Workflow Trigger: Refund

This feature is designed to streamline and enhance the management of refunds within the BILT. By incorporating refund triggers into workflows, users gain the ability to automate various actions based on refund-related events, such as successful or failed refund attempts, full or partial refund amounts, and the source of the refund.

How to Utilize Refund Triggers in Workflow Automation

Step 1: Start a new workflow or edit an existing one

• Navigate to the workflow section within BILT platform and either create a new workflow or select an existing one to edit.

Step 2: Creating and Editing the Trigger

• Click on "Add New Workflow Trigger" to initiate the trigger setup process.

• Select "Refund Trigger" from the available triggers in the menu. You can utilize the search feature to find it quickly.

• Optionally, you can modify the display name of the trigger for easier identification within the workflow builder.

• Under the "Filters" section, define the specific conditions for the refund trigger. This includes selecting the refund event that should trigger the workflow, such as successful or failed refunds, full or partial amounts, or specific sources of the refund.

• Configure additional filters if necessary, such as custom fields, to further refine the trigger conditions.

• Once all filters are set, click "Save Trigger" to finalize the trigger setup.

Step 3: Set up applicable Workflow Action(s)

• After setting up the trigger, define the actions that should be automated based on the refund event.

• Choose from a variety of workflow actions available within BILT, such as sending notifications, updating records, or triggering follow-up actions.

• Configure each action according to your specific requirements, ensuring seamless automation of tasks related to refund events.

NOTE:We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles for more information on setting these up.

Step 4: Save and Test the Workflow

• Press "Save" in the top right corner of your browser to save the workflow.

• If your workflow is ready to be enabled, ensure the toggle switch is set to "Publish."

• Test your workflow using the "Test Workflow" button to verify that it is set up correctly and functioning as intended.

• Once tested successfully, your workflow is ready to be deployed and will automatically trigger actions based on refund events within BILT.

NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Here are some detailed functionalities and use cases:

Customizing Communication and Workflows with Refund Triggers

Refund triggers enable users to personalize communication with customers throughout the refund process. By accessing refund information within email templates and conditional logic, users can create tailored messages based on refund statuses and conditions. This level of customization allows businesses to maintain transparent and proactive communication with customers, enhancing overall satisfaction and trust.

Enhancing User Journey and Experience

By integrating refund triggers into workflows, businesses can enhance the overall user journey and experience. Automation streamlines refund processes, reducing the burden on staff and ensuring timely resolution for customers. Additionally, personalized communication fosters a positive customer experience, even in the event of a refund, by providing clarity and reassurance throughout the process.

FAQ Section:

Q: Can I customize the conditions for refund triggers?

A: Yes, BILT allows users to define custom conditions based on refund statuses, amounts, and sources, providing flexibility to tailor workflows to specific business requirements.

Q: How can I access refund information within email templates?

A: Refund information, including refund values, statuses, and sources, can be accessed within email templates using custom variables provided by BILT's workflow automation tools.

Q: Can I automate actions based on refund events other than success or failure?

A: Absolutely, BILT offers a range of trigger conditions, allowing users to automate actions based on various refund-related events, such as partial refunds or refunds from specific sources.

Q: Is there a limit to the number of refund triggers I can set up?

A: No, users can create multiple refund triggers within their workflows, allowing for comprehensive automation of refund-related processes to suit their business needs.