Contents
- What Version of Returnly Should I Be Using?
- Initial Learning Materials and Resources
- Creating Your Account
Welcome to Returnly! Our team is excited to work with you throughout your onboarding process and beyond. This resource is intended to get you up and running with Returnly by supplying you with necessities as well as a path forward with setup, best practices, and troubleshooting.
What version of Returnly should I be using?
Returnly users typically fall under 3 buckets: Our Monthly users, our Premium users, and our Custom users. Each of these tiers provide different levels of functionality and service. A large percentage of Returnly users are already Shopify users - our core experience is well integrated with that platform. Regardless, we do support other digital storefronts as well, which we will get into later.
Monthly Returnly Users
A good portion of you will be a Monthly Returnly users. Our proprietary return center and return flow are included. Installation, configuration, and upkeep is largely self-service, but you will have access to our Merchant Care Team and Knowledge Center for any how-to help.
Premium Returnly Users
Our Premium users will have the everything in our Monthly plans, but additional functionality, such as our exchange flow and increased automation across the system (and much more). Additionally, you will be assigned an Onboarding Project Manager (OPM), who will guide you through implementing our software, as well as a Customer Success Manager (CSM), who will help you make optimization tweaks to your system as well as provide you with best practices throughout your relationship with Returnly.
Custom Returnly Users
Our Custom Returnly users usually have specific requirements, like integrations and customizations, that we do not offer with our Monthly and Premium tiers. Custom Returnly typically have additional support and resources assigned to them. These unique situations must be scoped out and usually requires sign-off from both parties.
For more information and permutations of what you can get with these tiers, please check out our Returnly and Shopify plans article. If you would like to update or upgrade your plan, please reaching out to our merchant care team at support@returnly.com for next steps.
Initial Learning Materials and Resources
To begin familiarizing yourself with how Returnly works, follow these articles in order (there are links at the end of the article that goes to the next article you should be viewing) so that you can understand all the fundamentals surrounding the Returnly suite.
If you're curious to learn more, we have additional resources for you to view:
- Returnly's Youtube Channel which has short product videos, new features and customer stories
- Returnly's Blog with announcements, press releases and more
- Returnly's Content Library with thought leadership articles and webinar recordings
- Returnly's Knowledge Center - this is your go-to when searching for how-to guides and best practices! There are many articles housed within that will help answer questions for your company.
- If you are coming into a company that's already using Returnly, please go through the rest of the Getting Started for Admin articles within our Knowledge Center to get up to speed.
Creating Your Account
The standard path for installing Returnly is to first download our app from Shopify's app store. You must be logged into your Shopify store first.
For detailed step-by-step instructions on how to install and configure Returnly, please proceed to the next article.
> Previous: (Premium Returnly Customers) The Returnly Onboarding Process and Expectations
> Next: Installing and Setting Up Returnly
