Enable Self-Service Returns with Forms
Empower your customers to initiate returns independently by embedding a custom return form on your Shopify store with Forms by MESA. This workflow template triggers a Slack notification upon receiving a return request and sends a confirmation email to the customer, keeping them informed throughout the process. Simplify return management while enhancing customer satisfaction with seamless automation.
🔧 Setup is needed:
➕ Add return form
✏️ Configure your email
🔌 Connect with Slack
🗒️ Note: This template uses the Premium app, Email by MESA. When a workflow runs with a Premium app, the automation run is doubled and counted as 2 automation runs. Learn more.
Follow the steps below on how to set up this workflow.
Step 1
Open the Forms by MESA step and click the Open Form Builder button to preview the form.
Step 2
Changes are not necessary to the form but if you've made a change, click the Update button. Otherwise, click the Cancel button.
Step 3
Click the copy icon next to the Form Embed Code.
Step 4
Save your workflow before proceeding to the next step.
Step 5
In a new tab, go to your Shopify Admin, click on Settings, and locate the Checkout settings.
Step 6
Scroll down until you locate the Order status pages scripts section.
Paste the copied form embed code.
Step 7
If you'd like to place this form on a different page other than the order status page, you can do so! Please review Forms by MESA for steps on how to add forms to your store.
Step 8
Save your changes on your Shopify admin settings.
Step 9
In the Google Sheets Add Row step, select an existing connection or click the Connect with Google button to connect MESA with your Google Sheets account.
Step 10
In the Google Sheets Add Row step, select Create New and add a new spreadsheet name.
Step 11
Click the Create Spreadsheet button to create your new Google Sheets spreadsheet.
The Select Spreadsheet field will display the title of the new spreadsheet. Click the external link icon to the right of the search bar if you want to view your new spreadsheet in Google Sheets.
Step 12
Go back to the workflow and click on the Update Spreadsheet Columns button if you made any changes to the column headers in your new spreadsheet.
🗒 Note: Anytime you make additional changes on the Google Sheets spreadsheet, like changing the title or column headers, you'll need to click the Update Spreadsheet Columns button again to apply them to the workflow.
Step 13
If you have made any changes to your column headers, add a variable to the corresponding field in the Columns section. You can select a variable using the Variable menu icon {+}. Learn more about Variables.
Step 14
In the Slack Send Message step, select an existing connection or click on Connect with Slack.
If you have already created a Slack credential, click here to skip to Step 21 in this help document.
Step 15
You will then see this permission screen. Click Allow.
Step 16
After you authorize the Slack app, open your Slack application on your computer.
Invite the MESA Slack app to the channel that you would like to send messages to by typing @MESA and clicking the Invite button.
You will see the following message if you are successful with adding the MESA Slack app to your Slack channel.
Step 17
Go back to your workflow's Slack step. Select the Channel.
Step 18
Once the setup is complete, hit the Save changes button at the top of the workflow to save your changes.
Step 19
At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.
Optional Customizations
On the Customer Email or Slack step, change the format of the email or message.
This template can be be extended to automatically generate a return label that is sent to the customer. Use the ShipStation app to automatically generate a return label download URL that can be included in the customer email.
Sync Add submissions to Airtable to easily centralize your returns process.
✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby, ready to help.