Shopify workflows / eligible orders
An order is the starting point, not the payout decision
A Shopify order may be considered for a payout when it matches the promotion's purchase conditions. Qualification depends on the complete offer, not simply the presence of an order confirmation.
Identify the relevant purchase facts
A campaign centered on a featured collection needs to consider the purchased products. A time-limited promotion needs the relevant purchase date. Avoid collecting unrelated information simply because it is present in an order record.
- The applicable promotion and its terms.
- The products or collections relevant to the offer.
- The purchase event named in the eligibility conditions.
- Any order change that affects the stated conditions.
Consider changes before deciding
An order can be edited, cancelled, or returned. Determine which facts are relevant at the agreed decision point. A purchase that initially appears suitable may still require review, and a pending decision should not be described as an approved payout.
Make the result understandable
When a customer asks about an order, support should be able to distinguish the purchase record from the promotion's outcome. Explain the relevant qualification condition and what happens next without requiring the customer to interpret internal records.
Plan for clear delivery
Plan a clear path from purchase to promotional payout.
Discuss the offer, customer expectations and the next program decision.