Here’s my problem and what I’m trying to do:
Problem: There is confusion on who owns what. When you do a contact search and limit it by which products they have, contacts who have refunded that product still show up in the search. I guess because that purchase is part of their record. However, I need a way to filter out people who’ve refund their purchases. And I need to be able to use this information in several ways. Adding a tag to a contact who’s refunded seems like the most versatile way to do that, but I can’t find a way to automatically tag someone who refunds a product.
What I Want to Do: When one of our employees issues a refund, a person is automatically tagged as having refunded. That tag can then be used in a host of ways. For instance, we use PlusThis to create custom audiences in facebook for our ads. When someone buys one of our products, they get automatically added to one of our Facebook Custom audience.
But they stay in that audience even if they refund the product. If, however, they received a “refund” tag, I can send them through another PlusThis HTTP Post send to remove them from that audience.
This is just one way I want to automate refunds. But I can’t find a way to do this.
Why not manually tag? Because that is time consuming and prone to human error. It is not ideal.
Any ideas? Thank you.