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 through Loop and automatically issues store credit via Rise.
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 store credit equal to 100% of the refund 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}}; {{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.
Please note:
Since this is a pre-built workflow designed specifically for the Loop integration, we do not recommend making changes to the flow’s structure. Any edits to the trigger, condition, or action steps may affect how the integration functions and could result in unintended behavior.
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.
You can customize the email on your Rise dashboard → Notifications→ Store Credit → Store Credit Received → Edit.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.