USE CASE

Product Return, Replacement, and/or Refund

Turn the tables and amaze customers with a product return experience that keeps them coming back to your store.

Customer Service
Customer Service
Customer Service
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Returning merchandise doesn't have to be a disappointment

Whether B2B or end consumers, no one likes to receive faulty or ill-fitting merchandise. But your customers will be shopping from you again in no time, provided your returns process is easy and convenient, with the following elements on autopilot:

Capture & Triage

Make return requests simple for your customers with digital forms that triage automatically once submitted

Communication & Orchestration

Notify the customer at every step of the process and orchestrate internal teams automatically

Replacement, Repair, & Refund

Process replacements, repairs, and refunds with inventory, shipping, and ERP integrations

End-to-end returns processing – with amazing customer experience built-in

Returns don't have to be stressful, and you can keep your customers coming back for more. With a highly-customizable workflow platform, it’s possible to capture the process fully, end-to-end, and remove the grunt work. Here’s how:

Capture and triage inbound claims on conditional branches

Capture return claims using external forms, and triage claim approvals and next steps using conditional actions and data references

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Design custom forms for submitting return claims, accessible via weblink or QR Code

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Triage inbound claims using conditional steps, and capture decisions and approvals digitally

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Prescribe the correct action pathway for returns, repairs, replacements, and refunds

Automate customer email communications and form submissions

Communicate back and forth between the customer without writing an email.

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Using no-code Email Steps or custom email automation via SendGrid, every outreach and follow-up with your customer is automated, templated, and logged.

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Customize forms according to regulatory and company policy. Include any necessary information, file uploads, images, signatures – whatever you need to in order to process the return

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Facilitate and process mail-in returns without switching applications

Shipping partner integrations enable instant postage label creation

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Using Shipping partner integrations (DHL, UPS, FedEx), automatically create mailing labels for your customer to return products to your warehouse or f

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Once the label is created, send it off to your customer using a prefilled email template, full automation, and tracking.

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Process exchanges / refunds with inventory & ERP integrations

Close the loop on a return by processing a refund or issuing a replacement product automatically.

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Need to initiate a refund or a replacement? You can trigger without changing screens, using either your inventory system or ERP system integration.

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As always, every step of the return process is securely documented and communicated back to the customer automatically.

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How to get started with the Product Return workflow

Ready to level-up your customer support game for product returns? Choose how you'd like to get started below.

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