> For the complete documentation index, see [llms.txt](https://docs.giftcardfactory.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.giftcardfactory.app/campaigns/store-credit-reminders.md).

# Store Credit Reminders

Store Credit Reminders automatically sends reminder emails to customers about their unused or expiring store credit. Store credit is applied automatically at checkout, but customers often forget they have it — a well-timed reminder drives them back to your store.

### How It Works

The campaign runs on a schedule you define. Each time it runs, it finds customers whose store credit accounts match your selection criteria, then sends a reminder email to each eligible customer. Before sending, the customer's live balance is re-checked so reminders always reflect the current amount.

**Each reminder email costs 1 campaign credit.**

{% hint style="info" %}
Store credit is matched in your store's currency. Customers redeem store credit at checkout when they are signed in to their customer account.
{% endhint %}

### 💡Common Use Cases

**Expiring Credit Alert** — Run daily, targeting store credit expiring in exactly 30 days. Perfect for: Making sure customers use their credit before it expires.

**Post-Reward Follow-Up** — Use dynamic dates to target credit added 60 days ago. Perfect for: Re-engaging customers who earned cashback or a reward but haven't returned to spend it.

**High-Value Recovery** — Set a high minimum balance (e.g., $50). Perfect for: Prioritizing outreach to customers with significant unspent credit.

**Subscribers-Only Nudge** — Enable the marketing consent filter. Perfect for: Stores that prefer to email only customers subscribed to email marketing.

### Creating a Campaign

Navigate to **Campaigns > New Campaign > Store Credit Reminders** to create a new reminder campaign.

#### Title

Give your campaign a descriptive name (e.g., "30-day expiry reminder"). This is for your own reference — customers won't see it.

#### Schedule

Configure when and how often the campaign runs:

* **Start date** — The first date the campaign should run
* **Start time** — Hour and minute (in 15-minute increments)
* **Timezone** — The timezone used for scheduling
* **Repeat** — Optional recurrence:
  * **Non-recurring** — Runs once at the specified date/time
  * **Recurring** — Runs repeatedly at a set interval (e.g., every 1 day, every 2 weeks, every 1 month)

#### Selection Criteria

Define which store credit balances should trigger a reminder.

**Minimum Balance**

Set a minimum store credit balance (e.g., `10.00`). Customers with a balance below this amount will be skipped. Leave empty or set to `0` to include all balances.

**Trigger Type**

Choose what date property determines which customers are selected:

**Option 1: Send based on last credited date**

Select customers by when store credit was last added to their account. Two sub-modes are available:

* **Dynamic date** — Relative to the current run date. You specify a "from" and "to" in days ago. For example, setting "from: 61" and "to: 60" means each time the campaign runs, it picks customers whose credit was last added between 61 and 60 days before that run. This is useful for recurring campaigns that should always target a specific age range.
* **Fixed date** — A specific calendar date range. Customers whose credit was last added between the "from" and "to" dates will be included. This is useful for one-time campaigns targeting a known batch of credits.

**Option 2: Send based on expiry date**

Select customers whose store credit is about to expire. You specify in how many days the credit expires. For example, setting "30 days" means customers with credit expiring exactly 30 days from the run date will be included. These dates are recalculated on every run, so a daily recurring campaign catches every upcoming expiry.

**Marketing Consent**

Optionally enable **Only send to customers subscribed to email marketing** to skip customers who haven't opted in to marketing emails. By default, reminders are treated as account notifications and sent to all matching customers.

#### Delivery

Choose how the reminder email is sent:

* **App Email** — Uses Gift Card Factory's email sending (requires email configuration in Settings)
* **Klaviyo** — Triggers a Klaviyo event for use in Klaviyo flows

You also select an **email template** for the reminder. Available template types:

* **Store Credit Reminders** — Pre-built template designed for reminders
* **Custom** — Any custom template you've created

**Template Variables**

The following variables are available in your email template:

* `store_credit.balance` — Current store credit balance
* `store_credit.currency_code` — Currency code
* `store_credit.expires_at` — Soonest expiry date of the customer's credit (empty when the credit doesn't expire)
* `customer.email` — Customer's email
* `customer.first_name` — Customer's first name
* `customer.last_name` — Customer's last name
* `customer.id` — Shopify customer ID

Read more about different delivery options in [Sending Customer Notification](/misc/sending-customer-notifications.md) section.

### Campaign Dashboard

After creating a campaign, access its dashboard from the campaigns list. The dashboard shows:

#### Metrics

* **Reminders sent** — Total reminder emails delivered
* **Remaining balance** — Combined store credit balance of customers that were reminded

Each metric includes a line chart showing trends over a selectable time range (7 days, 30 days, 90 days, 1 year, or year-to-date).

#### Campaign Runs

A table showing each time the campaign ran, including:

* Run number and date
* Status (In Progress, Finished, Error)
* Number of emails sent
* Number of skipped customers

#### Settings

The campaign configuration can be edited directly from the dashboard using the settings panel.

#### Activate / Deactivate

Toggle the campaign on or off. When deactivated, the campaign will not run on its next scheduled time. When reactivated, the next run is recalculated based on the schedule.

### Tips

* **Expiry reminders** — Schedule a recurring daily campaign with a 30-day expiry window to catch every upcoming expiration
* **Re-engagement** — Use dynamic dates with a recurring schedule to remind customers about credit added 60-90 days ago
* **Minimum balance** — Set a reasonable minimum (e.g., $5) to avoid sending reminders for nearly depleted balances
* **Recently added credit** — The customer index Shopify uses for matching can lag a few minutes behind very recent credits; balances are always re-checked live before sending
* **Space out your reminders** — Be mindful of how often the same customer receives a reminder. A well-timed single reminder is more effective than frequent ones