Confirm what the proposal covers
Describe the Shopify purchase and campaign objective before asking for a solution. Request evidence applicable to that proposal, not a generic product brochure.
| Question | Useful evidence |
|---|---|
| Which roles do you perform? | A written responsibility map for the proposed program |
| What does the recipient receive? | Applicable product description and customer terms |
| How is our Shopify offer supported? | A clear explanation of the supported purchase-to-benefit process |
| Who handles each question? | Merchant, recipient, and card-support responsibilities |
| What costs apply? | A complete commercial proposal with defined charging events |
| What information can we use to evaluate the program? | Documented reporting availability and definitions |
Discuss order changes and customer difficulties
Ask how the proposed arrangement handles a purchase that changes, a recipient who cannot find instructions, and a disputed eligibility outcome. Obtain the applicable policy and owner rather than assuming all providers handle these situations the same way.
Separate documented facts from open questions
Record what is confirmed, what depends on the proposed design, and what remains unresolved. Product-specific terms and executed agreements take precedence over an informal discussion. Do not publish unsupported capabilities as part of the Shopify offer.