Setting Up Basic Flows with Shopify Flow and JeriCommerce

This guide will walk you through setting some examples of automated workflows using Shopify, Shopify Flow, and JeriCommerce:

1. Welcome Flow – Automatically issue a wallet pass to new customers.
2. In-store visits – Send push notification after Wallet is scanned at the POS

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Prerequisites

Before setting up these flows, ensure you have:

• A Shopify store with Shopify Flow enabled
• JeriCommerce installed and configured
• The necessary customer segments and syncs configured in Shopify Integration, in the technical settings.

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1. Setting Up a Welcome Flow

This flow will automatically send a Welcome flow when a customer installs Wallet Pass.

Steps:

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1. Go to Shopify Flow in your Shopify admin panel.
2. Click Create Workflow.
3. Select Trigger: Wallet Pass Installed
4. Add an Action: Send Push Notification
5. Configure the action:
   Edit the text that will be shown in the Welcome Push notification. You can include a link.
6. Add additional steps. If you'd like - you can send another push notification after 5 minuts. Example: Start earning points, Learn how! or Visit our Store
7. Save and enable the workflow.

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Expected Outcome

New customers will receive a push notification after installing the Wallet and experience the first interaction.

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2. Setting Up an In-Store Visit Notification

Send a push notification after a wallet is scanned at the POS, encouraging engagement while the customer is in-store.

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Steps:

1. Go to Shopify Flow in your Shopify admin panel.
2. Click Create Workflow.
3. Select Trigger: Wallet Pass Scanned at POS (JeriCommerce trigger).
4. Add an Action: Send Push Notification.
5. Configure the action:
   • Write a personalized message, for example: Thanks for visiting! Enjoy 10% off your purchase today.
   • Include a link to relevant offers or loyalty info.
6. Save and enable the workflow.

Expected Outcome
Customers will automatically receive a push notification after their wallet is scanned at the POS, allowing you to deliver timely offers or loyalty updates while they’re in-store.

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JeriCommerce Pre-built templates are available in Shopify flow in combination with other Shopify Apps.

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Learn more about Shopify flows and events.

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