Workflows UX Updates

Edited

OVERVIEW

Loop has made a collection of user experience updates to Workflows. These changes are described below. These changes require no action from merchants, this is simply a summary of the changes you can expect to see.

Important: These changes are purely design changes. They have no impact on any workflows you already have in place. Editing and creating a workflow will look different, but functionality remains the same.


Condition and Action renaming

We’ve renamed many conditions and actions to better reflect what they do in a merchant context.

Condition renaming

Category

Old name

New name

Customer

Bonus credit total

Bonus credit received

Tag

Customer tags

Failed payments

Failed payment attempts

Keep items count

‘Keep Item’ return outcomes

Partial return count

Partial return credits issued

Number of orders

Orders placed

Return count

Returns placed

Return count with missing or incorrect items

Returns with missing or incorrect items

Order

Days since return window start

Days since return window began

Date

Order date

Discount

Order discount

Tag

Order tags

Return count

Returns on order

Country

Shipping country

Total value

Total order value

Product

ID

Product ID

Return reason

Product return reason

SKU

Product SKU

Tag

Product tags

Type

Product type

Vendor

Product vendor

Return

High risk

High fraud risk

Full return

Full return

Partial return

Partial return

POS location id

Restock location

Portal

Return channel

Item count

Return item count

Method

Return method

Outcome

Return outcome

Total value

Total return value

Action renaming

Category

Old name

New name

Item handling

Bypass final sale

Bypass final sale

Donate

Donate item

Keep item

Let customer keep item(s)

Reject

Reject item

Returns handling

Select return destination

Set return destination

Processing event

Set return processing event

Manual review

Send return to "Needs Review"

Exchange shipping method

Set exchange delivery method

Customer experience

Hide products

Hide products in portal

Exclude return methods

Exclude return methods

Exclude outcomes

Exclude return outcomes

Disable label

Require customer to ship return

Return reason group

Set return reason group

Return window

Set return window

Incentives & fees

Partial return credit

Issue partial return credit

Refund original shipping cost

Refund original shipping cost

Handling fees

Set handling fee

Shop Now Bonus credit

Set Shop Now bonus credit

Shop Now discount

Set Shop Now discount

Store credit incentive

Set store credit incentive

Splitting out combined actions

We’ll be splitting up two sets of actions that function better on their own to simplify setup. These are:

  • Keep Item/Donate will be split out into their own actions:

    • Keep Item will be called Let customer keep item(s)

    • Donate item will keep the same name

  • Manual Review/Reject will be split out into their own actions:

    • Manual Review will be called Send return to "Needs Review"

    • Reject will be called Reject item

Reorientation of the workflow builder

We’ve reoriented the workflow builder to better accommodate future upgrades to Workflows.

Error states

You’ll see clearer and more specific errors when a condition or action hasn’t been configured properly.

FAQ

Is there any action needed from me? No. Merchants don't need to do anything ahead of these changes.

Will this impact how my workflows work? No. Any existing workflows will continue to work the way they do today.


Please reach out to support@loopreturns.com with any additional questions.

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