Objective and commercial fit
Result: a brief that explains why this Shopify purchase deserves an incentive.
- One primary objective is written down.
- The audience and qualifying purchase are described consistently.
- The incentive has been compared with a relevant alternative.
- The budget covers the benefit and supporting services.
- The commercial decision to be made from results is identified.
Offer and customer experience
Result: a customer can understand qualification, the next step, and where to get help.
- The offer summary and detailed terms agree.
- Products, period, and material exclusions are clear.
- Order fulfillment and incentive timing are explained separately.
- Return and cancellation treatment is documented.
- Access instructions and applicable card terms have a clear destination.
Ownership and evaluation
Result: the responsible teams can honor the promise and interpret what happened.
- Merchant and card-support questions have named owners.
- The actual program responsibilities and terms are documented.
- The KPI population, denominator, and observation period are defined.
- Purchase changes and campaign costs are included in reporting.
- Unresolved customer issues have a responsible next action.