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Zenkraft Blog

Zenkraft Blogs about Logistics, LSPs, Integration with CRM, ERP and WMS applications.

Using Email templates for Returns

Published on 14 May 2019 by in salesforce ecommerce returns 

 

As you know, thousands of users every day use Zenkraft to manage returns in service cloud. From Multi-carrier version 1.42, you are now able to use Salesforce email templates to send return labels. This means you can:

  • Add merge fields into the email template to include extra information such as order information, account information.
  • Add your branding to the email, you can even include upsell promotions to the email too. This will enable you to provide a consistent brand experience with our branded tracking add-on.


To learn more, checkout the documentation or watch our release overview video from 8m 42.

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Generate return labels from web2lead

Published on 13 March 2019 by in multi-carrier returns 

A very easy, almost non-code way to offer self-service return label generate on your website is using Salesforce's popular web2lead capabilities. We've outlined the steps below to get this setup. 

 

1.Generate the web2lead code

Login to your Salesforce instance and go to Setup > Customize > Leads > Web-2-Leads. Click the Create Web-2-lead Form button. The following fields are required to create a shipping label:

 

We will hide the lead Source field. You should add a new lead source called something like Requested Shipping Label.

 

2. Embed form on your website

Next you should embed the web-2-lead form on your website. The only change we need to make is to apply style="display:none" to the Lead Source section and default it to Requested Shipping Label. This will enable us to run a process builder task of this lead source.

 

3. Install the Multi-carrier app 

Next you should install our Multi-carrier app. Follow the guide here to get setup: https://zenkraft.com/docs/salesforce-multi-carrier

 

You will need to create a custom address source that looks up to the Lead object. Here is the guide: https://zenkraft.com/docs/multi/custom-address-source

 

4. Setup a process builder on the lead to send a label

Once the Multi-carrier app is setup and you have added a Preference for your shipping carrier (a test FedEx account is available here) you can create a process builder task. You will need to set the Lead Status = Requested Shipping Label as below:

 

 

Next selected an Immediate Action. And choose Apex Class and Create Shipment. You should enter the Custom Address Source ID that you created in step 3 and set the recordId as a field Reference of Lead ID. 

 

 

 

5. Setup a second Process Builder to Send the label

Now that a shipping label will be generated when a web-2-lead form is submitted, we now need to email it to the customer. This can be done with a second process builder task based on the Shipment object:

 

 

That's it! Now it's time to try it out by completing your web-2-lead form. You should receive a shipping label in under 10 seconds via email. 

 

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Status Exception Report

Published on 08 May 2018 by in returns 

This report will show you a list of shipments which have an atypical status description for example stuck at customs, held at UPS location or customer unavailable.

Step 1

Create a report for ‘UPS Shipments’

Step 2

Add the following fields:

  • UPS Shipments: UPS Shipment Number
    UPS Checkpoint: UPS Checkpoint Name
    Status Exception Description
    Event Description
    Recipient Name
    Recipient Phone
    Email Recipient

Add the following filter:

Status Exception Description not equal to “” (Empty)
AND Delivered = “False”

Tip – You can also filter by date to show you most recent shipments.

Step 3

Save the report

Final Result

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Report on unused RMA labels

Published on 01 May 2018 by in salesforce fedex reports returns 

If you have sent our an RMA label for a customer to return a faulty product, this report will show you exactly how many of them are still outstanding.

Step 1

Create a report for ‘UPS Shipments with Order’

Step 2

Add the following fields:

UPS Shipment: UPS Shipment Number

Status Description

Order: Order Number

Recipient Name

Recipient Phone

Add the following filters:

Returns Shipment = “True”

AND Delivered = “False”

This will allow you to produce a call list of those customers who have received returns labels but have not used them yet.

Step 3

Save the report

Final Result

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