How it works

Follow these 7 simple steps to send Discord invitations to customers who purchase your custom products

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Order Created
App connector: Infinite Options • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Infinite Options app for new orders and starts the workflow whenever someone completes a purchase.

The workflow begins when a customer places an order that includes products with Infinite Options configurations. You can specify which product option should trigger the Discord invite by filling in the "What is the option that is included with the purchased product?" field, or leave it empty to include all product options. When an order comes in, this trigger captures all the order details including customer information and product data that the following steps need to process the Discord invitation.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your store's basic information so the Discord invitation email can be personalized with your shop name.

This step automatically connects to your Shopify store and retrieves essential shop details like your store name, which gets used later in the email signature. The system handles this connection behind the scenes using your existing Shopify integration. No configuration is needed since it simply fetches your shop's public information and passes it to the email step for personalization.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets the customer's detailed information, including their tags, so the system can check if they've already received a Discord invitation.

The step takes the customer ID from the order and looks up their complete profile in Shopify, including any existing tags. This customer data is essential for the next filtering step to prevent duplicate invitations and for personalizing the email with the customer's first name. The retrieved information includes contact details, purchase history, and current tags that help control the workflow flow.

Filter: Check for tag
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This prevents customers from receiving multiple Discord invitations by checking if they already have the "discord:invite" tag.

The filter examines the customer's current tags and only allows the workflow to continue if the "discord:invite" tag is not present. If the customer already has this tag, the workflow stops here to avoid sending duplicate invitations. This ensures each customer receives only one Discord invitation regardless of how many Infinite Options products they purchase over time.

Create Channel Invite
App connector: Discord • Time to complete: 2 minutes
Why this matters: This generates a unique Discord invitation link that gives the customer access to your specific Discord channel.

You need to configure the "What is your Discord's Channel ID?" field with your target Discord channel ID. To find this, right-click on your Discord channel and select "Copy ID" (you may need to enable Developer Mode in Discord settings first). The step creates a fresh invitation link that can be used once by the customer to join your Discord community. This invitation link gets embedded in the email that follows.

Send Email
App connector: Email • Time to complete: 2 minutes
Why this matters: This delivers the personalized Discord invitation email to the customer with their unique invitation link.

The email automatically addresses the customer by their first name and includes the Discord invitation link generated in the previous step. The default subject line is "Welcome to our Discord community! - Discord Invite" and the message includes a friendly greeting, the invitation link, and your shop name in the signature. The email goes to the address provided during checkout, ensuring customers receive their invitation promptly after purchase.

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Customer Add Tag
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This adds the "discord:invite" tag to the customer's profile to prevent them from receiving duplicate invitations in the future.

After successfully sending the Discord invitation, this step tags the customer with "discord:invite" in their Shopify profile. This tag serves as a permanent record that the customer has already received their Discord access, ensuring the filter in Step 4 will block any future duplicate invitations. The tag remains on the customer's profile even if they make additional purchases with Infinite Options products.

Make it your own

Customize this workflow even further:

Set invitation expiration
Configure Discord invitations to expire after a specific time period, such as 7 days, to create urgency and maintain community exclusivity.
Add welcome sequences
Chain additional email steps to send a welcome series to Discord members, including community guidelines, exclusive content previews, or member-only promotions.
Store member data
Save Discord member information to MESA Tables to track community engagement, member join dates, and correlate Discord activity with purchase behavior.
Deploy conditional invitations
Use AI agents to evaluate purchase amounts, customer lifetime value, or product categories to determine which customers qualify for premium Discord channels versus general community access.

Frequently asked questions

Will customers receive multiple invitations if they buy several Infinite Options products?
No, the workflow includes a filter that checks for the "discord:invite" tag on the customer's profile. Once tagged, they won't receive additional invitations even if they purchase more Infinite Options products later.
What happens if I change my Discord channel after setting up the workflow?
You'll need to update the Channel ID field in Step 5 with your new Discord channel ID. Existing invitations will still work for the old channel, but new customers will receive invitations to the updated channel.
Can I customize the email message that customers receive?
Yes, you can edit the email subject line and message content in Step 6. The workflow uses placeholder text for the customer's name and shop name, so you can modify the greeting and add your own community guidelines or welcome message.
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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