How it works

Follow these 2 simple steps to capture influencer Instagram handles for customer insights

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Form
App connector: Form • Time to complete: 0 minutes (Auto-configured)
Why this matters: This creates the entry point where potential influencers submit their information, triggering the entire workflow and collecting the data Gatsby needs to analyze their Instagram influence.

This step automatically generates a customizable web form that collects first name, last name, email address, and Instagram handle from visitors. The form includes built-in validation to ensure required fields are completed and email addresses are properly formatted. You can embed this form on your website, share the direct link, or include it in email campaigns to gather influencer contact information. Once someone submits the form, their data immediately flows to the next step for processing.

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Create Contact
App connector: Gatsby • Time to complete: 2 minutes
Why this matters: This step sends the submitted form data directly into Gatsby, where it can analyze the Instagram handle and provide insights about the person's influence and engagement metrics.

This action automatically creates a new contact record in Gatsby using the information from the form submission. The step maps the form fields to Gatsby's contact format - first name goes to "fname", last name to "lname", email stays as "email", and the Instagram handle gets stored in the "handle" field. You'll need to configure your Gatsby webhook URL in the settings to establish the connection between MESA and your Gatsby account. Once configured, every form submission creates a new contact that Gatsby can immediately begin analyzing for Instagram insights.

Make it your own

Customize this workflow even further:

Add email notifications
Send yourself or your team an immediate email alert whenever a new influencer signs up, including their Instagram handle for quick review.
Chain CRM actions
Connect additional steps to also add the contact to your email marketing platform, assign them to a sales rep, or trigger a welcome email sequence.
Store data in tables
Save the influencer submissions in MESA's built-in database for your own tracking and reporting, separate from what goes to Gatsby.
Add conditional logic
Set up smart routing based on follower count thresholds - send micro-influencers to one Gatsby list and macro-influencers to another for different outreach strategies.

Frequently asked questions

What happens if someone submits an invalid Instagram handle?
Gatsby will still create the contact record, but won't be able to gather Instagram insights for that handle. You can review contacts in Gatsby that show no data and reach out to clarify or correct the Instagram handle information.
Can I customize the form fields to collect additional information?
Yes, you can add more fields like phone number, company name, or follower count estimates. Just remember to also update the Create Contact step to map any new fields to the appropriate Gatsby contact properties.
Will this work if I already have contacts in Gatsby with the same email addresses?
Gatsby typically updates existing contacts when it receives duplicate email addresses rather than creating duplicates, so the Instagram handle and other information will be added to the existing contact record.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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