How it works

Follow these 4 simple steps to start adding free products to first-time customer orders automatically

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures new orders the instant they're placed, enabling immediate evaluation of whether the customer qualifies for a first-time buyer reward before order fulfillment begins.

This step automatically activates whenever a new order is created in your Shopify store. It captures all the order details including customer information, line items, and order totals. No configuration is needed - the trigger uses Shopify's webhook system to detect new orders in real-time. The order data gets passed to the next step to identify if this customer qualifies for a free product.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: Fetches the complete customer profile including order history, which is essential for determining if this is their first purchase and whether they qualify for the new customer reward.

The workflow automatically retrieves detailed customer information from Shopify using the customer ID from the new order. This step fetches the customer's complete profile including their total number of previous orders (orders_count). No configuration is required - the system automatically looks up the customer who placed the order. This customer data is essential for the filter step to determine if they qualify for the free product offer.

Filter (First Order Check)
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: Acts as the decision gate that ensures only first-time customers receive the free product, preventing the reward from being applied to every order from returning customers and maintaining the promotion as an acquisition incentive.

The filter checks if the customer's total order count equals exactly 1 (meaning this is their first purchase). If the customer has made previous orders, the workflow stops here and no free product is added. Only customers with exactly 1 order will proceed to the final step. The filter is pre-configured to check "orders_count equals 1" and no changes are needed unless you want to modify the qualification criteria.

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Add Free Line Item to Order
App connector: Shopify • Time to complete: 3 minutes
Why this matters: Adds your configured welcome gift to the order at no cost, creating an immediate positive experience that encourages customers to return and builds brand loyalty from their first interaction.

You'll select which product and variant to add as the free gift from your Shopify inventory. The system automatically adds 1 quantity of your chosen item with a 100% percentage discount, making it completely free. You can choose whether to notify the customer about this addition and add an order note for internal tracking. The "allow_duplicates" setting is enabled so the free product gets added even if the customer already ordered that same item.

Make it your own

Customize this workflow even further:

Add minimum order value requirement
Insert a filter before the free product addition that checks {{shopify_order.total_price}} exceeds a threshold (like $50), rewarding first-time customers who meet a spending minimum rather than all first orders regardless of value.
Vary free products by order value tiers
Add conditional paths that check order total and add different free products based on spending level—$25+ gets Sample A, $50+ gets Sample B, $100+ gets Premium Sample C—creating tiered welcome rewards.
Send custom thank you email
Add an email step after the free product addition that sends a personalized welcome message explaining the gift and encouraging the customer to follow your brand on social media or join your loyalty program.
Tag first-time customers
Add a customer tagging step after the free product is added that applies a "First-Time-Customer" tag, enabling segmented marketing campaigns or additional loyalty rewards for this cohort.

Frequently asked questions

What if the free product is out of stock?
The line item addition will fail if the product variant has zero inventory or is unavailable. Consider enabling "Continue selling when out of stock" for your free gift products, or create a workflow that monitors inventory and sends alerts when your welcome gift stock is low.
Will this work for orders placed before activating the workflow?
No, this workflow only triggers for orders created after you turn it on. It won't retroactively add free products to historical first orders. To reward existing first-time customers, you'd need to identify them through a customer export and manually send gifts or create a one-time promotional workflow.
Can I exclude certain products or collections from eligibility?
Yes, add a filter after the customer check that examines {{shopify_order.line_items}} and checks if the order contains specific products, tags, or collections. If certain items are present (like already-discounted products), you can stop the workflow from adding the free gift.
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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