Shopify tags
Shopify
Big Commerce
Magento
Custom API
You can use Shopify tags to set Happy Returns return policies at the product, customer, and order level. Happy Returns also adds tags and notes to your Shopify orders
Happy Returns' tags and notes
Order tags
There will be three tags added for each order:
Example of tags added when an order is returned for site credit/gift card
The first two tags are added when the shopper starts a return in your Return and Exchange Portal:
HR(alphanumeric instance ID)
For example: HRc5541745-282b-11eb-bb8b-7eeb9245cd93
The alphanumeric instance ID is the internal line item ID added by the Happy Returns system for troubleshooting
HappyReturns is added to indicate the order is associated with a Happy Returns return
The third tag is added for the refund option initiated after the return is completed by mail or at a Return Bar
HappyExchange: An exchange order was placed by Happy Returns
HappyRefund: The refund was initiated and will take 3-5 business days for processing
HappyCredit: Site credit will be emailed to the shopper
HappyReturnless: The refund or exchange has been initiated for an item that does not need to be returned because it’s not able to be resold
Order notes
When the following actions are completed in an order, a note with a timestamp will be added for each action in the notes section for visibility:
Starting an exchange
Creating an exchange order
After the exchange is initiated and the new order is created, the new order number is added in the notes of the original order. The original order number is also added in the notes of the new order.
Starting a refund
Issuing a refund
For refunds of exchanges, the refund is noted in the exchange order, but the initiation of the refund is noted in the original order
Starting a site credit/gift card
Issuing site credit/gift card
Along with the timestamp, the gift card ID is added in the notes
When a shopper is returning an order that was an exchange and they choose site credit, a note will be added to the exchange order
After the gift card/site credit is initiated, an additional note is added to the original order
Example notes of an order with items that have been returned for refund, site credit, and exchange
Your Shopify tags
We have created the following tags to help you manage your return and exchange policies at the order, product, and customer level.
Customer tags
| Tag | Description |
|---|---|
| no-returns | When added to a shopper's profile, all of their orders are shown as "Contact customer service" in the Return and Exchange Portal. Note: this tag always takes precedence over other tags. For example: this is a way to keep a shopper that abuses your return policy from starting their own returns and requires them to contact you to initiate the return. |
| no-HR-returnless | When added to a shopper's profile, they will not be eligible for returnless refunds. |
| HR-inspection | If added to a shopper's profile, it will require mail returns to be manually refunded after inspection at your warehouse. This tag is checked for both at the time a return is started, and at return approval. For example: This tag is meant to be used for customers who have repeatedly returned the wrong items or have had missing items in their return. |
| HR-prime | Adding this will repeat the original order’s shipping method on the exchange order. |
| no-HR-fee | By adding this tag to a shopper’s profile, processing fees are struck out and waived for future returns. Learn more |
| HR-processing-fee:value | When adding this tag to a shopper’s profile, processing fees are overridden or waived based on the configuration. Learn more |
| HR-gift-card-only | When added to a shopper's profile, the Happy Returns system will only offer a store credit for all of the shoppers orders. Note: gift returns will not work for items marked with this tag as they are dependent on gift cards. |
| HR-exchange:Xdays | Adding this tag to a shopper's profile will override the default return window for exchanges and change the return window to the number of days set in the tag.
For example: "HR-exchange:2days" Sets exchange return window to 2 days |
| HR-gift-card:Xdays | Adding this tag to a shopper's profile will override the default return window for gift cards and change the return window to the number of days set in the tag.
For example: "HR-gift-card:2days" Sets the gift-card return window to 2 days |
| HR-refund:Xdays | Adding this tag to a shopper's profile will override the default return window for refunds and change the return window to the number of days set in the tag.
For example: "HR-refund:2days" Sets the default return window to 2 days |
Product tags
| Tag | Description |
|---|---|
| no-returns | Add to a product to mark as final sale and non-returnable. This will also mark all product variants as final sale. Note: this tag always takes precedence over other tags. |
| HR-CX | When added to a product, the item is shown as "Contact customer service" in the Return and Exchange portal. This requires the shopper to contact your customer experience team to initiate the return for that product. |
| HR-mail-only | This tag is best used for large, bulky, or fragile items. This makes the product and all of its variants available to be returned by mail only, and makes them non returnable at Return Bars. |
| HR-exchange-only | When added to a product, the Happy Returns system will only offer an exchange for the product.
|
| HR-gift-card-only | When added to a product, the Happy Returns system will only offer a store credit for the product. Note: gift returns will not work for items marked with this tag as they are dependent on gift cards. |
| HR-returnless | When added to a product, the Happy Returns system will auto-approve the item without the shopper having to ship it or drop it off, usually because it is not resellable. |
| HR-exchange:Xdays | Adding this tag to a product will override the default return window for exchanges and change the return window to the number of days set in the tag.
For example: "HR-exchange:2days" Sets exchange return window to 2 days |
| HR-gift-card:Xdays | Adding this tag to a product will override the default return window for gift cards and change the return window to the number of days set in the tag.
For example: "HR-gift-card:2days" Sets the gift-card return window to 2 days |
| HR-refund:Xdays | Adding this tag to a product will override the default return window for refunds and change the return window to the number of days set in the tag.
For example: "HR-refund:2days" Sets the default return window to 2 days |
| Specific product category | Add a custom tag to the product for return reason by category. |
| HR-processing-fee:value | When added to a product, processing fees are overridden or waived based on the configuration. Learn more Learn more. |
Time-based product tags
Time-based tags are useful for limiting return options during flash or limited-time sales.| Tag | Description |
|---|---|
| HR-gift-card-only:YYYY-MM-DD_YYYY-MM-DD | Add to a product to mark as returnable by "gift-card only" (site credit) when purchased during the specified date range. The date windows will start and end at midnight (per your Shopify shop's timezone) of their respective date. For example: "HR-gift-card-only:2021-05-01_2021-05-15" indicates that the tagged item can only be returned for site credit if purchased between midnight on May 1st, 2021 and midnight on May 15th, 2021 |
| HR-gift-card-only:YYYY-MM-DDTHH:MM:SS_YYYY-MM-DDTHH:MM:SS | Add to a product to mark as returnable by "gift-card only" (site credit) when purchased during the specified date range and time range (per your Shopify shop's timezone). For example: "HR-gift-card-only:2021-05-01T13:00:00_2021-05-15T18:30:00" indicates that the tagged item can only be returned for site credit if purchased between 1PM on May 1st, 2021 and 6:30PM on May 15th, 2021 |
| no-returns:YYYY-MM-DD_YYYY-MM-DD | Add to a product to mark as final sale and non returnable when purchased during the specified date range. The date windows will start and end at midnight (per your Shopify shop's timezone) of their respective date. Note: this tag always takes precedence over other tags. For example: "no-returns:2020-11-01_2020-11-30" |
| no-returns:YYYY-MM-DDTHH:MM:SS_YYYY-MM-DDTHH:MM:SS | Add to a product to mark as final sale and non returnable when purchased during the specified date and time range (per your Shopify shop's timezone). Note: this tag always takes precedence over other tags. For example: "no-returns:2020-11-01T13:23:00_2020-12-31T08:00:00" |
| HR-exchange-only:YYYY-MM-DD_YYYY-MM-DD | Add to a product to mark as "exchange only" when purchased during the specified date range. The date windows will start and end at midnight (per your Shopify shop's timezone) of their respective date.
Note: gift returns will not work for items marked with this tag as they are dependent on gift cards. |
| HR-exchange-only:YYYY-MM-DDTHH:MM:SS_YYYY-MM-DDTHH:MM:SS | Add to a product to mark as "exchange only" for a specific date and time range (per your Shopify shop's timezone).
Note: gift returns will not work for items marked with this tag as they are dependent on gift cards. |
| no-collection:YYYY-MM-DD_YYYY-MM-DD | Add to a product to limit exchanges across collections (and only allow exchanges across variants) for products purchased in a specified date range (per your Shopify shop's timezone).
This feature is useful during sales and promotional periods where some products in a collection used for exchanges are lower priced than others. |
Order tags
| Tag | Description |
|---|---|
| no-returns | When added to an order, all items in that order are shown as "Contact customer service" in the Return and Exchange Portal. This requires the shopper to contact your customer experience team to initiate the return for that order. Note: this tag always takes precedence over other tags. |
| no-HR-fee | If this tag is added to a shopper’s order, all processing fees associated with that order are waived. The return must be started in the Return Portal after the tag has been. Learn more |
| HR-mail-only | This tag is best used for orders with large, bulky, or fragile items. This makes the order and all of its items available to be returned by mail only, and makes them non returnable at Return Bars. |
| HR-processing-fee:value | When added to a order, processing fees are overridden or waived based on the configuration. Learn more |
| HR-gift-card-only | When added to a order, the Happy Returns system will only offer a store credit for all items in the order. Note: gift returns will not work for items marked with this tag as they are dependent on gift cards. |
| HR-exchange:Xdays | Adding this tag to a order profile will override the default return window for exchanges and change the return window to the number of days set in the tag.
For example: "HR-exchange:2days" Sets exchange return window to 2 days |
| HR-gift-card:Xdays | Adding this tag to a order will override the default return window for gift cards and change the return window to the number of days set in the tag.
For example: "HR-gift-card:2days" Sets the gift-card return window to 2 days |
| HR-refund:Xdays | Adding this tag to a order will override the default return window for refunds and change the return window to the number of days set in the tag.
For example: "HR-refund:2days" Sets the default return window to 2 days |
Combining tags and tag priority
Combining tags
You can combine multiple tags at the customer, product, and order level to create more robust return policies.
Example: Adding both the HR-exchange-only and HR-gift-card-only tags at the product level will enable exchanges and gift cards for that product, but keep refunds disabled. Similar rules apply for time-based tags.
Tag priority
Depending on the tags you use, the following tags are prioritized over others. The tags are listed by priority:
no-returns tags at the customer, order, and product level
HR-CX
Example: If a product is marked as HR-exchange-only and no-returns, we will prioritize no-returns and mark the product as final sale.