In this article, we're excited to walk you through the process of linking your Loop Returns account with Siena. This powerful integration will enable you to automate a host of tasks, making your customer service experience smoother and more efficient. From generating return links to resending shipping labels, cancelling returns, and tracking return statuses, we've got you covered.
Before we dive in, let's make sure you have everything you need to get started:
- A valid Shopify store connected to Siena.
- An active Loop Returns account integrated with your Shopify store.
Ready? Let's get started!
Integration steps
To kickstart the integration process, navigate to the Loop Returns page located under the Modules menu on the Sidebar. Here, you'll find the Add account button.
Clicking this button will open a popup where you'll need to input your Loop Returns account API key. If you're unsure where to find your API key, refer to the Loop Returns documentation on generating API keys here.
Automation setup
Once you've successfully added your account, it's time to set up your automations. Head over to your Automations library page and start creating relevant automations, attaching each to its respective workflow.
For instance, you could create an automation named 'Generate Return Link' and attach the Loop Returns Generate Return Link workflow.
Don't forget to save your automation settings by clicking the 'Save' button. To activate your automation, locate the toggle switch and ensure it's turned ON. Repeat this process for all other workflows.
Test your automation
Now, it's time to test your automations. You can do this by sending a message in the Playground using your test email. This will generate a return link for the user order. If no order number is provided, the system will automatically use the customer's most recent order to generate the return link.
Workflow process
Here's a brief overview of the workflow process for each automation:
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Generate Return Link: After setting up the automation, the user needs to provide the order number and zip code. If these aren't provided, the system will use the customer's most recent order and prompt the user for the zip code. Once all information is gathered, a unique return link is generated and shared.
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Resend Shipping Label: This workflow requires the order number. If not provided, Siena will ask the user for it. Once the order is identified, the system retrieves and sends the link to the shipping label.
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Cancel Return: The user needs to provide the order number of the return they want to cancel. If not given, Siena will prompt for it.
- Get Return Status: This workflow also requires the order number. If not provided, Siena will ask for it. The system then retrieves and reports the current status of the return, including whether it has been received, processed, and the outcome.
And that's it! You've successfully integrated Loop Returns with Siena. If you have any further questions or need assistance, don't hesitate to reach out to our Customer Support team. We're always here to help!
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