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.
Chris Szalaj For some reason I wasn't able to respond to my initial post about refunding exchanged tickets. I was instructed to refund the ticket fee in the exchanged order, then add the value of the tickets on account," then refund what is on account from the original order. Posting again to the community as I am wondering if there is an easier/better way to do this. This process also creates confusion for accounting purposes, which is crucial during this time when we are processing my refunds/donations/credits etc. Any ideas?