Getting Started

Follow these steps to get Easy Store Credit up and running in your Shopify store.

1

Install the App

Visit the Shopify App Store and search for "Easy Store Credit" or click the Install button on our website. Follow the prompts to add the app to your Shopify store.

The app will request permissions to access customer data and store credit settings. These are required for the app to function properly.

2

Choose Your Plan

After installation, you'll be prompted to select a pricing plan. Start with the Free plan to test the app, or choose a paid plan if you need more customers or rules.

All paid plans include a 14-day free trial. You can change plans at any time.

3

Configure Settings

Navigate to the Settings page in the app to configure your preferences:

  • Set default credit expiration (e.g., 90 days)
  • Choose approval workflow mode
  • Configure email notification templates
  • Set fraud prevention thresholds
4

Create Your First Rule

Create an automated rule to start rewarding customers. Here are some popular examples:

5% Back on All Orders

  • • Credit Type: Percentage
  • • Amount: 5%
  • • Applies To: All products
  • • Customer Target: All customers

$10 on Orders Over $100

  • • Credit Type: Fixed amount
  • • Amount: $10
  • • Minimum order value: $100
  • • Customer Target: All customers
5

Add Storefront Widget (Optional)

Display customer credit balances on your storefront by adding our widget to the customer account page.

Go to Settings → Storefront Widget and click "Enable Widget". The widget will automatically appear in your customer account section.

The widget is mobile-responsive and can be customized to match your theme colors.

6

Import Existing Credits (Optional)

If you're migrating from another system, you can import existing credit balances via CSV.

Download our CSV template, fill in customer emails and credit amounts, then upload the file on the Customers page.

email,credit_amount,expiration_date,notes
customer@example.com,25.00,2024-12-31,Migrated from old system
another@example.com,50.00,2024-12-31,VIP customer bonus