Contents
Overview
Through any journey within Returnly, a customer can receive at least 4-6 emails depending on the actions they take.
Below are different emails your customers would expect to receive based on the following Use Cases, with Instant Credit enabled.
Customizing your Emails to your Customers
You would be able to customize these emails by accessing your Customize page on your Return Manager.
Instant Credit is Not Enabled
Configuration / Features Enabled |
Scenario | Description |
Action that triggers email / When the email is sent |
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Return Requested for CSR to Authorize | When a merchant does not have "Auto-authorization" enabled and Customer Support / Client Success must manually authorize RMAs. |
When a Return is Accepted, your customers receive a return confirmation email. |
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Return only in RMA
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Shopper initiates an RMA that does not have an exchange. |
When a Return is Accepted, your customers receive a return confirmation email. |
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Exchange on Scan
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Shopper initiates RMA and includes at least one item being exchanged. | When an Exchange Order Return is Shipped, your customers receive an exchange confirmation email. |
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Exchange on Scan with Uplift RMA includes at least one item being exchanged and shopper was charged for uplift. |
Phase 1: Exchange Order Return Shipped |
1st email: When an exchange order return is shipped, your customers receive the 1st exchange confirmation email. |
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Phase 2: Exchange Shopper Charges Confirmation
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2nd email: When exchange shopper charges are confirmed, your customers receive the 2nd email showing Receipt from Merchant. |
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Failed due to Out of Stock or Payment Error
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Phase 1: Shopper had placed an exchange but the item ran out of stock in between RMA being authorized and In-Transit. |
When the Exchange Order Item(s) run out of stock, your customers receive an email showing out of stock item in the order.
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Phase 2: Shopper's credit card expired/had insufficient funds/error in between RMA being authorized and In-Transit. |
When an Exchange Failed Payment, your customers receive an email showing it has been unableto process payment for the order. | ||
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Green Return with Return Only
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Shopper had initiated an RMA with only returns, qualified for green returns, and is not required to send the item back. | When an RMA is exempt from returning, your customers receive a return confirmation email. | |
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Green Return with Exchange in RMA
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Shopper had initiated an RMA with at least one item being exchanged, qualified for green returns, and is not required to send the item back | When an RMA is exempt from returning, your customers receive a return confirmation email. | |
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Gift Return without Instant Credit
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Shopper initiates a Gift Return. | When a return on a Gift Exchange is Accepted, your customers receive a return confirmation email. |
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Gift Return without Instant Credit &Return In-Store
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Shopper has initiated a return. | When a return on a Gift Exchange & In-Store Drop Off is Accepted, your customers receive a return confirmation email. |
Scenario | Description | Requirements Features Enabled |
Action that triggers email / When the email is sent |
Return Requested for CSR to Authorize | When a merchant does not have "Auto-authorization" enabled and Customer Support / Client Success must manually authorize RMAs. |
When a Return is Accepted, your customers receive a return confirmation email. |
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Return only in RMA
|
Shopper initiates an RMA that does not have an exchange. |
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When a Return is Accepted, your customers receive a return confirmation email. |
Exchange on Scan
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Shopper initiates RMA and includes at least one item being exchanged. |
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When an Exchange Order Return is Shipped, your customers receive an exchange confirmation email. |
Exchange on Scan with Uplift RMA includes at least one item being exchanged and shopper was charged for uplift. |
Phase 1: Exchange Order Return Shipped |
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1st email: When an exchange order return is shipped, your customers receive the 1st exchange confirmation email. |
Phase 2: Exchange Shopper Charges Confirmation
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2nd email: When exchange shopper charges are confirmed, your customers receive the 2nd email showing Receipt from Merchant. |
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Exchange on Scan - Failed due to Out of Stock or Payment Error
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Phase 1: Shopper had placed an exchange but the item ran out of stock in between RMA being authorized and In-Transit. |
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When the Exchange Order Item(s) run out of stock, your customers receive an email showing out of stock item in the order.
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Phase 2: Shopper's credit card expired/had insufficient funds/error in between RMA being authorized and In-Transit. |
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When an Exchange Failed Payment, your customers receive an email showing it has been unableto process payment for the order. | |
Green Return with Return Only
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Shopper had initiated an RMA with only returns, qualified for green returns, and is not required to send the item back. |
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When an RMA is exempt from returning, your customers receive a return confirmation email. |
Green Return with Exchange in RMA
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Shopper had initiated an RMA with at least one item being exchanged, qualified for green returns, and is not required to send the item back |
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When an RMA is exempt from returning, your customers receive a return confirmation email. |
Gift Return without Instant Credit
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Shopper initiates a Gift Return. |
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When a return on a Gift Exchange is Accepted, your customers receive a return confirmation email. |
Gift Return without Instant Credit &Return In-Store
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Shopper has initiated a return. |
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When a return on a Gift Exchange & In-Store Drop Off is Accepted, your customers receive a return confirmation email. |