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.
Clicking on Add app take you through the following installation screens:
You can scroll through and view any details that you wish. Scrolling towards the bottom of this list, you will see the green Install app button.
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.
Once you click on Next, you'll be taken to this confirmation screen - your free trial has 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.)
Then, you'll be taken to a quick configuration wizard. Note that 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. Double-check that the address is valid with services like Google Maps | USPS | UPS | CanadaPost etc.
Next, is Set 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.
Next, in Authorizing and restocking, 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, or leave it off (the default setting).
In the next step, Shipping labels, you determine who pays for any return labels generated from Returnly. The system default is "Deduct from Refund > Full Amount", but you may change this to "Free returns (for shopper)", "Flat Fee Per Label", or "Flat rate (per label) returns".
In Email notifications, you can either allow Returnly system generated emails to send notifications (default), or turn them off.
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:
- Item is damaged
- Received wrong item
- Changed mind
- Not what I expected
- Did not fit
Remember to Save if you make any changes before proceeding with Next.
You'll be sent to your Return Manager dashboard! Congratulations, you're initial setup is complete and you are ready to get started with returns!
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.