Returnly Workflow Templates
OVERVIEW
Merchants who have migrated to Loop from Returnly can use Loop's workflow templates to replicate the functionality of Returnly's tag-based logic.
Setup
By default, Returnly workflow templates are disabled in the Loop admin. To use the Returnly workflow templates, contact your Merchant Success Manager or support@loopreturns.com.
Workflow templates
The following workflow templates can be used to replicate Returnly's functionality. Each template is named after the corresponding Returnly tag it replaces and includes the Loop workflow conditions and outcomes it utilizes.
Free Shipping for Gift Card Outcomes: If the customer chooses a gift card refund for their return, the return shipping is free.
Condition 1: Product Tags, Customer Tags, and/or Order Tags includes
rtly-gc:offer-free-shipping
Condition 2: Return Outcome: Store Credit
Outcome/Action: Handling Fees: Waive All Fees
Refund to Gift Card Tag: Ensures that the customer is only able to receive a gift card refund.
Condition: Product Tags, Customer Tags, and/or Order Tags includes
rtly-gc
Outcome/Action: Exclude Outcome: Refund
Green Return: Customer does not have to return the product.
Condition: Product Tags and/or Order Tags includes
rtly-green-return
Outcome/Actions: Keep Item
Multi-warehouse: Enables support for multi-warehouse to indicate the warehouse ID of the destination Loop should send items back to.
Condition: Product Tags and/or Order Tags starts with
rtly-ship-to
Outcome/Action: Override destination, all parsed tag suffixes
Non-Returnable: Make all variants of a tagged product non-returnable.
Condition: Product Tags includes
rtly-non-returnable
Outcome/Action: Reject Item
Return Policy: Overrides the Default Return Window and Holiday Return Window (where applicable/enabled) from the merchant's policy for the tagged item or order.
Condition: Product Tags and/or Order Tags starts with
rtly-policy-window-days
Outcome/Action: Return Window is set to value from tag suffix
Note: Order Tags supersede Product Tags. If multiple Order Tags or Product Tags start with the prefix, the workflow won't function correctly.
Shipping Rate: Overrides the default return shipping costs from the merchant's policy.
Condition: Product Tags and/or Order Tags starts with
rtly-shipping-rate
Outcome/Action: Handling Fees: Add the prefix value or Override prefix value. The presence of a
!
after the prefix denotes Override functionality.Note: Order Tags supersede Product Tags. If multiple Order Tags or Product Tags start with the prefix, the workflow won't function correctly.
Exchange Block: Allow merchants to block or limit exchanges on certain items and orders.
Condition: Product Tags and/or Order Tags includes
rtly-exchange:block
Outcome/Action: Exclude Outcome: Exchange and Store Credit
Exchange Only: Allow merchants to have a more granular Return Policy by setting products or orders to be only eligible for exchanges.
Condition: Product Tag and/or Order Tag includes
rtly-exchange:only
Outcome/Action: Exclude Outcome: Refund
Manual Review: On Shopify, merchants can add this tag to a product or order so as to manually authorize a return/RMA. Once a product or order has been flagged, the Return will show under the Needs Review tab on the Returns Dashboard.
Condition: Product Tag and/or Order Tag includes
rtly-manual-review
Outcome/Action: Manual Review
FAQ
Why don't all of the Returnly product tags have corresponding Loop workflow templates? Some of Returnly's tags are either not required or don't have parallels in Loop's system. We've created templates for all tags that are fully supported.
Please reach out to support@loopreturns.com with any additional questions.