Optimize Your Setup

Ready to really get the Corso App rockin’ and rollin’? Here are some next steps for additional setup you can work through.

This guide is best for merchants who have already gone through the Installing the Corso App step, plus the Configuring Your Theme step.

We’ve grouped these together by category so that you can work on specific areas to help Corso improve your business and work better fo your customers.

Setup

Customizing Order Confirmation Emails Set up the order confirmation emails sent by Shopify to include info about shipping protection

Set up email delivery Configure the Corso app to send the emails you want sent, exactly how you want them

Reasons and Reason Groups Create the reasons and reason groups that your customers will see when they are returning or exchanging an item

Managing Product Groups Product groups allow you to apply rules and setting to these different groups of products

Operations

Automations Learn all about setting up and using automations in the Corso app

Hiding Shipping Protection on a Packing Slip Since the shipping protection product is a non-physical one, you will want to exclude it in most cases

How Reorders and Refunds Work Understand more about how the reorder and refund functionality works in the app

Excluding Shipping Protection from Product Catalogues Set up your catalogues to exclude the shipping protection product from appearing in your store

Finance

Understanding Your Invoice Get help understanding the detail of your Corso invoice

Accounting for Returns and Exchanges Accounting around returns and exchanges is tricky; luckily we've made it straightforward for you

Marketing

Excluding Shipping Protection From Marketing Emails Make sure that shipping products are excluded from any marketing emails

Marketing Your Corso Partnership Sample social media posts, announcement language, images, and more are available

Customer Experience

Customer Transparency Avoid unintentional dark patterns, and keep customers coming back

Guiding Customers to Open Claims Correctly Send customers to the Corso service for solving their claims for shipping issues, returns, warranties, etc.

Customizing Your Portal Theme Tailor your customer service portal to match your site theme, wether embedded on your Shopify site or not