Commercial and customer definition
Document the primary objective, intended audience, qualifying behavior, customer proposition, planned dates, budget owner, and decision thresholds.
- Objective and audience
- Eligible Shopify purchase
- Customer-facing terms
- Budget and success criteria
Operations and controls
Map decision timing, data fields, provider roles, communications, support, returns, reconciliation, privacy, security, and incident ownership.
- Lifecycle and reason codes
- Minimum necessary data
- Exception and escalation paths
- Approved provider evidence
Measurement and approval
Confirm metric definitions, baselines, comparison approach, report cadence, campaign version, approvers, launch criteria, and stop conditions.
- KPI dictionary
- Incrementality limits
- Approval record
- Post-campaign decision