E-Commerce & Payments · community shared

Return & Refund Request Form — shared by the community

Marta K. shared this 12-question build with 6 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 12 questions, 3 pages, 6 conditional rules.

Shared by
Marta K. · Practice manager
Questions
12
Replies
5
Copies taken
834
See the library version

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Live preview and test console

This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

Page 1 of 3Order details

Request a return or refund

Filled in automatically if you followed the link from your confirmation email

Every question on this page is currently visible.

Works for you? Take Marta K.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Return & Refund Request Form is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.

  • Online shops, makers and subscription brands working in e-commerce & payments.
  • Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
  • Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
  • Respondents are shoppers and repeat customers — the form asks them 12 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of orders arriving as half-finished emails with no payment attached and turns each submission into a record your team can act on immediately.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • Conditional logic hides 6 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Return & Refund Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 6 conditional rules ship with it.

  • Features advanced show logic: if “Reason for return” is Damaged or faulty, the form dynamically exposes “Photo of the damage or fault”. Otherwise that question never appears.
  • Features conditional validation: if “Reason for return” is Damaged or faulty, “Photo of the damage or fault” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Preferred resolution” is Refund, the form dynamically exposes “Refund method”. Otherwise that question never appears.
  • Features advanced show logic: if “Preferred resolution” is Exchange, the form dynamically exposes “Replacement item or size wanted”. Otherwise that question never appears.
  • Features advanced show logic: if “Preferred resolution” is Refund, the form dynamically exposes “Return shipping details”. Otherwise that question never appears.
  • Features advanced show logic: if “Preferred resolution” is Exchange, the form dynamically exposes “Return shipping details”. Otherwise that question never appears.
  • All 6 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Order details

  • Order numberrequired
  • Full namerequired
  • Email addressrequired
  • Item(s) being returnedrequired
  • Purchase date

Page 2 — Reason and evidence

  • Reason for returnrequired
  • Tell us more about the issue
  • Photo of the damage or fault

Page 3 — Resolution

  • Preferred resolutionrequired
  • Refund method
  • Replacement item or size wanted
  • Return shipping details

Conditional logic in this build

  • WhenReason for returnis Damaged or faulty, showPhoto of the damage or fault”.
  • WhenReason for returnis Damaged or faulty, requirePhoto of the damage or fault”.
  • WhenPreferred resolutionis Refund, showRefund method”.
  • WhenPreferred resolutionis Exchange, showReplacement item or size wanted”.
  • WhenPreferred resolutionis Refund, showReturn shipping details”.
  • WhenPreferred resolutionis Exchange, showReturn shipping details”.

Questions about this shared form

Can I skip the photo requirement for all returns?

You can, but keeping it required specifically for damage claims speeds up approval without adding friction to simple exchanges.

How do I pass the order number in automatically?

Link to the form from your order confirmation email or account page with the order number appended to the URL as a hidden field.

What if a customer wants a refund and an exchange on the same order?

Ask them to submit two requests, one per item, so each routes to the correct resolution path.

Is this different from the Warranty Claim Form?

Yes — this one is for standard returns shortly after purchase; use the warranty form for faults that appear later, within a warranty period.

Is the Return & Refund Request Form template free to use?

Yes. You can preview and test Return & Refund Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Return & Refund Request Form template ask for?

It asks 12 questions across 3 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Return & Refund Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this e-commerce & payments form work?

6 conditional rules ship with the template: Features advanced show logic: if “Reason for return” is Damaged or faulty, the form dynamically exposes “Photo of the damage or fault”. Otherwise that question never appears. Features conditional validation: if “Reason for return” is Damaged or faulty, “Photo of the damage or fault” becomes mandatory before the form can be sent. Features advanced show logic: if “Preferred resolution” is Refund, the form dynamically exposes “Refund method”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Return & Refund Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Return & Refund Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.