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.  

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.

Go to the general settings page in your Loop admin and adjust settings as necessary. General settings are applied to all returns.

Your Onboarding Specialist will use your pre-onboarding survey responses to setup your domestic return policy. Additional international return policies can be setup using these directions.

• 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.

Review the customizations completed by your Onboarding Specialist and adjust as needed.

Review the best practice workflows added to your Loop instance, and make adjustments as needed. Build additional workflows to 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. This feature does not support upsell or refunds.

Order Editing allows shoppers to modify orders after checkout to reduce support burden and drive incremental revenue. 

Loop Intelligence is how Loop helps you make more consistent, confident post-purchase decisions over time. Instead of only showing you what happened in the past, Intelligence uses real signals from your returns and exchanges activity to help determine what should happen next. This allows you to reduce risk, protect revenue, and spend less time on manual review.

• Fraud Tools

  • Loop Fraud Tools combine the intelligence of Loop’s in-house foundation model with real-time post-purchase data to stop fraudulent behavior before it hurts your brand.

    • Review flagged returns within your returns dashboard 

    • Set up a Fraud Workflow 

• Return Policy Insights

  • Whenever relevant insights are available for specific sections of a return policy, they will automatically appear to guide merchants. The goal is to provide helpful context—boosting confidence in decisions around key elements like setting fees or defining return windows.

    • Review Return Policy Insights

Note: Testing is a required and important step before going live with Loop.

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.

Update your return policy language and link the shopper return portal on your return page.

• Managing Returns in Loop: Training

• Needs Review and Return Processing Errors

• Accounting

• Listings

• Loop Analytics 

• Troubleshooting Guide

Please reach out to your Onboarding Specialist with any additional questions.