This guide walks through installing Claimify and setting up your first claim form, from choosing a plan to publishing the customer-facing portal link. Plan on well under an hour for the basic setup.
Key takeaways
- Install Claimify from the Shopify App Store and choose a plan, all with a 3-day free trial.
- Decide which claim types you need: returns, refunds, exchanges, warranty or damage.
- Set up your claim form, reasons and any auto-approval rules.
- Publish the self-service portal link on your account page, thank-you page or as a branded page.
- Review incoming claims on the kanban board as they arrive.
Before you begin
- Write down your current return, refund, exchange and warranty policies, since claim reasons should match them.
- Decide whether any claim types should auto-approve, and under what conditions.
- Know where you want customers to find the claims portal: their account, the thank-you page, or a separate branded page.
Step 1: Install the app and choose a plan
Open the Claimify listing, click install and start the free trial. Choose a plan based on how many forms and how much automation you need:
| If you want to | Choose |
|---|---|
| Handle one claim type with a single form | Basic, $9/month |
| Run multiple forms with custom branding and smart auto-approval | Plus, $19/month |
| Add custom workflows for RMA, store credit or replacement orders | Business, $49/month |
Step 2: Set up your claim form and reasons
- List your claim typesDecide whether you accept returns, refunds, exchanges, warranty claims, damage claims, or a combination.
- Add claim reasonsCreate the reasons customers can choose from, matching your existing policy wording.
- Set validation rulesConfigure basic or advanced validation so claims outside your policy, such as an expired return window, are flagged or blocked.
Step 3: Configure auto-approval rules
If your plan includes auto-approval rules, define which claim reasons or conditions can resolve automatically. Starting with a narrow rule, such as approving exchanges within a short window, is a reasonable way to test the feature before widening it.
Review auto-approved claims periodically, especially in the first few weeks, to confirm the rule is behaving the way you expect.
Step 4: Publish the self-service portal
Place the claims portal link where customers will find it: inside the customer account, on the order status or thank-you page, or as a standalone branded portal page. Customers use this page to submit a claim without emailing support first.
Step 5: Connect your other tools
If you use Gorgias, Klaviyo, Shopify Flow, Make, webhooks or Zapier, connect them so claim updates can trigger the notifications or workflows you already rely on.
Step 6: Work claims from the dashboard
New claims appear on the kanban board. Move each one through your process, approving, denying or escalating as needed, and check the analytics periodically to spot recurring claim reasons.
Common mistakes to avoid
Do
- Match claim reasons to your published policy wording so customers aren't confused.
- Test the customer portal yourself before announcing it.
- Start auto-approval rules narrow, then widen them once you trust the results.
Avoid
- Publishing the portal link before your claim reasons and validation rules are set.
- Turning on broad auto-approval rules without reviewing the first batch of claims.
- Forgetting to tell your support team where claims now come in.
Frequently asked questions
How long does it take to set up Claimify?
Most of the setup is choosing claim reasons, building your first claim form and placing the portal link, which can typically be done in under an hour.
Do I need to know code to set up Claimify?
No. Claim forms, reasons and workflows are configured through the app's dashboard rather than through code.
Which plan should I start with?
Start with the Basic plan if you only need one claim form and up to three claim reasons. Choose Plus or Business if you want unlimited forms, custom branding or workflows for RMA, store credit and replacement orders.
Can I test Claimify before paying?
Yes. Every plan includes a 3-day free trial.