Key things to keep in mind:
Before onboarding, we recommend you to have a proper thought about what and how you communicate with customers, having clarity in your return policy, prepare for information needs during onboarding, what integrations you need to setup once onboarded.
Follow these points to get fully onboarded in yayloh:
Requirement for OMS you are using: Learn how to setup yayloh in your OMS. yayloh set up the integrations with Shopify, Centra and WooCommerce.
Select the best plan that fits your needs.: It is important to select a plan which fits your business requirements to leverage the most out of our return management platform. Read more here for available plans.
Share your shipping provider information: Share the list of shipping carriers set up at your end. During the onboarding, you can choose them from the available carriers list or add one if unavailable. The number of carriers you can add is limited to your pricing plan. Most importantly, please provide credential details in the defined format. Read more about it for DHL, Postnord, Colissimo, UPS, Mondial Relay, Fedex, Bring, etc.
Customise your digital return form: Personalise the yayloh digital return form according to your theme, styling and branding.
Check out this link or watch this to customise your digital return form text.
Upload the brand logo and images during onboarding.
Style it using HTML code-based CSS styling with custom fonts and colours by going to Settings >> styles & banners >> CSS. Generally, yayloh does it but feel free to style it if you know how to use CSS.
Edit the copy/content of the return request confirmation email: A pre-defined communication plan with a tone and style aligned with your brand's policy aids in onboarding. yayloh can help you set up different email templates depending on whether you generate shipping labels for the countries. All you have to do is to provide yayloh with the email text/copy. you can also set it up in Klaviyo itself, if you use it.
Contact information: Keep your contact details handy to set it up during the onboarding process. The details include the following:
Customer support email address
Warehouse name, Address, Country, Zip code, City, Email, and Phone number.
Sender name and email address for the return notifications
Returns: Identify your return types and return reasons as its must to complete the onboarding. You can change them later on, but try to keep 80% of the details ready.
Warehouse process: Depending on your warehouse setup, you will work with either the Reconciliation google sheet or the ongoing integration. If you have ongoing setup at your end, we would need these credentials to setup the integration, else we need email IDs of your warehouse team to provide access to warehouse reconciliation sheet.
Things to keep in mind before going live!
Once you are onboarded to yayloh, following are some steps that you should perform to check if the system is ready to go live and some points that you should keep in mind.
Read yayloh Guide: Last but not least, read our yayloh Guide to learn more about best practices to adopt your new digital return process.
Set up custom return rules: yayloh can set up different custom return rules based on your requirement. Please note that it is an add-on feature. yayloh also offers auto-refund feature, which allows automatic return actions based on refund rules set by you. If you want these features to be set up and activated, please reach out to us at support@yayloh.com.
Process a test return and email notification through yayloh: This only applies to Shopify customers. Review your digital process and troubleshoot issues by:
Testing a dummy return request by creating an order of nominal value in OMS and going through the entire return flow. Please note that you first need to create a dummy order to register a return request.
It will also help you validate return notifications. Here note that there needs to be at least one return request registered in yayloh.
Write a good return policy: Craft your return policy to create customer loyalty and minimise unnecessary customer service calls. Read this blog to learn more about creating a good return policy.
Integrations: We have integrations with applications in your ecosystem. We have support integrations with Gorgias and Zendesk; Email integration with Klaviyo.