WPMake

Post-Purchase Hub Installation Guide: From Zip File to Live in 5 Minutes

A clean install is the foundation for everything else Post-Purchase Hub does. This guide walks through the whole process, from download to your first live setting, in under five minutes. What you need before you start WordPress 6.3 or newer WooCommerce 8.0 or newer, active and configured The Post-Purchase Hub .zip file Step 1: Upload the plugin Go to Plugins → Add New → Upload Plugin, choose the .zip file, and click Install Now. WordPress handles the extraction automatically — no FTP or file manager needed. Step 2: Activate Click Activate once the upload finishes. Post-Purchase Hub checks for WooCommerce automatically; if it’s missing or outdated, you’ll see a clear notice telling you what to update first. Step 3: Find your settings Head to WooCommerce → Post-Purchase Hub. This is the only settings screen you need — cancellation windows, return policy, email branding, and the store-owner dashboard all live here. First-run checklist Set a store-wide cancellation window Write (or paste) your return policy text Add your logo and brand color to the email templates Place a test order and confirm the timeline shows up on the account page That’s the full install. From here, every setting is optional tuning — the plugin works with sensible defaults the moment it’s activated.

Configuring Auto-Approval Rules for Returns and Cancellations

Manual review keeps you in full control, but it also means every request waits on someone to check it. Auto-approval rules let you keep control where it matters and remove the wait everywhere else. Manual vs. auto-approval: the trade-off Manual review catches edge cases and fraud attempts, but it’s slow and doesn’t scale. Auto-approval is instant and consistent, but it only works well when your conditions are set thoughtfully. Most stores land somewhere in between. Setting conditions From WooCommerce → Post-Purchase Hub → Automation, you can auto-approve requests based on: Order value (e.g., auto-approve under $50) Product category (e.g., always require review for custom orders) Customer history (e.g., auto-approve for customers with no prior disputes) What the dashboard shows Every request still appears in your store-owner dashboard, tagged either “Auto-approved” or “Needs review” — so you keep full visibility even for the requests that never needed your input. A reasonable starting point Start conservative: auto-approve only low-value cancellations, review everything else for a few weeks, then loosen the rules once you’ve seen how requests actually come in. It’s easier to open the gate wider later than to walk back a rule that let something slip through.