Shopify workflows
Keep the order, the payout decision, and delivery in step
A Shopify order supplies purchase context. A payout decision applies the promotion's conditions. Delivery then tells the eligible recipient how to receive the card benefit. These are related stages, not interchangeable statuses.
Give each stage one job
Treating order completion as proof of payout delivery leaves the merchant unable to explain what has actually happened. A clear workflow shows which stage is complete and which team owns what comes next.
- Identify the order and the relevant promotion.
- Consider the purchase against the current offer conditions.
- Record and communicate the payout decision.
- Follow the recipient handoff through delivery and support.
Choose the workflow question you need to resolve
The pages below separate qualification from changes in the order and from the customer experience after a decision.
Use status to explain the next action
A delayed decision needs a different response from a missing delivery message. Teams should describe the stage and the next step rather than referring customers between departments with an unexplained 'processing' message. Specific program conditions determine the steps and timing.
Plan for clear delivery
Plan a clear path from purchase to promotional payout.
Discuss the offer, customer expectations and the next program decision.