In this article you will learn:
Please note: The Loop integration is available only on the Premium plan or above. To complete the setup, please contact your Loop MSM or [email protected] and your Rise AM or [email protected] to ensure you’re not issuing double store credit and to switch from the old integration to the new one.
How the integration benefits your business
The Rise and Loop integration enables your customers to receive store credit when returning items to your store. That credit is automatically added to their existing balance and stored in their loyalty card alongside any previously earned credit.
What's so great about this?
Enhances customer experience: All store credit - whether issued from a return, a refund, or through your loyalty program, accumulates in one place. Customers can easily track exactly how much credit they have available to spend in your store.
Enhances your business management experience: You can manage all customer store credit from a single, centralized dashboard, giving you greater visibility and control than what’s available in Shopify.
How to activate the Loop integration
1. Once you've reached out to request to set up the integration, your Rise Account Manager or our Support Team will create a workflow in Rise and provide you with a custom trigger URL. This custom trigger will be formatted as follows: https://workflows.rise-ai.com/execute/3x4mple5tr1ng.
2. Go to the Loop dashboard -> Returns management -> Tools & integrations > Developer tools (see below):
Please note: For merchants that have already been using previous integration versions to issue store credit, be sure to remove the existing webhook before continuing. It will have the event "Return closed" with a URL that starts with https://application.rise-ai.com/itegrations/loop and include the myshopify URL.
5. in the Developers tool page -> Click "Create webhook" and a pop-up will appear.
6. In the 'Event' box, select "Giftcard requested". Set the response to Giftcard.
7. In the URL box, paste the custom trigger URL you copied in 'Step 1' above.
8. Click "Add" to create the webhook.
9. Make sure your new webhook is activated and Click Save.
10. You can now set your Loop Returns workflow in your Rise dashboard to issue store credit according to your Returns Policy:
Now that you have activated the integration, you will need to set up the front-end Loop Returns portal (i.e where your customers will engage with the refund process).
Front-end Setup
In the Loop dashboard -> Click 'Returns Portal'. This will direct you to the page where your customers will submit their refund requests.
2. If you haven't already done so, set up a Returns page with a link to your Loop refund form (see below). The correct link is the URL of the refunds page:
Here is an example of a Refunds / Return Policy page where a store instructs customers how to submit their return:
How customers can submit their refunds
Once customers click on the link which directs them to the returns form, they insert their order number and zip code (this information can be found in the Shopify order email confirmation):
2. If the order contains a number of items, the customer can select which items to return:
3. The customer can then choose to exchange the item or return:
4. Finally, the customer can select to either be refunded with store credit, or via the original payment method:
5. If the customer selects 'store credit', the Rise 'refund email' will be triggered. You can customize this email from the Rise dashboard -> Email Builder -> Refund email.
If the customer already has an account with your store, or has made a return previously using the same email address used to purchase the returned item, the store credit will be added into their existing loyalty card.
You can view the details of the Loop return in your Rise dashboard -> ‘Customers’ tab. For customers who have returned items using Loop, the ‘Source’ of their store credit will appear as ‘Loop Return’ (see below).
Got any feature requests?
Feel free to add them to this feature request form.
Have more questions?
Feel free to contact us at [email protected] or in the chat box.