Test a Workflow Using Mesa Approvals
The Approvals by Mesa app can pause any automation and require manual approval of data that is about to be published to the next step.
It lives in your Mesa Dashboard. Once it has been added to a workflow, you can easily monitor it through the Approvals tab as the ideal testing tool. You can add an approval step to any workflow to verify that everything is working and halt execution before any data is saved.
1. Set up your Mesa Form
This step is used when you want to create a form for your customers to submit. The Success Redirect URL field will allow you to redirect customers to a specific link, or to embedded pages on your Shopify store.
You can build a form from scratch, or copy the HTML code from our Form Builder, modify it, and use it on any page on the web. More details can be found on Mesa Forms here: Details
2. Create a credential at this step to connect your store and the correct product
3. Finally, enter an email address that should receive an email notification when a new pending approval is created. All recipients will receive an email.
Be sure to check the "Promotions" tab in your email client, or add firstname.lastname@example.org to your contacts list if you are not receiving emails.
Using Approvals to Test an existing Workflow on Your Store
Notify customers on a product waitlist
This template allows you to manually approve or reject users on a product waitlist and notify them via email using Forms by Mesa.
Follow the steps below to test the workflow out using Approvals.
Enter an email address that should receive an email notification when a new pending approval is created. All recipients will receive an email. Be sure to check the "Promotions" tab in your email client, or add email@example.com to your contacts list if you are not receiving emails.
The Message field can be used to add information about the specific task running that will be helpful in determining if it should be approved or rejected.
1. Navigate to the Approvals tab:
2. Then, you should find it display as this in the Approvals tab:
Finally, all recipients that were added to the list to receive the Approval notification will receive this email: