# Send Subscription Conversion Emails After Product Purchase

12 min setup

No coding required

Runs automatically

Most customers who'd happily subscribe never get asked at the right moment. This workflow fixes that: when a first-time buyer purchases a qualifying product, MESA waits 7 days for them to experience it, re-confirms they haven't already subscribed, then sends a personalized email with a discount to switch to auto-delivery. It's the follow-up your team never has time to do, running automatically in the background.

## How it works

10 steps to start sending targeted subscription conversion emails

### Order Paid (Trigger)

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

**Why this matters:** This is the entry point for the entire workflow — every subsequent step depends on data captured here, and without a confirmed paid order, there's no customer to evaluate or email to send.

### 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:** Your store's domain and display name are referenced in the subscription offer email — the product link won't work and the sign-off will be blank if this data isn't fetched first.

### Retrieve Customer

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

**Why this matters:** Before entering the loop, MESA needs to know whether this customer is truly new and whether they're already a subscriber — pulling that data here lets the loop filter make an immediate, accurate decision without extra processing.

### Loop over Line Items to Check for Non-Subscription Product and Determine if the Customer is New

App connector: [Loop](/content/apps/loop/integrate "View Loop  integration page"/index.html)• Time to complete: 2 minutes

**Why this matters:** This is the primary eligibility gate — it ensures the subscription offer only moves forward for orders that include your qualifying product SKU, come from a genuinely new customer, and don't belong to someone already subscribed.

### Delay

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

**Why this matters:** Sending a subscription pitch the moment someone checks out is premature — the 7-day window gives customers time to actually use the product, which meaningfully increases the chance they'll want it delivered automatically.

### Retrieve Customer

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

**Why this matters:** Seven days is enough time for a customer to subscribe on their own, request a refund, or be manually tagged — re-fetching their record here ensures you're acting on their current status, not a week-old snapshot.

### Retrieve Order

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

**Why this matters:** If the customer returned the qualifying product during the 7-day window, the order will be marked as restocked — this step gives the Filter the data it needs to catch that case and stop the email from sending.

### Retrieve Product

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

**Why this matters:** The product's URL handle is needed to build the direct 'Switch to subscription' link in the email — without it, the link can't point to the right product page.

### Filter

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

**Why this matters:** This is the final checkpoint before the email sends — it confirms the customer still hasn't subscribed during the delay and that they haven't returned the product, protecting you from sending an offer that no longer applies.

### Send Email

App connector: [Email](/content/apps/email/integrate "View Email  integration page"/index.html)• Time to complete: 2 minutes

**Why this matters:** This is where the subscription offer reaches the customer — all prior steps exist to ensure this email is sent to the right person, at the right time, about the right product.

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## Frequently asked questions

### Why does the workflow check the subscriber tag twice — in both the Loop and the Filter?

The Loop check at Step 4 prevents the 7-day delay from even starting for customers who are already subscribers, avoiding unnecessary processing. The Filter check at Step 9 catches anyone who subscribed during that 7-day window.

### What happens if the customer makes another purchase during the 7-day delay?

The workflow re-fetches the customer record after the delay completes, so any changes made during that window will be reflected. If the customer subscribed or was tagged between the order and the email send, the Filter step will catch this and stop the email from going out.

### Can I send this offer to returning customers, not just first-time buyers?

Yes. The "orders_count equals 0" condition inside the Loop step is what restricts the offer to new customers. You can remove or adjust this condition in the Loop filter if you want to reach returning customers who have never subscribed.
