Onboarding to Loop’s Advanced Plan with Checkout+ consists of setting up your Loop admin and Checkout+ being added to your Shopify theme.

You are guided through the process via prepared materials and email support from an onboarding specialist. The entire process can be accomplished quickly, with your onboarding specialist matching your speed.  

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

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.

This is required for Loop to complete the Checkout+ implementation in your cart.

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. Customers who do not opt into the Checkout+ offering and select an exchange will incur an exchange handling fee, which is processed through Stripe.

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.

All merchants will have Checkout+ implemented in their cart. Loop will complete the cart implementation in a duplicate of your live theme. Your Onboarding Specialist will send additional information when the theme is ready for review. 

Note: Shopify Plus merchants should follow the Checkout Setup directions to add Checkout+ the checkout configuration. 

• Hiding Checkout+ in the Shopify Store

• Exclude Checkout+ product from discounts

• Exclude Final Sale Products from Checkout+

• Sert Checkout+ to be fulfilled automatically (optional)

  • Auto-fulfilling the Checkout+ Product Immediately

  • Auto-fulfill Checkout+ product after warehouse fulfillment

• Prepare to add Checkout+ language to your return policy

Edit returns coverage text to match your brand’s unique voice

Match the appearance of Checkout+ to the look and feel of your brand.

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.

Test the Checkout+ implementation in the duplicated Shopify theme. 

Note: It is required to launch your shopper return portal and your Checkout+ theme at the same time.

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

• Update your return policy with Checkout+ language and then publish the Checkout+ theme.

• 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.