Workflows: Tiers and Functionality
Workflows are available on a tiered system (basic, intermediate, and advanced), some conditions and actions can be configured with all plans, but some are only eligible on specific Loop plans or with the Custom Rules Add-on. If you see a condition or action in your Workflows with a lock symbol next to it, please reference the charts below to see which plan(s) that condition or action is available on.
Tip: If you'd like to learn more about general functionality, please review the main Workflows article and the Workflows Use Cases article.
Conditions available by Workflow tier
Condition | Basic | Intermediate | Advanced | |
Customer | Bonus credit total | ✅ | ||
Failed payments | ✅ | |||
Keep items count | ✅ | |||
Number of orders | ✅ | |||
Partial return credit count | ✅ | ✅ | ||
Return Count | ✅ | |||
Tag | ✅ | |||
Order | Country | ✅ | ✅ | ✅ |
Date | ✅ | ✅ | ✅ | |
Discount | ✅ | ✅ | ||
Return count | ✅ | |||
Tag | ✅ | ✅ | ✅ | |
Total Value | ✅ | ✅ | ||
Product | ID | ✅ | ✅ | ✅ |
Return reason | ✅ | ✅ | ||
SKU | ✅ | ✅ | ✅ | |
Tag | ✅ | ✅ | ✅ | |
Type | ✅ | ✅ | ✅ | |
Vendor | ✅ | ✅ | ✅ | |
Return | Item count | ✅ | ✅ | |
Method | ✅ | ✅ | ✅ | |
Outcome | ✅ | ✅ | ✅ | |
Total value | ✅ | ✅ |
Actions available by Workflow tier
Action | Basic | Intermediate | Advanced |
Disable Label | ✅ | ✅ | |
Exchange Shipping Method | ✅ | ✅ | ✅ |
Exclude Outcomes | ✅ | ✅ | ✅ |
Exclude return methods | ✅ | ✅ | ✅ |
Handling fees | ✅ | ✅ | ✅ |
Hide Products | ✅ | ✅ | ✅ |
Keep Item / Donate | ✅ | ✅ | |
Manual Review / Reject Item | ✅ | ✅ | |
Partial Return Credit | ✅ | ✅ | |
Processing Event | ✅ | ✅ | |
Return window | ✅ | ✅ | ✅ |
Shop Now Bonus Credit | ✅ | ||
Store Credit Incentive | ✅ |
Workflow templates available by Workflow tier
Template | Basic | Intermediate | Advanced |
Ask a question / Image upload | ✅ | ✅ | |
Conditional outcomes | ✅ | ✅ | ✅ |
Workflow tiers available by Loop plan
Basic Workflows are available on:
Flat Rate Starter
Usage Based Starter
Flat Rate Essential (no add-on necessary)
Flat Rate Advanced (no add-on necessary)
Basic
Intermediate Workflows are available on:
Usage Based Essential
Advanced Workflows are available on:
Usage Based Advanced
Flat Rate Essential + Custom Rules add-on
Flat Rate Advanced + Custom Rules add-on
Pro
Plus
If the merchant cannot access the correct tier based on the plan breakdown above, please double-check Loop's Plans page and contact their Merchant Success Manager.
Note: If you're interested in upgrading to a higher Workflows tier, please contact your Merchant Success Manager to make an amendment to your account.
Please reach out to support@loopreturns.com with any additional questions.