Tag Customers as Influencers and Collect Instagram Handles

Expand your brand’s ambassador program by capturing Instagram handles and tagging interested customers as “Influencer” during checkout. This MESA workflow template automatically adds the “influencer” tag to customers who complete the ambassador interest form, helping you build and track a community of brand advocates. Streamline your influencer program and nurture valuable relationships effortlessly.

🔧  Setup is needed:
➕  Add brand ambassador form

Follow the steps below to set up this workflow.

Step 1

In the Form trigger step, click the copy button next to the Form Embed Code.

Step 2

You can view how the Form looks like by clicking the Open Form Builder button.

Step 3

Click the Cancel button when you are done viewing the Form.

Step 4

In a separate tab, go to your Shopify Admin, click on Settings, and then Checkout.

Step 5

Paste the copied Form Embed Code in the Order status page field, under the Additional Scripts section. 

Click on the Save button and return to your MESA workflow.

Step 6

Click Save changes to save your workflow.

Step 7

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!

Your workflow needs to be enabled in order to see it working.

• In a new tab, return to your Orders.
• Select an Order.
• Select More Actions from the dropdown menu in the right-hand corner.
• Select view order status page.

Your survey will appear at the top of the confirmation page. Submit a response to preview how the customer tag will look.

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