OVERVIEW

Most merchants using Loop get many returns a day, making a notification for every single return overkill. Loop has not built a notification system, so the easiest way to see what returns are coming in is to log in to the Loop portal.

Merchants that receive fewer daily returns and don't need to check the portal daily may find a notification flow useful. Merchants currently using or willing to use Zapier can use it to create a notification workflow. This article will cover how to create that flow in Zapier.

This feature is available to merchants on Loop Plus or with the Integrations add-on. It also requires a Zapier plan - free to start, but likely need a paid plan depending on volume.

You can find an overview of Zapier and Loop here.

Though this article covers how to set up email notifications to Gmail, this same flow can be used to set up a notification in another email client, or even an app like Slack.

1. Click Create Zap in Zapier.

2. Set up your trigger

   1. Search for app: Loop Returns (1.0.0).

   2. Trigger event: New Return Created.

   3. Click Continue.

   4. Click Sign in to Loop Returns (1.0.0).

   5. Enter the Loop credentials for your instance - if you have multiple instances, this will need to be set up for each.

   6. Authorize the app.

   7. Click Test trigger.

   8. Review the payload to confirm the data looks correct - note that this will use Loop test data, not data from your store.

3. Set up the action

   1. Choose Gmail or the email client of your choice (or even Slack, though the following steps will be slightly different).

   2. Action: Send Email.

   3. Configure the action to send to the correct recipients. You can include CC and BCC recipients as well.

   4. Configure the content of the email as needed. In the example below, we include Shopify Order Name in the subject and a link to the Loop return in the body of the email. You can also add tags and filters. Ultimately, this format is up to you and your team, it is fully customizable.

   5. Test your Zap to make sure all looks good, then turn it on.

Once the Zap has been turned on, all new returns created in Loop will automatically generate a notification to your or your team.

If you plan to make any changes to your email or flow, turn the Zap off first. Then turn it back on when any edits have been made.

Can this flow be used to notify me in other places? Yes! How these flows work and where they go are ultimately up to you.

Please reach out to support@loopreturns.com with any additional questions.