Retailers can increase customer retention and boost loyalty with yayloh store-credit. This is a great alternative to traditional refunds when customers decide to return an item. A store-credit sent via yayloh can either be a voucher(Centra), discount code(Shopify) or Giftcard(Shopify).

Setting up Store-credit

Setting up Shopify discount code/ Gift cards:

If you have downloaded the app, you can skip to the next section.
If you have connected to the app using collaborator access, please ensure the following admin API access scopes are provided:
```
write_discounts, read_discounts, read_gift_cards, write_gift_cards 
```

Setting up Centra Vouchers:

Provide GraphQL Token: Create and share a GraphQL token from your Centra store. If you need help creating one, check out this link.
Configure Permissions: Ensure your shop and order API permissions are correctly set up for yayloh.

Note: Store-credit is an add on functionality. To set it up please reach out to support@yayloh.com

Customer Experience:

Customers can select store-credit while requesting a return.
Customers can select store-credit if a variant is out of stock while requesting an exchange.
When customers request an exchange, consider sending them store credit. This approach allows you to gather data on customers interested in exchanging items, while also enabling customers to make a new purchase independently. Make sure to update your return policy page and yayloh return form to accurately reflect this information.

Best practices and Tips to use store-credit:

Incentivize store-credits: Encourage customers to choose store credit by offering an additional value e.g. offer an extra 10% when customers opt for store credit instead of a refund.
Implement a refund fee: Add a small refund fee for traditional refunds while providing the full value for those who choose store credit.
Offer faster Store Credit: Enhance the customer experience by sending the store credit when the return is registered OR when the return is in-transit.
Shopify Integration: If you're using Shopify Plus, consider optimizing the use of discount codes by providing free delivery shipment using Shopify scripts. Learn more here.

Processing and Managing Store-credits

How to process a store-credit from yayloh dashboard?

For processing one return request and sending one store-credit at a time follow the instructions listed here.
For processing multiple return requests and sending multiple store-credits in one go follow the instructions listed here.
Automated: yayloh can also automate store-credits for return requests on a triggers such as return shipping status e.g. send a store-credit when the return is in-transit.

Notification email

When the store credit is processed, a discount code, gift card, or voucher will be created in your OMS back office. Yayloh then triggers an email notification to the end customer, providing them with their unique code, the amount, and details on how to use it.

You can find this notification email styled in 'Settings' > 'Email Templates' > 'Customer Discount Notification.

Shopify back-office information

Discount codes are found in your Shopify back office under discounts associated with the customer's email ID.
Gift cards can be found in the admin section under products > gift cards, associated with the customer's email ID.
For the original order against which we create the gift card or discount code, we add a note with the details of the created discount code or gift card.

Centra back-office information

The voucher created by Yayloh can be found in your Centra back office under 'Vouchers.
We include a comment on the original order that contains the voucher code, making cross-referencing easy.