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Rise.ai & Swap Integration

Learn how to integrate your Rise & Swap integration to offer effortless store credit refunds and returns.

Emilie Levenbach avatar
Written by Emilie Levenbach
Updated this week

In this article you will learn:

  1. How the Rise & Swap integration works

  2. How to activate the integration

  3. How to submit a return request

  4. How customers will be notified of their store credit
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Please note that the Swap integration is available only on the Premium plan or above.
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​The Rise & Swap integration

Once you integrate Rise with Swap, you’ll be able to issue store credit refunds directly through the Swap platform. The integration supports full refunds and also lets you offer bonus credit to incentivize customers who choose store credit.


Customers will be notified of their store credit through the notifications you set up in Rise. The email type that will be sent to customers will be Store Credit Received, and the credit will be added to their loyalty card code.
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​How to activate the integration

  1. In the Rise dashboard, go to the Integrations page and activate the integration.

  2. Click Continue with Swap.

  3. Log in to your Swap account and contact Swap support to have the integration activated on their end.
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4. After activation, go to your Rise dashboard → Workflows → Create workflow.
5. Under "Third-Party App Templates," select the pre-built Swap workflow.
6. Click Activate.
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​​Please Note:
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This workflow is set to issue the refunded item amount as store credit (100% Transactional amount), along with an additional bonus (Promotional) to incentivize the customer.
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In case you prefer not to offer bonus credit, the workflow setup should exclude the condition and proceed to issue store credit (100% Transactional amount). Please make sure to share this with the team at Swap to ensure the returns portal reflects the return options you'd like to configure.


How to submit a return request

  1. In the Swap dashboard, go to the Returns tab.

  2. Click Create RMA.


​3. After clicking Create RMA, a return window will open. You can embed this link in your store for customers to request returns.
4. In this link, customers will need to enter their Order ID and click Start Return.
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​5. Customers can then select which products they want to return, specify the reason for the return, and choose Refund.
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​Afterward, the customer will have the option to choose from three options:

  1. Shop Now: Encourages immediate purchases by offering a higher bonus credit.

  2. Shop Later: Provides the standard bonus you want to regularly offer

  3. Refund Payment Method – a refund will be processed to your original payment method


​Note that bonus credits are flexible and can be adjusted based on your configured Promotional amount settings.
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How customers will be notified of their store credit

Customers will be notified of their store credit through the Store Credit Received email notification, which you can set up in Rise. This email type is also sent if a customer is rewarded through a workflow.
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The email's content can be customized within the workflow's notification section, allowing you to add a specific body text referencing the reason for the store credit, such as a customer return.
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You can customize the email 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.

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