Shopify helpdesk: templates to handle WISMO, returns and refunds
A practical Shopify helpdesk guide: reduce WISMO tickets, handle delays, returns and refunds with friendly templates and a consistent workflow.
Helpdesk
Shopify support
Shipping
Returns
Most Shopify helpdesk teams spend a big chunk of the day answering the same 2 questions: “Where is my order?” and “Can I return this?”. The fastest teams don’t write from scratch — they use short templates and a consistent flow.
The Shopify helpdesk flow we see working best
- Open the order in Shopify (status, fulfillment, tracking).
- Copy the order summary (customer + items + addresses + tracking).
- Paste the right macro and tweak one sentence if needed.
- Use a checklist for exceptions (delivered‑not‑received, damage, fraud flags).
6 templates for common Shopify support tickets
1) WISMO: tracking link + expectation
Hi <name>, Thanks for your message — here’s the latest update for order <orderid>: Tracking: <tracking_url> Status: <shipping_status> If the tracking doesn’t move in the next 24–48 hours, reply here and we’ll investigate with the carrier. Best, <agent_name>
2) Shipping delay (friendly + clear)
Hi <name>, Quick update on order <orderid> — your shipment is currently delayed due to carrier congestion. We’re monitoring it closely. If there’s no movement by <date_plus_2>, we’ll open an investigation. Best, <agent_name>
3) Delivered but not received (DNR)
Hi <name>, Sorry about this — for order <orderid> the carrier marked it as delivered. Could you confirm: • The delivery address is correct • You checked with neighbors / reception (if relevant) If it’s still missing, reply and we’ll start a carrier investigation. Best, <agent_name>
4) Return request received
Hi <name>, We received your return request for order <orderid> ✅ We’ll confirm eligibility (order date + return window) and reply with next steps. Best, <agent_name>
5) Return not eligible (deadline passed)
Hi <name>, For order <orderid>, the return window ended on <return_deadline>, so we can’t accept a return. If there’s a defect or shipping damage, reply with photos and we’ll review. Best, <agent_name>
6) Address change request (before fulfillment)
Hi <name>, We can help with the address for order <orderid> if it hasn’t shipped yet. Please reply with the full corrected address and we’ll confirm once updated. Best, <agent_name>
Shopify helpdesk metrics that matter
Don’t over‑optimize on dashboards. Focus on 3 basics: first response time, resolution time, and repeat contacts. Templates reduce repeat contacts because the message is clearer.
Related reads
Tip: If you want to customize your own templates, Casekit Pro unlocks the macro editor.
It’s a one‑time purchase, and you activate using a license key (no accounts needed).
Install Casekit (free): works on WooCommerce and Shopify pages and lets you copy an order summary in one click.