the error handling settings in the Retrieve Order step to either continue with available data or stop the workflow entirely based on your analytics needs.
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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