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Portal Customization & Experience

The Customer Portal is the face of Claimify on your store. You can fully customize its appearance and functionality to provide a seamless extension of your Shopify theme.

Portal Customization​

In the Customization -> Portal tab, you can adjust how your public claims pages look and behave.

1. Visual Presets​

Choose from five design themes:

  • Default: The standard clean Shopify aesthetic.
  • Minimal: Stripped back for high-end boutique stores.
  • Elegant: Refined typography and soft shadows.
  • Professional: Bold colors and clear borders for a "utility" feel.
  • Dark: High-contrast dark mode for specialized stores.

2. Branding & Colors​

Match the portal to your brand by setting custom hex codes:

  • Primary Color: The color of your main buttons and status badges.
  • Secondary Color: Used for hovered states or secondary actions.
  • Background Color: Adjust the overall page background (e.g., matching your theme's site-wide background).
  • Text Color: Ensure readability across your chosen backgrounds.

3. Layout Options​

  • View Layout: Switch between a List or Grid view for how multiple claims are displayed to a customer.
  • Page Title: Change the main heading of the portal (e.g., "Returns Center" instead of "My Claims").

Functional Toggles​

You can control what information is exposed to the customer to simplify or enhance their experience.

  • Status Timeline: Toggle whether customers see a detailed vertical timeline of their claim's history.
  • Show FAQs: Display a frequently asked questions section directly on the claim tracking page.
  • Previous Claims: Allow customers to see their history of past claims after logging in.
  • Default Form: Set which claim form should be shown if a customer visits your proxy page without a specific form ID.

The Portal Workflow​

Order Lookup & Identification​

  • Automatic Auth: If a customer is logged into Shopify, we automatically pull their orders.
  • Public Lookup: Guest customers can use their Order Number and Email to securely access their claim data.

Mobile-First Design​

The portal is fully responsive. Whether customers are uploading photos from their iPhone or checking their status on a desktop, the experience is optimized for speed and clarity.

Real-Time Communication​

The portal acts as a two-way chat. When your team adds a Public Comment in the admin, it appears instantly on the customer's portal page. Customers can reply directly, keeping all communication centralized and attached to the claim record.