How Does the Automated Resolution Work
Plans: All plans Platforms: Shopify, BigCommerce, WooCommerce, Magento
AfterShip Protection allows you to handle the claims with customers with flexible resolution methods, including Replace with the same item(s), Refund to original payment method, and Refund to store credit. You can also set up additional resolution methods to give your customers more flexibility to resolve their claims. To improve the claim resolution efficiency,
AfterShip Protection provides the automated resolution option that triggers a chain of actions when the claim is approved or paid for by the insurance company.
In this tutorial, we’ll discuss:
How to configure automated resolution
How does the automation work for different resolution methods
You can trigger the automation when the resolution status is To be resolved. The automation works at the claim level, so you can decide which claim to use automation for.
When you click Mark as resolved
You will see the automation trigger when you choose a specific resolution method
If you enable the Auto feature and submit the claim to the insurance company:
AfterShip Protection will trigger the automation to your Shopify store based on the claim items and the claim amount.
The resolution status will become Resolved, which means you have resolved the claim with your customer.
If you disable the Auto feature and submit the claim to the insurance company:
The resolution status will become To be Resolved, which means you need to resolve the claim with your customers afterward.
When you disable the Auto feature when the status is Mark as resolved.
Make sure you have manually resolved the claim with your customer.
The resolution status will become Resolved
When enabling the automation:
Create a new order with the claim items you selected on your Shopify store. The amount is the item amount after the discount.
The new order will include the AfterShip Protection item too, which means the new order will be protected, and the merchant will pay the fee.
In the new order, we’ll write the Shopify order tag as Protection: auto-reordered, and will add a note in the order.
When enabling the automation:
Refund the selected claim items to your customer from your Shopify store payment. The amount is the item amount after the discount (This doesn't include the protection product amount, shipping fee, or tax). You can also update the refund amount based on your need.
In the refund order, we’ll write the Shopify order tag as Protection: auto-refunded, and will add a note in the order.
Refund the selected claim item to you customer in the form of a gift card from your Shopify store as soon as the claim is submitted to the insurance company. The gift card value is the item amount after the discount (This doesn't include the protection product amount, shipping fee, or tax). You can also update the refund amount based on your need.
In the refund order, we'll write the Shopify order tag as Protection: refunded-to-store-credit
If you have any questions, feel free to contact our support team for quick assistance.
Overview
AfterShip Protection allows you to handle the claims with customers with flexible resolution methods, including Replace with the same item(s), Refund to original payment method, and Refund to store credit. You can also set up additional resolution methods to give your customers more flexibility to resolve their claims. To improve the claim resolution efficiency,
AfterShip Protection provides the automated resolution option that triggers a chain of actions when the claim is approved or paid for by the insurance company.
What you’ll learn
In this tutorial, we’ll discuss:
How to configure automated resolution
How does the automation work for different resolution methods
How to use automated resolution
You can trigger the automation when the resolution status is To be resolved. The automation works at the claim level, so you can decide which claim to use automation for.
When you click Mark as resolved
You will see the automation trigger when you choose a specific resolution method
If you enable the Auto feature and submit the claim to the insurance company:
AfterShip Protection will trigger the automation to your Shopify store based on the claim items and the claim amount.
The resolution status will become Resolved, which means you have resolved the claim with your customer.
If you disable the Auto feature and submit the claim to the insurance company:
The resolution status will become To be Resolved, which means you need to resolve the claim with your customers afterward.
When you disable the Auto feature when the status is Mark as resolved.
Make sure you have manually resolved the claim with your customer.
The resolution status will become Resolved
How does the automation work for different resolution methods
Replace with the same item(s)
When enabling the automation:
Create a new order with the claim items you selected on your Shopify store. The amount is the item amount after the discount.
The new order will include the AfterShip Protection item too, which means the new order will be protected, and the merchant will pay the fee.
In the new order, we’ll write the Shopify order tag as Protection: auto-reordered, and will add a note in the order.
Refund to original payment method
When enabling the automation:
Refund the selected claim items to your customer from your Shopify store payment. The amount is the item amount after the discount (This doesn't include the protection product amount, shipping fee, or tax). You can also update the refund amount based on your need.
In the refund order, we’ll write the Shopify order tag as Protection: auto-refunded, and will add a note in the order.
Refund to store credit
Refund the selected claim item to you customer in the form of a gift card from your Shopify store as soon as the claim is submitted to the insurance company. The gift card value is the item amount after the discount (This doesn't include the protection product amount, shipping fee, or tax). You can also update the refund amount based on your need.
In the refund order, we'll write the Shopify order tag as Protection: refunded-to-store-credit
If you have any questions, feel free to contact our support team for quick assistance.
Updated on: 10/01/2024
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