1. Set Up Collections

Collections are how your products are organized and linked to donation categories.

• Map each Shopify collection to a category type.

• Flag collections that require delivery trucks if all items in that collection need special handling.

• This ensures items are matched efficiently for donations.

2. Set Up Return Reasons

Return Reasons capture why customers are sending items back.

• Create detailed reasons beyond Shopify’s defaults, e.g., Torn Seam, Wrong Color, Print Defect.

• Map each reason to Shopify’s return reasons for integration.

• Decide if an image upload is required for verification.

3. Set Up Workflows

Workflows automate how returns are handled.

• Define rules based on order amount, collections, or return reasons.

• Set outcomes, such as refunding the original payment, charging for shipping, or donating the item.

• Automate repetitive decisions and keep returns consistent.

4. Set Up Return Policies

Return Policies define your store’s rules for returns.

• Set the return window (days) and default messages for customers.

• Apply rules based on product (SKU, collection, tags) or order (order tag, order date)

• This ensures customers know exactly how returns work and what’s allowed.

5. Update Store Settings & Email Customization

Make your portal look and feel like your brand.

• Enable your return portal and choose features like FedEx pickup or unboxed item returns.

• Customize colors, logos, and optional background images.

• Set up email branding: Use the basic editor for text changes or advanced editor for images, links, and rich content.

• Choose which emails are sent and who receives them.

6. Set Up Destinations (If Using Return to Warehouse)

If your store sends returns to warehouses:

• Add your warehouse locations as destinations.

• Map which states or regions send returns to each destination.

• This ensures items go to the right place automatically.

Tips for Getting Started

• Start simple: Map your main collections, create key return reasons, and set up basic workflows first.

• Test the portal: Make sure a return flows smoothly from start to finish

• Keep it organized: Review your collections, workflows, and policies regularly.

• Ask for help: Our support team is here if you get stuck or want guidance.

You’re Ready!

Once these steps are complete, your return and donation portal is ready to provide a smooth, branded experience for your customers while keeping your operations organized.