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 can be found in this article, and are ordered the same way as the in-app settings:
- Automatically approve returns
- Enable email notifications
- Edit Returns Manager's emails
- Add terms and conditions
- Change the widget's date format
- Change the starting Return Authorization (RA) number
- Add a return address
- Add shipping instructions
Note: Each of 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.
Click on any of the accordions below to expand it and view the instructions.
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.
Note: 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.
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.
The next section will explain how to adjust the emails that are sent out.
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:
- Select Edit next to the email you wish to change.
- Deselect the Check if you DO NOT want to send an email checkbox.
- Make the necessary changes.
- Select Save.
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:
- Under "Terms and Conditions", select Edit.
- Enter the Terms and Conditions.
- Select Save.
This is what it will look like on the storefront when a customer is submitting their return:
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)
Here is how the widget date format will look on your return widget:
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.
Note: Once a return has been accepted, updating the RA number in your General Settings will not change the number of that return.
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.
This is what it will look like on your storefront (the returns page you've set up):
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.
This is what the "Store Owner Pays" messaging will look like on the storefront:
This is what the "Customer Pays" messaging will look like on the storefront: