In this article you will learn:
How the Rise & PostCo integration works
How to activate the integration
Setting up in PostCo and Rise
How customers can submit a return request
Please note that the PostCo integration is available only on the Premium plan or above.
The Rise & PostCo integration
Once you integrate Rise with PostCo, you'll have the option to refund with store credit directly in the PostCo refund module.
This integration allows you to refund the entire amount using store credit and even offers the ability to provide bonus credit to encourage customers to choose this option.
The customer will be notified about their store credit through the notifications you set up in Rise and the credit will be added to their loyalty card code.
How to activate the integration
In the Rise dashboard, go to the Integrations page and activate the integration
(ensure toggle it on).
Next, in the PostCo dashboard, navigate to App Integrations, click on Connect in the Rise.ai section, and then click Submit.
Once you activate the integration, the PostCo trigger will be created in the Rise dashboard. You can then create a flow using this trigger based on the offerings for your customer.
Setting up in PostCo
1. Go to the PostCo dashboard.
2. Navigate to Return Settings → Refund → Store Credit.
3. Turn on the toggle for Offer store credit on returns.
4. Check the box for Return For Rise.ai Store Credit → Click Save
5. Go to the Bonus Credit tab and select Store Credit.
6. Enable the toggle and set the bonus credit you'd like to offer as a fixed amount or a percentage.
Setting up in Rise
1. Go to your Rise dashboard.
2. Navigate to the Workflow tab → Click on Create Workflow
3. You'll find the PostCo trigger in the Workflow tab → Click Activate.
4. You can edit the notification through each action in the Workflow.
5. Activate the Workflow and Save.
Please Note:
The workflow is already set to provide a 100% bonus and a 100% store credit refund when a customer receives a refund. This is the default setup, and we recommend keeping it as is for optimal performance.
In this workflow:
When a customer receives a bonus (YES):
They will receive 100% of the store credit amount for the refund.
They will receive 100% of the bonus amount set in PostCo.
When a customer does not receive a bonus (NO):
They will receive 100% of the store credit amount for the refund.
How customers submit their refunds
In the PostCo dashboard, click on the Customize tab. There, you'll see the link customers can use to submit their refund.
After customers click on the link, based on where you choose to place the link in your store, they'll need to enter their order ID, email, or phone number and then start their return.
They will need to select the item they want to return and then provide the reason for the return.
Afterward, the customer will have the option to choose whether they want a return with store credit plus a bonus, an exchange for another item in the store, or a regular refund.
They can choose how they would like to receive their store credit -
Once the customer chooses the option for a return with store credit, you'll need to approve it.
To do so, head to your PostCo dashboard → Go to Manage Returns → Click on View for the relevant order.
Click on Approve → Submit → Confirm → The customer will then receive an email notifying them that the return has been reviewed and approved.
Then click on Receive → Confirm.
To complete the return process and issue credit to the customer, click on Resolve → Complete → Confirm
Note that the customer will receive two emails: one for the credit applied to the order and another for the bonus credit.
You can customize the email notification on your Rise dashboard → Emails → Store Credit Received → Preview & Edit.
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.