In this article, you will learn:
If the screenshots in this article don’t match your dashboard you might not be on Rise V2. Please go to this article.
Please note: The Swap integration is available only on the Premium plan or above.
How the Rise & Swap integration works
Once you integrate Rise.ai with Swap, issuing store credit becomes seamless and automated when a return is processed.
This integration allows you to refund the full return amount as store credit—and even offer bonus credit to incentivize customers to choose store credit over a traditional over a traditional refund to their original payment method.
Customers will be notified about their store credit through the notifications you set up in Rise. The email type that will be sent to customers is Store Credit Received, and the credit will be added to their loyalty card code.
How to activate the integration
In the Rise dashboard → Go to Integrations → Apps → Click Integrate under the Swap integration.
2. Click Install and copy the Integration URL to share with your Swap Account Manager or Support Team in order to activate Rise.ai.
3. Once the integration is connected, click on Create Workflow.
4. After creating the workflow, a setup window will open → Click on Set Up to view the pre-built workflow.
How the workflow works
This pre-built workflow is triggered when a return is processed through Swap. It automatically issues store credit to the customer via Rise, based on the refunded item amount (Transactional amount) and an additional bonus value (Promotional amount).
Here’s a breakdown of each step:
Trigger: Swap Order Returned
The workflow begins when an order is returned via Swap.
Condition: Check promotional amount
The workflow checks if the Promotional amount (bonus value that can be added to a customer's refund as an extra incentive) equals 1.
Issue store credit
If the condition is true, the workflow continues with two actions:Issue store credit – 100% of the transactional amount
Issue additional store credit – 100% of the promotional amount
At the bottom of the store credit action screen, you can choose how the credit is applied and how the customer is informed. Here's what each option does:
Add expiration date
Set a specific time limit for using the store credit. If left unchecked, the credit will not expire.
Add delay
Choose to delay the issuance of the credit by a certain number of days.
Add internal note
Add a note that will be visible internally to help track the credit’s purpose.
Send email notification
Automatically notify the customer when store credit is issued.
Email template
Choose which email template will be used for the notification. By default, the Store credit received template is selected, but you can use a custom template if you've created one.
Please note:
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 change with the team at Swap to ensure the returns portal reflects the return options you'd like to configure.
How customers can submit a return request
In the Swap dashboard, go to the Returns tab → Click on 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.
5. Customers can then select which products they want to return, specify the reason for the return, and choose Refund.
The customer will then be able to choose from three options:
Shop Now: Encourages immediate purchases by offering a higher bonus credit.
Shop Later: Provides a standard bonus store credit.
Refund Payment Method – a refund will be processed to your original payment method.
Please Note: that the bonus credits are not fixed and may vary depending on the item value.
6. After the customer submits a return request, you'll need to approve it from the Swap dashboard under Returns → Process items.
How customers will be notified about their store credit
Customers will be notified about 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.
You can customize the email on your Rise dashboard → Notifications→ Store Credit → Store Credit Received → Edit.
Please Note: The customer will receive two emails: one for the credit applied to the order and another for the bonus credit.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.