Configuring Return Guard

 

In order to go live and start offering Return Guard return coverage to customers, you'll need to configure and set up Return Guard.

Return Guard Onboarding

To start using Return Guard, install ReturnGO from Shopify, then:

1. Select the FREE WITH RETURN GUARD plan on the plan selection screen.

2. Click CONTINUE ONBOARDING.

3. Choose the return types you support. A default policy rule will be created for each selected type. You can adjust settings and add more rules later. 

4. Click CONTINUE ONBOARDING.

5. Create your first return method. This will create your first default return method, which will use Ship by Return Guard labels.

To create your first default return method, you need to set a return address and restocking location. You can change or add more addresses later in your settings. 

When selecting a return address, you can choose either an existing Shopify online inventory location or set a custom address.

6. Click CONTINUE ONBOARDING to proceed.

7. Click FINISH & ACTIVATE PORTAL to activate your return portal. This will redirect you to your eCommerce platform to approve your plan. Return Guard will not be actively offered on your store yet.

8. In your eCommerce platform, click APPROVE to approve your plan, and you will be taken back to your ReturnGO dashboard.

9. The What's Next screen will give you an overview of the remaining steps before you can go live. Click SCHEDULE AN ONBOARDING CALL to book a session with the ReturnGO team to finalize your Return Guard setup.

These are key actions that the ReturnGO support team will help you complete during your onboarding call:

• Adjust Your Policies & Settings: Set up the return options and policy rules you want to support.
• Test Your Return Portal: Preview the return portal to make sure the flow works correctly.
• Publish Your Return Portal: Add the portal link to your website so customers can easily access it.

Final Steps After Onboarding

If you haven’t yet scheduled your onboarding call, you can do so from the Return Guard page of your ReturnGO dashboard. 

ReturnGO’s support team will enable your access to the Return Guard settings and guide you through the configuration to help you go live with Return Guard.

To go live with Return Guard, Support must enable the necessary settings and guide you through the full configuration process during an onboarding call.

You can also contact support via the support chat.

The ReturnGO support team will:

• Enable your access to the Return Guard settings page.
• Guide you through enabling the ReturnGO app embed in your Shopify theme:
  • Go to Sales Channels > Online Store > Themes.
  • Click Customize on your current theme.
  • In the theme editor, open App embeds.
  • Enable the ReturnGO app embed toggle.
• Help you customize Return Guard settings, and test everything to ensure it's working correctly.
• Guide you through enabling Return Guard to start offering it to your customers in your store.

Configuring Return Guard

After completing onboarding, you must enable Return Guard from the Return Guard settings page. A banner will appear at the top of your dashboard reminding you to book an onboarding call to finish the setup. The ReturnGO support team will guide you through the remaining steps to ensure a smooth setup.

To go live with Return Guard, you will need to:

1. Customize your return policy rules and ensure the return method is set to a Ship by Return Guard method.
2. Configure any additional settings you need.
3. Publish your return portal.
4. Go to Return Guard.
5. Customize your Return Guard settings.
6. Customize your Return Guard content.
7. When everything is set up and your portal is live on your store, enable Return Guard on your store to start offering the return coverage option to customers.

How to Customize Return Guard Settings

The Return Guard settings will be available after a quick onboarding call with the ReturnGO support team.

To customize Return Guard configurations:

1. Go to Return Guard.
2. Open the Settings section.
3. Choose how return fees are handled for orders covered by Return Guard:
   • Waive all fees: All return fees are waived for covered returns.
   • Waive return label fee only: Only the return label fee is waived, while other return fees can still apply.

4. Once you’ve configured all the settings, enable the Offer Return Guard to Customers toggle to start selling Return Guard on your store.

5. `Click on the save icon to save your changes.

How to Customize Return Guard Content

1. Go to Return Guard.
2. Open the Content section.
3. Set the Return Guard description, which is the text that will appear when offering the return coverage option to customers in your store.
4. Add a portal title for covered returns. This appears in the return portal when a customer returns an order that is covered by Return Guard.
5. Add a portal explanation for covered returns. This appears in the return portal when a customer returns an order that is covered by Return Guard.
6. Click on the save icon to save your changes.

Customizing Return Guard in Checkout

You can also customize how Return Guard appears to customers at checkout by editing its product name in Shopify. Since Return Guard is added to your Shopify catalog as a product, you can update its product name the same way you would with any other product.

To change the Return Guard product name, go to your Shopify admin and edit the product name directly.

Switching from Return Guard to a Different Plan

If you decide to switch from the Return Guard plan to another ReturnGO plan, you will automatically receive a 14-day free trial for that plan.

Ship by Return Guard is only available on the Return Guard plan. If you switch to a different plan, you'll need to update any return methods using Ship by Return Guard to use a different shipping connection.

To update your return methods:

1. Go to the Settings > Return Methods.
2. Open the Ship with pre-paid label section.
3. Select a return method to edit.
   
4. Open the Shipping Label Settings section.
5. Set the Connection to Ship by ReturnGO.

6. Select a carrier/service level.

7. Click on the save icon to save your changes.

Your return policy rules are linked to your return methods, so if you update a return method’s shipping connection, any policy rules using that return method will continue to work properly. Just make sure that all your policy rules are using supported return methods.