Shipstation - Curbside Pickup Setup -- READ ME

You can leverage Shipstation to manage the Curbside Pickup experience, too. After enabling Curbside Pickup/Instore Pickup in Accumula, you can use Shipstation to pick orders and send "ready for pickup" notifications.

Before getting started: 
Enable Curbside Pickup in Shopify
Setup Ship from Store in Shipstation if multistore

Setting up Curbside Pickup in Shipstation takes just a few minutes.

1. Go to Email Templates
   Click on the "Settings" Icon in the top right, and choose "Email Templates".
   
   
   
   
2. Copy and Edit a Curbside Pickup Ready Email Template
   On the Shipment Notification tab, click "Copy" and edit or copy the content provided below. This email will be sent to Customers when Curbside Pickup Orders are marked as Shipped in Shipstation.
   
   TIP: If you want to personalize for each of your store locations, you can create a unique template for each store location. 
   
   
   
   

   You can copy this text right into your template to get started: 

   
   Subject:
   Your curbside pickup is ready at [Store Name]!
   
   Body:
   Dear [Recipient Name],
   
   Thank you for your order from [Store Name]! We wanted to let you know that your order (#[Order #]) is ready for pickup. We will hold your order for 3 days. Just let us know if you cannot make it to pick it up. 
   
   Just text us at 206.555.5555 when you arrive to pickup. Please include your Car Make and Color.
   
   [Recipient Address]
   
   This order includes the following items:
   
   [Item List]
   
   Thank you for your business and we look forward to seeing you soon!
   
   [Store Company Name]
   Phone: [Store Phone]
   Email: [Store Email]
   Website: [Store Website]
   
   
3. Create a Curbside Pickup Tag 
   Click on "Orders", select a single order, then click on "Tag" and "Manage Tags".
   
   

   Click on "Orders", select a single order, then click on "Add Tag" and add a new tag called "Curbside Pickup".
   

4. Go to Automation Rules 
   Click on the "Settings" icon in the top right, and choose "Automation Rules".
   
   
5. Create a New Automation Rule 
   Click "Create a Rule", name it "Curbside Pickup", and set it to apply if the "Notes from the Buyer" contains "Curbside". 
   
   Apply the following actions:
   "Create an Alert..." Curbside Pickup Order [Order #] for [Recipient Name] to Expire in 3 Days.
   "Use email template for Shipment Notification" Set the Ship From Location to that same Location, and press Save.
   "Add a Tag..." of "Curbside Pickup" so you can easily filter Curbside Pickup orders.
   
   TIP: If you want to personalize the notifications and alerts for each of your store locations, you can create a unique automation rule for each store location referencing the appropriate email template. 
   
   

You are now ready to go!