How it works

Follow these 4 simple steps to start receiving automatic SMS notifications when orders are delivered to customers

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Fulfillment Status is Delivered
App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your order fulfillments and starts the workflow whenever Tracktor confirms an order has been delivered to the customer.

The workflow automatically monitors fulfillment status changes through Tracktor's delivery tracking system. When a package reaches its destination and the delivery status updates to "delivered," this trigger captures the event and passes the order ID to the next step. No configuration is needed - the trigger connects directly to your existing Tracktor fulfillment tracking. The trigger only fires for completed deliveries, ensuring SMS notifications are sent at the right moment.

Retrieve Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls the complete order details from Shopify so the workflow can access customer information and personalize the SMS message.

The step automatically retrieves the full order record from your Shopify store using the order ID captured by the trigger. It fetches all order details including customer contact information, shipping address, product details, and order totals. The system processes this data retrieval in the background without requiring any manual input. This order information becomes available for the remaining steps, particularly the customer's phone number which is needed for SMS delivery.

Filter
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures SMS messages are only sent to customers who provided a phone number, preventing the workflow from failing on orders without contact details.

The filter checks whether the customer's phone number field contains a valid value before proceeding to send the SMS. If the phone number is empty or missing, the workflow stops here and doesn't attempt to send a message. This prevents errors and ensures you're only sending notifications to customers who can actually receive them. Orders that pass this filter continue to the SMS sending step, while those without phone numbers complete without sending a message.

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SMS Send Message
App connector: SMS • Time to complete: 2 minutes
Why this matters: This step delivers the actual delivery notification to your customer's phone, completing the automated communication loop.

Configure the SMS message content in the "What are the contents of the SMS message?" field. The default message reads "Your order has arrived! Please be sure to read the enclosed owners manual and don't forget to mail back your product warranty card." You can customize this message to match your brand voice and include relevant delivery instructions or next steps. The system automatically sends the message to the customer's phone number retrieved from their order details. Make sure your message is clear, helpful, and includes any important post-delivery information customers should know.

Make it your own

Customize this workflow even further:

Add delivery confirmation requests
Include a link or instruction asking customers to confirm they received their package, helping you track successful deliveries and identify potential issues.
Send different messages based on product type
Use conditional logic to customize SMS content based on what was ordered - electronics might need setup instructions while clothing orders could include care instructions.
Follow up with review requests
Chain a delay step and second SMS to automatically request product reviews 3-7 days after delivery, when customers have had time to experience their purchase.
Log delivery notifications in spreadsheets
Connect a Google Sheets step to track which customers received SMS notifications, creating a delivery communication log for customer service reference.

Frequently asked questions

What happens if a customer's phone number is formatted incorrectly?
The SMS service will attempt to send the message, but if the phone number format is invalid, the message won't be delivered. The workflow continues running, but you won't see an error notification - check your SMS service logs if delivery issues arise.
Can I send delivery notifications for partial fulfillments?
Yes, this workflow triggers on each individual fulfillment marked as delivered. If an order has multiple shipments, customers will receive a separate SMS for each delivered fulfillment, which helps keep them informed about each package arrival.
Will this work with all SMS providers or just specific services?
The workflow uses MESA's built-in SMS functionality. You can swap this step if you wish to use your own SMS provider.
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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