MERCHANDISING

Translate merchandising intent into durable eligibility

A promotion may feature a collection customers recognize, while the program evaluates specific products or variants. Both views need to stay aligned as the Shopify catalog changes.

Choose stable identifiers

Document whether eligibility follows specific products, variants, or collection membership at a defined point in time. Avoid relying only on page titles or merchandising labels that can change during the campaign.

Handle mixed baskets

Explain how qualifying and non-qualifying items interact, whether quantities matter, and what occurs when part of the basket is returned. Customers should not need to infer the calculation.

Coordinate merchandising and operations

Campaign owners, catalog teams, support, and reporting should share a versioned scope. Additions or removals need an effective time and a review of customer-facing terms.

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.