How it works

Follow these 4 simple steps to tag customers who give you low satisfaction scores

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Survey Response Created

App connector: Delighted • Time to complete: 2 minutes
Why this matters: This trigger watches for new survey responses from Delighted and kicks off the entire workflow whenever someone submits feedback.

When you activate this workflow, MESA automatically connects to your Delighted account to monitor incoming survey responses. You'll need to install the webhook URL that MESA provides directly into your Delighted settings so the two systems can communicate. Once connected, every new survey response - whether positive or negative - will trigger this workflow to evaluate the score and take appropriate action.

Filter

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step prevents happy customers from getting tagged by only allowing responses with scores below 5 to continue through the workflow.

The filter automatically examines each survey response score and compares it against your threshold of 5. If the score is 5 or above, the workflow stops here and no further actions are taken. Only responses scoring 4 or below will pass through to the next step, ensuring you only tag genuinely dissatisfied customers. This prevents false positives and keeps your customer segments accurate.

Get List Customer Search

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step finds the corresponding Shopify customer record using the email address from the survey response, enabling you to tag the right person in your store.

MESA automatically searches your Shopify customer database using the email address provided in the Delighted survey response. The search looks through all customer records to find an exact email match. This step retrieves the complete customer profile, including their unique Shopify customer ID, which is required for the tagging action in the final step.

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Customer Add Tag

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This final action applies the "Unhappy Survey" tag to the customer's Shopify profile, making it easy to identify and follow up with dissatisfied customers.

The workflow automatically adds the "Unhappy Survey" tag to the matched customer record in Shopify. You can customize this tag name to match your internal processes - perhaps "Low NPS" or "Follow-up Required". Once tagged, you can easily create customer segments in Shopify, set up targeted email campaigns, or generate reports to track satisfaction trends over time.

Make it your own

Customize this workflow even further:

Extend the follow-up process
Add email steps to automatically send personalized follow-up messages to tagged customers, such as apology emails with discount codes or requests for additional feedback.
Create satisfaction score segments
Use multiple filter steps to create different tags based on score ranges - tag 0-3 scores as "Detractors", 4-6 as "Passives", and 7-10 as "Promoters" for comprehensive NPS tracking.
Connect to team notifications
Add Slack or email steps to immediately notify your customer success team when someone leaves a low score, enabling rapid response to unhappy customers.
Build comprehensive reporting
Store survey responses and customer data in MESA Tables to create custom dashboards tracking satisfaction trends, response rates, and follow-up success metrics.

Frequently asked questions

What happens if the same customer submits multiple low-score surveys?
The workflow will attempt to add the "Unhappy Survey" tag each time, but since Shopify doesn't create duplicate tags, the customer will only have one instance of the tag. However, you might want to add a date-specific tag like "Unhappy Survey Dec 2024" to track recurring issues.
Can I use different score thresholds for different types of surveys?
Currently, this workflow uses a fixed threshold of 5, but you can modify the filter step to use different score limits. If you run multiple survey types in Delighted, you may want to create separate workflows with different thresholds for each survey campaign.
What if a customer's email in Delighted doesn't match their Shopify email exactly?
The workflow will fail to find the customer and won't apply any tags. Make sure your Delighted surveys are sent to the same email addresses customers use for their Shopify accounts, or consider adding a secondary search step that looks for similar email patterns.
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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