If you need more information from your customers on their return, you can ask them to print out a packing slip.
There are two main ways of creating this packing slip:
1: Use the Return Magic emails as packing slip
You can leverage the emails and the variables to create customer-specific packing slips. If all of the information you need is already in the default emails, then you can ask your customers to just print out the email and include it in their package.
You can edit your emails in your Settings, under Emails > Workflow.
Otherwise, you can also include a "cut-out form" in the email that could look something like this (of course if you have a developer on your team you can ask them for more specific customizations):
The variables that you can use in the confirmation email with packing instructions are as follows:
- {{return.ref.order}}: Your order ID (internal use only: this is not the order number)
- {{return.order.number}}: The order number (customer-facing: this is the order number they use to request a return)
- {{return.order.created_at}}: The date the order was placed on your store
- {{store.name}}: Your store name
- {{store.logo}}: Your store logo (as uploaded in Return Magic)
- {{store.email}}: Your store email (as set in Return Magic)
- {{return.addresses.destination.phone}}: Your store's phone number
- {{currency}}: The currency symbol of your store
- {{return.confirmation}}: The return number
- {{labelURL}}: The label URL
- {{return.label.price}}: The cost of the label
- {{return.label.tracking}}: Label tracking number
- {{return.policy.days_limit}}: The return window for this return
- {{return.created_at}}: The date the return was requested
- {{return.updated_at}}: The date of the latest update on the return request
- {{return.state}}: The status of the return (i.e. Requested, Approved, Received, Controlled, Refunded, Archived, Cancelled)
- {{return.order.email}}: The customer email
- {{return.addresses.customer.city}} - The customer's address
{{return.addresses.customer.country}}
{{return.addresses.customer.name}}
{{return.addresses.customer.state}}
{{return.addresses.customer.street}}
{{return.addresses.customer.zip}}
{{return.addresses.customer.name}}
{{return.addresses.customer.phone}}
To create this cut-out, head to your Settings, under Emails > Workflow, and click on "Edit" on the template you'd like to edit. Click on the </> "Code View" icon. You can now see the HTML of your emails.
At the very bottom of your email, you can add the following piece of code:
<div style="border-style: dotted; border-color:black; padding:10px">
<b>Packing Slip</b>
<br> Customer: {{return.addresses.customer.name}}
<br> RMA: {{return.confirmation}}
<br> Order Number: {{return.order.number}}
</div>
Let's unpack this a little for anyone that is not comfortable with HTML:
- The border-style, border-color, and padding tags allow you to style the outline of your packing slip.
- The border-style property can be dotted, dashed, solid, double (among other options). Click here for more details.
- The border-color property will accept any hex (e.g. #000000) or RGB color codes(e.g. rgb(0, 0, 0)), or HTML color names.
- Padding allows you to add some spacing between the border and its content. You can set it in pixels (px).
- The title, "Packing Slip", is made bold by the <b> tags. You can customize this.
- Every time you want to add a field to your packing slip, start it by <br>. The <br> tag is used to force a line-break within the <div> element.
2: Ask your customers to print out a PDF
If you already have a PDF file that you want your customers to print out, fill out, and send back to you with their return, you can also link that PDF in the emails.
You'll just need to upload your PDF to your website to have a link you can send your customers to in the emails. Here is how to do this with Shopify. Once you have the link, you'll be able to add it to your emails as such (click on </> "Code View" icon and add this piece of code where you want to link your PDF file):
<a href="INSERT YOUR LINK HERE" target="_blank">ENTER CLICKABLE TEXT HERE</a> and you can continue your sentence here.
For an example, you can look at how the label URL is linked in the email "Return Approved: Return Label Attached". Click on the </> "Code View" icon.
If this doesn't help, feel free to send us an email at support@returnmagic.com or comment below with any other tips or tricks you have on packing slips!
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