Get Started with MESA

Welcome to MESA!

MESA allows you to create workflows. These workflows turn repeatable tasks into automations that run in the cloud. They can automate marketing, service, sales, and all of the other processes that drive your online store. 

MESA works within your Shopify store to synchronize data, integrate third-party applications, connect external systems, send notifications, and more. MESA's purpose is to get more work done in less time.

Check out these different tabs of the MESA app to learn what features they have to offer:

After installing MESA on your store, you will be greeted with a few options before viewing the app dashboard. You can choose to take a tour of our most popular workflows, chat with our Customer Success Team if you have any questions, or dive right into viewing the dashboard.

If this is your first time with MESA, it is recommended to select the Take a tour option and then click Next.


Dashboard

You will be taken to the Dashboard tab and can browse through the existing templates provided or build your first workflow!

Automations Graph

Displays the total number of automations within the past 7 days. You can hover over the line graph to see how many automations ran each each day.

Usage per Billing Period Graph

Displays the total number of automations ran per billing period.


Discover

Overview

You can search for the template that you desire by using the search bar. See one that interests you? Click on the template name to view more details and proceed with installing the template.

You can also select a popular template by scrolling down from the Overview tab. Click the Install button on the template to install the template on your dashboard.

Apps

Lets you search and learn more about MESA's existing integrations. 

Templates

For a full list of templates for each service we integrate with, you can click on the Templates tab within MESA's Discover tab. You can also filter templates by the name of the App or sort by popularity, new, and alphabetical order. 


My Workflows

Once you have installed or created a new template, you will be directed to the My Workflows tab. From here, you can adjust the Trigger and Actions, change the title and the workflow's description, enable the workflow and its logging, and add more Actions.

This is what our Send Order Paid Message To Slack Channel workflow looks like.

From here, let's imagine that you wanted to customize this template. You want to add a condition into this workflow requiring that the order was over $100.

To add this condition, I would add another Action. In this case, a Filter by MESA action in between our current Actions. Click the + Add Step symbol in between these Actions, and find the Filter. Once you have the Filter, configure it so that the Shopify Order Paid Total Price token is greater than 100.

Now this workflow is coming together. To finish it up, follow the instructions to create a Slack Credential. In this case, this is needed for MESA to connect with Slack. Lastly, adjust the message your team will receive to your Slack channel.

When this workflow is ready for its debut, Save your changes and then Enable the workflow.


Create New Workflow

If you are not seeing what you are looking for, you can create a template from scratch. Click the Create New Workflow button next to the search bar to begin this process.

You will need to enter a name of the workflow and then you will be directed to our Workflow Builder. Follow the panels to start building out your workflow. At the top, you will be prompted with a blue banner asking if you'd like to take a tour of MESA's workflow builder. 

Start by clicking to select an app to Trigger your workflow. Then add a subsequent Action. Once you are done with the building process, hit the Save button to the right of the workflow's title.

You can check out this article for best practices to follow when creating workflows.


Workflow Features

Approvals

If your workflow contains the Approvals App, your workflow will contain an Approvals tab. The Approvals tab will show pending, accepted, and rejected approval requests from our built-in Approvals app.

To learn more about the Approvals app, check out the Approvals by MESA article.


Workflow Settings

Logging

Enabling the Logging setting on the workflow will help you monitor the Actions of the workflow as it executes. When enabled, your Logs will show more granular details on each action. 

Enabling the Logging debug mode will add even more detailed information in your Logs. This is recommended only when you are troubleshooting your workflow.

Notifications

Enabling Notifications will send an email to the specified email address when an automation fails. Failure can occur for multiple reasons. Check this document for more information about failed automations

Actions

The Export setting lets you export and import the workflow between multiple Shopify stores that have MESA installed. Click here for more information about exporting

The Delete setting lets you delete the workflow from your MESA app. You cannot undo this change once confirmed.


Activity

The Activity tab is a chronological list of automations that MESA has taken on your behalf. Every step is displayed under a task. You can view the status of each automation and the steps of each task. Read more about this here.


Logs

Logs allow you to search for past actions for a specific task or to view an entire chain of actions for a specific task. By default, only errors will be logged for all workflows. Additional logging can be enabled on each workflow in the Settings tab.

Logging helps troubleshoot errors in your past tasks on a more granular level. Read more about this here.


Workflow Help

An existing template may come with a help tutorial or directions that you will see once you install the template. If you ever need to reference the help tutorial or directions, this can be found in the Help tab.


Settings

Data by MESA

Data by MESA lets you store data directly in MESA.  You can trigger workflows when the data is updated and view the data from the Settings page. You can even connect directly your or integrate with business intelligence services. More information is found here.

Credentials

Credentials let you quickly and securely store your login information for use within workflows. More information can be found here. When building a workflow with MESA's integrations, you will be prompted to create a Credential. Credentials also contain MESA's Admin API. 


Account

In this tab, you will see information about your plan and will let you adjust your MESA price plan accordingly.

Trial Usage: If you are on a trial, you will see how many trial automations have been used.

Premium App Usage: Displays the amount of premium app tasks used. Premium apps include Email by MESA, SMS by MESA, and Image by MESA.

Your Plan: Your plan's details such as plan name, billing period, and billing limit. 

Usage per Billing Period Graph

Displays the total number of automations ran per billing period.

If you see that your store needs to upgrade or change plans, please reach out to our team.


Help

Looking for support? For assistance, you can check out the Help tab. From here, you will find links to helpful documentation and how to contact our Customer Success team.

Now you are ready to start creating workflows! *High Five*