General Settings in Returns Manager

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Laurel
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This article will provide step-by-step instructions for the various general settings you can adjust in Returns Manager. These settings include emails, auto-approvals, the widget, and more.

The following tutorials in this article are ordered the same way as the in-app settings.

The instructions below are within Returns Manager's General Settings, which you can access by navigating to Apps in your Shopify Admin, selecting Returns Manager, then Settings > General Settings.

 Caution

Bold Returns Manager is no longer available to install on the Shopify App Store. If you already have Bold Returns Manager installed, you will be able to continue using it as it is grandfathered on your store.

 

 

Automatically Approve Returns

Normally, when a customer submits a return request, it is placed into a "Pending" queue that you're able to view from within the app. From there, you can decide whether to approve or deny the request based on the information they submitted about their return request.

Turning on auto-approve for the returns will instantly put requests into the "Approved" queue.

 Alert

Auto-approvals are turned on by default when you install Returns Manager.

To turn on the auto-approval feature, simply navigate to the Auto Approve section of the General Settings, and select the "Turn on auto-approvals" checkbox, then save it.

At the top of the General Settings, under Auto Approve, select the checkbox to Turn On Auto Approvals

Enable Email Notifications

You can enable email notifications to be automatically sent to either yourself, your customer, or both of you when a product is submitted for a return using the returns widget on your storefront.

To turn on the email notifications for yourself and/or your customers, you'll just need to scroll to the New Return Request Notifications section at the bottom of the page and toggle one or both of the selections depending on who you want to receive a notification.

At the very bottom of the General Settings, under New Return Request Notifications, select either of the checkboxes you want to enable: The top one says to Check this if you want to get an email notification when a new request is submitted, and the bottom says Check this if you want to send email notification to customer when a new request is submitted

The next section will explain how to adjust the emails that are sent out.

Edit Returns Manager's Emails

The app offers a many different templates that you are able to customize in order to fit your store's messaging and branding. When you're in the app's General Settings, you can edit the emails, preview what they'll look like once they're sent out to your customers, and set whether the email is going to be sent out or not.

To edit your emails, please follow these steps:

  1. Select Edit next to the email you wish to change.

    Picture shows the list of emails in a list (left to right): Email Type, Subject, Edit, Test Email, Trigger Email. Select Edit on the right-hand side next to the email you'd like to adjust

  2. Deselect the Check if you DO NOT want to send an email checkbox.

    At the top of the screen, deselect the checkmark titled Check If You DO NOT Want To Send An Email, and the email body will appear underneath to edit

  3. Make the necessary changes.

    Make the necessary changes to the email; you can adjust the body, and use the template tools along the top of the email body to make changes

  4. Select Save.

Add Terms and Conditions

Using Returns Manager, you can add a set of Terms and Conditions for your customer to accept before they're able to submit a return on your website. When they're submitting a return, this will show up below their submission information and include a checkbox for them to click before they can submit their request.

To add Terms and Conditions, please follow these steps:

  1. Under "Terms and Conditions", select Edit.

    In General Settings, underneath Terms and Conditions in the bottom-right corner, select Edit

  2. Enter the Terms and Conditions.

    Enter your terms and conditions into the text area

  3. Select Save.
 Example

This is what it will look like on the storefront when a customer is submitting their return:

Picture shows the Returns Manager widget with the Return Reason, Customer Notes, and the ability to attach an image from the customer's point of view. Underneath, a blurb of text outlining the store's Terms and Conditions are shown, with a checkbox at the bottom stating You Must Agree To These Terms Before You Can Use The Service, and a button at the bottom-right to Submit the request

Change the Widget's Date Format

You can adjust the way that the date formatting is displayed on the returns widget. There are 3 ways that the date can be shown to your customers on the storefront:

  • Year-month-day (ex. 2020-01-15)
  • Day-month-year (ex. 15-01-2020)
  • Year-month-day (text) (ex. 2020-Jan-15)
 Example

Here is how the widget date format will look on your return widget:

Picture shows the returns widget with the customer's name, and the purchase date underneath in the format of 2020-01-15

Picture shows the returns widget with the customer's name, and the purchase date underneath in the format of 15-01-2020

Picture shows the returns widget with the customer's name, and the purchase date underneath in the format of 2020-Jan-15

Change the Starting Return Authorization (RA) Number

The Return Authorization (RA) number is generated for each return in order to help you keep track of them. By default, it is set to 1000.  You can change this number in the app's General Settings.

 Alert

Once a return has been accepted, updating the RA number in your General Settings will not change the number of that return.

In General Settings, under Starting RA Number, there is a textbox you can use to adjust the RA number, which by default is set to 1000

Add a Return Address

With Bold Returns, you can adjust the shipping address that shows up to customers when they're making a return, so they know the address they should be sending the return to.

The shipping address will display to customers once they have submitted their return request.

In General Settings under Return Address, use the textbox to enter in the return address information for customers to see

 Example

This is what it will look like on your storefront (the returns page you've set up):

Picture shows the Returns Manager widget displaying the customer's return history, with the Shipping Address listed underneath

Add Shipping Instructions

When a customer submits a return request, they will be informed whether they are responsible for shipping costs, or you will pay their fees. You can include special shipping instructions along with this information, or let them know how the shipping process will work.

You can add shipping instructions in the General Settings of the Returns Manager app.

In General Settings, under Shipping Instructions, use the left-side text box to enter in a message that will display to customers if you, the store owner, are paying for the shipping costs. Use the right-side text box to enter in a message that will display to customers if they are the ones responsible for the shipping costs

 Example

This is what the "Store Owner Pays" messaging will look like on the storefront:

Picture shows the Returns Manager widget as a customer submitting a return, with the store owner pays shipping fees messaging underneath the Return Reason

This is what the "Customer Pays" messaging will look like on the storefront:

Picture shows the Returns Manager widget as a customer submitting a return, with the customer pays shipping fees messaging underneath the Return Reason

 

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