🎯 Compose Refund
A Notion template for companies and/or those selling product online to keep track of customer refunds, complaints and correspondence. This is a skeletal version of what you may expand upon given your needs, or include these properties inside an existing customer database. Below is a breakdown of every element inside.
Properties:
Last Name
First Name
Gender
Email
Complaint: Customer's written complaint
Refund Type: Order is Incorrect, Order is Damaged, Full Refund, Late Order
Charge: Money to be refunded
Credit: Possible credit added to refund to ensure a returned customer
Composed Response: A framework for refund follow up via email
Follow Up?: Checkbox. Indicates whether customer reached out again for additional information and another email is required
The Formulas
The "Credit" and "Composed Response" properties depend upon the "Refund Type" property. For example, if Refund Type contains "Late Order," the customer is given a $10 credit in this scenario.
if(contains(prop("Refund Type"), "Late Order"), 10, if(contains(prop("Refund Type"), "Order is Damaged") or contains(prop("Refund Type"), "Order is Incorrect"), 5, 3))
As for an automated response, remember, you can not copy and paste a formula text result. It can only be used as reference and typed manually unfortunately, however, upon export to CSV, the text is usable. In this scenario, the skeleton text is as follows:
"Hi (Mr./Ms.) (Last Name), I've gone ahead and refunded your charge of $(Charge). I also want to offer a $(Credit) credit for the trouble.
if(prop("Gender") == "Female", concat("Hi " + "Ms. " + prop("Last Name") + "," + " I've gone ahead and refunded your charge of " + "$" + format(prop("Charge")) + ". " + "I also want to offer a " + "$" + format(prop("Credit")) + " credit for the trouble."), if(prop("Gender") == "Male", concat("Hi " + "Mr. " + prop("Last Name") + "," + " I've gone ahead and refunded your charge of " + "$" + format(prop("Charge")) + ". " + "I also want to offer a " + "$" + format(prop("Credit")) + " credit for the trouble."), ""))
