Grouping products for exchange
Overview
There are two ways to configure the returns portal to allow for exchange across products:
- Search
- Visual selection
Search allows the customer to search through your entire product catalog to find a replacement product.
Visual selection allows you to configure specific products to display immediately in the returns portal when the customer chooses the option to "Exchange for something else".
Search and visual selection can be enabled individually or together. If both are enabled, customers will first see the option to browse but will also have the option to search for another item in your product catalog.
Visual selection options
When configuring visual selection for exchange, there are three options which determine which items will be displayed to the customer when they are prompted to select an item for exchange.
- Same collections
- Specific collections
- Same-product grouping
Same-product grouping is the most flexible, but requires configuration before it will function.
Same-product grouping
With same-product grouping, ReturnZap will display all products that share the same ReturnZap exchange tag on the Shopify product.
The ReturnZap exchange tag takes the following format:
RZ-EX-[Grouping]
These tags are applied directly to the product in Shopify and are read by ReturnZap during the exchange process.
Example
You have a dress which comes in mutiple patterns, and each pattern is set up in Shopify as a different product. The dress has variants defined for different sizes.
You wish to group these dresses together so when a customer initiates an exchange, they can either select "Exchange for a different size" or "Exchange for something else." When they select to exchange for something else, they are presented first with the same dress in different styles for easy visual selection.
To accomplish this, simply add a Shopify product tag to each of the similar dresses. For example, you could apply the tag RZ-EX-Dress01 to each dress.
Portal behavior
After the customer selects "Exchange for something else", ReturnZap will display all of the products which contain the same exchange tag grouping.
If enabled, customers will also have the option to search your product catalog for another product.
