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.

Abo yahya
coFounder and CTO at Casekit
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

  1. Open the order in Shopify (status, fulfillment, tracking).
  2. Copy the order summary (customer + items + addresses + tracking).
  3. Paste the right macro and tweak one sentence if needed.
  4. 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.