Onboarding guide

Edited

Weʼre so glad youʼre here! Below are the steps you'll need to complete launch with Loop.

Need help along the way? Feel free to email your onboarding specialist for any questions or issues.


Pre-setup Work

Complete these steps before beginning:

Add user accounts [optional]

Provide initial access to any other users. Users can be added at any time.

Grant Loop access to Shopify

A Shopify collaborator request will be sent to allow us provide you more specific support.

Common Questions

  • Is there a limit to the number of user accounts I can have for my Loop instance?

    No. While you can only have one account owner, you can have endless staff accounts.

  • Why does Loop request Shopify access?

    Loop requests access for troubleshooting and for support during onboarding.

  • When will I receive the Shopify access request?

    Expect to see the request come through within 24 hours of your Onboarding Specialist reaching out. An email will be sent to the Store Owner of the Shopify store with this request.


Loop Setup

Return labels

Get your return labels up and running. [Offset Free merchants do not need to complete this step.]

Configure shipping service and select carriers

Determine which Loop-supported shipping service you will connect.

Configure destination(s)

Where will your returns be sent to? Insert those addresses so they're available to be used in your return policy.

Common Questions

  • Can I connect directly to my own carrier account(s)?

    Yes, via one of the shipping services Loop integrates with! Discuss with your onboarding specialist which will be best for you.

  • Where is the Loop-specific sign up link for EasyPost?

    Click here to sign up Loop <> EasyPost

  • What will happen if I have multiple carriers selected?

    Your shipping service will rate shop across carriers to purchase the cheapest label for your customer.

Onboarding modules

Access your Onboarding Hub here.

The onboarding modules will help you configure your:

  • Return policy

  • General settings

  • Customizations for the returns portal

Common Questions

  • Can I make changes to what is configured during the modules?

    Yes! You can change anything you select in the modules.

  • Where can I find my Store Logo URL?

    Go to your Shopify Content > Files to copy your Store Logo URL.

  • Can I further customize my Loop return portal?

    Yes! View all customization options here.


Test + Launch

Itʼs required to test your Loop instance to make sure you understand how the portal works and that labels are generating as expected.

Test your Loop instance

Complete launching Loop steps

Confirm the language on your return policy page matches your Loop admin settings!


Training your team

Here are some resources for training your team on how to use Loop!

Managing Returns

Needs Review + Return Processing

Listings

Reporting with Loop

Loop Troubleshooting Guide


Go-live checklist

  1. Shipping service configured

  2. Carriers added

  3. Return policy created

  4. Return reasons configured

  5. Portal customizations

  6. Testing

  7. Add your returns portal URL to your website

  8. Notify your onboarding specialist before youʼre ready to go live

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