Protect: Quick Start Guide

  • Updated

Swap Protect is your all-in-one solution for safeguarding customers’ orders against loss, damage, or theft. This guide will help you get started quickly with Swap Protect.

 

 

1. Installing the Swap Global App

Start by installing the Swap Protect app from the Shopify App Store.

  • Steps to Install: Visit the app store, search for “Swap Global,” and click “Add App.”

Read the full installation guide here

 

 

2. Choosing Your Protection Mode

Decide between Consumer Mode or Merchant Mode:

  • Consumer Mode: Customers opt-in to add protection at checkout.
  • Merchant Mode: All orders are automatically protected, with costs absorbed by the merchant.

Please get in touch with your Account Manager to choose a Protection Mode.

Learn about Consumer Mode

Learn about Merchant Mode

 

 

3. Configuring the Protect Widget (Consumer Mode Only)

Embed the Protect widget on your cart page to allow customers to opt-in for order protection:

  • Navigate to Online Store > Themes > Customise in Shopify.
  • Drag and drop the widget onto the cart page.

See how to set up the widget

 

 

4. Reviewing Widget Settings

Tailor the Swap Protect widget to your store’s needs:

  • Customise the widget to match your store’s branding.

Find out how to customise the widget

 

 

5. Manage Protected Orders

Access the Protected Orders Screen to monitor and manage all covered transactions:

  • View order details, coverage statuses, and claims.
  • Use search and filters to quickly locate specific orders.

Learn more about the Protected Orders Screen

 

 

6. Handle Claims

Simplify claim resolution through the Swap Protect dashboard:

  • Customers can file claims via the customer portal.
  • Track claim progress.

Read the claims handling guide

 

 

7. Communicate with Customers

Boost customers’ trust by highlighting order protection:

  • Add messaging like “Your orders are protected by Swap Protect” to your site for Merchant Mode.
  • Use banners or product page notes to explain the benefits of protection.
  • Include Swap Protect in your Terms & Conditions.

 

 

8. Stay Compliant

Swap Protect ensures full compliance with Shopify’s regulations:

  • Opt-in is required for Consumer Mode; no pre-selected options are allowed.
  • Protection costs must be transparently displayed to customers if using Consumer Mode.

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