Payout guides / checklist
Check the whole payout promise before you launch
Use this checklist to identify decisions that are complete and questions that still need an owner. It is a preparation tool, not a program approval or a substitute for the applicable terms.
Offer and purchase
The result of this stage is a promotion the customer can understand before buying.
- State one primary campaign objective and the customer group.
- Identify the Shopify products or purchase conditions that may qualify.
- Specify the campaign period and material exclusions.
- Explain any recipient action and the relevant decision point.
- Confirm the treatment of edits, cancellations, and returns in the offer.
Decision and recipient handoff
The result is a clear next action for each outcome, not simply an approval label.
- Assign responsibility for qualification and unresolved cases.
- Distinguish pending, eligible, and not-eligible outcomes.
- Identify the delivery owner after a favorable decision.
- Make the notification recognizable and its next action explicit.
- Provide access to the card conditions and relevant support instructions.
Support and information handling
The result is a support path that does not expose sensitive data or make the recipient restart the journey.
- Separate purchase, promotion, delivery, access, and card-use questions.
- Confirm how a missing message or failed access step is handled.
- Keep sensitive credentials out of ordinary email.
- Ensure each team receives only the information needed for its task.
Completion and campaign review
The result is a record of what the program delivered and what the merchant learned.
- Define each reporting stage and the observation period.
- Identify unresolved cases and assign an owner.
- Separate delivery completion from customer usage and later purchases.
- Interpret the business result alongside other promotions and trading conditions.
- Confirm the next review point and the decision it will support.
Plan for clear delivery
Plan a clear path from purchase to promotional payout.
Discuss the offer, customer expectations and the next program decision.