How it works

Follow these 4 simple steps to start automatically tagging orders when customers select date-based product options

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Order Created
App connector: Infinite Options • Time to complete: 1 minute
Why this matters: This step monitors your Infinite Options app for new orders and captures all the custom field data customers submit during checkout.

When a customer places an order with Infinite Options fields, this trigger activates the workflow and passes along all the option data they selected. You'll configure which specific date field you want to track by entering the exact name of your date option (like "Delivery Date" or "Event Date"). The trigger automatically captures the order details and all custom field values, then sends this information to the next step for processing.

Loop
App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step processes each individual product option the customer selected, allowing the workflow to handle orders with multiple customized items.

The Loop step examines every custom field attached to the order and cycles through them one by one. This ensures that if a customer orders multiple items with different date selections, each one gets processed individually. The loop identifies which fields match your specified date field name and extracts the customer's chosen date value. Each iteration passes the field name and selected date to the tagging step.

Retrieve Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the current order details from Shopify to ensure you have the most up-to-date information before making changes.

The workflow retrieves the complete order record from your Shopify store, including any existing tags that might already be applied. This prevents accidentally overwriting previous tags and ensures the new date-based tag gets added to the existing tag list. The step automatically uses the order ID from the trigger to locate the correct order in your Shopify admin.

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Update Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step applies the date-based tag to the order in Shopify, making it easy to filter and organize orders by customer-selected dates.

The workflow adds a new tag to the order that combines the date field name with the customer's selected value (for example, "Delivery Date: 2024-02-15"). It preserves any existing tags on the order while appending the new date information. This tagged order then appears in your Shopify admin where you can filter by date ranges, search for specific delivery dates, or use the tags for automated follow-up workflows.

Make it your own

Customize this workflow even further:

Set conditional logic for date ranges
Add conditions to apply different tags based on date proximity, such as "Rush Order" for dates within 48 hours or "Future Event" for dates more than 30 days away.
Connect email notifications
Extend the workflow to automatically send confirmation emails to customers with their selected dates, or notify your fulfillment team about upcoming delivery requirements.
Store date analytics in tables
Save order date selections to your own database for tracking popular delivery windows, seasonal trends, or capacity planning across different time periods.
Deploy AI agents for smart scheduling
Let AI agents evaluate delivery dates against your availability calendar and automatically adjust order priorities or suggest alternative dates when capacity is limited.

Frequently asked questions

Will this workflow handle orders with multiple different date fields?
Yes, but you'll need to specify which date field to track during setup. If you have products with different date options (like "Delivery Date" and "Event Date"), you can duplicate this workflow and configure each copy to monitor a different date field name.
What happens if a customer doesn't fill out the date field?
The workflow will still run, but it will only tag orders where customers actually selected a date value. Orders without date selections won't receive the date-based tag, so you can easily identify which orders need follow-up for missing information.
Can I customize the tag format that gets applied to orders?
The current workflow creates tags in the format "Field Name: Selected Date" (like "Delivery Date: 2024-02-15"). You can modify the tag format by editing the Update Order step and changing how the field name and date value are combined in the tags field.
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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