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.  

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.

Note: To get started access your Onboarding Hub in and walk through the first steps

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

Create your location-based return policies, and customize the policy 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 powers Shop Now, Instant Exchange, and is required if you charge handling/shipping fees on exchange orders.

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

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:

• Shop Now In-App - complete the setup in minutes on the Shop Now page in Loop. 

• Shop Now On-Store - complete the setup in your Shopify theme. This version may require support from a developer. 

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

Accommodate scenarios falling outside of a typical return policy.

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

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

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.

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

• Product Recommendations

  • Product Recommendations adds an additional exchange option to your return portal, powered by Loop's product recommendations engine. When enabled, shoppers will see personalized product suggestions alongside variant and Advanced Exchange options during their return.

    • Set up Product Recommendations

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 your shopper return portal on your website.

• Add the shopper return portal to your return policy 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.