In this article, you will learn:
Please note: The AfterShip integration is available only on the Premium plan or above.
How the Rise.ai & AfterShip integration works
Once you connect Rise with AfterShip Returns, issuing store credit becomes fully automated, and seamlessly applied as soon as a return is processed.
With this integration, you can:
Instantly refund the full return amount as store credit.
Offer bonus credit to encourage customers to choose store credit over a refund to their original payment method.
Customers are automatically notified through the Store Credit Received email in Rise, and the credit is added directly to their loyalty card code, making the experience simple and rewarding.
How to activate the integration within Rise.ai -
In the Rise dashboard → Go to Integrations → Apps → Click Integrate under the AfterShip integration.
Click Install and copy the Integration URL to activate Rise in your AfterShip dashboard to connect Rise.ai.
Important: Before continuing, please make sure Rise is installed in your AfterShip account. Once done, you can continue with step 3.
Once the integration is connected, click on Create Workflow.
After creating the workflow, a setup window will open. → Click on Set Up to view the pre-built workflow.
How the Rise.ai workflow works -
This pre-built workflow is triggered when a return is processed through AfterShip. It automatically issues store credit to the customer via Rise, based on the refund and bonus values.
Here’s a breakdown of each step:
Trigger: AfterShip Order Returned
The workflow starts when an order is returned via AfterShip.
Condition: Check the bonus credit amount
The workflow checks whether a bonus credit should be applied by evaluating if the bonus credit amount equals or exceeds 1.
Then workflow (if bonus applies):
If the condition is true, the workflow continues with two actions:
Issue store credit – 100% of the total refund amount
Issue a bonus store credit – 100% of the bonus credit amount
Else workflow (if no bonus):
Issue store credit – 100% of the total refund amount
At the bottom of every 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:
Since this is a pre-built workflow designed specifically for the AfterShip integration, we do not recommend making changes to the flow’s structure. Any edits to the trigger, condition, or action steps may affect the integration functions and could result in unintended behavior.
How to set up refund resolution in AfterShip -
After activating the integration in both Rise.ai and AfterShip, and creating your workflow, you’ll need to configure the refund resolution method for store credit in AfterShip.
To do so:
In AfterShip, go to Returns > Refunds and exchanges.
Locate the Refund to store credit section, make sure it’s active, and click Edit.
Under Settings, select Issued via Rise.ai as the resolution method.
This ensures that store credit will be issued through Rise.ai when customers choose that option in the return process.
How to add the return page link to your store -
To let customers submit a return request, go to your AfterShip Returns page and copy the return portal link. This link can then be added to your store (e.g., footer, returns policy, or order history page).
Here’s how to find your return page URL:
In AfterShip, go to Customizations > Returns page.
Scroll down to the Page URLs section.
Copy the page URL.
Add the link to your store so customers can easily access the returns portal.
After copying the link, you'll need to publish it in the Returns Page Editor.
How customers can submit a return request -
Once you've added the return page link to your store, customers will be able to submit a return request through the portal.
Here’s how the process works:
Customers enter their Order ID and email address.
They select the item they want to return and choose the reason for return.
They need to select Refund to store credit as the resolution method and submit their return request.
Once the customer submits their request, you'll need to approve it.
To do so, go to the AfterShip dashboard → Returns → Choose the relevant order.
Click on Approve → Submit.
Then click on Refund → Issue store credit → Click Refund to confirm.
The customer will then receive an email notifying them that the return has been approved.
How will customers 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 in your Rise dashboard → Notifications→ Store Credit → Store Credit Received → Click on the "..." Icon → 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.