Exchange Tool - Identifying Donors - Academy

8 April 2020

For this Academy session we take a closer look at what happens after you send the Exchange Tool email. What happens our end regarding refunds, what the limitations are, what you need to do and how to do it.

The main point we tried to get across is that everything left in the Orders tab of an event needs to be actioned on your end. The amendments tab will show all orders we have refunded (and any you have done of course) but whatever is left in the Orders tab, we could not action. Orders paid by cash, chip & pin or cheque payments for example, orders with card payments older than 180 days or orders with tickets for multiple events.

See links below the video to articles mentioned throughout also.

Please note: if using the Exchange Tool, we need you to tell us when to stop running daily refunds for new responses. A ticket through to Support with the names of the events you'd like stopped is all we need.

Want to know more?

How to use the exchange tool - Article

Emma's thorough walkthrough of setting up the Exchange Tool is at the bottom of this How To article.

Aoileann's walk through of setting up print at home Voucher is here.

Global Payments very handy walk through of using their online portal to process refunds is here.