Sell · free template

Size Exchange Request

Swap an item for a different size while the order stays open: what was ordered, the size wanted instead, stock preference, return method and a fit note.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 14 questions, 1 page, 8 conditional rules.

Questions
14
Pages
1
Layouts
card · classic
Time to complete
4 min
Conditional rules
8
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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.

The original order

The size you want instead

How is the current size wrong?
If the size you want is unavailable, what would you prefer?

Returning the original

Is the item unworn with tags attached?
How will you return the original?
Has the replacement address changed?

4 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Size Exchange Request 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 14 questions across 1 screen.
  • 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.

  • 10 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 captures a full postal address.
  • Conditional logic hides 8 questions until they are relevant — shorter forms convert better than long ones.
  • 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 Size Exchange Request 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. 4Publish 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.
  5. 5Watch 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 — 8 conditional rules ship with it.

  • Features advanced show logic: if “How is the current size wrong?” is Wrong width or fit in one area, the form dynamically exposes “Where it does not fit”. Otherwise that question never appears.
  • Features conditional validation: if “How is the current size wrong?” is Wrong width or fit in one area, “Where it does not fit” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Is the item unworn with tags attached?” is No, the form dynamically exposes “Condition of the item”. Otherwise that question never appears.
  • Features conditional validation: if “Is the item unworn with tags attached?” is No, “Condition of the item” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “How will you return the original?” is Collection from my address, the form dynamically exposes “Collection address and preferred day”. Otherwise that question never appears.
  • Features conditional validation: if “How will you return the original?” is Collection from my address, “Collection address and preferred day” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Has the replacement address changed?” is Yes, the form dynamically exposes “New delivery address”. Otherwise that question never appears.
  • Features conditional validation: if “Has the replacement address changed?” is Yes, “New delivery address” becomes mandatory before the form can be sent.
  • All 8 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

An exchange and a refund are not the same transaction, and pushing size swaps through a returns form quietly turns kept sales into lost ones. This form keeps the order open. It records the order number, the item and the size ordered, then the only question that matters: which size is wanted instead. It asks how the current size is wrong — too small overall, too tight in one place, too long, the wrong width — because that detail feeds both the recommendation and the product page for the next shopper. Stock is handled honestly: the customer chooses whether to wait for the size to come back, take the nearest available, or convert to a refund if the size they want is unavailable, so the warehouse never has to guess. The return leg is arranged in the same screen — label posted or printed, drop-off or collection, and whether the item is unworn with tags — and the delivery address for the replacement is confirmed rather than assumed, since people move between ordering and exchanging. The result is one journey, one conversation, and a sale that stays a sale.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Exchange your size

  • Order numberrequired
  • Email addressrequired
  • Item namerequired
  • Size orderedrequired
  • Size you would likerequired
  • How is the current size wrong?required
  • Where it does not fit
  • If the size you want is unavailable, what would you prefer?required
  • Is the item unworn with tags attached?required
  • Condition of the item
  • How will you return the original?required
  • Collection address and preferred day
  • Has the replacement address changed?required
  • New delivery address

14 questions in total.

Example of a completed size exchange request form

This shows how a customer requests a different size and how the exchange should be handled.

Order number
ORD-58213
Item name
Everyday Chino Trousers
Size ordered
32 waist
Size you would like
34 waist
How is the current size wrong?
Too tight
Is the item unworn with tags attached?
Yes
How will you return the original?
Courier collection
Has the replacement address changed?
No

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 8 conditional rules, grouped into 8 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “How is the current size wrong?

  • Reveals questions

    If “How is the current size wrong?” is Wrong width or fit in one area, the form reveals “Where it does not fit”.

  • Makes answers required

    If “How is the current size wrong?” is Wrong width or fit in one area, “Where it does not fit” becomes required before the form can be submitted.

Driven by “Is the item unworn with tags attached?

  • Reveals questions

    If “Is the item unworn with tags attached?” is No, the form reveals “Condition of the item”.

  • Makes answers required

    If “Is the item unworn with tags attached?” is No, “Condition of the item” becomes required before the form can be submitted.

Driven by “How will you return the original?

  • Reveals questions

    If “How will you return the original?” is Collection from my address, the form reveals “Collection address and preferred day”.

  • Makes answers required

    If “How will you return the original?” is Collection from my address, “Collection address and preferred day” becomes required before the form can be submitted.

Driven by “Has the replacement address changed?

  • Reveals questions

    If “Has the replacement address changed?” is Yes, the form reveals “New delivery address”.

  • Makes answers required

    If “Has the replacement address changed?” is Yes, “New delivery address” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Keep exchanges out of the returns form

    A refund form invites a refund. Asking for the replacement size keeps the sale open.

  2. 2

    Ask where it does not fit

    "Too small" tells you nothing; "tight across the shoulders" improves both your advice and the product page.

  3. 3

    Decide the out-of-stock rule up front

    The customer's stated preference stops the warehouse guessing between waiting, substituting and refunding.

  4. 4

    Reserve the replacement early

    Holding the requested size while the original travels back is what stops an exchange becoming a refund.

Mistakes to avoid

  • Routing size swaps through a refund process, which turns a kept sale into a lost one.
  • Sending the replacement to the original address when the customer has moved.
  • Not asking about tags and condition, then rejecting a return after the replacement has already shipped.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Reserve the requested size, send the return label or book the collection, dispatch the replacement under your policy, and add the fit note to the product record.

Works in both layouts

These pages cover the same subject ground as the size exchange request, matched on the words people actually search for.

Privacy & compliance

This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.

Frequently asked questions

How is this different from a return form?

A return ends in a refund. This keeps the order open and asks which size should be sent instead.

Can it become a refund?

Only if the customer chooses that when their size is unavailable, which is recorded as their explicit preference.

Should the replacement ship before the return arrives?

That is your policy call. The condition and tags questions are what most shops use to decide.

Does it work for footwear and equipment?

Yes. The fit question covers width and length, which matter more than a single size label for shoes and gear.

Is the Size Exchange Request template free to use?

Yes. You can preview and test Size Exchange Request 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 Size Exchange Request template ask for?

It asks 14 questions across 1 page, 10 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 Size Exchange Request form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic 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?

8 conditional rules ship with the template: Features advanced show logic: if “How is the current size wrong?” is Wrong width or fit in one area, the form dynamically exposes “Where it does not fit”. Otherwise that question never appears. Features conditional validation: if “How is the current size wrong?” is Wrong width or fit in one area, “Where it does not fit” becomes mandatory before the form can be sent. Features advanced show logic: if “Is the item unworn with tags attached?” is No, the form dynamically exposes “Condition of the item”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Size Exchange Request 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 Size Exchange Request 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.

More forms teams pair with the size exchange request.

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