Support & Downloads

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Contact Info
198 West 21th Street, Suite 721
New York, NY 10010
youremail@yourdomain.com
+88 (0) 101 0000 000
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How it works!

This is the documentation of Kindly - Payment Reminder.

Install Kindly - Payment Reminder on your Shopify Store

  1. Navigate to the Kindly app in the Shopify App Store
  2. Click “Add app”
  3. Log in to your Shopify shop
  4. Proceed with the installation. That’s it!

Enjoy Kindly! 💐

How Kindly works

At first, Kindly will look up all pending orders and draft orders from your store and puts them in the recovery list in the app’s dashboard. The orders or draft orders must not be older than 30 days and must have a valid email address.

 

When the app is freshly installed on your Shopify App Store all of the reminder plans have the auto-processing disabled. This means no orders will be monitored for recovery instantly. So you got all the time you need to fully set up the app.

 

When you have set up your first reminder plan (let’s say for orders) which includes the schedule plan and the email template of the reminders you can then turn on the auto-processing mode. Kindly then schedules email reminders according to your schedule plan to all customers with pending orders. Kindly will stop sending reminders to a customer when the order got paid (Order status: “paid”) or if the schedule is completely through. Of course, it also stops when the order gets somehow canceled, voided, or deleted (Order status: “canceled” or “voided”).

 

The report section will show you all the orders that could be recovered with Kindly.

First steps

Let’s set up your first reminder plan. But before we do that I wanted to explain the navigation menu in short words.

  • Dashboard – all your pending orders in one place
  • Settings – Need to set up something? Here is where you do it.
  • Account – View and manage your plan; possibility to contact support

 

Settings

Alright, so let’s jump right in. We want to set up a reminder plan which means we head over to Settings.

 

General Settings

The upper section shows you the General Settings which are most likely fully prefilled from the first launch of the app. If everything is fine, perfect, if not change it as you like.

Also, verify your sender email by following the instructions given when clicking “Verify email address” next to the sender email address text field. Want to know more about the General Settings?

 

Reminder Plans

After that take a look at the Reminder Plan section right below. There you can choose which reminder plan you want to edit. One is for orders and one is for draft orders.

 

Reminder Plan Settings

In the settings of the reminder plan, you have the possibility to adjust the schedule plan and the template and also to enable the auto-processing of your reminders. I would suggest you start with the schedule and then edit the template and in the end, you can enable the auto-processing. More detailed description: Scheduling and Template.

General Settings

  • Sender namethis is the sender name of the email address. Will be displayed in the customer’s email inbox
  • Sender email addressemail payment reminders will be sent out with this email address
  • Reply-To email addressthis is the email address your customer can respond to when receiving a reminder
  • BCC email address – A copy of all reminders will be sent anonymously to this email address. Customers will not see this email address in their reminder.
  • Domain Center (Pro) – verify your domain and set up Spam Safety to be 100% that your reminder emails won’t land in the spam folder of your customers

Add DNS Record

1. Go to your domain hosting service and log in to your admin dashboard.

2. Look for a setting called “DNS” or “Domain Name System” and click on that.

3. Let’s start adding the record from Kindly’s Domain Center.
Take care of choosing the right TypeName, and Value! (Copy name or value simply by clicking on it.)

4. After that go back to Kindly’s Domain Center and complete the verification setup.

5. Now your domain is being verified and will be ready to use when the verification is done. It will take some time to do so (approx. 1hr).

Domain Verification Failed

1. Click on Check Domain Verification

2. Copy and paste the record to your domain hosting service again. Pay extra attention to the specific Type, Name, and Value.

3. Go back to Kindly and complete the Domain Verification setup.

 

If you need help please don’t hesitate to contact us through our in-app help chat We will help you with pleasure. 🙂

Add DNS Records

1. Go to your domain hosting service and log in to your admin dashboard.

2. Look for a setting called “DNS” or “Domain Name System” and click on that.

3. Let’s start adding the records from Kindly’s Domain Center.
Take care of choosing the right TypeName, and Value! (Copy name or value simply by clicking on it.)

4. After that go back to Kindly’s Domain Center and complete the verification setup.

5. Congrats you got it!

Spam Safety Records Not Set Correctly

1. Click on Check Spam Safety Records

2. Copy and paste the records to your domain hosting service again. Pay extra attention to the specific Type, Name, and Value.

3. Go back to Kindly and complete the Spam Safety setup.

 

If you need help please don’t hesitate to contact us through our in-app help chat We will help you with pleasure. 🙂

Reminder Plans

You can choose which reminder plan you want to edit. There is one for orders and one for draft orders.

Scheduling Settings

  • Reminder amount – set amount of reminders you want to send
  • Scheduling plan – schedule the reminders of your Recovery Try. Choose days, hours or immediately
  • Cancelation – cancel the order if the Recovery Try hasn’t been successful
  • Cancelation Email – enable to send Shopify’s default cancelation email to the customer after canceling an order
  • Respect Payment Terms – will set the start of your schedule plan to the due date of the order’s payment

Settings

Choose whether you like to change the theme or the content of your email reminders.

 

Theme Settings

The theme settings let you change the look of email reminders globally. This means every reminder in that reminder plan will have that look. Choose to change:

  • Design – Choose a predefined design to start with
  • Default – Use default settings (font-family, font-size) to save time and not set up all the specific sections. Of course, you can always overwrite these settings by using the section-specific setting. E.g. If you would like to change the font size in the footer you just change the font size in the footer section.
  • Content – Change the text style of the content section. The content section is everything within the logo and the button.
  • Logo – Upload your logo and choose the perfect size.
  • Button – Change the look, size, and text of the button.
  • Footer – Change the text style of the footer section.

 

Email settings

The email settings on the other hand let you change the content of the email reminders.

  • Reminder Selection – choose which email reminder you would like to edit
  • Subject – choose the subject of your email reminder
  • Body Text – edit the body text of your email reminder
  • Variables – use variables in your email reminder to personalize it, e.g. {{customer.first_name}} = “Peter”

HTML Editor

The HTML editor gives you the possibility to copy-paste your already existing template or to create your very own template using HTML. So then all of your shop emails have the same look and will be recognized by your customers.

Report Section

The reports below cover the entire period of use.

  • Recovered orders – amount of orders that have been successfully recovered by Kindly
  • Recovered revenue – amount of revenue that has been successfully recovered by Kindly
  • Recovering revenue – amount of revenue which is being recovered
  • Recovering orders – amount of orders which are being recovered
  • Success rate – the ratio of how many orders of all were successfully recovered.

Recovery List Section

The Recovery List shows all orders and draft orders that can be recovered. Below are the areas of the list in detail.

Order/Draft Order Filter Toggle (top right corner of the list)  – choose to switch from order or draft order view

Status Filter – easily filter orders by clicking on one of the filters on top of the list (All, Recovering & Done)

Recovery Status

  • Recovering – in the recovery process
  • Recovered – the order got recovered
  • Finished – the recovery process was finished but not successful
  • Stopped – this recovery was stopped by you; it can’t be recovered anymore.
  • Ready – this order is ready to get recovered.
  • No quota – no quota left; recovery can be continued when the plan is upgraded or the quota is renewed.
  • Read-only – this order can’t be recovered anymore; this order got refunded, voided or canceled outside of Kindly while being recovered.

Scheduling Status – This shows you the status of your Reminder scheduling plan; move your mouse over it for more info

Actions

  • Recover manually – starts the recovery process for this single order
  • Stop recovering – stops the order; it can’t be recovered afterward
  • Upgrade to continue – upgrade your plan to be able to continue the recovery