Duplicate Tagged Draft Orders Monthly - Shopify Automation | MESA

Duplicate Tagged Draft Orders on a Set Day Each Month

6 min setup

No coding required

Runs automatically

Create copies of specific draft orders every month on your chosen date. Perfect for subscription boxes, monthly services, or recurring product deliveries. Tag your template draft orders, pick your monthly date, and watch MESA handle the rest. No more manually recreating the same orders month after month. Simply set it once and let automation handle your recurring order workflow.

[Use this template →](/content/pricing?template=shopify%2Fdraft_order%2Fduplicate_tagged_draft_orders_monthly&templateName=duplicate-tagged-draft-orders-monthly "Install and use this template in MESA"/index.html)

Schedule

Get List of Draft Orders

Loop Over Draft Order Tags

Duplicate Draft Order

Remove Duplication Tag from New Draft Order

Add Tracking Tag to New Draft Order

How it works

6 steps to start duplicating tagged draft orders automatically each month

Schedule

App connector: [Schedule](/content/apps/schedule/integrate "View Schedule integration page"/index.html)• Time to complete: 1 minute

Why this matters: Sets the monthly timing for when MESA checks your draft orders, ensuring duplications happen consistently without manual intervention.

This step defines when your workflow runs each month to look for draft orders that need duplicating. You'll configure the specific day of the month when MESA should check your store for matching draft orders. The schedule runs automatically once set, so you can choose a day that works best for your business cycle - like the first of each month for subscription renewals or mid-month for recurring services. Once configured, this timing remains consistent until you change it.

Get List of Draft Orders

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Why this matters: Retrieves the pool of draft orders from your store that will be evaluated for duplication, setting the scope for how many orders the workflow processes.

This step automatically fetches draft orders from your Shopify store for the workflow to examine. You'll configure how many recent draft orders MESA should review each time it runs - the default is 100 orders, but you can adjust this up to 8,000 if you have high draft order volume. The step pulls standard draft order data including tags, line items, and customer information. This data gets passed to the next step where it's filtered based on your tagging criteria.

Loop Over Draft Order Tags

App connector: [Loop](/content/apps/loop/integrate "View Loop integration page"/index.html)• Time to complete: 1 minute

Why this matters: Filters your draft orders to only process ones with the specific tag you want duplicated, while excluding any that have already been duplicated previously.

This step examines each draft order from the previous step and identifies which ones should be duplicated based on your tagging rules. You'll specify the exact tag name that triggers duplication - MESA will only process draft orders containing this tag. The step also automatically excludes any draft orders already tagged with "MESA Duplicated Draft Order" to prevent endless duplication cycles. Each qualifying draft order gets processed individually through the remaining steps in the workflow.

Duplicate Draft Order

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: Creates an exact copy of each tagged draft order, preserving all product details, pricing, and customer information for the new billing cycle.

This step automatically creates a duplicate of each qualifying draft order using Shopify's built-in duplication function. The new draft order contains identical line items, pricing, customer information, and shipping details as the original. No configuration is needed since the duplication process preserves all existing order data. The duplicated order gets assigned a new draft order ID, which gets passed to subsequent steps for tag management.

Remove Duplication Tag from New Draft Order

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Why this matters: Removes the trigger tag from the newly created draft order to prevent it from being duplicated again in future workflow runs.

This step removes the duplication trigger tag from each newly created draft order to keep your tagging system clean and prevent infinite duplication loops. You'll specify which tag should be removed - this should match exactly the same tag you configured in Step 3 that triggers duplication. The tag name is case-sensitive and must match precisely. This cleanup ensures that next month's workflow run won't accidentally duplicate the same orders again.

Add Tracking Tag to New Draft Order

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: Tags each duplicated draft order with a tracking identifier so you can easily identify which orders were created by automation and exclude them from future duplication cycles.

This step automatically adds a "MESA Duplicated Draft Order" tag to each newly created draft order for identification and tracking purposes. The tracking tag helps you distinguish between original draft orders and automated duplicates in your Shopify admin, making it easier to manage your recurring billing process. This tag also prevents the Loop step from processing these duplicated orders in future workflow runs, maintaining clean automation cycles.

Frequently asked questions

What happens if I have multiple draft orders with the same duplication tag?

The workflow will duplicate each tagged draft order individually. If you have 5 draft orders all tagged with your duplication trigger, you'll get 5 new duplicated draft orders created during that month's workflow run.

Can I set different duplication schedules for different types of draft orders?

Not with this single workflow, but you can create separate workflows with different tags and schedules. For example, one workflow for monthly subscriptions running on the 1st and another for quarterly subscriptions running on the 15th.

Will the duplicated draft orders maintain the same customer payment methods?

The duplicate draft orders will contain the same customer information as the original, but payment methods aren't automatically transferred. You'll need to manually collect payment or send the customer a link to complete payment on the duplicated draft order.

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Ready to start duplicating tagged draft orders automatically each month?

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[Start with this template — It's free](/content/pricing?template=shopify%2Fdraft_order%2Fduplicate_tagged_draft_orders_monthly&templateName=duplicate-tagged-draft-orders-monthly "Install and use this template in MESA - Free to use"/index.html)

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