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

Enjoy Kindly! 💐

General Settings

  • Activation – Enable to activate the payment reminder system.
  • Automation – Enable to recover orders automatically.
  • 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.

Scheduling Settings

  • Reminder amount – Set amount of reminders you want to send
  • Scheduling plan – Schedule the reminders of your Recovery Try. Choose days or hours.
  • Finishing – Set the time to wait after the last sent out reminder to finish the Recovery Try
  • 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

Recovery List Section

The Recovery List will show you all orders that can be recovered. Below are the areas of the list in detail.

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

Order ID – Shows the order’s ID number

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 – Only in manual mode. This order is ready to get recovered.
  • Not quota – No quota left. Recovery can be continued automatically or manually 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.

Customer – Customer’s name

Actions

  • Recover manually – Starts the recovery process.
  • Stop recovering – Stops the order. It can’t be recovered afterward.
  • Upgrade to continue – Upgrade your plan to be able to continue the recovery.

Order amount

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.

Quick Links Section

Here you find Quick Links to the most important sections of Kindly for you to improve your success rate! Quickly jump to…

General Settings

Scheduling

Template

Settings

Choose whether you like to change your theme or the template.

Theme settings

The theme settings let you change global elements:

  • Design
  • General
  • Content
  • Logo
  • Button
  • Footer

Template settings

The template settings on the other hand let you change one specific template. For example, if you would like to change the body text and subject of the first reminder you can do so here.

  • Use a different template for each reminder – Choose which reminder-template you would like to edit.
  • Subject – Choose the subject of your reminder email
  • Variables – Use variables in your reminder email to personalize it. e.g. {{customer.first_name}} = “Peter”
  • Text-To-HTML – Use the Text-To-HTML editor link to create a beautiful body text layout without HTML knowledge, convert it, and paste it into the template field.

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.

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 are still not able to set up Spam Safety or Domain Verification click “Get help” in the top-right corner of the app. 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 are still not able to set up Spam Safety or Domain Verification click “Get help” in the top-right corner of the app. We will help you with pleasure.