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If you opted to go with a Returnly Premium (Annual) subscription, you'll have hand-held and guided experience with the Onboarding Process. The biggest difference between Basic and Premium is that with Premium you are assigned an Implementation Project Manager (IPM) after purchase. Below, we'll be showing you what to expect, what questions you should be asking yourself beforehand, and what tasks you should have done in order to efficiently move through the Onboarding Meetings.
What Returnly Will be Doing
After either upgrading from Returnly Monthly, or starting with Returnly Premium from the get-go, you will be assigned to your IPM. You'll interface with them to communicate your business needs and specificities so that they can best set up Returnly to best suit your business, and they will also help project manage your progress. Additionally, they will be your primary point of contact for any questions or concerns you'll have until Onboarding is complete and then you are transferred to a Customer Success Manager for continuing care and best practices, as well as our Merchant Care team and self-serve resources for troubleshooting or any other issues that may arise along the way.
General Timeframe & Milestones
Onboarding times vary, depending on the complexity of your organization, what preferences you want, the level of readiness on your side (manpower, free time, change management plan in place, etc), and potentially many other reasons. However, out of the box configuration can be done fairly quickly, and if everything aligns well, can be a matter of days to weeks to complete. Below is generally what you will and the Onboarding Project Manager will be covering:
Initial Setup
- Shopify Settings
- Product Recommender
Platform Configuration (items that have a * are optional, but are supported for Returnly Premium subscribers)
- Return Manager Settings
- Returnly Credit*
- Domain Mapping*
- Email Mapping*
- API & Webhooks Access*
- Multi-warehouses Setup
- Green Returns Setup*
- International Returns*
- Order Tracking
- Product Recommender
- FedEx Ground Economy (formerly SmartPost)
- ShipMonk Integration
Pre-Launch
- Training Sessions
- User Acceptance Testing (UAT)
Launch
- Go-Live
- Transition to Customer Success Team
Keep in mind that if you use a system other than Shopify, the experience will be a little different (though still very much guided.) More documentation on non-Shopify systems are forthcoming.
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