STRATEGY

Choose the customer action before the incentive

An incentive strategy connects a commercial objective to a specific customer action. The card delivers the benefit; the strategy explains why that purchase deserves it.

Match the offer to the objective

Use this starting matrix to narrow the brief. A campaign can have secondary benefits, but one primary objective makes eligibility and reporting easier to interpret.

A starting point for a Shopify incentive brief
ObjectiveAudienceEligible purchaseEvidence to review
AcquisitionCustomers new to the storeA first qualifying orderQualifying new customers and cost per acquisition
RetentionExisting customers with a relevant needA qualifying return purchaseRepeat-purchase rate for the defined audience
Product discoveryCustomers suited to a new collectionA qualifying product or collection purchaseProduct uptake and return-adjusted order results

Compare the benefit, not just the label

A discount changes the order price. A merchant gift card is store-specific value. A purchase-linked incentive card follows its own program terms. Compare what the customer receives, when it becomes available, and whether it fits the behavior you want to support.

Set a decision rule for the campaign

Agree what would justify continuing the offer, changing it, or stopping it. Include promotional costs, customer questions, and returns alongside sales. An offer that attracts orders but confuses recipients may need redesign even when distribution looks healthy.

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.