Returns. Refunds. Exchanges. Warranty claims.
They all show up the same way in a “manual” setup: scattered emails, half-sent screenshots, and someone asking “what order number is this?” for the 400th time.
Let’s fix that in five minutes.
This is a no-code, click-by-click guide to getting Claimify live on your Shopify store, so customers can file claims themselves and your team can stop playing inbox detective.
Links you’ll use:
- Install Claimify: https://apps.shopify.com/claimify
- Claimify product site: https://claimify.xco.agency/
- Book a demo (optional, if you like humans): https://xco.agency/pages/book-a-meeting
What type of setup is this (and what you’ll get after 5 minutes)
Before (manual chaos)
- Customers email support with “hey my item is broken”
- Agents dig through Shopify orders manually
- Photos live in email threads (or don’t exist at all)
- Every claim becomes a custom project
- “Any updates?” follow-ups multiply like rabbits
After (Claimify setup)
- Customers file claims from 3 embedded touchpoints
- Claim data is structured (reason, order, evidence, etc.)
- Smart auto-approval rules handle the routine stuff instantly
- Your team works from a single Kanban dashboard
- Resolutions happen in a single click (refund, replacement, gift card, discount)
That’s the whole point: less manual labor, more clean workflows.
The 5-minute setup checklist (no-code, zero developer required)
You’ll do this:
- Install Claimify
- Choose your customer entry points
- Create your first claim form
- Add a basic auto-approval rule (optional, but you’ll want it)
- Test one claim + go live
Let’s go.
01) Install Claimify (under a minute)
Do this:
- Open the Shopify App Store listing: https://apps.shopify.com/claimify
- Click Install
- Approve permissions in Shopify (standard stuff, Claimify needs access to orders, customers, and refunds to actually… do its job)
Outcome (benefit-first): Get Claimify connected to Shopify so actions like refunds and draft orders can be triggered without copy-pasting anything.
What’s happening behind the scenes (simple version): Claimify uses deep Shopify GraphQL integration to read order details and perform resolutions reliably (instead of “please open three tabs and pray”).
02) Pick your customer entry points (fast ROI in 2 clicks)
Claimify gives customers three ways to start a claim. Use one, two, or all three.
Entry Point A , Customer Account Page
Best for: logged-in customers who want to track claim status
Do this: enable the account portal so customers can select orders and see claim history.
Outcome: fewer “what’s the status?” tickets.
Entry Point B , Storefront Widget
Best for: shoppers who can’t find your returns page (so they panic-email you)
Do this: add the Claimify widget using Shopify’s no-code block editor.
Outcome: customers file claims without contacting support.
Entry Point C , Thank-You / Order Status Page
Best for: damage-on-arrival or “oops, wrong address” moments
Do this: enable the post-purchase touchpoint so the option is there immediately after checkout.
Outcome: faster claim capture while order context is fresh.
Note: Claimify is built to work with modern Shopify setups (Theme App Extensions + post-purchase extensions), so you’re not messing with brittle theme code.
03) Create your first claim form (2 minutes, tops)
Your form is where you turn “unstructured chaos” into “clean data your team can actually use.”
Do this:
- Open Claimify → Form Builder
- Create one starter form called: Returns / Refunds / Warranty
- Add fields (keep it simple at first):
- Claim reason (dropdown: Damaged, Defective, Wrong item, Didn’t fit, Changed mind)
- Description (multi-line text)
- Photo upload (file upload; require it for damaged/defective)
- Optional: Preferred resolution (Refund / Exchange / Store credit)
Outcome: customers submit complete info in under a minute, and you stop chasing missing details.
Trust + compliance bonus: uploads are stored securely (Claimify uses AWS S3 secure storage) so evidence isn’t floating around in random inboxes.
04) Add one smart auto-approval rule (the “we just got our time back” step)
This is where the 5-minute setup turns into long-term sanity.
Use “Trigger → Condition → Action” logic
Trigger: New claim submitted
Condition:
- order value is below a threshold (ex:
< $80) - AND reason is “Didn’t fit” or “Changed mind”
- AND required files (if any) are present
Action: Auto-approve → move to an “Approved” status → send branded email
Outcome: routine claims get processed instantly. Your team only handles edge cases.
Why it’s better than manual triage: Claimify supports AND/OR logic (not just basic filters), so your rules can match how your real policies work.
05) Configure one-click resolutions (refunds, replacements, store credit)
Claimify is designed for single-click outcomes from inside the claim view.
Here are the core resolution types you can enable:
- Refund (full or partial) , processed directly in Shopify
- Reorder / Replacement , created as a Shopify draft order
- Gift Card , native Shopify gift card issuance
- Discount Code , generated automatically
Outcome: no more “open Shopify admin → find order → calculate partial refund → email customer.” You resolve claims like you’re speedrunning ops.
Your workflow after setup (what “organized” looks like)
Claims live in one Kanban dashboard
Do this:
- Use columns like: New → Needs Info → Approved → Resolved
- Drag and drop claims as they progress
- Filter by reason, date, customer, or form
Outcome: full visibility + no dropped requests.
Every action is tracked
Claimify includes complete audit trails, so you can see who approved what, when, and why.
Outcome: fewer internal “who did this refund?” mysteries.
Quick comparison: Manual process vs. Claimify (at-a-glance)
| Workflow Step | Manual Process | With Claimify |
|---|---|---|
| Claim submission | Email + screenshots | Self-serve form (3 touchpoints) |
| Order lookup | Agent searches Shopify | Auto-pulled from order history |
| Eligibility checks | Human policy review | Smart rules validate instantly |
| Evidence handling | Attachments in email | Secure uploads (AWS S3) |
| Customer updates | Manual replies | Branded automated emails |
| Resolution | Multiple tools, multiple steps | Single-click refund/reorder/gift card |
| Reporting | Spreadsheet DIY | Real-time analytics dashboard |
The “5-minute” version (if you’re truly in a hurry)
If you only do three things, do these:
- Install: https://apps.shopify.com/claimify
- Embed one entry point (storefront widget is the fastest win)
- Create one form with reason + photo upload + submit button
You can add automation rules and workflows right after, without rebuilding anything.
FAQ (direct answers, no fluff)
Q: Is Claimify really no-code?
Yes. Use Shopify’s visual editor (Theme App Extension blocks) to embed touchpoints. Build forms and automation rules with a no-code UI. Zero developer required.
Q: Where can customers submit claims?
Three places:
- Customer Account Page
- Storefront widget
- Thank-you / order status page
Q: Can I auto-approve or auto-reject claims?
Yes. Use smart auto-approval rules with AND/OR logic based on order value, reason, file uploads, item count, financial/fulfillment status, and more.
Q: What happens to uploaded photos/videos?
They’re stored securely using AWS S3, with validation controls (so you can require files, enforce types/sizes, etc.).
Q: Can I resolve claims without leaving Claimify?
Yes. Trigger Shopify-native outcomes (refunds, gift cards) and operational actions (replacement draft orders, discount codes) right from the claim view.
Q: Is it free to install?
Yes: Claimify is free to install on the Shopify App Store: https://apps.shopify.com/claimify
Wrap-up: Install now, fix the chaos today
Stop turning every return into a bespoke support ticket.
Install Claimify, embed one touchpoint, and publish your first form. You’ll be live in under 5 minutes: and your future self will thank you.
- Install Claimify (free): https://apps.shopify.com/claimify
- Learn more: https://claimify.xco.agency/
- Want a walkthrough? Book a demo: https://xco.agency/pages/book-a-meeting
