Refund Request Form Template

What is a refund request form?

A refund request form is an online form that allows users to request a refund for a product or service they have purchased. It typically collects information such as the customer's name, order number, reason for the refund, and any supporting documentation needed to process the request.

Important fields to include in a refund request form

Here are some key fields that you can include in your refund request form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To address the customer properly	Compulsory	Text
Email address	To communicate information regarding the refund	Compulsory	Email
Mobile number	To contact the customer if needed	Compulsory	Phone number
Order number	To track the specific transaction for refund	Compulsory	Text
Reason for refund	To understand the reason for the refund request	Compulsory	Dropdown
Refund preference	To know how the customer wants to receive a refund	Compulsory	Dropdown

How can I create a refund request form?

You can create a refund request form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a refund request form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your refund request form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Clinikally increased its Shopify store revenue by 71% by sending interactive emails through Mailmodo.

Now, let’s come to the how.

If you want to send this refund request form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your refund request form

You can increase the submissions of your refund request form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.