Delivering Happiness: Workflows for the Best Post-Purchase Experience

Shoppers say that delivery is the most important part of the online shopping experience. That makes it extremely important to get your fulfillment workflows right. In this guide we will take you through the steps to add customizable workflows using MESA to improve your post-purchase experience for customers of your Shopify store.

Send an email if a package hasn’t been delivered

75% of e-commerce customers say that proactive communication is a crucial part of the delivery process. Delivery of the package is an excellent time to provide an update. Better yet, setting up a workflow in MESA to notify customers that their package has been delayed is simple, so you can have it up and running in seconds.

Workflow template steps:

Update order tracking to a custom status

For Shopify stores that have custom steps in their fulfillment process, such as printing photos for an order, MESA can automatically update your order statuses so your customers can stay up to date with where their order is.

Workflow template steps:

Create a unique discount code for new customers to apply towards their next order

Welcome your newest customers and encourage repeat business by offering them a discount on their next order. With this customizable template, you can create unique discount codes for each new customer to your business. When they become a new customer in Shopify, they’ll automatically receive an SMS message with a discount code for 20% off the next order they place within 14 days.

Workflow template steps:

Update order status when an order tag is added in Shopify

If your order fulfillment process differs based on the item(s) ordered, you’ll need to use different order statuses in Tracktor for orders containing certain items. MESA can automatically choose these statuses for you. I’m going to show you an example workflow that chooses the status Preparing your order for orders with items tagged Made to order.

Workflow template steps:

Add a free product to a customer’s first Recharge order

Welcome new customers to your business with something special in their first subscription order. This template will add a free product to a customer’s first Recharge order. It’s a small token of appreciation that can leave a big impression on your customers.

Workflow template steps:

Wrap Up

These workflows are just a starting point. With MESA, it’s easy to combine multiple automations together or extend them to create unique capabilities. Master productivity instantly by automating any repeatable task or process with the ease of MESA’s point-and-click setup. Our Customer Success team is available to help set up and configure any workflows so you can get more done today.