1. Create your KeepCard account
Start with the merchant signup at [app.keepcard.io/register](https://app.keepcard.io/register). Setup is free, no credit card is needed to begin, and the 14-day trial only starts when your first store connects.
2. Connect your Shopify store
Inside the app, use the store connection flow to connect Shopify. KeepCard will use the Shopify connection to verify orders, read the necessary order context, and create single-use discount codes when a keep flow is accepted.
3. Confirm order verification
Once the store is connected, test the verification path with a real order number and checkout email. The purpose here is to make sure KeepCard can correctly match sessions to real orders before any offer is shown. This step is important for both trust and abuse prevention.
4. Configure your first keep offer rules
Start with one simple merchant-friendly rule set. Preference-based reasons like changed mind or low-friction dissatisfaction are usually the first place to test. Keep damaged, defective, or policy-sensitive reasons routed to the normal return process.
5. Choose the first customer entry point
Your first live entry point can be a QR card, email link, or store link. If you want the fastest in-package path, the QR card is usually easiest. If you want broader reach, add the same flow to post-purchase email as a fallback.
6. Watch the first sessions closely
For the first launch window, monitor session outcomes and reasons in the dashboard. You want to confirm three things quickly: verification works, the right reasons are being routed, and the keep logic is not touching cases that should go down the normal return path.
Where KeepCard should feel different
The setup should feel lighter than replacing a return portal because that is not what you are doing. KeepCard sits before the return portal. You are adding a pre-return resolution layer, not rebuilding your whole returns stack.