How it works

Follow these 5 simple steps to start automatically tagging orders that remain unfulfilled after your specified timeframe

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger starts monitoring every new order in your Shopify store, capturing the initial order data that the workflow will reference throughout the entire process.

When a customer places an order in your Shopify store, this trigger automatically captures all the order details including the order ID, creation timestamp, and initial fulfillment status. The trigger runs immediately when each order is created and passes this data to the next step in the workflow. No configuration is needed since it monitors all incoming orders by default.

Delay
App connector: Delay • Time to complete: 1 minute
Why this matters: This delay creates the waiting period that defines "unfulfilled after set time" - without this pause, the workflow would immediately check and tag orders before you've had a reasonable chance to fulfill them.

You'll configure how long MESA should wait after an order is created before checking its fulfillment status. The field asks "How long should MESA wait after the order is created before checking its fulfillment status?" with a default value of 10 days. You can enter any number of days that matches your typical fulfillment timeline, such as 2 days for fast shipping or 14 days for custom products. After this delay period ends, the workflow proceeds to check the order's current status.

Retrieve Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the current order details from Shopify to get the up-to-date fulfillment status, since the original order data from Step 1 may no longer reflect whether the order has been fulfilled during the delay period.

MESA automatically retrieves the complete order record using the order ID captured in Step 1. This step pulls fresh data including the current fulfillment status, shipping details, and any tags that may have been added since the order was created. The retrieved order information gets passed to the next step for status evaluation. No configuration is required as it uses the order ID from the triggering order.

Filter
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures tags are only added to orders that are actually unfulfilled, preventing the workflow from tagging orders that have already been shipped or completed.

The filter checks whether the order's fulfillment status does not equal "fulfilled" - meaning it will only allow unfulfilled, partially fulfilled, or pending orders to continue to the tagging step. Orders that have been completely fulfilled will be stopped here and won't receive the tag. This automatic comparison uses the fresh order data retrieved in Step 3. If the order passes this filter (is still unfulfilled), it moves to the final tagging step.

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Order Add Tag
App connector: Shopify • Time to complete: 1 minute
Why this matters: This step applies the identifying tag to unfulfilled orders, making them easy to find and manage through Shopify's order filtering and search capabilities.

You'll specify what tag should be added to orders that remain unfulfilled after your waiting period. The field asks "What tag should MESA add to the order if it's still unfulfilled?" with "Unfulfilled" as the default tag name. You can customize this to match your workflow needs, such as "Overdue," "Follow-up Required," or "Priority Shipping." Once tagged, these orders become easily filterable in your Shopify admin for follow-up actions or priority handling.

Make it your own

Customize this workflow even further:

Set custom delays for different order types
Configure multiple versions of this workflow with different delay periods - 1 day for digital products, 5 days for standard items, and 14 days for custom orders.
Add notification steps for escalation
Extend the workflow to send email or Slack notifications to your fulfillment team when orders get tagged, ensuring immediate visibility for overdue items.
Create follow-up customer communications
Chain additional steps that automatically send apologetic emails to customers explaining delays and providing updated shipping estimates when orders get tagged as unfulfilled.
Track patterns with data tables
Store tagged order details in MESA tables to analyze which products or order types consistently have fulfillment delays, helping identify operational bottlenecks.

Frequently asked questions

Can I set different delay periods for different types of orders?
This template uses a single delay period for all orders. To handle different timelines, you'd need to create separate workflows - one for each order type or product category. You can use filters in each workflow to target specific products, order values, or customer segments with their appropriate delay periods. Using Paths is another option if you want to keep all the logic in a single workflow.
What happens if I fulfill an order during the delay period?
The workflow will correctly identify the order as fulfilled when it checks the status after the delay. The Filter step prevents any tags from being added to orders that were fulfilled during the waiting period, so you won't get false positives on orders you've already shipped.
Will this workflow re-tag orders if I remove the tag manually?
No, this workflow only runs once per order - when the order is initially created. If you manually remove the unfulfilled tag from an order, the workflow won't add it back since it has already completed its process for that specific order.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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