Templates

Refund Experience Survey Questions

Refunds are a make-or-break moment. Customers can forgive a bad product — but they won’t forgive a hard refund. This guide gives you copy‑paste questions that measure effort, speed, and clarity.

By Maya Hartwell • CX Ops Writer • Published Jan 15, 2026

Copy‑paste refund experience templates

Keep refund surveys short. The goal is to pinpoint the friction: policy clarity, steps required, time to refund, and how support handled it.

Template 1: Simple CES + “why” (best default)

Use this for any return/refund flow (ecommerce, SaaS cancellations, services).

CES: “How easy was it to get your refund or exchange?” (Very difficult → Very easy)
Follow-up: “What made it difficult?”

Template 2: Policy clarity (prevent future friction)

This finds whether customers understood the policy, fees, return windows, and what qualifies for a refund.

“Was our refund/return policy clear before you requested a refund?” (Yes/Somewhat/No)
“What was confusing or unexpected?”

Template 3: Time to resolution (speed)

Refund speed matters — and customers judge it end-to-end (request → label → received → approved → money returned).

“How satisfied are you with the speed of your refund?”
“Where did the process feel slow?” (Approval / Shipping / Communication / Bank processing / Other)

Template 4: Return shipping + instructions (operational friction)

Use this if you require photos, forms, labels, packaging, or drop-off points — these are common effort drivers.

“How easy was it to follow the return instructions?” (Very difficult → Very easy)
“Did you have everything you needed (label, packaging instructions, drop-off details)?” (Yes/No)
Follow-up: “What step was hardest?”

Template 5: Support interaction (if a human was involved)

Don’t ask everyone. Gate this with “Did you contact support?” and only show if yes.

Gate: “Did you contact support about your refund?” (Yes/No)
If yes: “How satisfied are you with the support you received?”
CES: “How easy was it to get your issue resolved by support?”
Follow-up: “What could we have done better?”

Template 6: Preventable refunds (root cause)

This is the most important question if you want to reduce refunds — not just make them smoother.

“What was the main reason you requested a refund?”
Options: Product didn’t match description / Wrong size-fit / Damaged / Late delivery / Changed mind / Pricing / Other
Follow-up (optional): “Tell us more.”

What to do with responses (simple workflow)

Refund surveys are most valuable when you treat them like incident reports: tag, route, fix, and follow up.

1) Tag every response

  • Process: too many steps, confusing instructions, label issues.
  • Speed: approval delays, warehouse delays, bank processing.
  • Policy: unclear fees, unclear time window, unexpected outcomes.
  • Support: slow replies, unhelpful agent, too much back-and-forth.

2) Escalate “high effort” instantly

If someone rates the experience “difficult,” send it to an owner the same day (ops lead, CX lead, or marketplace/fulfillment lead).

3) Close the loop (short message)

Refund customers often don’t expect follow-up. A quick “Thanks — we fixed X” can prevent bad reviews and build trust.

4) Track refund friction weekly

  • Top friction steps (return label, drop-off, approval, payout).
  • Average “time to refund” by return reason.
  • Refund reason trends (quality, mismatch, delivery, changed mind).