Claim forms you design
Text, dropdowns, checkboxes, multi-file uploads and custom attributes, per order or per line item. Build one by hand or describe it to the AI form builder.
Claims · Returns · Warranty
Customers file a claim from their Shopify account or a block on your storefront. Your rules approve the routine ones on the spot and refund, replace or credit the order. What is left is the handful that actually needs you.
Plans from $9/month, each with a 3-day free trial. Install from the App Store. No shop domain to type in here.
The problem
Most stores run claims out of a shared inbox. Every request arrives in a different shape, and every answer is typed by hand.
Damage reports and return requests arrive as free-text email
A form you designed, with the order attached and the photos already uploaded
An agent checks the order date and the policy for every claim
Eligibility rules decide before the form is even submitted
Customers email again because nothing tells them what happened
Status emails at each step, and a claims page inside their account
Refunds in Shopify, replacements in drafts, notes in a spreadsheet
One claim record with the resolution, the return and the full action log
Features
The whole lifecycle, from the form a customer fills in to the refund that closes it.
Text, dropdowns, checkboxes, multi-file uploads and custom attributes, per order or per line item. Build one by hand or describe it to the AI form builder.
Decide who can claim what: time windows since fulfilment, product tags and vendors, order value, required photos, one claim per order.
AND/OR conditions on order total, financial and fulfilment status, reason, file count and more. Approve, reject, request info, assign, set priority or open a return.
Refund, replacement draft order, gift card, discount code, store credit, or a custom resolution you define, all issued through Shopify from inside the claim.
Drag claims across your own statuses, assign an owner, set priority, leave public or private comments. Every action is logged with who did it and when.
Request a return, send instructions, collect the carrier and tracking number, move it Requested → In Transit → Received, and restock on arrival.
Warranty
Not a claim form with a different label: its own policies, registry and lifecycle.
Fixed, lifetime or until-a-date cover, applied to everything or scoped to collections, products, tags or vendors. Cover starts at purchase, fulfilment, delivery or registration.
Customers register a purchase from an emailed link or their account, with no password. Registrations can be transferred when the product changes hands.
Validate a serial at registration, keep it unique per product, and decommission it when the unit is retired.
Shopify Flow triggers fire when a warranty is registered and at 30 days, 7 days and the day cover ends: the moment for a renewal or an extended-warranty offer.
Details
The parts that make a claims queue workable for a team.
Assign claims, leave internal comments and set priorities. Each change lands in the claim's activity log.
On Plus and Business a claim can include a return, with a PDF label that carries your return address.
On Plus and Business, a short summary of the claim with a risk note. It informs the decision and never makes it.
Tokens from Settings, API access on Plus and Business, plus webhooks for claim created, resolved and rejected.
Open a claim from the admin for a customer who wrote in, and run it through the same statuses and resolutions.
Claim analytics on Plus, and product-level analytics on Business to see which products cause claims.
How it works
Start from a template or the AI builder, set the fields and the eligibility rules, then add the claims page to the customer account and the block to your theme.
They pick the order, answer your questions, attach photos, and get a confirmation. They can follow the claim from their account without emailing you.
Matching claims are approved and paid out on submission. The rest land on your board, where one click issues the refund, replacement, gift card or credit.
Use cases
A form that requires photos before it can be submitted, and a rule that refunds low-value orders with two or more images automatically.
A return request with instructions and tracking, closed with a replacement draft order or store credit once the parcel is received back.
Cover checked against the policy and the registration before the claim is accepted, so an out-of-warranty request never reaches your queue.
Claims assigned by owner and priority, bulk-run an automation or a workflow across a filtered selection, and export the lot as CSV for reporting.
Pricing
Billed through Shopify. Every plan includes a 3-day free trial, and paying yearly saves 17%.
$9/month
One form, standard templates, and the core resolutions.
$19/month
Unlimited forms, the auto-approval engine and your own branding.
$49/month
Everything in Plus, plus workflows, returns and your own domain.
FAQ
Three places, all sharing the same form. A claims page inside their Shopify customer account, a 'file a claim' action on any order in that account, and a theme app block you can drop into any section of your storefront: a returns page, a help page, wherever it belongs.
From inside the claim, in one step: a full or partial Shopify refund with optional restock, a replacement created as a draft order, a gift card, a discount code, or store credit. You can also define your own resolution types. Auto-approval rules can trigger the same actions without anyone touching the claim.
That is what the eligibility and validation rules are for. Restrict a form by days since fulfilment, product tag, vendor or order value; require a minimum number of photos; cap claims per order or per customer; and block a second claim once one has been approved.
Warranty has its own policies, registrations and serial-number registry. Cover is defined per policy (fixed, lifetime or until a date) and scoped to collections, products, tags or vendors, starting from purchase, fulfilment, delivery or registration. A warranty claim is checked against the customer's registration before it is accepted.
The storefront side is a theme app extension block, added and removed from the theme editor. Nothing is written into your theme's code and nothing is left behind when you uninstall.
Plans are $9, $19 and $49 a month, billed through Shopify, and each starts with a 3-day free trial. Paying annually saves 17%. There is no free tier. The entry plan is Basic at $9. The current plan comparison is always on the App Store listing.
Claim created, claim updated, warranty registered and warranty expiring are all Shopify Flow triggers, so you can wire claims into whatever you already automate. There are also direct integrations with Klaviyo, Omnisend, Mailchimp, Postscript, Attentive, Gorgias, LoyaltyLion, Slack, WhatsApp, Zapier, Make and plain webhooks, and an API with tokens on Plus and Business.
The customer-facing copy ships with ready-made translations in ten languages besides English (French, German, Spanish, Italian, Portuguese, Dutch, Polish, Chinese, Japanese and Arabic), and every string is editable, so you can rewrite any of it in your own voice.
Yes. On Plus and Business a claim can include a return, and the customer gets a printable PDF return label with your return address on it. It is not a prepaid carrier label: the customer still pays for and books the shipment unless you arrange it.
Yes. Add people under Settings, Teams, then assign claims, leave internal comments and set a priority on each claim. Every change is written to the claim's activity log.
Yes. Create a claim from the Claims page in the app when a customer reports a problem by email or phone. It goes through the same statuses and resolutions as one the customer filed.
On Plus and Business, a claim can show a short written summary of what the customer reported, with a risk note to help you decide. It is advice only: nothing is approved or refunded until you or one of your rules acts.
Getting started, step-by-step tutorials, a settings reference, troubleshooting and the changelog are at docs.xco.agency/docs/claimify/intro. Questions go to support@xco.agency.
Install from the Shopify App Store, publish a form, and let the rules take the easy half of your claims queue.
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