1. Define and publish the campaign
The merchant identifies the objective, audience, qualifying Shopify purchase, dates, exclusions, customer terms, and support path. Approved copy should match the operational rule.
2. Evaluate the order
Relevant order events and facts support a qualification decision at the documented point in the lifecycle. Pending, approved, declined, and changed outcomes use stable reasons.
3. Communicate, reconcile, and learn
The customer receives the appropriate status or delivery message. Program owners reconcile lifecycle records, resolve exceptions, report performance, and decide what should change.
COMMON QUESTIONS
Questions this guide should resolve
Is a Shopify order enough to approve an incentive?
Not always. The campaign may also define product, value, customer, payment, order-status, date, return, and exclusion conditions.
Who issues the card?
A program-specific issuing institution would be identified in the approved agreements and cardholder materials. Incentive Card X is not a card issuer.