Getting Started

• Understand the Yanet EU Withdrawal Button Dashboard

  Overview The app dashboard gives you quick access to your withdrawal workflow and important setup areas. From the dashboard, you can access: Manage Requests Withdrawal Page Email Templates Settings Analytics Default Withdrawal Page Link Help Center Support Quick Links The dashboard may also display an overview of submitted, approved, and rejected requests.Few readers

• What Is Yanet EU Withdrawal Button?

  Overview Yanet EU Withdrawal Button helps Shopify merchants manage EU customer withdrawal requests from one place. Customers can submit withdrawal requests from your storefront, while merchants can configure withdrawal rules, review requests, manage notifications, and monitor withdrawal activity. The app is designed around the EU consumer right of withdrawal. It is not a money withdrawal or cash withdrawal feature.Few readers

• Complete the Initial App Setup

  Overview The Get Started section provides a setup checklist to help you prepare your store before accepting withdrawal requests. You may need to complete: Data Processing Agreement (DPA) Withdrawal Page setup Withdrawal Rules Email Notifications Customer-facing translations Steps Step 1: Open Yanet EU Withdrawal Button from your Shopify Admin. Step 2: Go to the **GeFew readers

• Configure the Data Processing Agreement (DPA)

  Overview The Data Processing Agreement allows your store to complete the required data-processing setup before processing withdrawal requests. Steps Step 1: Open Yanet EU Withdrawal Button and go to Get Started. Step 3: Find and click Data Processing Agreement (DPA). ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/yanet-step-2_Few readers

Manage Requests

• Understand Order Selection When Creating a Request

  Overview When you click Create Request, the app asks you to select an existing Shopify order. This allows the withdrawal request to be connected to a specific purchase. The order selector may display: Order number Customer email Steps Step 1: Click Manage Request. Step 2: Search for the order number or customer information. ![](https://storage.crisp.chat/users/helpdeFew readers

• Export Withdrawal Requests

  Overview Export withdrawal request data for record keeping, reporting, or further analysis. Steps Step 1: Go to Manage Requests. Step 2: Apply filters if you only want to export specific requests. Step 3: Review the displayed results. ![](https://storage.crisp.chat/users/heFew readers

• Create a Withdrawal Request Manually

  Overview Merchants can create a withdrawal request manually from an existing Shopify order. Steps Step 1: Go to Manage Requests. Step 2: Click Create Request. Step 3: Select an existing Shopify order. ![](https://storage.crisp.chat/users/helpdesk/website/Few readers

• Review a Withdrawal Request

  Overview Review the request details before approving or rejecting it. Steps Step 1: Go to Manage Requests. Step 2: Select a request. Step 3: Review the associated Shopify order. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/yanet-step-3_xFew readers

• Close a Withdrawal Request

  Overview Close a withdrawal request after the withdrawal process has been completed. Steps Step 1: Go to Manage Requests. Step 2: Open the relevant request. Step 3: Confirm that the required withdrawal process has been completed. Step 4: Select the option to clFew readers

• Approve a Withdrawal Request

  Overview Approve a request when it meets your configured withdrawal requirements. Steps Step 1: Open Manage Requests. Step 2: Open a request with Requested status. `Step 3: Review the order and request details. Step 4: Check the applicable withdrawal rulesFew readers

• Search, Filter, and Sort Withdrawal Requests

  Overview Use the search, filter, and sorting tools to find specific withdrawal requests more efficiently. Steps Step 1: Go to Manage Requests. Step 2: Use the search icon to search for a request and use the filter option to narrow the results. Step 4: Select a statFew readers

• Understand Withdrawal Request Statuses

  Overview The Manage Requests page allows merchants to review and manage customer withdrawal requests. Available status views include: All Requested Approved Rejected Closed Each request is linked to a Shopify order and contains information such as the request number, order, purchased items, creator, status, and request date.Few readers

• Reject a Withdrawal Request

  Overview Reject a request when it does not meet your configured withdrawal requirements. Steps Step 1: Open Manage Requests. Step 2: Open the relevant withdrawal request. Step 3: Review the order and request details. Step 4: Check the applicable withdrawal rules. **SFew readers

Withdrawal Page

• Add Withdrawal Floating

  Overview The Withdrawal Floating feature displays a fixed withdrawal button or icon on your storefront, giving customers an easily accessible way to open the withdrawal form. Steps Step 1: Shopify Admin - Online Store - Click Edit Theme. Step 2: Go to App Embeds. Step 3: Enable Withdrawal Floating. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/fFew readers

• Add Withdrawal Button to the Order Status Page

  Overview The Withdrawal Button Order Status allows customers to access the withdrawal process directly from the Shopify Order Status page. Steps Step 1: Open the Checkout Editor. Step 2: Select the Order Status Page. Step 3: Add the **WiFew readers

• Configure the Withdrawal Page URL

  Overview The Withdrawal Page URL is the storefront URL customers use to access your withdrawal portal. Steps Step 1: Go to Withdrawal Page. Step 2: Find Withdrawal Page URL. Step 3: Open the app settings or Shopify theme settings as instructed. ![](https://storage.criFew readers

• Add Withdrawal Form Inline

  Overview The Withdrawal Form Inline allows you to place the withdrawal form directly inside a storefront page, section, Header, or Footer. Steps Step 1: Open Shopify Admin → Online Store → Themes. Step 2: Click Edit Theme. Step 3: Select the page or section where yFew readers

• Enable the Withdrawal Portal

  Overview The Withdrawal Portal is the customer-facing area where customers can submit withdrawal requests. Steps Step 1: Go to Withdrawal Page. Step 2: Find the General section. Step 3: Enable Enable withdrawal portal. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• Add Withdrawal Button Trigger

  Overview The Withdrawal Button Trigger lets you add a customizable withdrawal button to a specific storefront location. Steps Step 1: Shopify Admin - Online Store - Click Edit Theme. Step 2: Select the page or section where you want to add the button. Step 3: Add the Withdrawal Button Trigger block. Step 4: Configure the following options as needed:Few readers

• Customize the Withdrawal Page

  Overview Customize the withdrawal page to better match your store and provide customers with a clear withdrawal experience. Steps Step 1: Go to Withdrawal Page. Step 2: Find and click Customize Withdrawal Page. Step 3: Update the available design and content settings. !Few readers

Email Templates

• Understand Withdrawal Email Templates

  Overview Yanet EU Withdrawal Button provides customizable email templates for communicating withdrawal information to customers. Available templates include: Simple Standard Detailed Each template provides a different level of content and layout.Few readers

• Customize a Withdrawal Email Template

  Overview Customize the content and appearance of your withdrawal emails before sending them to customers. Steps Step 1: Go to Email Templates. Step 2: Select the template you want to customize and click Edit. Step 4: Update the available content and settings. **SteFew readers

• Select an Email Template

  Overview Choose the email template that best matches your store's communication style. Steps Step 1: Go to Email Templates. Step 2: Review the available templates. Step 3: Select a template. Step 4: Review its preview. Step 5: Activate the template you want to usFew readers

Settings

• Configure Withdrawal Automation

  Overview The Automation settings help merchants configure automated behavior within the withdrawal workflow. Steps Step 1: Go to Settings. Step 2: Select Automation. Step 3: Review the available automation settings. Step 4: Enable or disable the required optioFew readers

• Configure Withdrawal Rules

  Overview Withdrawal Rules determine when customers are eligible to submit withdrawal requests. The current rule settings include: Maximum Days Order Date Period Product TagFew readers

• Exclude Products by Product Tag

  Overview Use By Product Tag to exclude products from the withdrawal process. Products tagged with eu-withdrawal-exempt are always excluded according to the current app configuration. Steps Step 1: Go to Settings → Withdrawal Rule. Step 2: Find By Product Tag. Step 3: Search for the product tag. Step 4: Select the tags you want to use. ![](https://storagFew readers

• Set the Maximum Withdrawal Period

  Overview Use Maximum days to define how long customers can submit a withdrawal request after a selected order event. For example: Start from: Order Delivery Date Within: 14 days Steps Step 1: Go to Settings. Step 2: Open Withdrawal Rule and find Maximum days. Step 3: Select the starting event under Start from. Step 4: Enter the number of daysFew readers

• Restrict Withdrawals by Order Date Period

  Overview Use By Order Date Period to prevent withdrawal requests for orders placed during a specific date range. Steps Step 1: Go to Settings → Withdrawal Rule. Step 2: Find By Order Date Period. Step 3: Select the start date. Step 4: Select the end date. Step 5: Save the rule. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/dFew readers

• Configure Legal Settings

  Overview The Legal settings allow merchants to manage legal information used in the withdrawal experience. Steps Step 1: Go to Settings. Step 2: Select Legal. Step 3: Review the available legal settings. Step 4: Configure the required information. Step 5:Few readers

• Configure Delivery Status

  Overview The Delivery Status settings help the app use order delivery information as part of the withdrawal workflow and withdrawal eligibility. Steps Step 1: Go to Settings and select Delivery Status. Step 2: Review the available delivery status settings. Step 3:Few readers

• Configure Withdrawal Notifications

  Overview The Notification settings control customer communication related to the withdrawal workflow. Steps Step 1: Go to Settings. Step 2: Select Notification. Step 3: Review the available notification settings. Step 4: Enable or disable the required notifications. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/image_qgvwoxFew readers

• Configure Withdrawal Translations

  Overview Use Translations to customize customer-facing text and provide a localized withdrawal experience. Steps Step 1: Go to Settings. Step 2: Select Translations. Step 3: Choose the language or content you want to edit. Step 4: Review the default text. ![](hFew readers

• Customize Customer-Facing Withdrawal Text

  Overview Customize the text customers see during the withdrawal process while keeping the withdrawal experience clear and consistent with your store. Steps Step 1: Open Settings → Translations. Step 2: Find the relevant customer-facing text. Step 3: Update the text. ![(Screenshot)](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/image_16cmu0qFew readers

Analytics

• Analyze the Request Status Breakdown

  Overview The Status breakdown chart provides a visual overview of withdrawal requests by status. Use it to compare the number or proportion of: Requested Approved Rejected Other available statusesFew readers

• Understand the Approval Rate

  Overview The Approval rate shows the percentage of withdrawal requests that have been approved. Use this metric to understand how many submitted requests are accepted compared with the total number of processed requests.Few readers

• Monitor Withdrawal Requests

  Overview Use the Analytics dashboard to monitor the number of withdrawal requests during a selected period. Steps Step 1: Go to Analytics. Step 2: Select the desired date range. Step 3: Review Total withdrawal requests. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• Understand Withdrawal Analytics

  Overview The Analytics page helps merchants monitor withdrawal activity and understand how customers interact with the withdrawal process. The dashboard includes: Total withdrawal requests Pending requests Approved requests Rejected requests Approval rate Withdrawal rate Requests over time Status breakdownFew readers

• Customize and Explore Analytics Data

  Overview Use the analytics tools to refresh data, customize reports, or create new explorations. Available options may include: Refresh New exploration Explorations Customize Date range Steps Step 1: Go to Analytics. Step 2: Select your date range. Step 3: Click *Few readers

• Understand the Withdrawal Rate

  Overview The Withdrawal rate shows the proportion of orders that resulted in a withdrawal request during the selected period. For example: 53.33%% (8/15) means 8 withdrawal request was recorded from 15 orders in the selected period.Few readers

FAQs

• What Merchants Often Ask

  Question 1: What is an EU withdrawal request? An EU withdrawal request allows an eligible customer to exercise their right of withdrawal from a purchase under applicable EU consumer rules. Question 2: Is withdrawal the same as getting a refund? Not exactly. A withdrawal request is the customer's request to withdraw from the purchase or contract. The refund is part of the merchant's subsequent withdrawal/refund process. Question 3: Can customers submit requests from my storFew readers

Troubleshooting

• The Withdrawal Page Is Not Showing

  Overview If customers cannot access the withdrawal page, check the portal and storefront configuration. Steps Step 1: Go to Withdrawal Page. Step 2: Confirm Enable withdrawal portal and Allow customer create request are enabled. Step 3: Check the Withdrawal Page URL. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/image_ik8qul.pngFew readers

• Withdrawal Rules Are Not Working as Expected

  Steps Step 1: Go to Settings → Withdrawal Rule. Step 2: Review Maximum days. Step 3: Review By Order Date Period. Step 4: Review By Product Tag. ![](https://storaFew readers

• An Order Does Not Appear in Create Request

  Steps Step 1: Click Create Request. Step 2: Search for the order number. Step 3: Try searching using the customer information shown in the selector. Step 4: Verify that the order exists in Shopify. Step 5: Check the withdrawal rules and eligibility conditions. ![](httpsFew readers

• The Withdrawal Form Is Not Opening

  Steps Step 1: Open the Shopify Theme Editor How to get there: Shopify Admin - Online Store - Edit Theme Step 2: Check whether the relevant app block or app embed is enabled. Step 3: Verify the configuration. Step 4: Save the theme. Step 5: Open the storefront. **SFew readers

• A Customer Cannot Submit a Withdrawal Request

  Overview A customer may be unable to submit a request if the order does not meet your configured withdrawal rules. Check the following: Withdrawal portal is enabled. Customer request is enabled. Order exists. Order is within the allowed withdrawal period. Order date is not within a restricted period. Product is not excluded by product tag. Relevant delivery status meets the configured conditions.Few readers

• A Customer Did Not Receive a Withdrawal Email

  Steps Step 1: Go to Email Templates. Step 2: Confirm that the correct template is active. Step 3: Go to Settings → Notification. Step 4: Check the notification configuraFew readers

Best Practices

• Best Practices for Setting Up EU Withdrawal

  Overview A well-configured withdrawal process makes it easier for customers to submit requests and for merchants to review them consistently. Recommended setup Complete the DPA. Configure the Withdrawal Page. Add the page to your storefront. Add at least one convenient withdrawal entry point. Configure withdrawal rules. Configure legal information. Set up notifications and email templates. Configure translations. Test the complete customer journey. MonitorFew readers

Support

• Contact Yanet for Support

  Overview If you encounter an issue that cannot be resolved through the Help Center, contact Yanet Support for assistance. Before contacting support Before contacting support, prepare: Shopify store information Order number Withdrawal request number Description of the issue Steps to reproduce the issue Screenshot or screen recording This information can help the support team investigate the issue more efficiently. Contact us You can reach the [Yanet Support](https:Few readers

• Remove "Powered by Yanet.io" Branding

  Overview You can request to remove the Yanet branding displayed on the withdrawal page. Steps Step 1: Go to Withdrawal Page. Step 2: Find Remove "Powered by Yanet.io" branding and click Request to remove. It's free! Step 4: Follow the support verification process.Few readers