Store Credit Offer

By incorporating customer store credit into your store cash strategy, you can create more dynamic and impactful promotions that encourage customers to spend more throughout your store. Here's how you can do it:

Note: Customer store credit is provided by Shopify by default. Customers can use their credit balance directly from the checkout page. However, New Customer Accounts must be active in your store for customers to use store credit.

• Go to Store Settings → Customer Accounts and enable the New Customer Accounts option.
• For this offer, you must install the Shopify Flow application, which is a free application provided by Shopify. Install Shopify Flow.
• You can connect this offer to Shopify Flow to automatically provide store credit to customers.
• You can turn the offer on or off directly from the Shopify Flow application.
• The customer store credit balance is provided by Shopify. Once the credit is added to a customer's account, it cannot be canceled, so please check all the details carefully before activating the workflow.
• Review all the steps below to learn how to configure the offer.

How to Activate the Offer from WebPlanex Rewards Wallet

1. Navigate to Offers: Locate the Offers button in the navigation bar within the WebPlanex Rewards Wallet app.

   

2. Create a New Offer: Click Create New Offer to start creating an offer, then select the Store Credit offer.

   

3. Fill in the Details: Enter the required details to define your offer.
   • Description: This description will be displayed in the frontend popup and on the offer page.
4. Save and Activate: Once you have entered the required details, save the offer. It should be operational within a few minutes.

   

How to Connect the Store Credit Offer to Shopify Flow

Note: The Shopify Flow application must be installed before connecting the Store Credit offer.

Information: You can create a trigger for different Shopify activities using Shopify Flow, such as creating an order, fulfilling an order, and other supported events.

Steps to Create the Shopify Flow Workflow

1. Go to Apps: Open the Shopify Flow application from your Shopify admin.
2. Create a Workflow: Click Create Workflow.
3. Select a Trigger: Click Select Trigger.
4. Search for a Trigger: Use the search bar to find the type of trigger you want to use.
5. Add a Condition: Click the Then button. You can also add conditions based on your requirements.
6. Select the Action: Select the WebPlanex Rewards Wallet Store Credit Action.

   When the Shopify Flow trigger runs and calls this action, store credit will be added to the respective customer's account.

7. Fill in the Details: Configure the store credit settings as required.

   

   

   • Set Expiration Days: Enter the number of days after which the store credit will expire. For example, you can enter 1, 2, 3, or any other number of days according to your requirements.
   • Store Credit Amount: Enter the amount of store credit you want to provide to the customer.
8. Turn On the Workflow: Once you have completed the configuration, turn on the workflow. It should become operational within a few minutes.

   

   

   

   • Your customer store credit offer is now activated. You can stop the offer at any time by turning off the workflow.
   • You can view the Shopify Flow workflow history to check the workflow activity.
   • You can check the workflow history to see whether a customer received store credit. The workflow status should be Succeeded. If the workflow fails, you can check the history to identify the error.
   • Customers can view their store credit balance and transaction history from their wallet page.
   • If you have any questions or need further assistance, please contact our support team.