Appendix B

TEMPLATES

Policy, portal copy, messages and a test brief. Have counsel review the policy.

The policy in five answers

RETURNS AND EXCHANGES

HOW LONG     You have [60] days from delivery to start a return
             or exchange.
HOW MUCH     Returns are free. We refund the full price to your
             original payment method. [If there is any fee, state
             it here, in dollars, and when it applies.]
HOW          Start from the link in your delivery email, or at
             [site]/returns with your email address.
WHAT         Items must be unworn and unwashed, with tags. We can't
             take back [final-sale or personalized items]. Faulty,
             damaged or wrong items are always on us, whatever the
             date.
SWAP         Want a different size or color? Choose an exchange and
             we'll ship it as soon as your parcel is scanned.
MONEY        Refunds are sent when the carrier first scans your
             parcel for most orders, and within [5] days of arrival
             for the rest.
EU AND UK    You also have the legal right to withdraw within 14
             days of delivery without giving a reason. [Link to the
             withdrawal function.]

The outcome screen

HEADING      How would you like to sort this out?

OPTION 1     Swap for a different size or color
             Ships as soon as your return is scanned. No charge.
OPTION 2     Store credit for something else   [+ $10 bonus]
             Shop now and use it right away.
OPTION 3     Refund to your original payment method
             Sent when the carrier scans your parcel.

RULES        All three visible, same size, no pre-selection of
             credit, no extra click to reveal the refund.

Email: return started

SUBJECT      Your Return Is Started
PREVIEW      here's your drop-off code and what happens next

Hi [first name],

Your return for [item] is set up. Take it to [drop-off] by
[date] and show this code: [code]. No box or label needed.
When they scan it, we'll send your [refund / exchange / credit]
the same day. Questions? Just reply.

[Brand]
[Postal address]
This is a service message about your order.
Unsubscribe from marketing emails: [link]

Email: refund sent

SUBJECT      Your Refund Is on Its Way
PREVIEW      $[amount] back to your [card ending 1234]

Hi [first name],

Your parcel was scanned at [time, place], and we've sent your
refund of $[amount] to your [card ending 1234]. Banks usually
show it within [3 to 5] business days.

You told us the [item] [ran small]. Thank you: we've passed that
to the team that writes our size guide.

[Brand]
[Postal address]
This is a service message about your order.
Unsubscribe from marketing emails: [link]

SMS: refund sent

[Brand]: Your return was scanned and your $[amount] refund is
on its way to your card ending 1234. Questions? Just reply. Reply
STOP to opt out.

SEND ONLY    To customers who agreed to texts about their orders.
             Straight apostrophes only.

Email: note to a customer near the serial-returner line

SUBJECT      A Quick Note About Your Returns
PREVIEW      nothing has changed yet, here's what to know

Hi [first name],

You've returned [7 of your last 9] orders with us in the past
year. That's completely allowed, and we're glad you shop with us.

We want to be upfront: when a customer returns more than [70%]
of their orders over a year, returns stop being free, and a
[$5] fee is taken from each refund. Faulty or wrong items are
always free to return.

Your current rate is [78%], and you can see it any time here:
[link]. If sizing is the problem, reply and we'll help you pick.

[Brand]
[Postal address]
This is a service message about your account.
Unsubscribe from marketing emails: [link]

The policy test brief

CHANGE              e.g. $10 exchange bonus / $6 mail fee
PURPOSE             steer / deter / retain
ARMS                policy vs holdout, assigned by customer at
                    first order; share in holdout:     %
DISCLOSURE          where each arm sees its terms before buying
PRIMARY METRIC      12-month contribution per customer
GUARDRAILS          first-order conversion / return rate /
                    exchange share / tickets / chargebacks
BREAK-EVEN          from chapter 4 or 5 tool:
SIZE                customers per arm:         read at 90 days
                    and 12 months
DECISION RULE       we keep it if:
COUNSEL REVIEW      name, date:

This is one chapter of The Return Trip, which is free and readable in full on a single page with no form in front of it.