Setting up Advanced Exchange

The Advanced Exchange feature allows customers to exchange for any other product as determined by your Shopify collections. 

Understanding the difference between different item value exchanges

Same value exchanges

When exchanging for a same price item, customers are allowed to select any item that is of the same value. This is available across all subscriptions.

Lower value exchanges

When exchanging for a lower price item, the remaining balance can be refunded to the customer in the form of a store credit or original payment refund. To enable this setting, go to returns settings, then exchange. Toggle the button and select your preferred refund method.

Higher value exchanges

When exchanging for a higher value product, customers are allowed to pay for the price differences upon submitting a return request. Please reach out to your respective account manager or to get this enabled.

Getting set up

Under 'Return Settings', enable 'Advanced Exchange' and click on 'Advanced Exchange Settings' to set up your exchange options. If you do not see this option in your 'Return Settings', you may reach out to your Account Manager to get this feature set up.

If you have recently made changes to your Collections, click on 'Sync Shopify Collections' to make sure that all collections are accurately reflected in the app. 

Next, click on 'Create Exchange Option' to set up an Advanced Exchange option based on the product being returned. You can start by creating a name and description (optional) for the exchange option - this will be displayed on the customer journey. 

Using our example below, I've set up an exchange option where I would like my customers to be able to exchange any item in the Hoodies collection ('Product Collections', referring to the product being returned) for any other items within the Hoodies collection ('Exchange Collections', referring to products that can be selected for exchange). 

In effect, my customers can now explore all the other items within the Hoodies collection that I've set up on Shopify. You can also select multiple collections for both the Product Collections and the Exchange Collections (e.g. Hoodies, Trousers, Bags, etc.) 

Here's how the exchange options will look in your return center.

Advanced Exchange is available on the Pro Plan and above.

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