This article offers a guide on transitioning your team from Loop to ReturnLogic, a checklist of things you'll need to do to have a smooth and painless move as you find yourself on your new, data-driven platform.
Set up your ReturnLogic Account
Work with your team and with your CSM to set up your ReturnLogic account.
We have an in-depth article that can help, but here's a quick snapshot:
Choose your Return Types
Here you can adjust your Return Types allowed (Refunds, Exchanges, Store Credit, and Warranty) and set a Return Window for each type.
Add in your return shipping address β this will be the address on your return labels; required to save and publish all other settings
Here you can view the ReturnLogic Shipping types and edit descriptions. Also, if you would like to add a flat rate shipping fee you can set that amount.
If you would like to further adjust your shipping settings this help article shares how you can configure them
Fill in all the information; this is required to be able to save and publish all other settings
Features to Try
Using this on Loop? | Try this on ReturnLogic |
Instant Exchanges | |
Exchanges | Exchanges, Bonus Credit (also available for Store Credit/Gift Card returns!) |
Insights | |
Create a Return for a Customer | Manually Create a Return for a Shopper - our feature, by default, allows you to make exceptions, no Allowlist needed! |
Overlap Your Platforms
Plan on having two returns platforms for a period of time. We recommend the length of your basic return window or a little over (eg. 30 day window for refunds, plan on 30 day overlap).
During this overlap you want to:
Remove Loop from your website, materials, etc. - you want to prevent further returns on Loop since you're moving off platform
Replace those links with your ReturnLogic portal, and, if using Shopify, don't forget you can have your customers start a return from their Shopify confirmation emails
Export your data from Loop! A lot of it will be preserved via Shopify, such as the refunded status, but having that data can be very helpful for those lagging customers making returns.
Finish out those in-progress returns still on Loop, potentially emailing customers who have not shipped their items back that you have a new platform and providing the link
For those customers who return their items after the full transition - that's where the exported data comes in, allowing your team to find the required information.
Once your overlap period ends and you've fully transitioned onto ReturnLogic, don't forget to check out the rest of our help articles like these:
ReturnLogic is known for our amazing support and CS team, so if you have any questions don't hesitate to reach out to us!