Skip to main content

Dynamic Claim Forms

Claim Forms are the primary way customers interact with Claimify. You can create multiple forms tailored to different needs (e.g., Warranty vs. Shipping issues).

Creating a Form​

Navigate to Forms -> New Claim Form. You can start from scratch or use a Ready Example:

  • General Claim: Standard form for damages and missing items.
  • Warranty Request: Tailored for long-term product issues.
  • Return/Exchange: Standardized returns workflow.

Form Configuration​

1. Details & Branding​

Set the form title, description, and an optional Banner. Banners can be used to show important info or current promotions (e.g., "Expected response time: 24 hours").

2. Claim Reasons​

Define the options customers see. For each reason, you can:

  • Set a Label (e.g., "Product arrived broken").
  • Require File Uploads: Force customers to provide 1-5 photos/videos.
  • Set a Description: Help customers choose the right reason.

3. Advanced Validation Rules​

Validation rules act as a gatekeeper, preventing customers from submitting claims that don't meet your store's policies. Available conditions include:

  • Order Age: Limit claims to a specific window after the order was created (e.g., "Must be within 30 days").
  • Fulfillment Age: More precise than order age; limits claims based on when the package was actually delivered or fulfilled.
  • Order Status:
    • Fulfillment Status: Only allow claims for FULFILLED orders.
    • Financial Status: Only allow claims if the order is PAID or AUTHORIZED.
  • Product Restrictions:
    • Include/Exclude Products: Limit the form to specific high-risk items.
    • Collection Filtering: Apply the form only to items within a specific collection (e.g., "Electronics").
  • Customer History: Prevent claims if the customer has already filed X claims in the last year.

4. Custom Attributes (Order vs. Line Item Level)​

Collect specific data that isn't part of the standard Shopify order. You can define where these fields appear:

Order Level Attributes​

These are asked once per claim. Use them for global information.

  • Examples: "Was the shipping box damaged?", "Courier name", "General feedback".
  • Best for: Photos of the outer packaging, general descriptions.

Line Item Level Attributes​

These are asked for every individual product the customer selects.

  • Examples: "Serial Number", "Batch ID", "Expiry Date", "Size/Color of replacement".
  • Best for: Unique identifiers for specific products that help you verify warranty or manufacturer defects.

Supported Field Types:​

  • Text & Textarea: For descriptions and short codes.
  • Number: For technical specs or quantities.
  • Date: For "Date of failure" or "Date discovered".
  • Checkbox: For binary confirmations (e.g., "I have read the terms").
  • Required Flag: Every attribute can be marked as "Required" to force customers to provide the data before submission.

5. Translations​

Claimify supports multi-language stores. You can translate every label and message in your form to match your store's languages.

Installation & Submission Points​

You can place your claim forms in multiple locations:

Storefront Page​

Each form has a unique public URL (e.g., yourstore.com/apps/claimify/form/XYZ). You can link to this from your Footer menu or Contact Us page.

Customer Account Page​

This is the most popular option. It adds a "File a Claim" button next to orders in the customer's Shopify account dashboard. This ensures the order data is pre-filled.

Thank-You Page​

Add a claim link directly to the order confirmation page. Useful for immediate issues like "Incorrect Shipping Address" or "Cancel Request".

Submission Workflow​

  1. Order Lookup: Customer enters their Order Number and Email (or is auto-identified if logged in).
  2. Item Selection: Customer selects which items they are claiming.
  3. Reason & Evidence: Customer selects a reason, uploads photos, and fills in custom attributes.
  4. Success: Customer receives a confirmation email and a link to track their claim status.