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Settings & Configuration

Fine-tune Claimify to match your business processes by managing statuses, resolutions, and your subscription.

Statuses Management​

Claimify uses statuses to track the journey of a claim. Every status belongs to a Base Type, which determines how the app handles automation, reporting, and customer notifications.

Default Statuses​

These are available out-of-the-box and cannot be deleted:

  • PENDING (Type: Processing): The initial state for all new claims.
  • PROCESSING (Type: Processing): Indicates a team member is actively working on the claim.
  • APPROVED (Type: Resolve): The claim has been honored.
  • REJECTED (Type: Reject): The claim has been denied.

Custom Statuses​

Create statuses that fit your specific business flow (e.g., "Awaiting Inventory", "Technical Review", "Investigation"). When creating a custom status, you must map it to one of the following Base Types:

  • Processing: The claim is still active and visible in your primary inbox.
  • Resolve: The claim is considered "Done" and successful.
  • Reject: The claim is considered "Done" and denied.

Resolutions Management​

Resolutions define how you fixed the customer's problem.

Default Resolutions​

  • Refund: Returning money to the original payment method.
  • Reorder: Creating a replacement order in Shopify.
  • Other: A catch-all for miscellaneous resolutions (e.g., in-person repair).

Custom Resolutions​

Add resolutions that match your store's specific offerings:

  • Examples: "Store Credit", "Gift Card", "Discount Code", "Product Exchange", "Charity Donation".
  • Mapping: Just like statuses, custom resolutions are mapped to a base type (Refund, Reorder, or Other) for analytical grouping.

Billing & Plans​

Claimify offers several plans tailored to different store sizes:

  • Free: Perfect for new stores getting their first claims.
  • Basic: Adds more claim forms and basic automations.
  • Plus: Unlocks advanced features like Analytics, Custom Statuses/Resolutions, and fully customizable emails.
  • Enterprise: Custom limits and priority support for high-volume stores.

In the Billing tab, you can:

  • See your current plan.
  • Upgrade or downgrade your subscription.
  • View feature limits (e.g., "3 of 10 Custom Statuses used").

App Status​

Ensure Claimify is correctly installed and integrated with your Shopify store. The settings page will alert you if there are connection issues or if the app needs to be re-authenticated.