Install Returnly

  • Updated

Contents

  1. Installing Returnly via the Shopify App Store
  2. Creating and Setting Up Your Returnly Account
  3. Quick Configuration Wizard

 

Once you've decided to leverage Returnly as your system of choice for your business, you can get started as soon as you install it. The following steps below shows you how:

 

 

Installing Returnly via the Shopify App Store

 

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.

 

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Creating and Setting Up Your Returnly Account

 

  • After clicking on the Install App button shown in the last section, you'll be taken to a Returnly Account creation form.
  • Fill in all required fields.

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  • Once you click Next, you'll be taken to this plan details screen to start the configuration process and at the end your free trial will have started!

 

Note: If you had previously had Returnly installed in the past, you will skip the next few steps and head straight to your Returnly dashboard as you last left it.

 

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Quick Configuration Wizard

 

After creating your account, you'll be taken to a quick configuration wizard.

Note: All of these settings can be changed later.

 

In the first step, Return location, simply put down the address where you want your customer returns to be sent to.

Note: Double-check that the address is valid with services like Google Maps | USPS | UPS | CanadaPost  etc.

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  • Next, is Return policy. This is the eligibility window for returns that you allow, set in days. The default is set to 30 calendar days, but you may change it according to your own store's policy.

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  • Next, in Return automation, you can either let Returnly auto-authorize returns (the default setting), or turn it off so that you/your team can manually do it. You can also turn auto-restock on (the default setting), or leave it off.

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  • In the next step, Shipping labels, you determine who pays for any return labels generated from Returnly.
  • The system default is "Free Returns” (for shopper), but you may change this to “Deduct from refund” to set it as either:
  • “Full amount”
  • "Flat Fee Per Label"

or

  • "Flat Fee (per label) returns"

 

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  • In Email notifications, you can either allow Returnly system generated emails to send notifications (default), or turn them off.

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  • Next, with Return reasons, you can add/remove/modify any of the reasons that your shoppers can select when returning your merchandise. The defaults are:

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  • On this page you can also configure a return reason for being an exchange reason to offer variant exchanges or to allow for the return reason to be for free shipping.
  • Remember to Save if you make any changes before proceeding with Next.

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Before diving into the functionality of the Return Manager, it's best to go over the Returnly Glossary in order to familiarize yourself with all the terms, acronyms, and language we regularly use.

 

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