How it works

Follow these 3 simple steps to collect Instagram handles from customers and tag potential brand ambassadors

form icon

Form
App connector: Form • Time to complete: 0 minutes (Auto-configured)
Why this matters: This creates the branded form that customers see and submit, capturing their Instagram handle and contact information to identify potential influencers.

This step automatically generates a customizable form with fields for Instagram handle and email address. The form includes a header "Apply to be a Brand Ambassador" and explanatory text about becoming an Instagram influencer. The form pulls the customer ID from your store to link submissions to existing customer records. You can modify the form text, add additional fields, or change the styling to match your brand before activating the workflow.

Customer Retrieve
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This pulls the customer's existing data from your store so their current tags and notes can be preserved when adding the new influencer information.

This step automatically looks up the customer record based on the ID captured from the form submission. It retrieves all current customer data including existing tags, order history, and notes. This ensures that when the workflow adds the "Influencer" tag and brand ambassador details, it doesn't overwrite any existing customer information. The retrieved data gets passed to the final update step.

Shopify logo icon

Customer Update
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This permanently saves the brand ambassador application to the customer record and adds the "Influencer" tag for easy filtering and outreach.

This step adds "Influencer" to the customer's existing tags and appends their brand ambassador submission details to their customer notes. The note includes their email address and Instagram handle in a formatted section for easy reference. The tag allows you to create customer segments and filtered lists to identify all potential brand ambassadors. Once tagged, you can easily find these customers in your admin or export lists for outreach campaigns.

Make it your own

Customize this workflow even further:

Add follower count verification
Connect to Instagram's API to automatically check follower counts and only tag customers who meet your minimum threshold requirements.
Send confirmation emails
Add an email step to automatically send a branded confirmation message thanking customers for their brand ambassador interest.
Create detailed application tracking
Store submissions in a dedicated spreadsheet or database with timestamps, follower counts, and application status for better program management.
Set up approval workflows
Add conditional logic to route applications to team members for review before adding the influencer tag to customer records.

Frequently asked questions

Can I customize the form questions to collect additional information?
Yes, you can edit the form to add fields like follower count, content niche, or previous brand partnerships. Simply modify the form builder in Step 1 to include any additional questions relevant to your brand ambassador program.
What happens if a customer submits the form multiple times?
The workflow will update their customer record each time, appending new submissions to their existing notes. The "Influencer" tag will only appear once since Shopify doesn't duplicate identical tags.
How do I access the list of customers who've applied to be brand ambassadors?
Go to your Shopify admin, navigate to Customers, and filter by the "Influencer" tag. You can also export this filtered list or create a customer segment for ongoing outreach and program management.
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.

Related templates you'll love

Recommended workflows that pair well with this template

Ready to collect Instagram handles from customers and tag potential brand ambassadors?

Join thousands who've automated their work and saved an average of 3.5 hours every week.

Start with this template — It's free
7-day free trial • 3 min setup • Cancel anytime