The new Returns Portal allows you to set a variety of options and preferences for the returns options that you provide to your customers.
This document will explain the settings and options that are available.
When your settings are finalised, your customers will be able to use the new Return an Item website, select your company, view key information you have entered, and generate a label for returning items back to you.
This guide has 2 help sections:
- How to configure your returns portal
- How to book a Tracked Returns label
How to configure your returns portal
To begin, go to your Settings page within Click & Drop and click the 'Returns Portal' tile.
Next, All of the Trading Names you have set up in Click & Drop will appear here, along with the Company Address that is assigned to them. Click the one you wish to configure Tracked Returns for. If you expect to process Tracked returns for more than one Trading Name, you will need to go through this process for each.
You will be directed to a page containing multiple settings. Any setting marked with a red asterisk is mandatory.
When you have completed all the required fields, Click the 'Save' button, and your Returns Portal will be sent for approval, so we can check that the details are accurate.
Explanation of fields:
Display Name & Logo section
Display name: This is the name that will be displayed on the Return an Item website for your customers to select.
Logo: Upload an image that we will display on the Return an Item website and on generated Tracked returns labels.
Overview section
Return address: This will be automatically filled for you from the Trading name you selected.
Your returns portal URL: This will be generated for you. You can give this URL to your customers, and it will automatically link to your company page on the Return an Item website.
Return service to use: Select the Tracked Returns service you wish for your customers to use
Introduction text: Use this to enter information you like your customers to know. This text will be displayed on the Return an Item website.
Terms and conditions
Text: Use this to enter information about your company terms and conditions that your customers need to know when using the returns portal.
Link: Use this to enter a URL for your own terms and conditions on your website. This link will be published on your company page on the Return an Item website.
Customer service
Text: Use this to enter information about your company customer service process that your customers need to know when using the returns portal.
Link: Use this to enter a URL for your customer service section on your own website. This link will be published on your company page on the Return an Item website.
Link to retailer returns help: Use this to link to your own company returns help information on your website, This link will be published on your company page on the Return an Item website.
Order number validation section
Min length: Specify the minimum length of your order reference numbers that your customers can enter
Max length: Specify the maximum length of your order reference numbers that your customers can enter
Error message: Type the error message that will be displayed on the return an Item website if your customers enter a value that is outside of the min and mx length values set above.
Returns options available section
Label generation (Print at home): Check if you wish to offer your customers the option to print their own Tracked Returns labels
Customisation Section
This section allows additional on screen fields that your customers will see on the Return an Item website.
Click the 'Add' button and you will see the customisation fields:
Field enabled: Check to activate the field on the Return an Item website.
Required field: Check if you wish to make this field mandatory for your customers before they can proceed and generate a label
Field type: Choose between 'Text field' or 'Dropdown'
Title: Enter a name for your new field.
Description: Write a short description of your field that will be visible to your customers.
Option 1, Option 2, etc: If you have selected dropdown as your field type, you can enter the different options that will appear in the dropdown menu here. Add as many as you require.
Validation rules: If you have selected text field as your field type, enter the min and max values the field will allow, and enter an error message for your customer if they type a value that falls outside of your validation rules.
When you have completed the forms, click the Save button, and your details will go to our team to review. Please be aware this process can take a few working days to complete.
When ready, your Returns Portal Settings page will update to show that the portal is enabled for your chosen trading name, and the returns service used will be visible.
How to book a Tracked Returns label
When your portal has been activated, you customers will be able to go to the Return an Item website and search for your company name, or they can head to that page directly from the link in your returns portal setting page.
Please visit your portal to check you are happy with all of the on-screen details. Please note that if If you change your company name or logo, these will need to be verified again by our team before they will change.