Tips: Cancellation Strategy (Exchange/Donation/Refund Processing and Messaging)

Starting a thread dedicated to a topic we're all likely to be devoting a lot of time to.

Shall we also try using the Tags feature within it? Then folks can use it as a filter to narrow posts to one or the other. #CancellationProcessing and/or #CancellationMessaging 

I'm thinking brilliant strategies (or hacks) or a place for questions that have you stumped.

To start, it off...

1) Cancellation email notice with web form with options about which route customer wants, exchange/donation/credit/refund. Easy for them; head start for your team.

2) If you are tokenized/don't save credit cards, pointedly call out somewhere in that messaging that your organization will calling to request the credit card number in order to process the refund.

Parents Reply
  • We do refunds in the same order, so for those we are changing the category on the existing order, and then donated tickets or exchanging tickets are done in a new order. We don't really use categories for anything outside of helping organize our subscription ticket mailing, so for us changing the category doesn't effect anything else. Any existing order that we're changing the category on won't have had a category set to begin with. If you use categories more regularly than we do, it might be better to do everything in a separate order so as to not overwrite anything that you still might need later.

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