# Store Credit Bulk Add
The Bulk Add Store Credit feature allows you to quickly add store credit to multiple customers at once. Store credit is a monetary balance added directly to customer accounts in Shopify, which they can use for future purchases at your store.
**What is Store Credit?**
Store credit is different from gift cards:
* **Store Credit**: Added directly to a customer's account balance in Shopify
* Automatically applies at checkout when the customer is logged in
* No code needed - it's tied to their account
* Cannot be transferred or shared with others
* Perfect for refunds, compensation, loyalty rewards, or promotional credits
**How the Bulk Add Feature Works:**
1. You specify the credit amount and currency
2. You choose recipients (manually, by customer selection, or by segment)
3. The app adds the credit to each customer's Shopify account
4. Optionally, customers receive an email notification about their credit
5. You can download a report of all credits added
6. You can receive an internal email with all the transaction details
**Key Benefits:**
* Save time by processing multiple customers at once
* Compensate multiple customers quickly (e.g., after shipping delays)
* Run promotional credit campaigns
* Reward loyal customer segments
* Handle batch refunds efficiently
* Schedule credit additions for future dates
### 💡 Common Use Cases
#### Compensation for Service Issues
Add store credit to customers affected by shipping delays, product quality issues, or service problems.
**Example:** $15 credit to 50 customers affected by a delayed shipment
**Perfect for:** Making things right with affected customers quickly and professionally
***
#### Seasonal Promotional Credits
Give store credit to specific customer segments as part of a promotion or seasonal campaign.
**Example:** $25 credit to VIP customers for the holiday season
**Perfect for:** Driving sales during key periods and rewarding your best customers
***
#### Loyalty Rewards
Reward customers who have reached certain milestones or are part of your loyalty program.
**Example:** $10 credit to customers who have made 10+ purchases
**Perfect for:** Building long-term customer relationships and encouraging repeat purchases
***
#### Refund Processing
Process refunds as store credit for multiple orders at once.
**Example:** $50 credit to customers who purchased a recalled product
**Perfect for:** Batch refund processing when you want customers to shop again rather than receive cash back
***
#### Event or Contest Winners
Distribute prizes as store credit to multiple winners of a contest or giveaway.
**Example:** $100 credit to 10 contest winners
**Perfect for:** Running promotions and engaging your community
***
#### Customer Win-Back Campaign
Re-engage customers who haven't purchased recently by offering them store credit.
**Example:** $20 credit to customers who haven't ordered in 6 months
**Perfect for:** Reactivating dormant customers and bringing them back to your store
***
#### Beta Tester Compensation
Thank customers who participated in testing new products or features.
**Example:** $30 credit to 25 beta testers
**Perfect for:** Showing appreciation to customers who help improve your business
***
#### Bulk Refunds After Price Drops
Give credit to recent customers when you reduce prices on products they purchased.
**Example:** $5 credit to customers who bought a product before a sale
**Perfect for:** Maintaining customer satisfaction and goodwill
### Step-by-Step Instructions
#### Step 1: Navigate to Bulk Add Store Credit
1. Log into your Gift Card Factory app in Shopify Admin
2. Go to **Bulk Operations** section
3. Click **Create Bulk Operation**
4. Select **Add Store Credit** from the options
#### Step 2: Set the Credit Amount
**Value**
Enter the amount of store credit you want to add to each customer.
**Field Details:**
* Enter a positive number (decimals allowed)
* Examples: `10`, `15.50`, `25.99`
* This amount will be added to each recipient's account
**Currency**
Select the currency for the store credit from the dropdown.
**Available Currencies:** USD, EUR, GBP, CAD, AUD, JPY, CHF, SEK, NOK, DKK, PLN, CZK, HUF, BRL, MXN, INR, CNY, KRW, SGD, HKD, NZD, ZAR, TRY, RUB, ILS, AED, SAR, THB, MYR, PHP, IDR, VND
**Important:**
* The currency should match what you intend to offer customers
* Store credit can be in a different currency than your store's default
* Customers see the credit in the currency you specify
* Default: Your store's currency
#### Step 3: Select Recipients
You have three methods to choose who receives store credit. Read more about Recipients selector [here](https://docs.giftcardfactory.app/misc/recipients-selector).
***
#### Step 4: Configure Notifications
You have 4 different options for how to notify customers about the store credit additions. Read more about Sending options [here](https://docs.giftcardfactory.app/misc/sending-customer-notifications).
***
#### Step 5: Configure Data Management
These options help you track and manage the store credit transactions.
**Allow Store Credits Data Download (Checkbox)**
**What it does:** Creates a downloadable CSV file with all the store credit transactions from this operation.
**Default:** Checked (enabled)
**File Contents:**
* Transaction ID
* Customer name
* Customer email
* Currency
* Balance added
* Current total balance
**Access:**
* Download link available in Bulk Operations section
* Link expires after 3 days
* Anyone with app access can download
**When to enable:**
* ✅ You need records for accounting/bookkeeping
* ✅ You want to verify all credits were added
* ✅ You need to import data into other systems
* ✅ You want audit trail documentation
**When to disable:**
* ❌ You don't need the data
* ❌ You're concerned about data access (all app users can download)
* ❌ You process credits frequently and don't need all reports
***
**Send Internal Email with All Generated Store Credits (Checkbox)**
**What it does:** Sends an email to specified address(es) with a complete report of all store credits added in this operation.
**Default:** Unchecked (disabled)
**When to enable:**
* ✅ You want immediate notification when the operation completes
* ✅ Multiple team members need to be informed
* ✅ You need email records for your files
* ✅ You want to review credits before they're noticed by customers
**When to disable:**
* ❌ You'll check results in the app directly
* ❌ You don't want email clutter
* ❌ You process many operations and don't need individual emails
***
**Email Address (Text Field)**
**Appears when:** "Send internal email" is enabled
**What to enter:**
* Your email address, or
* Multiple email addresses separated by commas
**Examples:**
Single recipient:
```
admin@mystore.com
```
Multiple recipients:
```
admin@mystore.com, accounting@mystore.com, manager@mystore.com
```
**Tips:**
* Use business email addresses, not customer emails
* Include anyone who needs to track credit additions
* Verify addresses before submitting (no confirmation step)
***
#### Step 6: Choose Execution Method
You have two options for when the store credit is added:
**Option 1: Add Now (Recommended for Most Cases)**
**Button:** "Add now" (primary blue button)
**What it does:**
* Starts processing immediately
* Credits added to customers within seconds/minutes
* Notification emails sent right away (if enabled)
* You can monitor progress in real-time
**When to use:**
* ✅ You want credits added immediately
* ✅ You're ready to notify customers now
* ✅ It's a time-sensitive operation (e.g., compensation)
* ✅ You've verified everything is correct
**Process:**
1. Click "Add now"
2. Operation starts immediately
3. Progress bar shows status
4. You can navigate away - it continues in background
5. Check Bulk Operations list to see completion
**Time to complete:**
* Small operations (1-50 customers): 10-60 seconds
* Medium operations (50-200 customers): 1-5 minutes
* Large operations (200+ customers): 5-30 minutes
***
**Option 2: Schedule (For Future Execution)**
**Button:** "Schedule" (secondary button)
**What it does:**
* Opens a scheduling modal
* You choose a future date and time
* Operation executes automatically at that time
* Credits added and emails sent at the scheduled time
**When to use:**
* ✅ You want to coordinate with a marketing campaign
* ✅ You're preparing for a future promotion
* ✅ You want credits to appear at a specific time
* ✅ You're setting up in advance but not ready to execute
**Scheduling Options:**
1. **Date & Time Selection:**
* Choose specific date from calendar
* Set specific time (hour and minute)
* Time shown in your selected timezone
2. **Timezone:**
* Select the timezone for execution
* Important if you have international operations
* Default: Your current timezone
**Schedule Modal Fields:**
**Timezone**
* Dropdown with all world timezones
* Determines when the operation executes
* Example: "America/New\_York" for EST/EDT
**Start Date**
* Click the calendar icon to open date picker
* Select the date you want the operation to run
* Cannot select dates in the past
**Start Time**
* Click the clock icon to open time picker
* Select hour (00-23) and minute (00, 15, 30, 45)
* Uses 24-hour format
* Examples: 09:00 = 9 AM, 14:30 = 2:30 PM, 18:00 = 6 PM
**Important Scheduling Notes:**
* Schedule only allows one-time execution (no repeat for store credit)
* Minimum scheduling time: Usually 5-10 minutes in the future
* The operation executes even if you're not logged in
* You'll receive notifications when it completes (if configured)
* You can cancel scheduled operations before they run
**Example Scheduling Scenarios:**
**Scenario 1: Morning Promotion Launch**
* Date: Tomorrow
* Time: 09:00
* Timezone: America/New\_York
* Result: Credits added at 9 AM EST, customers get morning emails
**Scenario 2: Weekend Campaign**
* Date: Saturday
* Time: 10:00
* Timezone: America/Los\_Angeles
* Result: Credits added Saturday morning PST for weekend shopping
**Scenario 3: International Coordination**
* Date: Monday
* Time: 08:00
* Timezone: Europe/London
* Result: Credits added 8 AM GMT for European customers
***
#### Step 7: Review and Execute
Before clicking "Add now" or "Schedule", review all settings:
**Checklist:**
* ✅ Credit amount is correct
* ✅ Currency is appropriate
* ✅ Recipients are selected (you see customer count)
* ✅ Notification settings match your intention
* ✅ Data management options are configured
* ✅ You've chosen the right execution method
**What happens after you execute:**
**Immediate execution ("Add now"):**
1. Operation begins processing
2. You're redirected to Bulk Operations list
3. You see a new entry with status "Processing" or "Queued"
4. Click on the operation to see real-time progress
5. Credits are added to customer accounts
6. Notification emails are sent (if enabled)
7. Download file is prepared (if enabled)
8. Internal email is sent (if enabled)
9. Status changes to "Completed" when done
**Scheduled execution ("Schedule"):**
1. Operation is created with status "Scheduled"
2. Shows scheduled date/time in the list
3. You can edit or cancel before execution
4. At scheduled time, it automatically processes
5. Follows same steps as immediate execution
6. You receive notification when complete
**Monitoring Progress:**
* Go to Bulk Operations list
* Find your operation
* Click to view details
* See processed count, success rate, and any errors
* For large operations, refresh to see updates
### Understanding Store Credit in Shopify
#### How Store Credit Works
**For Customers:**
1. Customer logs into their account
2. Views account balance (if theme supports it)
3. At checkout, store credit automatically applies
4. Remaining balance carries forward
5. Can use credit across multiple purchases until depleted
**For Merchants:**
1. Store credit appears in customer's Shopify account
2. Tracked in customer timeline and balance history
3. Can be viewed in Shopify Admin → Customers → \[Customer] → Store credit
4. Transactions are logged with timestamps
5. Cannot be deleted, but can be adjusted
#### Store Credit vs Gift Cards
| Feature | Store Credit | Gift Cards |
| ------------------- | ---------------- | ----------------- |
| **Tied to** | Customer account | Code/card number |
| **Transferable** | No | Yes |
| **Requires login** | Yes | No |
| **Shareable** | No | Yes |
| **Physical option** | No | Yes (printable) |
| **Refundable** | No | Depends |
| **Best for** | Loyalty, refunds | Gifts, promotions |
#### Checking Store Credit Balances
**In Shopify Admin:**
1. Go to Customers
2. Click on a customer
3. Look for "Store credit" section
4. See current balance and transaction history
**For Customers (depends on theme):**
* Many themes show store credit on account page
* Shows during checkout before payment
* Some themes don't display balance (but it still works)
* Consider customizing theme to show balance prominently
#### Store Credit and Returns
**Important:** Store credit added through this bulk operation is separate from refund store credit:
* Bulk added credit: Promotional or compensatory
* Refund credit: From returned orders
* Both combine into total customer balance
* Both apply automatically at checkout
### Best Practices
#### 1. Test with Small Groups First
**Why:** Ensure everything works before processing large batches
**How:**
* Start with 5-10 test customers
* Or create test customer accounts
* Verify emails look correct
* Check that credits appear in Shopify
* Test that credits apply at checkout
**Then:** Scale up to full operation with confidence
***
#### 2. Communicate Clearly with Customers
**In notification emails:**
* State the credit amount clearly
* Explain why they're receiving it (if appropriate)
* Tell them how to use it
* Include expiration info (if applicable)
* Provide support contact
**Additional communication:**
* Consider social media announcement for promotional credits
* Send follow-up email after a few days for unused credits
* Include in newsletter if relevant to broader audience
***
#### 3. Keep Records
**What to track:**
* Date of operation
* Reason for credit addition
* Number of customers
* Total amount distributed
* Download CSV for accounting
**Why:**
* Tax purposes
* Budget tracking
* Customer service reference
* Audit trail
* Performance analysis
**How:**
* Enable "Allow store credits data download"
* Enable "Send internal email"
* Note the reason in your own records
* Screenshot summary if needed
***
#### 4. Segment Appropriately
**Don't:**
* Send credits to your entire customer base unless intended
* Mix different credit amounts in one operation
* Include inactive/invalid emails
**Do:**
* Use segments for targeted operations
* Create separate operations for different credit amounts
* Clean your customer list regularly
* Exclude customers who recently received credit
***
#### 5. Time Your Operations Strategically
**Best times to add store credit:**
* **Morning (8-10 AM)**: Customers see emails early in the day
* **Mid-week (Tuesday-Thursday)**: Higher email engagement
* **Beginning of month**: Fresh budget cycle for customers
* **Before sales**: Gives customers buying power for upcoming promotions
**Avoid:**
* **Late night**: Emails may be buried by morning
* **Weekends**: Lower engagement for B2B
* **Major holidays**: Emails compete with personal communications
***
#### 6. Monitor and Follow Up
**Immediately after:**
* Check operation status for completion
* Review any errors
* Verify a few customer accounts manually
* Respond to customer questions quickly
**After 1 week:**
* Check redemption rate
* Send reminder to customers who haven't used credit
* Address any issues that arose
**After 1 month:**
* Analyze redemption data
* Calculate ROI (if promotional)
* Decide if you'll run similar operations
***
#### 7. Set Clear Expiration Policies
**Note:** Store credit in Shopify doesn't expire automatically through this feature, but you should:
* Clearly state expiration terms (if any) in notifications
* Check local laws (some jurisdictions prohibit expiration)
* Be prepared to honor credits even after "expiration"
* Consider legal advice for expiration policies
**Communication:**
* Include expiration date in notification email
* Send reminder before expiration
* Have a grace period policy
* Be flexible with good customers
***
#### 8. Prepare Customer Support
**Before running operation:**
* Brief support team about the credit operation
* Provide FAQs for common questions
* Ensure team can check balances quickly
* Have escalation process for issues
**Common customer questions:**
* "How do I use my store credit?" → Applies automatically at checkout when logged in
* "Can I combine with other discounts?" → Usually yes, depends on your settings
* "Can I transfer to someone else?" → No, it's tied to your account
* "What if I return items?" → Depends on your return policy
***
#### 9. Use Appropriate Amounts
**Guidelines:**
* **Compensation**: Match the inconvenience (e.g., $10-$20 for minor issues, $50+ for major)
* **Promotional**: 10-20% of average order value encourages use
* **Loyalty rewards**: Scale with customer lifetime value
* **Win-back**: Enough to cover shipping + small purchase ($15-$25)
**Psychology:**
* Round numbers feel more generous ($10 vs $9.99)
* Slightly more than product cost encourages add-ons
* Too little may feel insulting
* Too much may seem suspicious or raise expectations
***
#### 10. Respect Privacy and Preferences
**Always:**
* Respect marketing opt-out preferences (if possible)
* Keep customer data secure
* Only share download files with authorized team
* Delete downloaded files after use
* Follow GDPR/privacy regulations
**Consider:**
* Giving customers option to decline promotional credit
* Being transparent about why they received it
* Providing easy unsubscribe option in emails
### Troubleshooting
#### Operation Failed or Errors
**Symptoms:**
* Status shows "Error" or "Failed"
* Some customers didn't receive credit
* Error messages in operation details
**Common causes:**
1. Invalid email addresses
2. Customer account issues in Shopify
3. API rate limiting (too many at once)
4. Temporary Shopify service issues
5. App subscription or permissions issues
**Solutions:**
* Check error details in operation log
* Verify email addresses are valid
* For large batches (500+), consider splitting into smaller operations
* Wait a few minutes and try again
* Contact support with operation ID if errors persist
***
#### Customers Didn't Receive Notification Emails
**Check:**
1. **Notification setting**: Was "Send store credit notification" enabled?
2. **Email method**: Is the email method configured correctly?
3. **Spam folder**: Ask customers to check spam
4. **Email valid**: Is customer's email address correct?
5. **App Email**: Is sending enabled for your account?
**Solutions:**
* For App Email: Check Settings → Email Settings
* For Klaviyo: Verify API key and flow is active
* For Shopify Flow: Check workflow is enabled
* Manually send notification to specific customers if needed
* Add your domain to SPF/DKIM records for better deliverability
***
#### Store Credit Not Appearing in Customer Account
**Check:**
1. Go to Shopify Admin → Customers
2. Find the customer
3. Look at Store credit section
4. Check transaction history
**If not there:**
* Verify operation shows "Completed" status
* Check operation details to confirm customer was processed
* Look for errors in operation log
* Customer may need to log out and back in
* Theme may not display it (but it still exists)
**Manual fix:** If credit is missing, you can manually add it:
1. Go to customer in Shopify Admin
2. Click "Add store credit" button
3. Enter amount
4. Add note referencing the bulk operation
***
#### Download Link Not Working
**Check:**
1. Was "Allow store credits data download" enabled?
2. Has it been more than 3 days? (Links expire)
3. Are you logged into the app?
**Solutions:**
* If expired, you cannot regenerate it
* Check if internal email was enabled (contains data)
* Run a new operation for missing data (not recommended for credits)
* Contact support if urgent
***
#### Customers Receiving Duplicate Credits
**Causes:**
1. Customer appears multiple times in recipient list
2. Operation was executed twice
3. Same customer selected through different methods
**Prevention:**
* De-duplicate your recipient list
* Don't run same operation twice
* Use segments to avoid duplicates
* Check customer count matches expected
**If it happens:** You'll need to manually adjust in Shopify:
1. Go to customer in Shopify Admin
2. Click "Adjust store credit"
3. Subtract the duplicate amount
4. Add note explaining the adjustment
***
#### Wrong Currency
**Problem:** Added credit in wrong currency (e.g., USD instead of EUR)
**Impact:**
* Customer sees credit in specified currency
* May cause confusion if doesn't match store currency
* Customer can still use it (Shopify handles conversion)
**Fix:** Unfortunately, you cannot edit existing store credit:
1. Contact customers to explain
2. Adjust credit manually if needed
3. For small amounts, leave it (Shopify handles it)
4. For large amounts, adjust and re-add in correct currency
**Prevention:**
* Always verify currency dropdown before executing
* Set up operations carefully when serving international customers
***
#### Scheduled Operation Didn't Run
**Check:**
1. Scheduled time - has it passed?
2. Timezone - did you account for timezone differences?
3. Operation status - does it say "Cancelled"?
4. App subscription - is it active?
**Solutions:**
* Verify scheduled time was in the future
* Check if someone manually cancelled it
* Look for error notifications
* If it should have run but didn't, create a new operation for now
***
#### "Add at Least One Customer" Error
**Cause:** No recipients selected or entered
**Solutions:**
* Method 1 (Manual): Enter at least one email address
* Method 2 (Customers): Click "Select customers" and choose at least one
* Method 3 (Segment): Click "Select segment" and choose a segment
* Verify the recipients field is not empty
***
#### Recipients Not Parsed Correctly
**Problem:** You entered emails but system shows wrong count or error
**Common issues:**
* Extra spaces or tabs
* Invalid email format
* Special characters in emails
* Mixed separators not working
**Solutions:**
* Use commas OR new lines, not a mix
* Remove extra spaces
* Verify email format: `name@domain.com`
* Try pasting into a text editor first to clean up formatting
* For customer IDs, ensure format: `gid://shopify/Customer/[ID]`
### Frequently Asked Questions
#### Can I remove store credit after adding it?
You can adjust store credit in Shopify Admin, but not delete transactions. To remove:
1. Go to customer in Shopify Admin
2. Click "Adjust store credit"
3. Enter a negative amount
4. Add a note explaining the adjustment
**Important:** This shows in customer's transaction history.
***
#### What's the maximum number of customers I can process?
**Technical limit:** No hard limit in the app
**Practical limits:**
* Manual entry: Up to 1000 emails (but tedious)
* Customer selection: Up to 500 (UI performance)
* Segment: Unlimited (best for large groups)
**Recommendations:**
* Under 200: Any method works
* 200-1000: Use segments or manual list
* 1000+: Always use segments
* For very large operations (10,000+), consider splitting into batches
***
#### Can I add different amounts to different customers?
Not in a single operation. You need to create separate operations:
**Example:**
* Operation 1: $50 to VIP segment
* Operation 2: $25 to regular segment
* Operation 3: $10 to new customers segment
**Tip:** Use segments to make this easier and more automated.
***
#### How long does it take to process?
**Processing speed:**
* \~2-5 customers per second
* 100 customers: 30-60 seconds
* 500 customers: 2-5 minutes
* 1000 customers: 5-10 minutes
**Factors affecting speed:**
* Shopify API rate limits
* Whether customers already exist
* Email sending time
* Server load
**You can navigate away** - the operation continues in the background.
***
#### Can customers see their store credit balance?
**It depends on your theme:**
* Most modern themes show store credit on account page
* All themes show it during checkout
* Some themes don't display balance (but credit still applies)
**To improve visibility:**
* Customize your theme to show balance prominently
* Send emails reminding customers of their balance
* Include balance info in order confirmation emails
***
#### Does store credit work with discount codes?
**Yes, in most cases:**
* Store credit applies first
* Then discount codes apply to remaining balance
* This is default Shopify behavior
**Order of application (typically):**
1. Item prices calculated
2. Discount codes applied
3. Shipping calculated
4. Store credit applied
5. Customer pays remaining amount
**Exception:** Depends on your Shopify settings and apps installed.
***
#### What happens if the order is less than the store credit?
**Example:** Customer has $50 credit, order is $30
**Result:**
* $30 deducted from credit
* Order total: $0
* Remaining credit: $20
* Customer pays nothing
* Remaining credit saved for future purchases
**Note:** Some regions/configurations may issue refund for overage.
***
#### Can I schedule recurring store credit operations?
**No**, the bulk add store credit operation only supports one-time scheduling.
**Alternatives for recurring credits:**
1. Manually create operation each month/week
2. Use Shopify Flow with triggers for automated crediting
3. Use other apps for subscription-based credits
4. Contact support about custom solutions
***
#### Is there a cost per store credit added?
**Gift Card Factory costs:**
* App subscription fee (covers bulk operations)
* No per-transaction fee for store credit
**Shopify costs:**
* Store credit is a native Shopify feature
* No additional cost from Shopify
**Total:** Only your app subscription cost
**However:** You're giving away money as credit, so budget accordingly!
***
#### Can I add store credit to customers who don't exist yet?
**Yes!** The app automatically creates customer records if they don't exist.
**What happens:**
1. App checks if email exists in your store
2. If not, creates a new customer with that email
3. Adds store credit to the account
4. Customer can log in/register using that email
**Use cases:**
* Lead generation (give credit to prospects)
* Pre-launch (credit for future customers)
* Event participants (who aren't customers yet)
**Important:** New customers must create accounts to use the credit.
***
#### Can international customers use store credit?
**Yes**, but consider:
* Currency differences may confuse customers
* Credit amount might not align with local prices
* Exchange rates may affect perceived value
**Best practices:**
* Use local currency when possible
* Create separate operations for different regions
* Consider different amounts based on local purchasing power
***
#### How do I track ROI on promotional store credit?
**Metrics to track:**
1. **Redemption rate**: % of customers who used credit
2. **Average order value**: Orders using credit vs. overall average
3. **Incremental revenue**: Amount spent beyond credit value
4. **Customer retention**: Did credited customers return?
5. **Cost**: Total credit given out
**Calculation:**
```
ROI = (Incremental Revenue - Cost of Credit) / Cost of Credit × 100
```
**Example:**
* Gave $10,000 in store credit
* Customers spent $15,000 total (using credit + additional payment)
* Incremental: $5,000 beyond credit
* ROI: ($5,000 - $10,000) / $10,000 = -50% (loss)
**However**, also consider:
* Customer lifetime value increase
* Brand goodwill
* Customer acquisition from referrals
***
#### What if a customer doesn't have an email address?
**Store credit requires a customer account**, which requires an email in Shopify.
**Options:**
1. Collect email from customer
2. Use a placeholder email (e.g., `customer-id-12345@yourstore.com`)
3. Create POS-specific accounts
4. Use gift cards instead (don't require email)
**Not recommended**: Using fake emails prevents notifications and customer access.
***
#### Can I export all store credit balances?
**From Gift Card Factory:**
* Only for specific bulk operations via download link
* Shows transactions from that operation only
**From Shopify:**
* Not directly exportable
* Must check each customer individually
* Or use Shopify reports (may not include store credit)
* Third-party apps may offer this feature
**Workaround:** Keep your own spreadsheet tracking all operations.
### Advanced Use Cases
#### Loyalty Points Conversion
**Scenario:** Converting loyalty points to store credit
**Setup:**
1. Export customers with points from loyalty app
2. Calculate store credit value (e.g., 100 points = $10)
3. Create recipient list with calculated amounts
4. Run separate operations for different credit tiers
**Example:**
* Operation 1: Customers with 100-200 points → $10 credit
* Operation 2: Customers with 201-500 points → $25 credit
* Operation 3: Customers with 501+ points → $50 credit
***
#### Subscription Rewards
**Scenario:** Monthly credit for subscription members
**Setup:**
1. Create Shopify segment: "Active subscribers"
2. Schedule operation for 1st of each month
3. Add recurring calendar reminder to create next month's operation
4. Track in spreadsheet for accounting
**Tip:** Can't automate repeat, so set monthly reminders.
***
#### Affiliate Commission Payouts
**Scenario:** Pay affiliates in store credit instead of cash
**Setup:**
1. Calculate commissions per affiliate
2. Create manual recipient list with affiliate emails
3. Set credit amounts accordingly (requires separate operations per amount)
4. Enable internal email to track payouts
**Alternative:** Use gift cards if affiliates might not shop with you.
***
#### Event Ticket Holders
**Scenario:** Give credit to all attendees of a virtual or physical event
**Setup:**
1. Export attendee list from event platform
2. Import emails into recipient selector
3. Set appropriate credit amount
4. Schedule for day after event
5. Include event thank-you message in notification
***
#### Product Recall Compensation
**Scenario:** Compensate customers who purchased a recalled product
**Setup:**
1. Export orders of the recalled product from Shopify
2. Extract customer emails
3. Calculate compensation amount
4. Create operation with apologetic notification
5. Document for compliance/legal purposes
***
#### Referral Program Rewards
**Scenario:** Reward customers who referred others
**Setup:**
1. Track referrals (may need separate system)
2. Create segment or list of referrers
3. Set credit amount per referral (or tier)
4. Send celebration email with notification
5. Encourage continued referrals
**Tip:** Combine with email highlighting their achievement.
### Integration Ideas
#### With Email Marketing Platforms
**After adding store credit:**
1. Tag customers in your email platform
2. Create follow-up campaigns:
* Reminder after 3 days
* Reminder after 1 week
* Final reminder before expiration (if applicable)
3. Track engagement and redemption
***
#### With Review Platforms
**Workflow:**
1. Customer leaves review
2. Review platform triggers webhook/export
3. Import reviewers into Gift Card Factory
4. Add store credit as thank-you
5. Encourage continued engagement
***
#### With Customer Service Tools
**Use store credit for:**
* Tickets marked "requires compensation"
* Negative CSAT scores
* Long resolution times
* Escalated issues
**Setup:**
1. Export qualifying tickets weekly
2. Run credit operation
3. Update tickets with credit confirmation
4. Track impact on satisfaction scores
***
#### With Subscription Apps
**Coordinate with:**
* Subscription milestones (3 months, 6 months, 1 year)
* Renewal time (incentive to continue)
* Pause prevention (offer credit to stay)
* Win-back campaigns (lapsed subscribers)
### Need More Help?
#### Documentation Resources
* [Email Template Guide](https://docs.giftcardfactory.app/email-templates) - Customize notification emails
* [Klaviyo Integration](https://docs.giftcardfactory.app/integrations/klaviyo) - Set up Klaviyo
* [Shopify Flow Integration](https://docs.giftcardfactory.app/integrations/shopify-flow) - Set up Flow
* [Customer Segments Guide](https://help.shopify.com/en/manual/customers/customer-segmentation) - Create Shopify segments
#### Contact Support
* **Email:**
* **Documentation:**
**When contacting support, include:**
1. Operation ID (if applicable)
2. What you're trying to achieve
3. Error messages or unexpected behavior
4. Screenshots if relevant
5. Approximate number of recipients
***
**Congratulations!** You now know how to efficiently add store credit to multiple customers at once. Whether you're compensating customers, running promotions, or rewarding loyalty, the bulk add feature saves you time while maintaining a professional experience. Start with a small test operation, monitor the results, and scale up confidently!
