Onboarding for Loop - Essential Plan
Overview
Onboarding to Loop’s Essential Plan consists of setting up your Loop admin and customer return portal. You are guided through the process via prepared materials, with email support from an Onboarding Specialist. The entire process can be accomplished quickly, with your onboarding specialist matching your speed.
Getting started
Add additional user accounts (optional)
Create your location-based return policies, and customize the policy settings.
Grant Loop Access to Shopify (required)
Expect to see the request come through within 24 hours of your Onboarding Specialist reaching out.
This request will be sent to the Store Owner via email or can be found directly in Shopify by navigating to Settings > Users & Permissions. The request will come from payables@loopreturns.com.
Flag any necessary integrations with your onboarding specialists.
Basic setup
Note: To get started access your Onboarding Hub in and walk through the first steps
Review General Settings
Go to the general settings page in your Loop admin and adjust settings as necessary. General settings are applied to all returns.
Set up return policies
Configure your Shipping Settings
US/Canada/UK/EU Shipping - connect via Ship By Loop
International Shipping - consult your onboarding specialist for best practice
If you are using labels for cross-border returns, please ensure your products are customs ready.
Stripe is required if you charge handling/shipping fees on exchange orders. If you are not charging fees for exchanges you do not need to connect Stripe.
Edit your shopper return portal and customize the content seen throughout the Loop experience.
Advanced setup (optional)
Accommodate scenarios falling outside of a typical return policy.
Offer new product exchange options based on collections or tags set up in Shopify. This feature is typically used when colors/sizes are set as separate products rather than variants in Shopify.
Test
Testing is a required and important step before going live with Loop. Test different return scenarios, and make sure that all features are working as intended.
Launch steps
Link the shopper return portal on your return page.
Post-Launch Resources
Please reach out to your Onboarding Specialist with any additional questions.
