This checklist walks you through everything you need before going live with JeriCommerce Loyalty. You'll learn how to set up your tech stack, design and distribute wallet passes, automate engagement, and prepare campaigns to increase retention.
1. Overview of Your Stack¶
Before starting, confirm the tools you'll use:
- Shopify or Shopify Plus
- JeriCommerce Wallet (installed from the Shopify App Store)
- JeriCommerce Loyalty (built-in loyalty platform)
- Automation platform: Klaviyo or Shopify Flow (optional but recommended)
2. Loyalty Program Setup¶
JeriCommerce Loyalty is the built-in loyalty engine. It's designed for brands that want a simple, integrated way to manage points, rewards, and loyalty flows directly within the JeriCommerce platform — without relying on third-party providers.
Set Up Your Store & Labels¶
- Choose to create a new loyalty program during the onboarding flow.
- Set up your store settings and basic loyalty program labels from the onboarding flow or the JeriCommerce admin.
- Labels include program and points name.
Create Earning Flows¶
- You can create your first earning flows from the onboarding process.
- Open the Earning Flows section in JeriCommerce admin.
- Set up point-earning rules for key actions:
- Purchases (based on amount spent)
- Referrals (reward customers when a referred friend joins)
Optional: VIP Tiers¶
You can expand your program by adding status levels to reward your community.
- Define your tiers (e.g., Bronze, Silver, Gold) based on total spend or points earned.
- Set thresholds and recalculation cycles to automate customer progression.
Set Up Rewards¶
- You can create your first rewards from the onboarding process.
- Add custom rewards customers can redeem with points.
- Rewards will be accessible from their wallet pass.
How do JeriCommerce Rewards work? | How to set your points ratio and rewards by business type
Optional: Storefront Embeds¶
Bring the loyalty experience directly to your online store for better conversion.
- Widget & Web App — Turn on the JeriCommerce widget in your Shopify Theme Editor so customers can access rewards and tiers on-site. How to use the JeriCommerce Storefront Widget
- Loyalty Page — Set up a dedicated loyalty landing page in your store where customers can see how the program works, check their balance, and browse rewards. Setting up and customizing the Loyalty Page
- Account Loyalty Block — Add a loyalty summary block to your customer account page so members can see their points and rewards without leaving their profile. Setting up the Account Loyalty Block
- Points Accumulation Extensions — Add native Shopify App Blocks to display real-time earning potential (e.g., "Earn 100 points") on product and cart pages. Setting up Points Accumulation Extensions
- Checkout Rewards — Show available rewards at checkout so customers can redeem points before completing their order. Setting up Checkout Rewards Extensions
3. Loyalty Card Design and Setup¶
Customize Your Loyalty Card¶
- Use the Loyalty Card Designer in the JeriCommerce admin.
- Customize your brand colors, logos, and messaging.
Add Key Links to the Pass¶
Set up sections and links embedded in the Loyalty Card for quick access to:
- Shopify login (Multipass login if on Shopify Plus)
- Customer profile or subscription page
- Rewards profile
- Product or landing pages
4. Wallet Download Links¶
You can distribute wallet passes using dynamic or static links.
Learn how to distribute loyalty cards to your customers and how to create a unique customer link that sends the loyalty card to their email with a single click.
Distribution options:
- Welcome emails or SMS
- Account or profile pages
- Post-purchase / Thank you screen
- Landing pages or pop-ups
5. Marketing Automation Integration¶
With Klaviyo¶
- Install the Klaviyo integration
- Sync segments and events with Klaviyo
- Send push notifications from Wallet via Webhooks
- Webhook Builder — generate webhooks for push, rewards, coupons, and balance
With Shopify Flow¶
Find available flow templates or create your own flows using Wallet triggers and actions.
6. Campaign Ideas to Launch¶
Location-Based Campaigns¶
- Trigger a push when customers are near a store.
- Send geo-targeted discounts.
How location-based notifications work | Manage locations and devices
Scheduled Campaigns¶
- Announce sales or new arrivals.
- Send time-limited offers.
7. Promote Wallet Adoption¶
Increase visibility and downloads with these ideas:
- Add a Wallet button to the account or profile page.
- Offer bonus points for first-time downloads.
- Highlight Wallet features in onboarding content.
- Add download links to existing emails and workflow journeys.
- Include a QR code at in-store counters.
8. Customer Preferences & Compliance¶
- In Customer Flows, choose which fields to collect during the registration process.
- Set up policy and agreements for notification consent if needed.
9. Omnichannel — Shopify POS¶
If you have a retail store using Shopify POS, follow these guides to integrate JeriCommerce in your physical stores:
- How to add JeriCommerce tiles to your Shopify POS
- Scan the customer's loyalty card on Shopify POS
- Store QR Code — Download a QR code poster from JeriCommerce admin and display it at your counter or entrance so walk-in customers can join your loyalty program on the spot.
- Receipt QR Code — Print a QR code on receipts so customers can scan and add the loyalty card to their wallet after every purchase. How to add a QR code to your receipts