CUSTOMER JOURNEY

Design every moment that can change customer trust

The incentive journey starts when a shopper sees the offer, not when a system evaluates the order. Each step should set an expectation that the next step can fulfill.

Before checkout

Show the qualifying purchase, relevant dates, important exclusions, and a direct path to terms. Place details close enough to the promotion that a customer does not need to search for the real conditions.

After the order

Acknowledge the campaign, distinguish receipt from qualification, explain timing, and provide recognizable sender details. Status changes should be consistent with support records.

When something changes

Prepare messages for order edits, cancellations, returns, failed delivery, duplicate inquiries, and not-qualified outcomes. Give each message an explanation and a safe next step.

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.