In this article, you will learn:
Please note: The Loop integration is available only on the Premium plan or above.
How the Rise & Loop integration works
Once you integrate Rise with Loop, you'll be able to issue store credit refunds directly through Loop when customers return products. The credit will be added to the customer’s existing loyalty card, along with any previously accumulated credit.
Key benefits of the integration:
Improved customer experience: All store credit, whether from returns, refunds, or loyalty rewards, is stored in one place, making it easy for customers to track and use.
Simplified credit management: Manage all customer credit from a single dashboard with better visibility and control.
How to activate the integration
Important: To complete the Rise x Loop integration, you must contact your Loop MSM or email support@loopreturns.com for Loop to disable Shopify's native gift card functionality. If you do not reach out to Loop to request the integration to be activated, you could be issuing the customer store credit twice (once in Rise.ai and once in Shopify).This applies whether you enable the integration for the first time or switch from the previous integration version.
1. In the Rise dashboard → Go to Integrations → Apps → Click Integrate under the Loop Returns integration.
2. Click Install and copy the Integration URL to activate Rise in your Loop dashboard settings to connect Rise.ai.
3. In the Loop dashboard → Go to Integrations → Toggle on Rise.ai and Paste the Integration URL created in the previous step and click Save.
4. Navigate to Returns management > Tools & integrations > Developer tools and click on Create Webhook:
5. In the Event box, select Giftcard requested. Set the response to Giftcard. In the URL box, paste the Custom Trigger URL received from Rise in Step 2. It should look like this:
6. Click Add to create the webhook.
7. Click Giftcard requested in the newly created webhook. Click Activate to turn the webhook on and begin sending information to Rise. Once finished, click Save.
8. Once the integration is connected in Loop, go back to your Rise dashboard and click on Create Workflow.
9. 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 in Loop and automatically issues store credit via Rise. By default, the template issues 100% of the total credit.
Important: The total store credit issued amount is determined by your Loop return policy settings and may include a bonus amount, depending on your configuration.
Here’s a breakdown of each step:
Trigger: Loop Order Returned
The workflow begins when a return is submitted in Loop.
Action: Prepare Loop return store credit
This step prepares the return data from Loop so Rise can use it to issue store credit.
Note: This step must always be followed by a store credit action, it does not issue credit.
Action 2: Issue store credit
If the return is eligible, Rise will issue X amount of % store credit based on the credit type you choose: Percentage/Fixed amount/Relative amount of Total credit issued/Gift Card subtotal/Gift Card Bonus credit.
Total credit issued
refers to the order amount including any bonus amounts. This will issue the total store credit amount in a single action.
Gift Card subtotal
refers to the order amount.
Gift Card Bonus credit
refers to the bonus 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. For example: Loop Return:{{external_order_name}} - this variable is the Shopify order name (e.g #1001).
{{external_order_number}} - this variable is just a count of orders.
{{external_order_id}}; {{return_id}}.
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.
[Optional] Action 3: Issue bonus store credit
Based on your return policy settings in Loop, you can add another store credit issue action to issue the return amount and bonus amount separately, while adding a delay or expiration date to the bonus amount.
Set the first store credit action to "Gift Card subtotal" (instead of Total credit issued).
2. Add another store credit action for "Gift Card bonus credit"
Please note: Make sure your workflow matches your return policy settings, as these will be reflected in the shopper’s returns portal. You can refer to Loop’s Help Center article on Return Policy settings for guidance.
How to submit a return request
Customers click the return link in your store, which opens the Loop return portal.
They enter their order number and ZIP code (as shown in their order confirmation email).
If the order includes multiple items, customers can select which items they’d like to return.
They’ll then choose whether to exchange the item or request a return.
At the final step, customers can select a store credit refund (via Rise) or to their original payment method.
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.
To learn more about customizing your Rise email notifications, click here.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.