ReturnLogic Initial Setup

Overview

The intent of this document is to provide a set of guidelines to help you configure the ReturnLogic platform and activate a customized Returns Center to match your return policies and brand.
Each of the following steps should be completed in order to launch your Returns Center and ensure it is ready for use.
After you create an account with ReturnLogic via the link that was emailed, log in and you will be ready for the initial setup.

1. Create Store Integration (required) ReturnLogic Shopify API
Request 

The Shopify store integration allows the ReturnLogic platform to communicate with your Shopify store and provide automation for creating and processing returns.

  1. The store integration setup guide can be found here.
  2. Follow the setup instructions and securely provide admin@returnlogic.com with the requested information. 

2.   Set Return Shipping Address (required)

This is the address that your returned products will be sent to.

  1. The return shipping address is required to generate shipping labels.You can set a return shipping address using the options found here.
  2. Click on Edit and provide the return address.
  3. Click Update.

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3.   Set Support Information (required)

Customer support information will be displayed to shoppers in the event they have specific questions or can not complete a return.

 You can configure the customer support information using the options found here.

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4.   Customize Logo Image (required)

The logo image is utilized to modify the ReturnLogic platform to match your brand and is used both in the Returns Center and within customer notifications (unless otherwise overridden).

  1. Upload your logo using the configuration options found here.
  2. Click on the logo tab, if it is not selected.
  3. Click on the upload arrow next to the text field and select the image file that contains the logo.
  4. Click on Upload.
  5. Click on Publish at the top of the screen.       
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5.   Set Shipping Types (required)

ReturnLogic provides 5 shipping types that are used to determine if a shipping label is generated and how it is applied to the return.

 Shipping types can be enabled or disabled with Customer Shipping (the customer is responsible for creating a label and shipping the item(s) back to you) being enabled by default.

 You can turn on (and off) more shipping types using the options found here.  Be sure to Save and Publish after you are done making any adjustments. To read more about shipping types click here.

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6.   Set Shipping Options (optional)

The shipping options dictate how labels are generated and how they relate to various aspects of your return process. This includes any flat fees that may be deducted, product weight and dimension data and if the shipping is a function of return reasons (damage, quality, too big, etc…) or return types (refund, credit, exchanges).  To read more about shipping options click here. 

You can configure the shipping options here. Be sure to click Save and Publish after you are done making any adjustments.     

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7.   Enable Gift Cards API (optional, Shopify Plus Only)

Automated gift card/store credit processing is only available to Shopify Plus customers at the moment due to API restrictions placed by the Shopify platform. 

 Additionally, this API is not enabled by default and will require you to reach out to your account representative requesting that it be enabled. If you intend to utilize the ReturnLogic store credit feature, the following email template may be helpful in getting the API enabled.

To: <customer representative>

Subject: Please Enable Shopify Plus Gift Card API

Body: Hello, we are planning on using the ReturnLogic application for processing returns and need to enable the Gift Card API for our store <store url>. Please let us know when the API has been enabled. Thank you.

8.   Set Return Types (optional)

ReturnLogic supports 3 standard return types; Refunds, Store Credit and Exchanges.The display name and description can be modified to reflect your brand and voice.The return types may also be activated and de-activated as well.By default all 3 return type options are enabled. For more information regarding return types please click here.

You can configure the returns types using the options found here. Be sure to Save and Publish after you are done making any adjustments.

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9.   Customize Returns Center URL (optional)

The URL is the address that your customer will navigate to when accessing your Returns Center.By default all URLs point to <customer>.returnlogic.com where the subdomain is the system generated customer id.

For example, our default Kittehbox address would be kitteh10005.returnlogic.com although we would probably want to make it more user friendly by changing it to kittehbox.returnlogic.com.  You can modify the URL subdomain using the configuration options found here                

  1. Click on the Url tab.
  2. Enter the url (this is usually the store name).
  3. Click Save.
  4. Click Publish.

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10.   Returns Center Customization (optional)

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The Returns Center can be customized with basic html and css to closely match your store theme and brand.  You may also include Javascript snippets for tracking and help desk integrations. The configuration options for this can be found here.  A customization and styling guide can be found here.

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11.  Set Policy Options (Optional)

The Returns Center workflow that your shoppers experience is based upon the policy configuration that you set.

This includes how the return items are presented, the return period, and how returns are authorized.

The ReturnLogic platforms utilizes a set of defaults based on industry standards but it is a good idea to update or verify these settings.

You can modify your return policy settings using the options found here.

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12.   Set Return Reasons (optional)

The return reasons are displayed as options for the customer to choose from when returning their items and are used to derive valuable insights regarding your returns.

Certain reasons can be configured to require comments, images or both before the customer can proceed with generating the return. ReturnLogic provides several return reasons by default.

You can add, delete or modify return reasons here.

For more detailed instructions, visit our help center by clicking here.

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