# Approve Thank-You Emails Before Sending to Customers 4 min setup No coding required Runs automatically Ensure accuracy and personalization by approving thank-you emails before they're sent to customers. This MESA workflow template generates a thank-you email upon each Shopify order, holding it in an approvals list for review. Manually approve or deny the message to maintain quality and make any needed adjustments, enhancing customer experience with tailored communications. ### How it works 4 steps to get approvals before thank-you emails reach your customers ### Order Created App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html) • Time to complete: 0 minutes (Auto-configured) **Why this matters:** This step monitors your Shopify store and launches the workflow whenever a new order comes in, capturing all the customer and order details needed for the approval process. When a customer completes a purchase, this trigger automatically collects the order information including customer name, email, order number, total price, and line item details. The trigger is pre-configured to activate on all new orders, so you don't need to set specific conditions or filters. All this order data gets passed to the next step where you can review it before sending the thank-you email. ### Retrieve Shop App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html) • Time to complete: 0 minutes (Auto-configured) **Why this matters:** This step fetches your shop's name and branding details so your approval message and customer emails can include your actual store name instead of generic placeholders. The step automatically pulls your shop information from Shopify's API, including your store name, which gets used in the email signature. This happens in the background without any input needed from you. The shop name will appear as "The [Your Shop Name] Team" in the thank-you email that gets sent to customers after you approve it. ### Approval App connector: [Approval](/content/apps/approval/integrate "View Approval integration page"/index.html) • Time to complete: 1 minute **Why this matters:** This step pauses the workflow and sends you a notification with order details so you can decide whether to send the thank-you email and add any personalized notes. You'll receive an approval request showing the order number, customer email, and total price for each new order. The approval includes a text field where you can add custom notes that will be included in the customer's email if you choose to send it. Click "Send Email" to proceed with sending the thank-you message, or "Reject" to skip sending an email for that order. This gives you complete control over which orders receive automated thank-you emails. ### Send Thank-You Email to Customer App connector: [Email](/content/apps/email/integrate "View Email integration page"/index.html) • Time to complete: 0 minutes (Auto-configured) **Why this matters:** This step sends the personalized thank-you email to your customer using the order details and any custom notes you added during approval. The email automatically addresses the customer by their first name and includes their specific order number in both the subject line and message body. If you added notes during the approval step, those get included in the email as "Additional notes" section. The email comes from your configured sender address and includes your shop name in the signature. The customer receives a professional confirmation that feels personal and includes any specific details you wanted to add about their order. ## Frequently asked questions ### Can I set up different approval rules for different order types or values? Currently this workflow sends all orders for approval, but you can modify it by adding conditions before the approval step to automatically approve orders under a certain amount or from repeat customers while still requiring manual review for larger or first-time purchases. ### What happens if I don't respond to the approval request within a certain time? The workflow will wait indefinitely for your approval decision. If you want time-sensitive orders to automatically send thank-you emails after a delay, you can add a timeout condition that automatically approves orders if no response is received within your specified timeframe. ### Can I customize the thank-you email template for different product categories? Yes, you can modify the email step to include conditional content based on the products in the order. For example, you could add specific care instructions for clothing items or warranty information for electronics by checking the product types in the order data. ## Make this template your own! Customize this workflow even further: - Set conditional approval rules - Add filters to automatically approve certain types of orders (like small orders under $50) while requiring manual approval for larger purchases or first-time customers. - Connect customer data enrichment - Branch into multiple follow-up sequences - Track approval analytics in spreadsheets ## You're in good company Avg. App Store rating 4.9/5 Merchant reviews 157 Avg. time saved per week 3.5 hrs "MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful." **PetFriendly** "It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed." **Zailys** "The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!" **Rothy's**