Creating Your First Claim Portal

Your claim portal is where customers submit warranty claims. Create a professional, branded experience that matches your business.

What is a Claim Portal?

A claim portal is a dedicated page where your customers can:

• •Look up their orders
• •Submit warranty claims
• •Upload photos and documentation
• •Track claim status
• •Communicate with your team

Setting Up Your Portal

Step 1: Basic Configuration

Go to Settings > Claim Portal and configure:

• •Portal URL: Choose your subdomain (e.g., claims.yourstore.com)
• •Portal Name: Displayed at the top of the portal
• •Welcome Message: Custom greeting for customers

Step 2: Branding

Customize the look and feel:

• •Logo: Upload your company logo
• •Primary Color: Match your brand colors
• •Background: Choose light or dark theme
• •Custom CSS: Advanced styling options (optional)

Step 3: Claim Form Fields

Configure what information to collect:

Required Fields:

• •Order number or email
• •Issue description
• •Photo upload (recommended)

Optional Fields:

• •Product condition
• •Preferred resolution
• •Additional comments

Step 4: Order Lookup

Choose how customers find their orders:

• •Order Number: Customers enter their order ID
• •Email Lookup: Find orders by email address
• •Phone Number: Search by phone (if available)
• •Combined: Allow multiple lookup methods

Step 5: Enable the Portal

1. 1.Review your settings
2. 2.Click Preview to test the portal
3. 3.Click Publish to make it live
4. 4.Share the link with customers

Adding to Your Store

Shopify:

Add a link in your footer navigation or order confirmation emails.

Email Signature:

Include the portal link in all customer communications.

Order Confirmation:

Add the link to your order confirmation page and emails.

Best Practices

• •Keep the form simple - only ask for essential information
• •Use clear, friendly language
• •Provide examples of what photos to upload
• •Set expectations for response times