Embedded Forms

Embedded Forms

Quick Summary: Create embeddable return and tracking forms for your website — let customers initiate returns or track orders directly from your site.

Overview

Embedded Forms let you add return request and order tracking widgets to your website. Customers can submit return requests or look up tracking information without logging into the portal. You manage the forms from the Embedded Forms tab under Account Management.

Note: If you don't see the Embedded Forms tab, contact your Account Manager to enable it.

Quick Start

  1. Click your profile icon → Account Management → Embedded Forms
  2. Click + and select Return Form or Tracking Form
  3. Configure the form settings
  4. Customize the style and branding
  5. Click Save
  6. Copy the generated embed code
  7. Paste the code into your website

Embedded Forms List

The list shows all your embedded forms:

Column Description
Name The name you gave the form
Domains Websites where the form is allowed to appear
Active Toggle to enable or disable the form
Type Return Form or Track Form
Embedded Form Code Click Copy Code to copy the embed script

Return Form

A return form lets your customers submit return requests from your website.

Settings Tab

Field Required Description
Status — Toggle the form active or inactive (shown after saving)
Name Yes A name for this form (e.g., "Return Form #1")
Domains No Comma-separated list of domains where this form is allowed (e.g., mydomain.com,myotherdomain.com)
Approval Type No Automatic — return labels generated instantly. Manual — labels generated after you approve the return in the portal
CC Email No Email address that receives a copy of each return request
Branding Logo No Logo displayed to customers in return notification emails
Set Eligibility Length No Number of days after delivery that returns are accepted
Has Custom Text Return Reason No Allow customers to enter a free-text return reason
Return Reasons No Select which return reasons are available on the form

After saving, the Generated Script section shows the embed code. Copy and paste it into your website's HTML.

Style Tab

Customize the form's appearance with color settings for buttons, text, and backgrounds. A live preview shows your changes.

Tracking Form

A tracking form lets your customers look up order tracking information from your website.

Settings Tab

Field Required Description
Active — Toggle the form active or inactive (shown after saving)
Name Yes A name for this form (e.g., "Track My Order")
Domains No Comma-separated list of allowed domains

After saving, the Generated Script section shows the embed code.

Branding Tab

Customize the branded tracking page your customers see when they click tracking links:

Field Description
Custom Tracking URL Optional custom URL for tracking. Use {tracking_number} as a placeholder. Only used when branded tracking is disabled
Enable Branded Tracking Page When enabled, tracking links redirect to your branded page instead of the courier's default page
Tracking Page Logo Your company logo displayed on the tracking page
Header Background Color Color for the tracking page header
Page Background Color Color for the tracking page background
Accent Color Color for the tracking timeline and highlights

A live preview shows how your branded tracking page will look.

Style Tab

Customize the tracking form's button and text colors. A live preview shows your changes.

Workflows

Workflow: Create a Return Form for Your Website

When: You want customers to submit return requests directly from your website.

Steps:

  1. Click your profile icon → Account Management → Embedded Forms
  2. Click + → Return Form
  3. Enter a Name for the form
  4. Set Approval Type to Automatic for instant labels or Manual for review first
  5. Select the Return Reasons you want to offer
  6. Click Save
  7. Copy the Generated Script and paste it into your website HTML

Result: Customers can submit return requests from your website. Returns appear in your portal for processing.

Workflow: Create a Branded Tracking Page

When: You want customers to see your branding when they track orders.

Steps:

  1. Click your profile icon → Account Management → Embedded Forms
  2. Click + → Tracking Form
  3. Enter a Name for the form
  4. Go to the Branding tab
  5. Enable Branded Tracking Page
  6. Upload your Tracking Page Logo
  7. Set your brand colors (header, background, accent)
  8. Click Save

Result: Tracking links in customer emails redirect to your branded tracking page.

Workflow: Disable a Form Temporarily

When: You want to remove a form from your website without deleting it.

Steps:

  1. Click your profile icon → Account Management → Embedded Forms
  2. Find the form in the list
  3. Toggle the Active switch to Inactive

Result: The form stops appearing on your website. Toggle back to Active to re-enable.

Troubleshooting

Issue Cause Solution
Form not appearing on website Form is inactive or domain not listed Check the Active toggle is on and your website domain is in the Domains field
Embed code not showing Form not yet saved Save the form first. The generated script appears after saving
Return labels not generating Approval type set to Manual Approve the return in the portal to generate labels, or switch to Automatic approval
Embedded Forms tab not visible Feature not enabled for your account Contact your Account Manager to enable embedded forms
Form visible but not working Domain restriction mismatch Verify the Domains field matches your website domain exactly

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