Templates
Last updated
Last updated
Create workflows effortlessly with MESA by starting with one of our many pre-built templates.
MESA templates are pre-built workflows featuring a trigger and one or more actions that simplify your workflow creation. They’re an ideal starting point, and because they’re fully customizable, they can easily be adapted to suit your specific requirements.
Discover the Template Library to find pre-designed workflows that align with your automation goals. If you’re looking for inspiration or are uncertain how or where to start, MESA's library of templates should be your go-to spot.
Once you've selected a template to try, click View for details or hit Add template to dive in.
Let's install a template together! One popular MESA use case is tagging customers as "VIP" after they spend $500 or more.
After selecting "Start with this template," you'll be directed to a screen highlighting the workflow's details.
This template uses our setup wizard, which helps walk you through the next steps of setting up and making any adjustments to this template.
Some templates will have setup instructions instead of a setup wizard. If so, you'll be taken straight to the workflow builder.
For example, you can change $500 to $1,000 based on your VIP program. Don't want to call them a "VIP"? You can also customize that tag!
You can select More Options within each step to further customize the step with optional fields.
In this example, we are adding additional rules to the Filter step:
Perhaps the template is close, but not quite how you want it. You can add or remove steps from any template to customize it to your requirements.
For example, if you wanted to to add an extra step to notify the customer, you could add an Email step to the end of the workflow.
Alternatively, if tagging the customers is irrelevant to your process, you can even completely remove the Customer Add Tag step to replace it with an entirely different step that would fit your needs.
For example, you can replace the Customer Add Tag step to send information over to a Google Sheet. Hover over the arrow where you want to add the step, then select Action.
When the search bar pops up, you can search for Google to populate the different actions offered for it.
If you already have a Google Sheet that you would like to use, you can select the Add Row action.
Once you've completed setting up the template to fit your needs, you are ready to run a test. 🎉
There will be corresponding instructions for each template offered in our library to help provide guidance.
These instructions will appear on the right-hand side of the screen or when you select "Help" while in the workflow.
