Automatically Send Contact Form Submissions to Email and Slack

Keep customer inquiries from going unnoticed by automatically forwarding Shopify contact form submissions to both email and Slack. This MESA workflow template guides you through embedding a contact form on your store, then forwards each submission to Slack and emails it to the address linked with your Shopify account. Ensure timely responses and improved customer engagement with automated notifications.

🔧  Setup is needed:
🔌  Connect with Slack
➕  Add contact form

🗒️ Note: This template uses the Premium app, Email by MESA. When a workflow runs with a Premium app, the automation run is doubled and counted as 2 automation runs. Learn more.

Follow the steps below to set up this workflow.

Step 1

In the Slack Send Message step, select an existing connection or click on Connect with Slack to connect your Slack account with MESA. 

If you have already created a Slack connection, click here to skip to Step 4 in this help document. 

Step 2

You will then see this permission screen. Click Allow.

Step 3

After you authorize the Slack app, open your Slack application on your computer.

Invite the MESA Slack app to the channel that you would like to send messages to by typing @MESA and clicking the Invite button.

You will see the following message if you are successful with adding the MESA Slack app to your Slack channel.

Step 4

Return to your workflow's Slack step. Select the Channel.

Click Save.

Step 5

Open the Form step and find the Form Embed Code.

Copy this code by clicking on the copy button.

Step 6

Save your workflow before proceeding to the next step.

Step 7

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

Step 8

Scroll down until you locate the Order status pages scripts section. 

Paste the copied form embed code.

Step 9

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.

Step 10

Save your changes on your Shopify admin settings.

Step 11

Return to your MESA workflow. 

Click  Save at the top of or below the workflow to save your changes.

Step 12

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

⚡ See your workflow in action

After saving and turning on your workflow, your form will appear on the order status page after a customer places 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

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. Save your changes after making adjustments to the Form fields. Read more details here: Forms.

If you make changes to the form, you will need to update the variables used in the Email and Slack steps. Read more details here: Variables.

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