GUIDES

Get from an open question to a useful next step

These guides are for Shopify teams deciding whether a purchase-led incentive makes sense and what needs to be ready before customers see the offer.

Understand the concept first

Start with the definition if card terminology is unfamiliar. Follow the process guide to distinguish the Shopify order, qualification, and the recipient experience.

Prepare for a program conversation

The checklist provides concrete readiness questions; the provider guide helps you request evidence about the offer under consideration. Neither assumes that every card format or proposed feature is available.

Use the same words across the team

A common vocabulary prevents marketing, operations, and analytics from using reward, claim, redemption, and repeat purchase for different events.

MAKE THE BRIEF SPECIFIC

Plan the Shopify incentive around a real customer action.

Bring the commercial objective, eligible purchase, customer promise, and unresolved operating questions. Start with the channel that fits your next step.