Send contact form submissions to email and Slack

🔧 Setup is needed:
🔌 Connect with Slack
➕ Add contact form
✅ Save and enable your workflow to start automating!

MESA allows you to create forms that can be hosted within your Shopify store to collect customer data. In this example, Forms by MESA will transfer the information collected from the customer and send it to an email address and Slack channel of your choice.

Let's get started 🚀

Follow the steps below to set up this workflow.

1. Open the Slack step and select Existing Credential to add the existing Slack credential to this workflow.

If you have not yet created or need to Add New Credential, please follow the below steps. You may skip to Step 6 in this help document if you have already created a Slack Credential.

2. Set up an incoming webhook on Slack to connect Slack and MESA. View the Slack API website ( https://api.slack.com/apps/new) and click the Create New App button.

Select the From scratch panel.

Add an App Name and select a workspace. Click on the Create App button.

Click on the Incoming Webhooks panel and activate this feature.

Scroll down on the page and click on the Add New Webhook to Workspace button.

Select the channel the messages will post to and click the Allow button.

3. Scroll down on the page and find the Webhook URLs for your Workspace section. Click the Copy button next to the Webhook URL you just created.

4. Go back to your workflow and view the Slack step. Paste the value into the Create Credential field.

5. Click on the Add Credential button and select that Credential in the workflow's Slack step.

6. Next, open the Form step, and find the  Form Embed Code. Copy this code by clicking on the clipboard icon.

7. Save your workflow before proceeding to step 5.

8. In a new tab, go to your Shopify Admin, click on Settings, and locate the Checkout settings.

9. Scroll down until you locate the  Order status pages scripts section. Paste the copied form embed code.

If you'd like to place this form on a different page other than the order status page, you can do so! Please review Forms by MESA for steps on how to add forms to your store.

10. Save your changes on your Shopify Admin settings.

11. Go back to your MESA workflow. Hit the Save button at the top of the workflow to save your changes.

12. Hit the Enable button when you are ready to start using the workflow.

After saving and enabling your workflow, your form will appear on the order status page after customers place an order. 

You can preview the form's look by going to any order in your store. Click the More Actions drop-down and select View order status page from the drop-down menu. 

Optional Customizations

Below, please find the optional customizations for this template.

  • On the Email or Slack step, you may change the format of the email or message.
  • You may also edit the fields you'd like customers to submit on the Forms by MESA step. Click the Open Form Builder button on the Form step to see the form created for this template.

  • After any changes are made to the Form fields, you'll want to save your changes, and then you'll want to update the data mapped to the Email and Slack steps. You can edit the mapping by clicking the token selector {+} icon. A menu will pop up on the right-hand side and under the Forms icon, select from the list of Tokens that represent the data to be collected in the form. Learn more about tokens here.

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby 24/7, ready to help.