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Getting Started

Learn how to install and set up Claimify - Support & Claims for your Shopify store in 4 easy steps.

Step 1: Installation​

From Shopify App Store​

  1. Visit the Claimify - Support & Claims page on the Shopify App Store.
  2. Click Install.
  3. Review and approve the required permissions for order and customer data.
  4. Complete the installation process.

Step 2: Complete Onboarding​

Once installed, Claimify will guide you through a quick onboarding process:

  1. Verify Store Info: Ensure your contact email and store details are correct.
  2. Setup Your First Form: Choose a template or create a basic claim form.
  3. Configure Notifications: Enable basic email notifications to keep your customers in the loop.

Step 3: Create Your First Claim Form​

Claim forms are where the magic happens. Navigate to Forms in the admin sidebar:

  1. Click "New Claim Form".
  2. Select a Ready Example (like "General Support" or "Return Request") to pre-fill common settings.
  3. Configure your Claim Reasons: Define what options customers see (e.g., "Defective", "Wrong Size").
  4. Enable Validation Rules: Set constraints like "Maximum 30 days after fulfillment".
  5. Save your form.

Step 4: Install the Form on Your Store​

To allow customers to submit claims, you need to provide a link to the form.

  1. In the Form Editor, click "Open in Storefront" to see your live form.
  2. Click "Install on Store" to see installation options:
    • Header/Footer Menu: Add a link to your store navigation.
    • Customer Account Page: Add a "File a Claim" button next to each order in the customer's account.
    • Thank-you Page: Allow claims immediately after purchase.

Next Steps​