> For the complete documentation index, see [llms.txt](https://native-app-co.gitbook.io/stork-credit/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://native-app-co.gitbook.io/stork-credit/reference/settings.md).

# Settings reference

Every setting in Stork Credit and where to find it.

Stork Credit keeps very little global configuration — most behaviour lives on the individual automation. This page is the map.

## Shop settings

Found under **Settings** in the app navigation.

### Promotion stacking

Controls what happens when one order qualifies for several order-value automations.

| Option                         | Behaviour                                                        |
| ------------------------------ | ---------------------------------------------------------------- |
| **Stack promotions** (default) | Every qualifying rule issues credit; the customer gets the total |
| **Best value only**            | Only the single highest-value rule issues credit                 |

Full detail: [Promotion stacking](/stork-credit/automations/promotion-stacking.md).

### Retry seeding

Appears only when you have a threshold automation that has not finished recording its existing customers. Records every customer that is still missing a position, at their current lifetime spend, and reports the result. **No store credit is issued**, and customers already recorded are left alone. Use it if a rule stays on *"Existing customers are still being recorded"* for more than a few minutes. The rule must be active.

### Re-baseline threshold progress

Appears only when you have a threshold automation. Re-records every eligible customer at their current lifetime spend, so their next reward is measured from today. **No store credit is issued**, and past rewards are not reversed — but a customer part-way to their next reward starts that step again. Use it after changing a threshold rule's threshold amount or cap (required before the rule can be reactivated), or if progress ever looks wrong. Runs in the background; the result shows in the rule's run history.

Full detail: [Threshold automations](/stork-credit/automations/threshold-automations.md#re-baselining-progress).

## Per-automation settings

These live on each rule, not on the shop.

### Order-value automations

| Setting                       | Options                                                                                                                           |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **Credit type**               | Fixed amount · Percentage                                                                                                         |
| **Calculation base**          | Amount before discounts (default) · Amount after discounts                                                                        |
| **Applies to**                | All products · Specific collections · Specific products                                                                           |
| **Issue credit**              | As soon as the order is paid (default) · When the order is fulfilled. Paid plans                                                  |
| **Wait before issuing**       | Off (default) · a number of hours or days, up to 180 days. Paid plans                                                             |
| **Eligibility**               | All customers · Specific customer segments · Specific customers · Customers with specific tags (tag is exactly · tag starts with) |
| **Uses per customer**         | Every qualifying order (default) · Once per customer                                                                              |
| **Minimum requirement**       | None · Minimum purchase amount · Minimum quantity of items                                                                        |
| **Maximum purchase amount**   | Optional ceiling, independent of the minimum                                                                                      |
| **Active dates**              | Optional start and end, each with time and timezone                                                                               |
| **Store credit expiry**       | Never · After a period · On a fixed date                                                                                          |
| **Notify customers by email** | On by default · Shopify's store credit email (default) · Stork Credit email                                                       |

Full detail: [Order-value automations](/stork-credit/automations/order-value-automations.md).

### Scheduled automations

| Setting                       | Options                                                                           |
| ----------------------------- | --------------------------------------------------------------------------------- |
| **Amount**                    | A fixed amount per customer                                                       |
| **Notify customers by email** | On by default · Shopify's store credit email (default) · Stork Credit email       |
| **Audience**                  | Customer segment · Specific customers · Customer query · All customers            |
| **Schedule**                  | Start date, time, and timezone; optional repeat every *n* days/weeks/months/years |
| **After issuing**             | Nothing · Clear a customer metafield · Roll a date metafield forward              |
| **Priority**                  | Lower numbers run first when several rules are due together                       |
| **Store credit expiry**       | Never · After a period · On a fixed date                                          |

Full detail: [Scheduled automations](/stork-credit/automations/scheduled-automations.md).

### Threshold automations

| Setting                       | Options                                                                                                                                                                                                                     |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Issue credit every**        | The lifetime-spend interval between rewards, e.g. $500                                                                                                                                                                      |
| **Credit amount**             | Issued each time a threshold is passed                                                                                                                                                                                      |
| **Stop after**                | Optional lifetime-spend cap. A rule rewards at most 100 levels: with a cap, that is the cap ÷ the threshold; left blank, the rule still stops at `first threshold × 100` of lifetime spend. The form shows the exact amount |
| **Notify customers by email** | On by default · Shopify's store credit email (default) · Stork Credit email                                                                                                                                                 |
| **Audience**                  | All customers · Specific customers · Customer segment · Customer query                                                                                                                                                      |
| **Schedule**                  | Start date, time, and timezone; repeats every *n* days/weeks/months/years                                                                                                                                                   |
| **Wait before issuing**       | Off by default; when on, a hold of *n* hours or days, up to 180 days                                                                                                                                                        |
| **Store credit expiry**       | Never · After a period · On a fixed date                                                                                                                                                                                    |

Only **one threshold automation per store** — all threshold rules share a single record of each customer's progress.

Full detail: [Threshold automations](/stork-credit/automations/threshold-automations.md).

## Referral code settings

Found under **Referral codes**. Each code has:

| Setting             | Description                                                                       |
| ------------------- | --------------------------------------------------------------------------------- |
| **Code**            | What customers type at checkout. Can't be changed after creation                  |
| **Label**           | Optional note, such as the influencer the code belongs to                         |
| **Success message** | Shown at checkout when the code is accepted. Default: *Code Successfully Applied* |
| **Status**          | Active or inactive. Inactive codes are rejected at checkout                       |

Full detail: [Referral codes](/stork-credit/automations/referral-codes.md).

## External trigger settings

Found under **Settings → Manage external triggers**.

| Setting     | Description                                              |
| ----------- | -------------------------------------------------------- |
| **Enabled** | Turns the webhook endpoint on or off without deleting it |
| **Secret**  | The shared secret; can be regenerated at any time        |

Full detail: [External triggers](/stork-credit/integrations/external-triggers.md).

## Theme settings

Set in the Shopify theme editor, not in the app. The **Storefront widgets** page in the app navigation has buttons that open the right editor for you: one turns on the app embed, one adds the cart block, one adds the Referral Code block, and on Shopify Plus one opens the checkout editor.

| Setting                                                                           | Where                                                             |
| --------------------------------------------------------------------------------- | ----------------------------------------------------------------- |
| **Cart block colours**                                                            | Theme editor → your cart page → Automatic Store Credit block      |
| **Stork Credit app embed**                                                        | Theme editor → App embeds                                         |
| **Referral Code block text and colours**                                          | Theme editor → your cart page (or any page) → Referral Code block |
| **Checkout block placement**                                                      | Settings → Checkout → Customize                                   |
| **Thank you page Referral Code block placement**                                  | Settings → Checkout → Customize → page menu: Thank you            |
| **Show progress bar** (Threshold Store Credit block)                              | Settings → Checkout → Customize → Threshold Store Credit block    |
| **Show earned credit in order confirmation email** (Automatic Store Credit block) | Settings → Checkout → Customize → Automatic Store Credit block    |

Checkout blocks are available only on stores on Shopify Plus. Full detail: [Cart & checkout widgets](/stork-credit/integrations/storefront-and-checkout.md).

## Defaults at a glance

| Behaviour                                      | Default                                        |
| ---------------------------------------------- | ---------------------------------------------- |
| Promotion stacking                             | Stack promotions                               |
| Calculation base                               | Amount before discounts                        |
| New automation status                          | Inactive                                       |
| Order-value customer notification              | Sent, unless turned off                        |
| Scheduled customer notification                | Sent, unless turned off                        |
| Threshold customer notification                | Sent, unless turned off                        |
| Automation notification email                  | Shopify's store credit email                   |
| Threshold credit for past spending             | Not issued — activation records current spend  |
| CSV import notification                        | Off, unless `send_email` is set                |
| Flow action notification                       | Not sent, unless **Notify customer** is ticked |
| External trigger notification                  | Not sent                                       |
| Show earned credit in order confirmation email | Off                                            |
| Order-value uses per customer                  | Every qualifying order                         |
| Order-value credit issued                      | As soon as the order is paid, with no wait     |
| Referral code success message                  | Code Successfully Applied                      |
| Store credit expiry                            | Never expires                                  |
| Currency                                       | Your shop's primary currency                   |
