Onboarding Guide – Advanced Plan

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Overview

Onboarding to Loop’s Advanced 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)

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 specialist


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

Create your location-based return policies, and customize the policy settings.

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.

Integrate Stripe

Stripe powers Shop Now, Instant Exchange, and is required if you charge handling/shipping fees on exchange orders.

Customize the return portal

Edit your shopper return portal and customize the content seen throughout the Loop experience.


Advanced setup (optional)

Shop Now

Shop Now helps retain revenue (and potentially captures upsell) by allowing shoppers to exchange an item they bought for other products in the store catalog. Select one version of Shop now to setup:

Instant Exchange

Allows customers to receive their exchange items immediately upon initiating a return. 

Workflows

Accommodate scenarios falling outside of a typical return policy.

Shop Later

Give customers the ability to change their mind on a return after they have initially requested a refund.

Returns Tracking

Allows merchants to send tracking details and return status updates to customers.

Advanced exchanges

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

Note: 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

Launch your shopper return portal on your website.

  • Add the shopper return portal to your return policy page.


Post-Launch Resources


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

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