How it works

Follow these 4 simple steps to send in-transit fulfillment updates for better customer communication

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Fulfillment Status is In Transit
App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors Tracktor for when any fulfillment changes to "in transit" status, capturing the exact moment your customers' orders begin their journey to delivery.

This step automatically activates whenever Tracktor detects a fulfillment status change to "in transit" for any order. No configuration is needed - MESA connects directly to your Tracktor account and listens for these status updates in real-time. When triggered, it captures the order ID and fulfillment details, then passes this information to the next step to begin the customer notification process.

Retrieve Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls complete order details from Shopify using the order ID from Tracktor, ensuring you have all the customer and purchase information needed for personalized notifications.

The workflow automatically looks up the full order details in Shopify using the order ID captured from the Tracktor trigger. This retrieval includes customer information, order items, shipping address, and order value - all essential data for creating meaningful customer communications. The system handles this lookup automatically without any configuration, and the retrieved order data flows directly to the customer lookup step.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets the complete customer profile from Shopify, providing the email address and customer details that Klaviyo needs to send targeted shipping notifications.

Using the customer ID from the order details, this step automatically retrieves the full customer profile from Shopify, including their email address, name, and customer preferences. No configuration is required - the system pulls all customer data and prepares it for the Klaviyo event creation. This customer information ensures your shipping notifications reach the right person with personalized details about their specific order.

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Create Event
App connector: Klaviyo • Time to complete: 2 minutes
Why this matters: This step sends the "in transit" status to Klaviyo as a trackable event, enabling you to trigger automated email flows and track customer engagement with shipping updates.

Configure the Klaviyo connection by entering your Klaviyo API key in the integration settings. The event will be created with the name "Tracktor: Fulfillment Status In Transit" and automatically include order ID and order name as event properties. Set the customer's email address as the profile identifier so Klaviyo can match this event to the correct customer profile and trigger any email flows you've set up for in-transit notifications.

Make it your own

Customize this workflow even further:

Set custom event properties
Add additional order details like shipping method, tracking number, or estimated delivery date as event properties to create more detailed and helpful customer notifications.
Chain multiple notification channels
Extend this workflow to send the same shipping update to multiple platforms like SMS via Twilio, Slack notifications for your team, or customer service tools like Help Scout.
Store shipping data in tables
Save fulfillment timing data in MESA Tables to track average shipping times, identify delays, and generate reports on fulfillment performance across different carriers.
Deploy AI agents for delivery predictions
Let AI agents analyze shipping patterns and automatically send proactive notifications about potential delays or early deliveries based on historical data and carrier performance.

Frequently asked questions

Will this workflow trigger for partial fulfillments?
Yes, the workflow triggers each time any fulfillment reaches "in transit" status. If you fulfill an order in multiple shipments, you'll get separate Klaviyo events for each fulfillment that reaches in-transit status, allowing you to notify customers about each shipment individually.
Can I customize the event name that appears in Klaviyo?
Absolutely. In the "Create Event" step, you can change the metric name from "Tracktor: Fulfillment Status In Transit" to any custom name that fits your Klaviyo flow structure, like "Package Shipped" or "Order In Transit."
What happens if a customer's email address is missing from Shopify?
The workflow will skip creating the Klaviyo event if no email address is found in the customer profile. MESA will log this as "Skipped", and you can review skipped events in your workflow activity log to identify and update any customer records missing email addresses.
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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