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admin:chargebacks [2026/08/05 04:31]
216.73.216.146 old revision restored (2026/05/06 14:03) 		admin:chargebacks [2026/09/17 07:04] (current)
74.7.241.35 old revision restored (2024/09/09 17:35)
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 Any customer who disputes a charge with their bank (chargeback) must have their subscriptions cancelled as quickly as possible. This will avoid incurring additional charges which will also likely be disputed. Any customer who disputes a charge with their bank (chargeback) must have their subscriptions cancelled as quickly as possible. This will avoid incurring additional charges which will also likely be disputed.
  
-**Tip:** You will see several duplicate chargebacks. To save time, search the card number to see if a record already exists in the sheet. If so, paste the values over. +1.  Open the Charge Back Tracker in Google Sheets: [[https://docs.google.com/spreadsheets/d/1-KgIp3zvmE36_XG_ZaSzOfwlGM41yKIMKXndItkOJbw/edit?usp=sharing]]
- +
-1.  Open the **Charge Back Tracker** in Google Sheets: [[https://docs.google.com/spreadsheets/d/1-KgIp3zvmE36_XG_ZaSzOfwlGM41yKIMKXndItkOJbw/edit?usp=sharing]] +
- +
-2.  Login to Konnektive as **chargeback.dial** and find the corresponding person record. You will need to search by the first and last digits of the card number and will confirm the //Trans Amt// and //Trans Date// values match. +
- +
-{{:admin:cbsheet1.png|}} +
- +
-3.  Populate the following fields for each record in the sheet: +
- +
-  * //Agent// - The last Dial agent that the customer interacted with. If they never contacted customer service, enter //None//. +
-  * //CID// - This is the unique identifier for the record in the CRM. It is pulled from the URL. +
-{{:admin:cid.png|}}  +
-  * //Active Subs?// - Enter //Y// if the record has any subscriptions that are **Active** or **Recycled Failed**. +
-  * //Results of last call// - If the customer interacted with our customer service team, what was the result of their final interaction? You have fields for up to 3 values. They must be from of the following: +
- +
- +
-        * //Accepted partial refund// +
-        * //Buzzwords// +
-        * //Called in to place order// +
-        * //Called to cancel, agent left sub active// +
-        * //Cancelled add-on// +
-        * //Cancelled sub// +
-        * //Checking on order// +
-        * //Demanded refund, denied// +
-        * //Did not arrive, referred to USPS// +
-        * //Made offer, no reply// +
-        * //Made offer, denied// +
-        * //RMA// +
- +
-{{:admin:cbsheet2.png|}} +
- +
-4.  [[howto:blacklist|Blacklist]] the customer. This will automatically cancel all of their subscriptions and prevent them from attempting to purchase products from us in the future. +
admin/chargebacks.1785904301.txt.gz · Last modified: 2026/08/05 04:31 by 216.73.216.146

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