Auto-approve & generate label for return requests

What is Auto-Approval Automation?

Auto-approval automation eliminates manual intervention for qualifying return requests by automatically approving them and generating prepaid shipping labels based on your custom rules.

• Automatically approve return requests that meet your criteria
• Generate prepaid return labels instantly
• Select fastest or cheapest shipping option automatically
• Reduce processing time from hours to minutes
• Minimize manual workload for your team
• Provide instant confirmation to customers

Streamlined Approval Process

Experience a seamless and efficient approval process that eliminates the need for manual intervention.

• Automatic processing of qualifying return requests
• No need to manually review each return
• Instant approval for customers meeting criteria
• Reduced bottlenecks in return workflow
• Consistent application of approval rules

Customizable Rules

Tailor the approval criteria and rules to align with your specific business needs and policies.

• Set conditions based on order value, product type, customer history
• Define multiple rules for different scenarios
• Specify return reasons that qualify for auto-approval
• Configure warehouse and logistics preferences
• Choose between fastest or cheapest shipping options

Increased Efficiency

Say goodbye to manual reviews and save valuable time by minimizing intervention in the approval process.

• Free up team time for complex cases
• Process more returns with same resources
• Reduce human error in approval process
• Handle peak return periods smoothly
• Lower operational costs

Improved Turnaround Time

Provide your customers with faster resolutions, resulting in an enhanced experience.

• Instant approval and label generation
• Customers can ship immediately
• Faster refund processing
• Better customer satisfaction scores
• Reduced support inquiries about return status

Step 1: Navigate to Automation Settings

To access the Automation section in Returndotai Returns:

1. 1Go to Settings > Workflow Automation in Returndotai admin
2. 2You'll see the automation rules management page
3. 3View existing rules or create new ones

Step 2: Create New Automation Rule

Set up your first automation rule:

1. 1Click the "Create new rule" button
2. 2Give your rule a descriptive name
3. 3Choose the conditions that align with your specific business needs and policies
4. 4Configure rule criteria (examples below)

Step 3: Configure Rule Conditions

Define when auto-approval should trigger. Common conditions include:

• Order Value: Auto-approve returns under $100
• Product Type: Specific categories or collections
• Return Reason: Only certain return reasons (e.g., wrong size, changed mind)
• Customer History: Repeat customers with good history
• Time Window: Orders within return window
• Return Method: Only for specific return methods

Step 4: Configure Prepaid Label Generation

For prepaid label shipments, ensure your warehouse address and logistics are set; these will be used to automatically generate the label.

1. 1In rule configuration, select "Return method"
2. 2Choose "Ship with prepaid label"
3. 3Fill in the warehouse information:
4. 4 • Warehouse name
5. 5 • Complete return address
6. 6 • Contact information
7. 7Select logistics provider from your connected carriers
8. 8Choose carrier service option:
9. 9 • Fastest available service
10. 10 • Cheapest available service
11. 11 • Specific service (e.g., USPS Priority Mail)
12. 12This activates automatic label generation

Step 5: Finalize and Activate Rule

Complete the rule setup:

1. 1Review all configured conditions and settings
2. 2Ensure warehouse and logistics information is complete
3. 3Click "Create rule" to save and activate
4. 4Rule will immediately begin processing new return requests
5. 5You can edit or disable rules at any time

How Auto-Approval Works in Practice

Customer Communication Best Practices

Video Tutorial

Best Practices and Tips