Refund request form

Multi-step layout

This refund form collects the necessary information over several steps, grouped by a logical order. Here are the different steps:

1. Welcome page: A quick intro to the form. You can add company name and logo here, along with links to refund policy and common questions.
2. Contact information: Collect personal details about the buyer, including contact email and billing address.
3. Purchase information: Collect invoice number, and date of purchase. You can edit this step to include other fields like purchase proof, purchase location, etc ...
4. Refund details: Inquire about the reason for refund, including conditional questions based on the reason
5. Support communication: Ask how the buyer would like to be contacted, and any additional feedback
6. Confirmation: Allow the user to view entered information before submitting the form

Receipt uploads

Easily add a file upload field to the refund request form to allow customers to upload proof of purchase, like invoice, receipt, or charge statement.

Analyze refund reasons

Field analytics help users spot trends in form responses. In the refund request form, seeing why customers ask for refunds lets businesses target problem areas. Example, if users often request a refund because the product was not as described you should improve the product marketing.

Create a ticket in Zendesk, or Front

Formcrafts offers a native integration with Zendesk. Turn new refund requests into Zendesk tickets, with support for custom fields and file attachments. Don't use Zendesk? Formcrafts also integrates with Freshdesk, Front, HubSpot, and Salesforce.

Related templates