Click and Collect is an essential feature for retail businesses looking to offer a seamless shopping experience. It allows customers to order online and pick up in-store, reducing delivery times and improving convenience. But for retailers, managing Click and Collect efficiently can be challenging—especially when it comes to customer notifications and in-store verification.

With Shopify Flow and JeriCommerce Wallet Pass, you can automate the entire process, from notifying customers when their order is ready to enabling fast and frictionless pickups at the point of sale.

How This Automation Works

Instead of relying on email confirmations or manual order lookups, this Shopify Flow automation ensures that customers:

Receive an instant push notification when their order is ready for pickup.
Can verify their order quickly at the Shopify POS by scanning their Wallet Pass, making the pickup process faster and more efficient.

Make sure you have Pick up in store enabled on your Shopify Store.

Setting Up the Click and Collect Flow

This workflow is designed to trigger when an order’s fulfillment items are marked as “prepared for pickup” in Shopify. Here’s how it works step by step:

Trigger: Order is Ready for Pickup When a customer’s Click and Collect order is processed, Shopify Flow detects that the fulfillment order is prepared for pickup.
Action: Send a Trigger-Based Campaign via Wallet Pass Using JeriCommerce’s Wallet Pass integration, a push notification is sent to the customer with a message like:"Your order is ready to collect in our store!"At the same time, their Wallet Pass updates with:
- A direct link to their customer account for order details.
Important: The notification will remain displayed on the back of the Wallet Pass for a specified period, giving customers ample time to pick up their order. This ensures that they have easy access to the information when they’re ready to visit the store.
In-Store Pickup: Scan the Wallet Pass at Shopify POS When the customer arrives at the store, instead of asking for an order number or searching for an email confirmation, store staff can simply scan the Wallet Pass at Shopify POS to verify the order. The store manager can quickly identify the customer via the Wallet Pass ID and see available orders tied to the customer. The order can then be marked as “collected” in the POS system, reducing wait times and improving the customer experience.

Click and Collect flow for JeriCommerce Loyalty Card

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Trigger based campaign set up at JeriCommerce Admin on Shopify

Why This Improves Click and Collect

Faster pickups – No need to manually verify orders or search emails.
Better customer experience – Notifications go straight to their mobile wallet.
Seamless Shopify POS integration – Everything is managed within the Shopify ecosystem, and staff can easily access customer order details and mark orders as collected.

Expanding the Use of Wallet Pass in Retail

If you’re already using Wallet Pass for customer identification at Shopify POS, loyalty programs, or personalized promotions, this is another way to make it even more valuable. Click and Collect can now be an effortless, digital-first experience that benefits both customers and store teams.

By integrating automation with Shopify Flow and Wallet Pass, retailers can remove friction from in-store interactions, making Click and Collect a truly seamless process.

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Ready to get started? Contact us today to learn how JeriCommerce can boost your peak season campaigns with wallet pass technology.

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