Store Credit Programs & Use Cases

• Frequently Applied Shopify Flows

  Below are some Shopify Flow templates that can be integrated on Step 2 when setting up Koin’s custom program, so you don't have to create the flows from scratch. If there is an attached file, you can download and import it to Shopify Flow to see how it works. Case 1: Apply credits only for Online Store order (no POS order) Condition: Channel definition handle is equal to "web" ![](https://storage.crisp.chat/uFew readers

• Issue store credit for subscription recurring orders

  If your store sells subscription products and you want to issue store credit every time a recurring order is fulfilled, this can be set up using Koin. As long as your subscription app (such as Recharge or Appstle) automatically creates recurring Shopify orders, Koin can use those events as triggers to issue store credit. Koin currently supports two program types: Cashback Program Custom Program To ensure smooth integration with subscription apps, subscription orders are haFew readers

• Auto issue credit on customer's birthday

  If you saved your customer's birthdays as a Customer metafield, you can set up a Koin program to automatically issue them credits as Birthday gift. I. Create Customer Segment You will need to create a customer segment that includes members with birthday today. Go to Customers > Segments > template > use the keyword "Birthday" to use the sample segment. You can refer to the sample segment and update based on the metafield you set. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/Few readers

• How customers can proactively buy more store credit (Top Up)

  While Koin does not currently offer a dedicated store credit top-up feature, you can still configure your store to allow customers to purchase additional credits. This setup uses a digital product to represent store credit, Koin's Credit Adjustment tool, and Shopify Flow automations to handle fulfillment, credit issuance, and refunds. For example, customers will purchase a digital product with a price of $50. After the order is placed, they will automatically receive $50 on their stoFew readers

Configuration Guidelines

• Send new credit notifications using Shopify email system

  Koin now supports sending store credit notification emails directly through Shopify’s built-in email system. This allows your store to use Shopify’s native templates and delivery service for faster, more reliable communication with your customers. Use cases for Shopify Email Notifications: Email notification on the program Notify the customer of a single adjustment Notify the customer of a bulk adjustment Notify the customer option for instant credit flow action What is ShoFew readers

• Integrate with Product Reviews Apps

  Follow these simple steps to integrate our app with your preferred review app. Step 1: Create a Custom Program Go to Programs > Select Custom Program. Click Create Program and choose the ‘Review reward’ template. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/0/3/d/a03dcf9fca08b000/eeac67a0-1d2b-4c07-a2eb-604dea_6t5lkkFew readers

• How do customers redeem store credit at checkout?

  If a customer has available credits in their account and logs in before checkout, a store credit payment option will appear on the checkout page, as shown in the screenshot below: While Koin primarily manages credit-earning flows, the redemption process is fully handled by Shopify. If you’d like more control, such as hiding the store credit payment method for certain coFew readers

• How Koin calculates store credit

  By default, Koin calculates store credit based on the subtotal after discounts. Shipping fees, VAT, and discounts are not included in this calculation. However, if a customer redeems store credits in that order, the redeemed amount is still counted in the subtotal. You can customize this calculation rule anytime.** **To adjust the calculation rule: Go to Koin > Programs in your Shopify Admin. Click Settings in the top-right corner. Under ****IsFew readers

• Bulk Issue and Deduct Store Credit with Credit Adjustment

  The Credit Adjustment tool allows you to manually issue or deduct store credit for customers, either individually or in bulk. This feature is ideal for handling promotions, refunds, compensation, or correcting credit balances. All adjustments are applied instantly and recorded for easy tracking. Issue/Deduct Store credit to a single account Adjust single accFew readers

• API Documentations

  Debit Customer Credit Account Debit a customer's credit account by a specific amount. POST: api.getkoin.io/open/credit-accounts/debit Authentication This endpoint requires an API Key (Bearer token). Only backend servers are authorized to call this endpoint. Authorization: Bearer <API_KEY> Headers Name Type Required Description Accept string ✅ Must be application/json Content-TypeFew readers

Installation Guidelines

• Create Cashback program

  Koin offers two types of credit programs: Cashback Program and Custom Program. The Cashback Program is the default option that issues credits for all orders. You can configure the credit rate based on either the order amount or specific products. The Custom Program allows you to issue credits based on specific conditions, such as minimum order value, selected collections, customer segments, submitted reviews, and more. This is the instruction to set up a default CasFew readers

• Installation Checklist

  Here’s a checklist to help you complete the Koin installation: Make sure Store credit has been activated on your store setting. Check this article for the details. Set up the credit program you want and enable it on theme. [Display cashback notification banner on Order Status](https://support.getkoin.io/en/article/set-up-store-cFew readers

• Enable Shopify store credit settings

  You can display store credit as a payment method at checkout. After you issue store credit to a customer, they can apply their store credit at checkout when logged in to your online store through customer accounts. Store credit is activated on your store by default. You can manage whether to display store credit as a payment method from the Customer accounts settings of your Shopify admin. To manage whether store credit displays as a payment method, a staff member must have the Store credit stFew readers

• How to use store credit with Legacy customer accounts

  If your store uses legacy customer accounts, you can still enable store credit and allow customers to redeem it at checkout. However, customer must log in using a one-time password (OTP) to see their store credits and to use them during Checkout. If a customer logs in using a password, even after this configuration, the store credit won't work. The instruction beFew readers

• Set up Store Credit notification banner on Order Status page

  Follow the steps below to add the store credit notification banner to your Shopify store's order status page: Step 1: Access Checkout Settings Log in to your Shopify Admin. Navigate to Settings > Select the Checkout tab. In the Configurations section, click on the Customize button. Step 2: Open the Order Status PaFew readers

• Set up Credit program with Koin

  A. Enable Koin in your Theme Settings After installing the app to your store, you will need to enable it from your Theme Editor. On the app Dashboard, click on this button to be redirected and finish the step. Or simply visit **Themes **> Customize > App Embeds > turn on the app toggle. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/f/9/6/Few readers

• Set up Store Credit History on Profile (Customer Account) page

  The Store Credit History feature enables your customers to easily monitor their store credit balance and view detailed transaction records. This transparency builds trust and encourages repeat purchases by giving customers confidence in their available credits. By integrating the Store Credit History into your Shopify store’s order status page, customers can convFew readers

• Create Custom Program with Koin

  If you want to set up Credit program with specific conditions, such as: Send credits for specific products, collections or customers Send credits for First order or second order only Send credits when customers create new account Then Custom Program will be the perfect tool to help you design those flows. Koin’s custom program works with Shopify Flows, which give you uncountable scenarios to issue credits. Here is the detailed instruction to set up a Custom Program 1. Create a custFew readers

• Set up expiration date for Credits

  his setting determines how long a credit transaction remains valid. For example, if set to 30, the credit will stay on the customer’s account for 30 days from the issue date. After that, it will expire if unused. How to set up Please go to Programs > Manage or Create Cashback and you will see the Credit expiration settings. You can enter the number of days for credits to be available here. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/0/b/b/d0bb40bc39c11000/3Few readers

• Notify customers about expiring Credits

  With Koin, you can set up Expired dates for Credit, which encourages customers to buy again soon to take advantage of their earned amount. On Customer Profile, if you embed the Credit History block, the expiration date will show beside each transaction: ![](httpsFew readers

• Privacy Policies

  It is Koin’s policy to respect your privacy regarding any information we may collect while operating our website. This Privacy Policy applies to https://getkoin.io, all sub-domains and all applications from Koin (hereinafter, “us”, “we”, or “https://getkoin.io/“). We respect your privacy and are committed to protecting personally identifiable information you may provide us through the website and applications. We have adopted this privacy policy (“PrFew readers

• Integration with Appstle subscription app

  coming soonFew readers

• Notify customers when Credit Adjustment is completed.

  This solution only works if you adjust the credit of a single customer. In case you upload a CSV file to bulk edit, there is no email flow for that flow yet. While the default email notification doesn’t work with bulk adjustments, we can use Shopify Flow and Shopify Email to handle this instead. Here’s how: Go to Shopify Flow and create a flow as shown below. If you want to have some delay before actually sending an email, or add some more conditions, Shopify Flow also allows that. ![](httFew readers

• Send new credit notifications using Koin default email

  Koin can automatically send a notification email to your customers whenever a store credit is issued. Once set up, the email is sent immediately after the credit transaction is created successfully. Here’s what the email looks like: How to set up: Go to your Koin Dashboard > Programs. Select your Cashback or Custom program. Find the ***Few readers

• Send credit notification email with Klaviyo

  To automate email notifications for Koin, you can use Shopify Flow along with an email service. There are two methods to set up email notifications: using Shopify Email and Klaviyo. This instruction is for the case you use Klavio app to send automated email. Here is a tutorial video to set up the store credit with Klaviyo: elow is the step-by-step instructions.** 2.1 Create Shopify Flow **Step 1: **Open Shopify Flow **Few readers

• Where customers see their store credits and expiration dates

  Customers who earn store credits should be able to easily see their current balance and expiration dates. Below are the key touchpoints to show this information. Show Store Credit History block on Profile page. When customers sign in and open Customer Account → Profile, they can view: Current store credit balance Transaction history with expiration dates for each credit ![](https://storage.crisp.chat/users/helpdesk/website/-/1/4/4/7/1447a218b619a900/4379d6e0-84a6-45b7-a47f-f53525_17oFew readers