Getting Started
This section will help you install Umbrella, connect your store, and launch your first protection plan. Whether you're new to warranty programs or migrating from another solution, this guide ensures you're set up quickly and confidently.
Install Umbrella
For Shopify Users
Visit the Shopify App Store and install the Umbrella app. Once installed, you'll be prompted to authorize access to your store so we can sync your products, orders, and customers securely.
For Custom Stores
If you're using a headless storefront or custom platform, refer to the Developer API section to authenticate your backend and begin syncing data via our REST API.
Sync Your Products
Once connected, Umbrella will automatically sync your product catalog. You’ll be able to:
- View all synced products in the Products tab
- Filter by collection, vendor, or tags
- Assign protection plans based on product metadata
If you don’t see expected products, make sure they are active in your e-commerce platform and not excluded by sync filters.
Create Your First Plan
Navigate to the Warranties section and click "Create Plan". You’ll walk through:
- Naming your plan (e.g., “2-Year Protection”)
- Defining what’s covered (e.g., defects, accidents, shipping loss)
- Setting claim rules (evidence, time window, auto-approval)
- Choosing how claims are resolved (reshipment, credit, repair)
- Assigning products to the plan by tag, vendor, or collection
You can create multiple plans and offer them based on product type, value, or brand.
Set Your Branding
Customize the look and feel of the claim portal and email notifications to match your store’s brand:
- Upload your logo and colors
- Edit claim-related language
- Add your own terms and conditions
This ensures your customer experience stays consistent from start to finish.
Test the Workflow
Before going live, we recommend testing:
- A checkout flow with a protection plan upsell
- A sample order to verify plan activation
- A test claim submission using your admin dashboard
If you’re using Shopify, you can simulate purchases using Shopify’s “Bogus Gateway” or place a real order with a low-cost test product.
Go Live
Once your plans are active, they'll appear on eligible products or during checkout. Customers can start purchasing coverage immediately, and claims can be managed from the Claims tab.
You’re now ready to protect your products — and profit from it.