The Returnly Homepage provides a way to quickly view a summary of key metrics of your account, receive notifications on actionable tasks, and see useful announcements about Returnly. This page would help show important business relevant data as it pertains to returns, credit, and CSAT scores. This feature would be available for all plans.
The information on this page is divided into multiple widgets that each serve a specific purpose. The ability to view a specific widget may be dependent on the available features on your account or the level of your user role.
As it is important to understand the benefits of automating parts of your return process, this widget provides brief analytics on your returns and the impact of our automated return processing features.
Metrics calculated on this widget would be based on relevant data from the past 7 days.
||([number of returns processed automatically]/[total number of returns] * 100)%|
|Est. Labor Saved||
||([number of returns processed automatically] * 10 minutes)≈|
Accounts leveraging our Instant Credit functionality would be able view how often shoppers are utilizing these credits and see the added value that Instant Credit generated through retained revenue and uplift on repurchase orders.
Metrics calculated on this widget would be based on relevant data from this week, this month, or year-to-date.
A CSAT survey can be made available to your shoppers on the Unified Return Status Page of their return flow where they would be able to rate their return experience from 1 to 5 for each return process. Our system would then aggregate these CSAT scores in which the percentage of satisfied shoppers(scored 4 or 5) would be displayed on this widget. This percentage would be calculated by the formula below:
([number of CSAT surveys which scored a 4 or 5]/[total number of CSAT surveys] * 100)%
Metrics calculated on this widget would be based on relevant data from the past 30 days.
|Shoppers CSAT with Credit||
|CSAT without Credit||
The most recent CSAT surveys would also be displayed in this widget so you can view your shoppers latest reviews.
To Do List
This widget would provide alerts for important and actionable items that would need to be addressed. These alerts would include but would not be limited to:
- RMAs which are under Needs Attention.
- We were unable to charge your credit card. Please update your payment information.
- The return address is invalid.
- Set your returns policy.
- Set your returns eligibility window.
- Set your returns center logo.
- Set your email template logo.
- You have pending returns waiting to be accepted.
It would be best to situate these pending tasks as promptly as you can. If you would require any assistance on any of these tasks, feel free to reach out to us at firstname.lastname@example.org.
Visit your Return Center
This would simply provide a URL shortcut to the Welcome Page of your Return Center. This would be the same URL address that your shoppers would use to initiate returns for your account.
Announcements from Returnly's official Twitter account(@Returnly) would stream live onto this widget. On the stream, you would find news about the company, upcoming events and webinars in the industry, information on new features that are rolling out, and much more. There would be a link attached to each announcement that would navigate directly to the associated tweet so that you can receive more details on the topic.
User Role Permissions
The widgets displayed on this page would be dependent on your given user role. This is to ensure that any information that is shown would be relevant to the individual user. More information on the types of user roles available in the system could be found in the following article: Add and Manage Users & Permissions
See below for the breakdown of which widgets would be available for each user role:
|User Role||What's happening||Credit overview||Shopper CSAT||To Do List||Visit your Return Center||Announcements|
|Customer Service Lead|
|Customer Service Representative|