BASKET STRATEGY

Make the qualifying threshold easy to calculate and explain

A threshold offer can encourage a different basket, but ambiguity about taxes, shipping, discounts, refunds, or currency can quickly undermine the experience.

Define the calculation base

State whether qualification uses merchandise subtotal or another clearly defined amount and how discounts, taxes, shipping, duties, gift cards, and excluded items are treated. Align the published example with the implemented calculation.

Check the economics around the threshold

Evaluate likely basket movement, product margin, fulfillment cost, incentive cost, and return behavior near the cutoff. A higher order total does not automatically mean higher contribution.

Plan for changed orders

Define how edits, partial cancellations, and returns affect the qualifying amount. Give support teams a reason code and a customer-ready explanation for each outcome.

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.